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WEWEST

Westrock Coffee Company, LLC

$WEST·$789M·Packaged Foods·Consumer Defensive
$8.56+6.1%YTD+94.2%1Y+79.8%
Price updated 11h ago·X counts updated 4d ago
WEWEST
$WESTWestrock Coffee Company, LLC
$8.56+6.07%23 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WEST on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

23X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-08-19

The WEST cashtag is entirely Delonte West meme-coin commentary on Pumpfun/Solana, not a public equity. Sentiment is community-flavored bullish. The narrative: Delonte West (former NBA player who became homeless) is being on-boarded via the token, with WEST creators paying him directly — 14+ SOL claimed to his wallet. Bulls call it 'giga' at $6k mcap and 'we are so early boys.' The dev is active and the meme narrative is 'crypto helps a real person.' The CA is in Delonte's bio on Instagram. Zero bearish voice. Pure community meme play with a real-world impact hook.

Read what X is saying about $WEST

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WEST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Westrock Coffee up 94% YTD on production-ramp earnings — the Conway roast facility is doing the work.

Westrock Coffee has been one of the quieter turnaround stories of 2026 — Q1 2026 revenue of $309M was up 44% YoY, Q4 2025 was +48%, Q3 +61%, Q2 +35% — a steady acceleration as the Conway, Arkansas facility ramps.

  • EPS has missed modestly (Q2 -36%, Q4 -110%, Q3 0%) but the near-term loss trajectory is narrowing — sell-side has 2027 EPS turning slightly positive at $0.02 from -$0.35 in 2026.
  • At $8.14 and 69% of the 52-week range after a 94% YTD gain, the forward 2027 revenue of $1.33B at today's $789M market cap gives a P/S of 0.6 — unusually cheap for a growth-stage packaged-goods name.
  • The September 14 production-facility ramp commentary from management plus sell-side coverage framing earnings-ramp as the catalyst stack confirm the operational trajectory is the structural signal.

The November 5 Q3 earnings is the next catalyst — continuation of the Q1 revenue cadence plus any confirmation of 2027 EPS turning positive would reset the forward multiple; the risk is any one-time production or capex delay that resets the earnings timeline.

Differs from X sentimentThe captured X cashtag is Delonte West meme-coin community commentary on Pumpfun/Solana (NBA player tribute token), not Westrock Coffee the equity — the TickerTalks read discards it as a mismatched asset and bases the view on the packaged-coffee production ramp.

What to watch: November 5 Q3 earnings and 2027 EPS trajectory; Conway facility production ramp and capacity utilization; new coffee partnership or private-label contract wins.

On the calendar: Q3 earnings scheduled 2026-11-05

sentiment mismatched asset

Read the AI verdict on $WEST

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Roasts and co-packs private-label coffee and tea for US retail chains, convenience stores, and foodservice operators.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $WEST.

Packaged Foods · Consumer Defensive

Volume pressure from GLP-1 drug adoption (users reporting lower appetite and calorie intake) is a structural emerging headwind for snack, confection, and beverage categories. Pricing power from 2021–2023 input cost pass-throughs is normalizing as commodity costs moderate, shifting the growth requirement back to volume — precisely where GLP-1 headwinds are sharpening.

What this means for $WEST

Neutral — Roasts and co-packs private-label coffee and tea for US retail chains, convenience stores, and foodservice operators.

Industry benchmark

13-name peer basket
+5.5%YTD
-1.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-2.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-8.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-26.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
13.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.10$-0.07-36.4%
Q1 2026May 7, 2026$-0.04$-0.040.0%
Q4 2025Mar 10, 2026$-0.21$-0.10-110.0%
Q3 2025Nov 6, 2025$-0.05$-0.050.0%
Next earningsThu, Nov 5·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$308.8M+44.4%14.8%1.0%$-0.09$-18.9M
Q4 FY25$339.5M+48.3%11.5%-1.6%$-0.23$27.7M
Q3 FY25$354.8M+60.7%11.7%-2.4%$-0.20$-44.7M
Q2 FY25$280.9M+34.8%14.7%-5.3%$-0.23$-27.5M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B-$0.35-$0.36 – -$0.353
FY27$1.3B$1.3B – $1.3B$0.02$0.02 – $0.023

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+29.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.895-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 1Joe T FordDirector3.0K sh$24KBuyMay 14Joe T FordDirector15.0K sh$128KBuyMay 13Joe T FordDirector16.5K sh$139K
+ 10 other (10 awards) in window

See when $WEST insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Westrock Coffee Company (WEST) entered into Amendment No. 6 to its credit agreement on June 30, 2026, modifying terms under which its subsidiary Westrock Beverage Solutions LLC borrows; a direct financial obligation was also created (Item 2.03) and a separate other event reported (Item 8.01). Specific amendment terms are not disclosed in the excerpt. Multiple credit amendments signal active balance sheet management, warranting attention for investors tracking Westrock's liquidity and capital structure.

3New insider — initial holdingsJun 93
AI summary

Larry Keith Harvey, newly appointed SVP and Chief Legal Officer of Westrock Coffee Co. (WEST), filed an initial Form 3 on June 9, 2026, disclosing direct ownership of 30 shares of common stock and no derivative securities. The filing date is June 9, 2026, with the triggering event on June 8, 2026. This is a routine Section 16 initial ownership disclosure for a newly appointed executive officer, representing an administratively immaterial position.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

Westrock Coffee Company (WEST) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsApr 213
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for WEST on 2026-04-21, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2029 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change
AI summary

WEST disclosed a personnel change (8-K Item 5.02, dated 2026-04-20). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Westrock Coffee Company to Report Third Quarter 2026 Financial Results on November 5th, 2026globenewswire.com·16h agoCAMTEK TO HOST INVESTOR & ANALYST BREAKFAST AT SEMICON WEST ON OCTOBER 14, 2026prnewswire.com·9d agoWestrock Coffee: Production Facility Ramp Drives Earningsseekingalpha.com·31d agoWEST COAST BCP (WCCB) Stock Jumps 7.1%: Will It Continue to Soar?zacks.com·44d agoWEST COAST BCP (WCCB) Upgraded to Buy: Here's Whyzacks.com·57d ago

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Voices on X · last 7 days

No standout posts about $WEST on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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