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BellRing Brands(BRBR) - 2025 Q3 - Quarterly Results
2025-08-04 21:12
Exhibit 99.1 BellRing Brands Reports Results for the Third Quarter 2025; Narrows Fiscal Year 2025 Outlook St. Louis - August 4, 2025 - BellRing Brands, Inc. (NYSE:BRBR) ("BellRing"), a holding company operating in the global convenient nutrition category, today reported results for the third fiscal quarter ended June 30, 2025. Highlights: *Adjusted EBITDA is a non-GAAP measure. For additional information regarding non-GAAP measures, see the related explanations presented under "Use of Non- GAAP Measures" la ...
BellRing Brands Reports Results for the Third Quarter 2025; Narrows Fiscal Year 2025 Outlook
GlobeNewswire News Room· 2025-08-04 21:00
Core Insights - BellRing Brands, Inc. reported strong third-quarter performance with net sales of $547.5 million, reflecting a 6.2% increase year-over-year, driven by a 3.5% increase in volume and a 2.7% increase in price/mix [4][5] - The company achieved record levels of household penetration and distribution, maintaining industry-leading loyalty metrics, particularly for its Premier Protein brand [3][5] - Adjusted EBITDA for the third quarter was $120.3 million, a slight increase of 0.7% compared to the previous year [14] Financial Performance - Net sales for the third quarter reached $547.5 million, up from $515.4 million in the prior year [37] - Gross profit was $193.6 million, representing 35.4% of net sales, an increase from 36.8% in the prior year [7][37] - Operating profit decreased significantly to $44.8 million, down 59.9% from $111.6 million in the prior year, primarily due to a $68.1 million provision for legal matters [11][37] Segment Performance - Premier Protein net sales increased by 6.0%, driven by a 3.5% volume growth and a 2.5% increase in price/mix [5] - Dymatize net sales grew by 5.4%, supported by a 5.1% increase in volume, attributed to higher international sales and new product introductions [6] Legal Matters - The company reached a settlement in principle for $90 million related to Joint Juice litigation, which is subject to judicial approval [24] Share Repurchase Activity - In the third quarter, BellRing repurchased 1.3 million shares for $83 million at an average price of $65.07 per share, with a total of 3.8 million shares repurchased for $265.6 million in the nine months ended June 30, 2025 [25] Outlook - The fiscal year 2025 net sales outlook has been narrowed to a range of $2.28 billion to $2.32 billion, with Adjusted EBITDA expected to be between $480 million and $490 million, indicating growth of 14%-16% and 9%-11% respectively over fiscal year 2024 [26]
BRBR LEGAL ALERT: Lose Money on Your BellRing Brands, Inc. Investment? Contact BFA Law about its Investigation (NYSE:BRBR)
GlobeNewswire News Room· 2025-08-03 11:07
Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration and claimed strong demand across all channels, attributed to distribution expansion and promotional activities [2]. Group 2: Sales Growth and Market Reaction - The sales growth during the relevant period may not be sustainable, as it could have been influenced by temporary inventory loading at key retailers [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply, which would negatively impact growth in Q3 2025. The company also announced plans to expand promotions to counteract these reductions [3]. - Following this announcement, BellRing's stock price dropped by $13.96, or over 18%, from $77.34 to $63.38 per share [3].
BRBR INVESTOR REMINDER: BellRing Brands, Inc. Stock Drop Leads to Investigation – Investors with Losses Urged to Contact BFA Law (NYSE:BRBR)
GlobeNewswire News Room· 2025-08-01 12:38
Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration and claimed strong demand across all channels, attributed to distribution expansion and promotional activities [2]. Group 2: Sales Growth and Market Reaction - The sales growth during the relevant period may not be sustainable, as it could have been influenced by temporary inventory loading at key retailers [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply, which would negatively impact growth in Q3 2025. This announcement led to a significant stock price decline of $13.96 per share, or over 18%, dropping from $77.34 to $63.38 on May 6, 2025 [3].
BellRing Brands, Inc. Investors: Company Investigated by the Portnoy Law Firm
GlobeNewswire News Room· 2025-07-30 21:24
Investors can contact the law firm at no cost to learn more about recovering their losses​ LOS ANGELES, July 30, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises BellRing Brands, Inc. (“BellRing Brands” or “the Company”) (NYSE: BRBR) investors that the firm has initiated an investigation into possible securities fraud and may file a class action on behalf of investors. BellRing Brands investors that lost money on their investment are encouraged to contact Lesley Portnoy, Esq. Investors are encouraged t ...
BRBR INVESTORS: BellRing Brands, Inc. (NYSE:BRBR) Investors may have been Affected by Fraud – Contact BFA Law about Potentially Recovering Losses
GlobeNewswire News Room· 2025-07-30 12:36
Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration and claimed strong demand across all channels, attributed to distribution expansion and promotional activities [2]. Group 2: Sales Growth and Market Reaction - The sales growth during the relevant period may not be sustainable, as it could have been influenced by temporary inventory loading at key retailers [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply, which would negatively impact growth in Q3 2025. This announcement led to a significant stock price decline of $13.96 per share, or over 18%, dropping from $77.34 to $63.38 on May 6, 2025 [3].
BELLRING BRANDS (BRBR) INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. Continues Investigation on Behalf of BellRing Brands Inc. Investors
GlobeNewswire News Room· 2025-07-29 22:49
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In BellRing Brands (BRBR) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in BellRing Brands and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, July 29, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is inve ...
BellRing Brands (BRBR) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
ZACKS· 2025-07-28 15:06
Company Overview - BellRing Brands (BRBR) is anticipated to report a year-over-year decline in earnings of 9.3%, with expected earnings per share (EPS) of $0.49 for the quarter ended June 2025 [3][12] - Revenue is projected to be $531.85 million, reflecting a 3.2% increase from the previous year [3] Earnings Expectations - The upcoming earnings report is scheduled for August 4, and the stock may experience upward movement if key numbers exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has been revised 0.02% higher in the last 30 days, indicating a slight positive adjustment by analysts [4] - The Most Accurate Estimate for BellRing Brands is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.06%, suggesting a bullish outlook from analysts [12] Earnings Surprise History - In the last reported quarter, BellRing Brands met the expected EPS of $0.53, resulting in no surprise [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Context - Chefs' Warehouse (CHEF), another player in the Zacks Food - Miscellaneous industry, is expected to report an EPS of $0.45, indicating a year-over-year increase of 12.5% [18] - Chefs' Warehouse's revenue is projected to be $1.02 billion, up 6.8% from the previous year [18]
BRBR INVESTOR ALERT: BellRing Brands, Inc. Investigated for Fraud after Growth Headwinds – Contact BFA Law if You Lost Money (NYSE:BRBR)
GlobeNewswire News Room· 2025-07-28 12:32
Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration and claimed strong demand across all channels, attributed to distribution expansion and promotional activities [2]. Group 2: Sales Growth and Market Reaction - The sales growth during the relevant period may not be sustainable, as it could have been influenced by temporary trade inventory loading at key retailers [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply on hand, which would negatively impact growth in Q3 2025 [3]. - Following this announcement, BellRing's stock price dropped by $13.96 per share, a decline of over 18%, from $77.34 on May 5, 2025, to $63.38 on May 6, 2025 [3].
BRBR STOCK UPDATE: BellRing Brands, Inc. (NYSE:BRBR) is being Investigated for Securities Fraud – Contact BFA Law if You Lost Money
GlobeNewswire News Room· 2025-07-26 11:07
Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the sustainability of its sales growth driven by temporary trade inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing operates in the convenient nutrition category, primarily known for its brands Premier Protein and Dymatize, which offer ready-to-drink protein shakes and powders [2]. - The company reported that Premier Protein achieved an all-time high in household penetration and indicated strong demand across all channels, attributing growth to distribution expansion and promotional activities [2]. Group 2: Sales Growth Concerns - The sales growth during the relevant period may not be sustainable, as it could have been influenced by temporary trade inventory loading at key retailers [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply on hand, which would negatively impact growth in Q3 2025 [3]. Group 3: Stock Market Reaction - Following the announcement on May 5, 2025, BellRing's stock price dropped by $13.96 per share, a decline of over 18%, falling from $77.34 to $63.38 per share [3].