Westrock Coffee Q3 sales miss expectations as tariff refund pass-through weighs
WEST•Westrock Coffee’s third-quarter sales fell 15% year over year to $300.20 million, below the $303.93 million consensus, as $26.1 million in tariff refunds expected to be passed to customers reduced net sales. Adjusted EBITDA rose 14%, and the company reaffirmed its 2026 guidance and provided preliminary 2027 guidance.
1. Sales and earnings
Westrock Coffee reported third-quarter sales of $300.20 million, down 15% year over year and below analysts’ $303.93 million estimate. Net loss was $9.98 million. Adjusted EBITDA rose 14% year over year despite lower sales, while Beverage Solutions segment Adjusted EBITDA increased 13.9%.
2. Factors affecting sales
The company said $26.1 million in tariff refunds expected to be passed through to customers was reported as a reduction in net sales. It also attributed lower sales to the pass-through of lower average green coffee prices compared with the prior year.
3. Debt and outlook
Westrock Coffee closed a $600 million credit agreement and repurchased $40 million of its 2029 notes at a discount. The company reaffirmed 2026 Consolidated Adjusted EBITDA guidance of $90 million to $100 million and provided preliminary 2027 guidance of about $130 million.
