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TickerWEST
SectorPackaged Foods
Mkt cap$805M
EV / EBITDA23.5×
PostureHigh Velocity
Composite70/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1806347

Westrock Coffee Company

WESTHIGH VELOCITYFILING INTENSITY

Westrock Coffee Company reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Consumer Products.

Lens

Disclosed M&A capital (2023–2025)

$2M

−84%

vs $15M in 2020–2022

Disclosed transactions

2

+100%

1/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$1.3B
EBITDA$41M
Enterprise value$959M
EV / Revenue0.7×
EV / EBITDA23.5×
P/EN/A
Cash$28M
Total debt$60M
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

6/100

Companies actively deploying disclosed capital into M&A

  • $17M disclosed buyer spend

Buyer Cadence

14/100

Buyer-side companies with recent filing activity

  • Filed within 33d
  • 34 8-Ks

Target Probability

12/100

Issuers showing target-side patterns from filings

  • 2 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 2 activism filings

Pressure Watch

27/100

Issuers facing activism, governance, or control pressure

  • 2 activism filings
  • Latest activism 2.8y ago; discounted

Distress Watch

9/100

Issuers showing financial-distress filing patterns

  • 2 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 34 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $959M
  • 10-Q 33d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $15M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/AN/AN/AN/A
20232$2M$1MN/A
20221$15M$15MN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    50%
  • Horizontal Consolidation
    50%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • horizontal_consolidation
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

Additionally, industry consolidation has generally led to our customers becoming larger and more sophisticated buyers of our products, leveraging their buying power and negotiating strength to improve their profitability through more favorable contractual terms.

10-KFY2024

Further consolidation among our customers or the loss of any key customer could negatively affect our sales, profitability and future growth.

10-KFY2025

A core part of our strategy is to grow through acquisitions.

10-KFY2022
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Consumer Products

Market spend (2023–2025)
$145.2B
Market spend (2020–2022)
$102.1B
Recent vs prior
+42%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

23.5×EV / EBITDA

WEST trades at a +11.3-turn premium to the Consumer Products peer median of 12.2×.

EV / Revenue
0.7×
Net debt / EBITDA
0.8×
Peer median EV / EBITDA
12.2×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
Westrock Coffee CompanyWEST
23.5×0.7×0.8×$1.3B$2M
15.7×2.3×2.0×$164.7B$24.6B
8.7×1.3×-0.1×$10B$5.5B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Consumer Products. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)42026-03-10
  • 10-Q (quarterly)122026-05-07
  • 8-K (event)342026-05-07
  • Proxy / DEF 14A82026-04-23
  • Activism (13D / DFAN / PREC)22023-08-31

Signals on file

  • elevated

    Activism on file

    2023-08-31

    2 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Westrock Coffee Company: Issuer Brief | SE-Cluster