BRC (BRCC) DTC Subscribers (Discontinued)

Counts the number of direct-to-consumer subscribers, reflecting customer loyalty, brand strength, and potential for recurring revenue.

DTC subscribers have been a steady structural drag, but management says the channel has stabilized with back-to-back quarters of year-over-year growth driven by marketplaces and subscription retention efforts. Recent fulfillment onboarding and one‑time write‑downs compressed margins, so subscriber stabilization may not immediately boost profits; however, if DTC retention improves alongside the company’s strong wholesale and pricing momentum, it would meaningfully support the upgraded 2026 revenue and EBITDA targets.