Westrock Coffee (WEST)
Supplies coffee, tea, extracts, and private-label drinks for retailers and foodservice customers.
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Provides coffee, tea, flavors, extracts, ingredients, and private-label beverages to retail, foodservice, CPG, hospitality, and convenience customers. The business is U.S.-weighted, split between Beverage Solutions and Sustainable Sourcing & Traceability, and shaped by Conway facility execution, green-coffee exposure, and customer concentration.
Supplies coffee, tea, flavors, extracts, ingredients, and private-label beverage products for retail, foodservice, restaurant, convenience, travel-center, CPG, non-commercial, and hospitality customers. Beverage Solutions covers roast-and-ground coffee, single-serve cups, bottled and canned ready-to-drink products, and extract solutions for cold brew and other formats.
Built around a U.S.-weighted customer base, the platform combines sourcing, supply-chain management, product development, roasting, packaging, and distribution. Sustainable Sourcing & Traceability handles digitally traceable green-coffee supply chains and forward sales of green coffee.
Execution now depends heavily on scaling Conway manufacturing, while production capacity is concentrated across Arkansas, North Carolina, and Malaysia. The business is also exposed to green-coffee, tea, ingredients, and packaging cost swings, with meaningful but not single-customer-dominant customer concentration.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | Telsey Advisory | Target | Target: $9 | Target: $11 |
| Aug 7, 2026 | Stifel Nicolaus | Target | Target: $8 | Target: $9 |
| May 8, 2026 | Stifel Nicolaus | Target | Target: $7 | Target: $8 |
| Mar 11, 2026 | Stifel Nicolaus | Target | Target: — | Target: $7 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $38.2M · Total debt $568.1M · Total assets $1.09B · Shareholders' equity $242.1M
- Revenue
- $305.7M
- Operating income
- −$1.4M
- Net income
- −$13.6M
No dividends on record.
| Institutions | ≈ 49.69% | 48.51M shares | |
|---|---|---|---|
| 150 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 11.51% | 11.24M shares | |
| 20 holders · as of Jun 12, 2026 | |||
| Strategic holders | 13.02% | 12.71M shares | |
| 1 holder · as of Feb 12, 2025 | |||
| Other | ≈ 25.78% | 25.17M shares | |
| remainder | |||
97.63M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
HF Capital, LLCInstitution | 13.06% | 12.75M | as of Jun 30, 2026 |
HF Direct Investments Pool, LLC1,2Strategic10 percent owner | 13.02% | 12.71M | filed Feb 12, 2025 |
Stephens Group, LLCInstitution | 7.53% | 7.35M | as of Jun 30, 2026 |
James E. SowellInsider | 7.26% | 7.09M | filed Nov 14, 2025 |
FMR LLCInstitution | 4.14% | 4.05M | as of Jun 30, 2026 |
- HF Direct Investments Pool, LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (12.71M) is used instead.
- HF Direct Investments Pool, LLC reports a block also reported by HF Capital, LLC; it is counted once, under HF Capital, LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Joe T. Ford | director | +3,000 | $8.04 |
| May 13, 2026 | Joe T. Ford | director | +16,500 | $8.43 |
| May 14, 2026 | Joe T. Ford | director | +15,000 | $8.50 |
| Nov 4, 2025 | Jeffrey H. Fox | director | 0 | |
| Mar 17, 2026 | Joe T. Ford | director | +55,000 | $4.60 |
- Keurig Dr Pepper
Scaled single-serve coffee and RTD beverage rival
- Coffee
Wholesale green coffee and private-label roasting peer
- International Flavors & Fragrances
Flavor, taste, and food-ingredient competitor
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Westrock Coffee | $8.00 | −2.14% | $797.0M | — | — | 0.6 | +8.8% |
| Keurig Dr Pepper | $31.55 | +0.13% | $42.87B | 31.7 | 12.9 | 2.1 | +75.6% |
| Coffee | $4.06 | −1.82% | $23.6M | 5.0 | — | 0.2 | −9.3% |
| International Flavors & Fragrances | $85.62 | −0.20% | $21.90B | 79.4 | 24.9 | 2.2 | −29.3% |
| Median | 31.7 | 18.9 | 2.1 | −9.3% |