Feed / WEST

Westrock Coffee Company

WEST

Consumer Defensive · 7.71 +0.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Westrock Coffee Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Company+0.1% todayVolume comparison unavailable
Market group0 of 6 activeApparel and Healthcare Staffing · unavailable
Disclosed network0 of 3 confirmingNo filing-linked name is confirming now
What would change this read
  • WEST's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if WEST's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Packaged Foods

No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • WEST's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods6
Price observations319
Usable filing statements74
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +39.8% year over year.
  • Operating margin changed +2.0 percentage points in the latest annual period.
  • Net margin changed +1.8 percentage points in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
  • Energy and commodity prices has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Diluted shares increased 6.2% in the latest annual period.
Questions before a position
  • EV/sales is 44% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

7.71
6m+74.3%12m+34.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$698.1M+26.7%$-1.34+0.8%
2022-12-31$867.9M+24.3%$-1.60+40.5%
2023-12-31$864.7M-0.4%$-0.43
2024-12-31$850.7M-1.6%$-0.89+11.3%
2025-12-31$1.2B+39.8%$-0.94+6.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
The dilutive effect of Westrock Series A Preferred Shares and the Convertible Notes is calculated using the if-converted method, which assumes an add-back of any accretion on preferred shares and interest expense associated with the Convertible Notes to net i…
10-Q · May 7, 2026
Supply chain and availabilitypositive · 4 filings
The carrying amount of cash, accounts receivable, accounts payable, short-term debt and the supply chain finance program was estimated by management to approximate fair value due to the relatively short period of time to maturity for those instruments.
10-Q · May 7, 2026
Energy and commodity pricespositive · 3 filings
The increase in costs of sales was primarily driven by an increase in the sales volumes, and the year over year growth in coffee commodity prices and tariffs for the year ended December 31, 2025 compared to the year ended December 31, 2024.
10-K · Mar 10, 2026
Tariffs and trade policypositive · 2 filings
The increase in costs of sales was primarily driven by an increase in the sales volumes, and the year over year growth in coffee commodity prices and tariffs for the year ended December 31, 2025 compared to the year ended December 31, 2024.
10-K · Mar 10, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.6× · EV/sales 0.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

7.71+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for WEST. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for WEST. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind WEST

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

KDPKeurig Dr Pepper Inc.competitorMar 10, 2026

We generally view our competition based on product lines and geography.

MAMOFiling-linked namecompetitorMar 10, 2026

Pepper Inc., Mother Parkers Tea & Coffee Inc., Trilliant Food and Nutrition, LLC, TreeHouse Foods, Inc., Finlays, Massimo Zanetti Beverage Group, Royal Cup Coffee and Tea and Sunny Sky Products, LLC, among others.

Depended on by

CCThe Chemours CompanysupplierFeb 24, 2026

F- 64 The Chemours Company Notes to the Consolidated Financial Statements (Dollars in millions, except per share amounts and par values) In April 2025, the Water Works Board of the City of Opelika, Alabama (“Opelika”) filed suit in Alabama state court against…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

WEST is currently a Follower in the organic co-movement group Apparel and Healthcare Staffing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for WEST; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.