Black Rock Coffee Bar, Inc. (BRCB) Morgan Stanley Global Consumer & Retail Conference 2025 December 2, 2025 3:00 PM EST
Company Participants
Mark Davis – CEO & Director
Rodd Booth – Chief Financial Officer
Conference Call Participants
Brian Harbour – Morgan Stanley, Research Division
Presentation
Brian Harbour
Morgan Stanley, Research Division
Hi, everyone. I’m Brian Harbour. I cover restaurants and food distributors here at Morgan Stanley. Real quickly, for important disclosures, please see morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Now we’re going to talk Black Rock Coffee. Mark Davis, the CEO; Rodd Booth, CFO. Guys, thank you for coming. Welcome.
Mark Davis
CEO & Director
Thanks for having us.
Brian Harbour
Morgan Stanley, Research Division
Well, Mark, you actually were here last year, but I was going to say, obviously, you’re new to the public markets this year, so a little bit different scene here. Maybe just could you quickly intro yourselves and kind of your backgrounds, what brought you to Black Rock.
Mark Davis
CEO & Director
Sure. First, thanks for having us. My name is Mark Davis. I have been the CEO of Black Rock for coming up on 3 years. And background, I started with Panera when there were about 200 stores and left when there were about 2,000. And I worked within the development, the franchise and the operations and learned a lot of the process, some incredibly good people back then that worked for Panera and learned a lot from them. And so that’s going to be a lot of my background.
Rodd Booth
Chief Financial Officer
And then Rodd Booth, I’ve been with Black Rock for coming up on 5 years now. Black Rock was actually a client of mine before I joined. I was helping Jeff and
