BELLRING BRANDS (BRBR) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for BELLRING BRANDS.

Analyst Coverage

Research analysts who have asked questions during BELLRING BRANDS earnings calls.

Andrew Lazar

Barclays PLC

8 questions for BRBR

Also covers: BGS, CAG, CPB +15 more

John Baumgartner

Mizuho Securities

8 questions for BRBR

Also covers: BYND, GIS, HAIN +15 more

David Palmer

Evercore ISI

7 questions for BRBR

Also covers: BGS, CAG, CMG +21 more

Brian Holland

D.A. Davidson

6 questions for BRBR

Also covers: FRPT, LANC, MAMA +6 more

Thomas Palmer

Citigroup Inc.

6 questions for BRBR

Also covers: ADM, BG, CAG +14 more

Kaumil Gajrawala

Jefferies

5 questions for BRBR

Also covers: BARK, BTMD, BYND +22 more

Robert Moskow

TD Cowen

5 questions for BRBR

Also covers: BGS, BYND, CAG +27 more

Steve Powers

Deutsche Bank

5 questions for BRBR

Also covers: CHD, CL, CLX +22 more

Jon Andersen

William Blair & Company

4 questions for BRBR

Also covers: BRCC, CELH, COCO +11 more

Matthew Smith

Analyst

4 questions for BRBR

Also covers: E, GIS, HAIN +14 more

Megan Clapp

Morgan Stanley

4 questions for BRBR

Also covers: CAG, CPB, GIS +14 more

Peter Grom

UBS Group

4 questions for BRBR

Also covers: CELH, CHD, CL +26 more

Yasmine Deswandhy

Bank of America Corporation

4 questions for BRBR

Also covers: CAG, HRL, SJM

Alexia Howard

AllianceBernstein

3 questions for BRBR

Also covers: BYND, CAG, GIS +10 more

James Salera

Stephens Inc.

3 questions for BRBR

Also covers: CAKE, CELH, COCO +20 more

Jim Salera

Stephens Inc.

3 questions for BRBR

Also covers: CAKE, CELH, COCO +21 more

Kenneth Goldman

JPMorgan Chase & Co.

3 questions for BRBR

Also covers: ACI, BYND, CAG +17 more

Jacob Henry

TD Cowen

2 questions for BRBR

Also covers: LW

Matt Smith

Bank of America

2 questions for BRBR

Also covers: GIS, HAIN, HSY +8 more

Megan Klatt

Morgan Stanley

2 questions for BRBR

Also covers: HSY

William Chappell

Truist Securities

2 questions for BRBR

Also covers: BRCC, CENT, CHD +9 more

Alexia Burland Howard

Bernstein

1 question for BRBR

Bryan Spillane

Bank of America

1 question for BRBR

Also covers: CCEP, CL, COCO +7 more

Elsa

JPMorgan Chase & Co.

1 question for BRBR

John Anderson

Barclays

1 question for BRBR

Also covers: BKR, FTI, HAL +5 more

Stephen Powers

Deutsche Bank

1 question for BRBR

Also covers: CELH, CLX, EL +7 more

Stephen Robert Powers

Deutsche Bank

1 question for BRBR

Also covers: CHD, CL, CLX +20 more

Yasmin Deswandhy

Bank of America

1 question for BRBR

Also covers: HRL

Latest news

Recent press releases and 8-K filings for BRBR.

BellRing Brands Faces Securities Class Action Lawsuit

BRBR

Legal Proceedings

Demand Weakening

Guidance Update

A class action lawsuit has been filed against BellRing Brands, Inc. (BRBR) on behalf of investors who purchased securities between November 19, 2024, and August 4, 2025.
The lawsuit alleges that BellRing's strong reported sales during this period did not reflect increased end-consumer demand but rather customers accumulating excess inventory, and that the company later admitted competitive pressures were materially weakening demand.
On August 4, 2025, BellRing disclosed a disappointing fiscal year 2025 net sales outlook, narrowed to a range of $2.28 billion to $2.32 billion, which led to its stock price declining nearly 33% on August 5, 2025.
Investors who suffered losses during the class period have until March 23, 2026, to seek appointment as lead plaintiff.

18 hours ago

Press Release

Class Action Lawsuit Filed Against BellRing Brands

BRBR

Legal Proceedings

Demand Weakening

Guidance Update

A class action lawsuit has been filed against BellRing Brands, Inc. (BRBR) and certain senior executives for securities fraud by Bleichmar Fonti & Auld LLP.
The lawsuit alleges that BellRing's reported sales were driven by customer stockpiling rather than increased end-consumer demand, and that competitive pressures were downplayed.
BellRing's stock price dropped 19% on May 6, 2025, after the CFO revealed retailers were lowering inventory, and nearly 33% on August 5, 2025, after the company narrowed its fiscal year 2025 net sales outlook due to increased competition.
Investors have until March 23, 2026, to ask the Court to be appointed to lead the case.

2 days ago

Press Release

BellRing Brands Faces Securities Class Action Lawsuit Over Alleged Disclosure Failures

BRBR

Legal Proceedings

Demand Weakening

Guidance Update

BellRing Brands, Inc. (NYSE: BRBR) is the subject of a securities class action lawsuit alleging the company failed to disclose material information and violated federal securities laws during the Class Period from November 19, 2024, to August 4, 2025.
The lawsuit highlights two significant stock price declines: a 19% drop on May 6, 2025, after the company disclosed retailers lowered weeks of supply and a revised Q3 sales growth outlook, and a nearly 33% drop on August 5, 2025, following a disappointing new fiscal year 2025 sales outlook of $2.28-$2.32 billion.
Investors with substantial losses have until March 23, 2026, to file lead plaintiff applications in the lawsuit, which is pending in the United States District Court for the Southern District of New York.

3 days ago

Press Release

BellRing Brands Reports Q1 2026 Results and Updates Full-Year Guidance

BRBR

Earnings

Guidance Update

CEO Change

BellRing Brands (BRBR) reported Q1 2026 net sales of $537 million, a 1% increase year-over-year, with Adjusted EBITDA at $90 million.
The company narrowed its 2026 net sales guidance to $2.41 billion-$2.46 billion (4%-6% growth) and updated Adjusted EBITDA guidance to $425 million-$440 million.
Premier Protein net sales decreased 1% in Q1, while Dymatize sales grew 16%.
The updated guidance incorporates more frequent promotional events from insurgent brands and higher whey costs, leading to an expected 300 basis point decline in Adjusted EBITDA margins for the full year.
The CEO announced plans to retire by September 30, 2026.

4 days ago

Transcript

BellRing Brands Reports Q1 2026 Results, Updates Full-Year Guidance, and Announces CEO Retirement

BRBR

Earnings

Guidance Update

CEO Change

BellRing Brands reported Q1 2026 net sales of $537 million, a 1% increase year-over-year, with Adjusted EBITDA at $90 million.
The company narrowed its 2026 net sales guidance to $2.41 billion-$2.46 billion (representing 4%-6% growth) and updated Adjusted EBITDA guidance to $425 million-$440 million.
Premier RTD shake consumption decreased 2% in Q1, primarily due to timing delays in promotional display activation and increased competitive promotional activity, though January consumption was up 6% in all channels.
Darcy Horn Davenport, President and CEO, announced her decision to retire on or before September 30, 2026.
The company repurchased $97 million in shares during the first quarter.

4 days ago

Transcript

BellRing Brands Reports Q1 FY2026 Performance and Category Redefinition

BRBR

Earnings

BellRing Brands (BRBR) redefined its category from "convenient nutrition" to "wellness" effective Q1 FY2026, expanding the total market size from approximately $21 billion to $24 billion.
The overall wellness category demonstrated continued growth of +7% in Q1 FY2026, with Ready-to-Drink (RTD) products growing at the same rate.
Premier Protein RTD consumption decreased by 2% in Q1 FY2026, primarily due to challenging prior year comparisons in the club channel, although it experienced +11% growth excluding club. The brand maintained its leading market share at 22.0% in the RTD category and achieved 21.7% household penetration for the 52 weeks ending December 28, 2025.
Dymatize consumption increased by 7% in Q1 FY2026 compared to Q1 FY2025, driven by growth in RTD shakes, eCommerce, and Club channels.

4 days ago

Presentation

BellRing Brands Reports Q1 2026 Results, Updates 2026 Guidance, and Announces CEO Retirement

BRBR

Earnings

Guidance Update

CEO Change

BellRing Brands reported Q1 2026 net sales of $537 million, a 1% increase year-over-year, and Adjusted EBITDA of $90 million. Premier Protein net sales decreased by 1%, while Dymatize net sales grew by 16%.
The company narrowed its 2026 net sales guidance to $2.41 billion-$2.46 billion (representing 4%-6% growth) and updated its Adjusted EBITDA guidance to $425 million-$440 million.
Premier RTD shake consumption was down 2% in Q1 2026, primarily due to timing delays in promotional display activation and increased promotional activity by insurgent brands, though January consumption showed improvement.
President and CEO Darcy Horn Davenport announced her decision to retire by September 30, 2026, with a national external search underway for her successor.
BellRing Brands is focusing on growing distribution, increasing brand investments, and launching innovation, including a new Coffeehouse line and two additional shake lines in the second half of 2026.

4 days ago

Transcript

BellRing Brands Reports Q1 2026 Results, Narrows FY 2026 Outlook, and Announces CEO Retirement

BRBR

Earnings

CEO Change

Guidance Update

BellRing Brands reported net sales of $537.3 million, net earnings of $43.7 million, and Adjusted EBITDA of $90.3 million for the first fiscal quarter ended December 31, 2025.
The company narrowed its fiscal year 2026 outlook, projecting net sales of $2.41-$2.46 billion and Adjusted EBITDA of $425-$440 million.
During the quarter, BellRing Brands repurchased 3.0 million shares for $96.9 million.
Darcy H. Davenport, President and Chief Executive Officer, announced her retirement, effective upon the earlier of a new CEO appointment or September 30, 2026.

4 days ago

8-K

BellRing Brands Reports Q1 FY2026 Results and Narrows Fiscal Year 2026 Outlook

BRBR

Earnings

Guidance Update

Share Buyback

BellRing Brands reported first quarter net sales of $537.3 million, an increase of 1% year-over-year, with operating profit of $78.5 million, net earnings of $43.7 million, and Adjusted EBITDA of $90.3 million for the quarter ended December 31, 2025.
The company narrowed its fiscal year 2026 net sales outlook to $2.41-$2.46 billion and Adjusted EBITDA outlook to $425-$440 million, attributing the adjustment to increased category promotional frequency and higher whey protein costs.
Gross profit decreased to $160.8 million (29.9% of net sales) from $199.6 million (37.5% of net sales) in the prior year, primarily due to significant input cost inflation and unfavorable mix, leading to net earnings per diluted common share of $0.36 and Adjusted diluted earnings per common share of $0.37.
During the quarter, BellRing repurchased $97 million, representing approximately 2.5% of common shares outstanding.

4 days ago

Press Release

BellRing Brands Faces Securities Fraud Lawsuit Following Stock Drops

BRBR

Legal Proceedings

Demand Weakening

Guidance Update

Bleichmar Fonti & Auld LLP has filed a class action lawsuit against BellRing Brands, Inc. (NYSE:BRBR) and its senior executives for securities fraud.
The lawsuit alleges that BellRing's reported sales were inflated by customer inventory stockpiling rather than genuine consumer demand, and that the company downplayed competitive pressures.
BellRing's stock dropped 19% on May 6, 2025, after the company disclosed retailer destocking, and nearly 33% on August 5, 2025, following a narrowed fiscal year 2025 net sales outlook attributed to increased competition.
Investors have until March 23, 2026, to seek appointment as lead plaintiff in the case.