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WEWEST

Westrock Coffee Company, LLC

Hot onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$WEST·$792M·Packaged Foods·Consumer Defensive
$8.00-0.7%YTD+91.8%1Y+45.2%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 1 posts2026-08-23: 0 posts4+33%
Price updated 2d ago·X counts updated 7d ago
WEWEST
$WESTWestrock Coffee Company, LLC
$8.00-0.74%4 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $WEST, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-30

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

Westrock Coffee $790M +45% TTM — Q1 rev +44%, $WEST X chatter is Delonte West Solana memecoin, not equity.

Westrock Coffee is a $790M packaged-food/coffee company. Real-business quality — Q1 revenue acceleration. But $WEST X chatter is entirely a Solana memecoin about Delonte West.

How it reads:

  • Growth is exceptional: Q1 revenue +44.4% YoY to $309M, Q4 was +34.8% — sustained ~40% compounding.
  • Margins are thin: -2% operating margin, 1% Q1 op margin, -8.6% FCF yield, -3% ROIC — pre-scale.
  • Valuation is compressed: -10.2x PE (near-zero base), 0.57x sales, 31.3x EV/EBITDA — priced on scale delivering.
  • Position is stretched: 67th percentile 52w, 0.8% below 50-day, 34% above 200-day on 79% baseline volume — real accumulation.
  • Aug 6 Q2 2026 financial results — the fundamental disclosure has occurred.
  • Insider signal is silent: zero transactions in 90-day window.
  • CRITICAL: $WEST X cashtag is entirely Delonte West Solana memecoin on Pumpfun (former NBA player homeless being on-boarded via the token, WEST creators paying him directly, 14+ SOL claimed to his wallet, 'giga' at $6k mcap, 'we are so early boys') — NOT the equity.

The Nov 5 print is the test — reiterated FY26 revenue plus specific commentary on coffee-processing margin trajectory extends the run; a sub-40% growth quarter plus continued -8% FCF yield drops to $6 support.

Differs from X sentimentCannot agree — the $WEST X cashtag is entirely a Delonte West meme-coin on Pumpfun/Solana (Delonte West former NBA player who became homeless is being on-boarded via the token, WEST creators paying him directly, 14+ SOL claimed to his wallet, 'giga' at $6k mcap, 'we are so early boys'), NOT Westrock Coffee equity. Zero relevant X sentiment. The actual equity story is Q1 revenue +44% but -2% op margin — pre-scale coffee company.

What to watch: Nov 5 earnings — reiterated FY26 revenue plus specific commentary on coffee-processing margin trajectory extends the run; a sub-40% growth quarter plus continued -8% FCF yield drops to $6 support.

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

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment13 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 the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Packaged food volume erosion is the ongoing structural tension; private label share gains and consumer trade-down are squeezing branded food margins. GLP-1 weight-loss drug adoption is an emerging structural demand headwind for high-calorie categories.

What this means for $WEST

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Roasts and co-packs private-label coffee and tea for US retail chains, convenience stores, and foodservice operators.

Industry benchmark

16-name peer basket
+8.1%YTD
+8.4%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 $-0.05

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$1.3B$1.3B – $1.3B-$0.18-$0.19 – -$0.173
FY27$1.5B$1.4B – $1.5B-$0.03-$0.03 – -$0.033

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.0.8×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.67%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.-0.8%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.+34.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.905-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$139KBuyMar 17Joe T FordDirector55.0K sh$253KBuyMar 13Joe T FordDirector45.0K sh$176K
+ 36 other (19 inkinds · 17 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
Free, forever. No credit card.

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-KOfficer or director changeMar 108-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
+ 9 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.

WEST COAST BCP (WCCB) Upgraded to Buy: Here's Whyzacks.com·11d agoNUTEX HEALTH OPENS WEST LITTLE ROCK EMERGENCY HOSPITAL IN ARKANSASprnewswire.com·13d agoWestrock Coffee Q2 Earnings Call Highlightsmarketbeat.com·23d agoWestrock Coffee Company (WEST) Q2 2026 Earnings Call Transcriptseekingalpha.com·24d agoWestrock Coffee Company (WEST) Reports Q2 Loss, Misses Revenue Estimateszacks.com·24d 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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