WEST Stock Forecast & Price Target

Westrock Coffee Co experienced a significant revenue boost in 4Q25, with total sales rising 48.3% to $339.5 million, driven largely by its Beverage Solutions segment, which saw a 56.6% increase to $272.5 million due to strong demand across multiple product categories. The Sustainable Sourcing & Traceability segment also contributed positively with a 21.9% sales increase to $66.9 million, fueled by higher coffee prices and volume. Looking ahead, Westrock is projected to achieve 30% year-on-year growth in the Beverage Solutions segment, supported by enhancements in production capacity and supply chain optimization, which positions the company favorably for continued expansion and value creation for shareholders.

Westrock Coffee's financial outlook for 2026 indicates a significant decline in EBITDA, now projected to be between $90-$100 million, a reduction from earlier estimates of $130-$150 million, largely due to lost single-serve volume following industry consolidation. Additionally, the company faces challenges with a slower-than-expected transition of customers to its Conway facility, leading to an adjusted FY26 EBITDA estimate of $93 million, incorporating substantial headwinds from the loss of a $30 million single-serve customer. Despite a decreasing trend in green coffee prices, which have fallen approximately 25% year-over-year, the company's overall financial position is strained, contributing to a negative outlook on its stock.