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BellRing Brands(BRBR) - 2026 FY - Earnings Call Transcript
2026-01-28 16:02
Financial Data and Key Metrics Changes - The meeting reported that approximately 98% of shares voted in favor of the election of Ms. Davenport to the Board, with 99% for Mr. Finkelstein, 95% for Mr. Stein, 74% for Mr. Vitale, and 98% for Ms. Nwamu, indicating strong shareholder support for the board members [9][10]. - The selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending September 30, 2026, was ratified with approximately 100% of shares voting in favor [11]. Business Line Data and Key Metrics Changes - No specific data on business line performance or key metrics was provided during the meeting. Market Data and Key Metrics Changes - No specific market data or key metrics were discussed in the meeting. Company Strategy and Development Direction and Industry Competition - The company emphasized the importance of shareholder opinions regarding executive compensation, indicating a commitment to aligning management incentives with shareholder interests [6]. Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting. Other Important Information - The meeting was conducted virtually, and stockholders had the opportunity to submit questions, although no questions were raised during the session [2][12]. Q&A Session Summary Question: Were there any questions from the stockholders? - There were no questions submitted during the meeting [8][12].
BellRing Brands(BRBR) - 2026 FY - Earnings Call Transcript
2026-01-28 16:00
Financial Data and Key Metrics Changes - The meeting reported that approximately 85% of the shares were represented, indicating strong shareholder engagement [4] - The voting results showed that approximately 98% of shares voted in favor of the election of Ms. Davenport, and 100% ratified the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending September 30, 2026 [11] Business Line Data and Key Metrics Changes - No specific business line data or key metrics were discussed during the meeting [8] Market Data and Key Metrics Changes - No specific market data or key metrics were provided during the meeting [8] Company Strategy and Development Direction - The company emphasized the importance of shareholder opinions regarding executive compensation, indicating a focus on governance and alignment with shareholder interests [6] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [8] Other Important Information - The meeting included the election of five directors, with varying levels of shareholder support for each nominee [10] - The compensation of named executive officers was approved on a non-binding advisory basis, with approximately 82% of shares voting in favor [11] Q&A Session Summary Question: Were there any questions from shareholders? - There were no questions submitted during the meeting [8][12]
Shareholders that lost money on BellRing Brands, Inc. (BRBR) should contact Levi & Korsinsky about pending Class Action - BRBR
Prnewswire· 2026-01-28 14:00
NEW YORK, Jan. 28, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in BellRing Brands, Inc. ("BellRing Brands, Inc." or the "Company") (NYSE: BRBR) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of BellRing Brands, Inc. investors who were adversely affected by alleged securities fraud between November 19, 2024 and August 4, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra- ...
BRBR Investors Have Opportunity to Lead BellRing Brands, Inc. Securities Fraud Lawsuit
Prnewswire· 2026-01-28 01:40
Core Viewpoint - Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of Bellring Brands, Inc. securities, alleging that the company's reported sales growth during the Class Period was misleading and driven by inventory stockpiling rather than genuine consumer demand [1][5]. Group 1: Lawsuit Details - The class action lawsuit pertains to securities purchased between November 19, 2024, and August 4, 2025, and aims to address potential damages suffered by investors due to misleading statements made by Bellring regarding its sales growth [1][5]. - Bellring Brands develops and sells "convenient nutrition" products, primarily under the Premier Protein brand, and during the Class Period, the company claimed that its sales growth was due to factors like organic growth and distribution gains [5]. Group 2: Allegations Against Bellring - The lawsuit alleges that Bellring downplayed competitive pressures and falsely represented that its sales were driven by increased end-consumer demand, while in reality, sales were primarily due to key customers stockpiling inventory [5]. - Following a period of destocking, Bellring admitted that competitive pressures were materially weakening demand, contradicting earlier claims made by the company [5]. Group 3: Participation in the Class Action - Investors who purchased Bellring securities during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - Interested parties can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6].
BELLRING BRANDS, INC. (NYSE: BRBR) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds BellRing Brands, Inc. Investors of Upcoming Deadline
Globenewswire· 2026-01-27 18:31
NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds BellRing Brands, Inc. (“BellRing” or the “Company”) (NYSE: BRBR) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join The BellRing Brands Class Action Lawsuit Lawsuit? Do you, or did you, own shares of BellRing Brands, Inc. (NYSE: BRBR)?Did you purchase your shares between November 19, 2024 and August 4, 202 ...
BellRing Brands (BRBR) Facing Securities Class Action Amid Questions About Destocking, Consumption and Competition - Hagens Berman
Prnewswire· 2026-01-27 18:05
Core Viewpoint - A securities class action lawsuit has been filed against BellRing Brands, Inc. and certain executives due to alleged misrepresentations regarding sales growth and competition, following disappointing earnings reports that significantly impacted share prices [1][4][6]. Group 1: Lawsuit Details - The lawsuit seeks to represent investors who acquired BellRing securities between November 19, 2024, and August 4, 2025 [1][3]. - Allegations include that BellRing's reported sales were primarily due to temporary inventory stockpiling by key customers, masking a decline in market share amid increasing competition [4][5]. - The lawsuit claims that strong sales results were misleading, as they reflected customers' excess inventory rather than genuine consumer demand [5][6]. Group 2: Market Reactions - Following the Q2 2025 earnings report on May 6, 2025, BellRing's share price fell by $14.88, a decrease of 19%, after the CFO indicated that key retailers had reduced their inventory levels [6][7]. - After the Q3 2025 earnings report on August 4, 2025, the share price dropped by $17.46, a decline of 33%, due to a disappointing sales outlook and concerns about competition [7][8]. - The firm Hagens Berman is investigating whether BellRing misled investors regarding consumer demand and inventory levels [8].
Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm Encourages BellRing Brands, Inc. (BRBR) Shareholders To Inquire About Securities Fraud Class Action
Businesswire· 2026-01-27 17:59
What Happened? On May 6, 2025, BellRing disclosed that "several key retailers lowered their weeks of supply on hand, which is expected to be a mid-single-digit headwind to [the Company's] third quarter growth,†lowering expectations of third quarter net sales growth to low single digits, further stating that retailers had been "hoarding inventory to make sure that they didn't run out of stock on shelf†and "protecting themselves coming out of capacity constraints.†LOS ANGELES--(BUSINESS WIRE)--Glancy Pronga ...
ATTENTION: BRBR INVESTORS: Contact Berger Montague About a BellRing Brands, Inc. Class Action Lawsuit
TMX Newsfile· 2026-01-27 16:21
Philadelphia, Pennsylvania--(Newsfile Corp. - January 27, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) ("BellRing" or the "Company") on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the "Class Period").Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than Ma ...
SHAREHOLDER ACTION REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of BellRing Brands
TMX Newsfile· 2026-01-27 15:06
Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against BellRing Brands, Inc. for alleged violations of federal securities laws, particularly regarding misleading statements about sales growth and competition impacts [2][5]. Company Overview - BellRing Brands, Inc. trades on the NYSE under the ticker BRBR and has faced significant stock price declines due to disappointing sales performance and retailer inventory adjustments [2][6][7]. Legal Context - A federal securities class action has been filed against BellRing, with a deadline of March 23, 2026, for investors to seek the role of lead plaintiff [2][8]. - The complaint alleges that BellRing and its executives failed to disclose critical information regarding the sustainability of sales growth and the competitive landscape [5]. Stock Performance - On May 5, 2025, BellRing's stock dropped by $14.88, or 19%, following the announcement of reduced retailer inventory levels, closing at $63.55 per share [6]. - On August 4, 2025, the stock fell by $17.46, or nearly 33%, after disappointing quarterly consumption figures for Premier Protein RTD Shakes, closing at $36.18 per share [7]. Investor Communication - Faruqi & Faruqi encourages investors who suffered losses to contact them for discussions about their legal rights and options [1][9].
BRBR Stockholder Alert: Robbins LLP Informs Investors of the Securities Fraud Class Action Against BellRing Brands, Inc.
Prnewswire· 2026-01-27 05:06
Core Viewpoint - A class action has been filed against BellRing Brands, Inc. for allegedly misleading investors about its sales performance during a specified period, leading to significant stock price decline following disappointing financial results [1][2][3]. Group 1: Allegations and Misleading Information - Robbins LLP is investigating allegations that BellRing Brands misled investors regarding its sales, indicating that strong sales figures were due to customers accumulating excess inventory rather than increased consumer demand [2]. - The complaint states that once customers felt confident about product availability, they reduced their inventory, which led to a decline in new orders and revealed that competitive pressures were weakening demand [2]. Group 2: Financial Performance and Stock Impact - On August 4, 2025, BellRing reported a disappointing fiscal Q3 2025 outlook, narrowing its net sales forecast to a range of $2.28 billion to $2.32 billion [3]. - Following this announcement, BellRing's stock price fell by $17.46 per share, nearly 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [3]. Group 3: Class Action Participation - Shareholders interested in participating in the class action must submit their papers by March 23, 2026, to serve as lead plaintiff, representing other class members in the litigation [4]. - Shareholders can remain absent class members and still be eligible for recovery without participating in the case [4]. Group 4: Company Background - Robbins LLP has been a leader in shareholder rights litigation since 2002, focusing on helping shareholders recover losses and improve corporate governance [5].