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为好奇的投资者而做。

首页/BRCC/申报文件变化

BRCC 最新10-Q变化

将 BRCC 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。

对比:10-Q · 2026-11-02 与上一份 10-Q · 2026-08-03

章节结果新增删除微调未变
管理层讨论与分析文字有新增/删除+23−19~2716
市场风险(第3项)文字有新增/删除+10~133
控制与程序文字有新增/删除+10~133
法律诉讼文字有新增/删除+10~133
风险因素文字有新增/删除+10~133
其他信息文字有新增/删除+10~133

计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。

代表性摘录

每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。

管理层讨论与分析

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • During the third quarter of 2026, management committed to Project Core, a multi-year strategic initiative intended to strengthen our core coffee business, improve profitability, simplify our operations and reduce the capital intensity of our business. As part of Project Core, we plan to close 12 com…
  • On October 29, 2026, subsequent to the end of the third quarter of 2026, we signed an agreement to sell the Manchester Plant to Cascade Coffee, LLC, a longstanding manufacturing partner, for $17.0 million, consisting of $10.0 million in cash and a $7.0 million note receivable. $8.6 million of the ca…
  • On August 21, 2026, we effected a 1-for-10 reverse stock split of our Class A common stock and Class B common stock. The par value of both the Class A common stock and Class B common stock remains $0.0001 per share. The Reverse Stock Split did not reduce the number of shares of capital stock we are …
  • Our ability to successfully execute Project Core, a multi-year initiative to strengthen our core coffee business, improve profitability, simplify our operations and reduce the capital intensity of our business, will be an important factor in our future performance (see “Recent Developments”). Its su…
  • We sell our products both directly and indirectly to our customers through a broad set of physical and online platforms. Our revenue, net reflects the impact of product returns as well as discounts and fees associated with certain sales programs, trade spending, promotions, and loyalty rewards.

相对上期删除的文字 · 来源:10-Q · 2026-08-03

  • We sell our products both directly and indirectly to our customers through a broad set of physical and online platforms. Our revenue, net reflects the impact of product returns as well as discounts and fees for certain sales programs, trade spend, promotions, and loyalty rewards.
  • Cost of goods sold primarily includes raw material costs, labor costs directly related to producing our products including wages and benefits, shipping costs, and other overhead costs related to certain aspects of production, warehousing, fulfillment, shipping, and credit card fees.
  • Cost of goods sold for the three months ended June 30, 2026 increased $7.9 million, or 13%, to $70.5 million as compared to $62.7 million for the corresponding period in 2025. Gross margin increased modestly to 34.1% for the three months ended June 30, 2026 compared to 33.9% for the corresponding pe…
  • Salaries, wages, and benefits expenses for the three months ended June 30, 2026 decreased $0.3 million, or 2%, to $15.5 million as compared to $15.8 million for the corresponding period in 2025. This decrease was primarily attributable to lower severance costs and reduced payroll from the lower head…
  • General and administrative expenses for the three months ended June 30, 2026 decreased $5.0 million, or 35%, to $9.3 million as compared to $14.3 million for the corresponding period in 2025. The decrease was primarily attributable to lower legal fees, lower consulting and professional fees, and red…

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • Except as otherwise indicated, all information in this Quarterly Report gives effect to the 1-for-10 reverse stock split of the Class A common stock and Class B common stock that was effected on August 21, 2026.

控制与程序

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • Except as otherwise indicated, all information in this Quarterly Report gives effect to the 1-for-10 reverse stock split of the Class A common stock and Class B common stock that was effected on August 21, 2026.

法律诉讼

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • Except as otherwise indicated, all information in this Quarterly Report gives effect to the 1-for-10 reverse stock split of the Class A common stock and Class B common stock that was effected on August 21, 2026.

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • Except as otherwise indicated, all information in this Quarterly Report gives effect to the 1-for-10 reverse stock split of the Class A common stock and Class B common stock that was effected on August 21, 2026.

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • Except as otherwise indicated, all information in this Quarterly Report gives effect to the 1-for-10 reverse stock split of the Class A common stock and Class B common stock that was effected on August 21, 2026.

如何读 10-Q 的风险因素(第 1A 项)

10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:

  • 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
  • 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
  • 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。

这只是对文件结构的客观描述,不构成对风险高低的判断。

数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议

BRCC 更多分析

BRCC 全览BRCC 量化评级BRCC 公允价值(DCF)BRCC 同业对比BRCC 营收历史BRCC AI 深度研报