Westrock Coffee Company

Good day and thank you for standing by. Welcome to the West Rock Coffee Company second quarter 2026 earnings conference call. At this time, all participants are in a listen only mode. After the speaker's presentation, there will be a question and answer session. To ask a question, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Juwan Arnold, Vice President of Investor Relations. Please go ahead.

Thank you and welcome to Westrock Coffee Company's second quarter 2026 earnings conference call. Today's call is being recorded. With us are Mr. Scott Ford, Co-Founder and Chief Executive Officer, and Mr. Chris Pledger, Chief Financial Officer. By now, everyone should have access to the company's second quarter earnings release issued earlier today. This information is available on the investor relations section of Westrock Coffee Company's website at investors.westrockcoffee.com. Certain comments made on this call include forward-looking statements which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management's current expectations and beliefs concerning future events and are subject to several risks and uncertainties that could cause actual results to differ materially from those described in these forward-looking statements. Please refer to today's press release and other filings with the SEC for a more detailed discussion of the risk factors that could cause actual results to differ materially from those expressed or implied and any forward-looking statements made today. Also, discussions during this call will use some non-GAAP financial measures as we describe business performance. The SEC filings as well as the earnings press release provide reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures. With that, it is my pleasure to turn the call over to Scott Ford, our co-founder and chief executive officer.

Thank you, Juwan. Good afternoon, everyone. Thanks for joining us. I'm pleased to report that the second quarter of 26 was another strong quarter across every part of our business. It was our fifth consecutive quarter of year-over-year consolidated adjusted EBITDA growth. We turned free cash flow positive ahead of our anticipated schedule, and we ended the first half of the year almost 10% ahead of our internal EBITDA plan. The platform we spent the last three years building No longer requires capital. Rather, it is a generator of cash. Second quarter consolidated adjusted EBITDA was 21.3 million, a second quarter record, and up nearly 39% year over year. Through the first six months, consolidated adjusted EBITDA of 47.3 million was more than twice the first half of 25. Our credit agreement secured net leverage ratio improved to 3.36 times, our fifth consecutive quarter of sequential deleveraging, and significantly, we were free cash flow positive both for the quarter and on a year-to-date basis. Commercially, our momentum continues to build. Second quarter beverage solutions net sales grew nearly 17% year-over-year. led by the continued volume growth of our RTD can, glass, and multi-serve bottle formats in Conway and driven by increasing volumes from both existing and new brand partners across the portfolio from packaged coffee and single serve cups to coffee RTD beverages. We have a pipeline of new products in queue from refreshers, energy, and high protein drinks to functional and nutraceutical single serve cups. Our customer and sales pipeline has never been more robust, and the fact that our recently expanded manufacturing capacity is now fully operational continues to shorten our sales cycle with brand partners. Further, our recent market wins enable us to forecast revenue and profit growth that builds materially over the next several quarters without the need for additional capex or new sales wins. Prime examples of which are recent incremental canned format volume wins from both historic and new customers in our Conway facility. This facility will be an increasingly meaningful contributor to segment profitability through the balance of this year and into next. Turning to single serve cups, our volumes were up over 9% year over year, excluding The volumes lost to a customer that departed us through industry acquisition and consolidation. New customer inbound interest remains strong. We continue to expect new volumes to begin arriving in late 26 with full replacement targeted by the end of 27. Our work with Palantir is increasingly showing up in how we run the business day to day. Foundry's AI is now driving real-time analysis across our manufacturing, Logistics and Planning Systems, giving our teams live visibility into performance as it happens rather than after the fact. This is structural, not cosmetic. We are not bolting AI onto a beverage company. Instead, we are running this platform on an AI native operating core, and the operating leverage it creates is only beginning to show up in our results. With the first half behind us, we are reaffirming our 2026 consolidated adjusted EBITDA outlook of $90 to $100 million, while acknowledging that both of our first two quarters came in ahead of our internal plan, and we feel quite optimistic about the back half of the year. Our sales and operational momentum is continuing to build. Our story this quarter is a simple one. We have become a cash generating platform, executing at pace, with a strong team again delivering record results. We are growing sales, expanding EBITDA, deleveraging the balance sheet, and now generating free cash flow. That is the business model working exactly as promised. I want to thank our entire team, from the folks on the plant floors in North Carolina, Arkansas, and Malaysia, to our sourcing and logistics offices around the world, to our systems and corporate teams, and to our shareholders, whose conviction and steadfast partnership through our expansive build-out phase made this quarter's milestone earnings and free cash flow generation possible. With that, I'll turn it over to Chris Pledger, our CFO, for the financial details. Chris?