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BellRing Brands(BRBR) - 2025 Q2 - Quarterly Results
2025-05-05 21:47
Exhibit 99.1 BellRing Brands Reports Results for the Second Quarter 2025; Affirms Fiscal Year 2025 Outlook St. Louis - May 5, 2025 - BellRing Brands, Inc. (NYSE:BRBR) ("BellRing"), a holding company operating in the global convenient nutrition category, today reported results for the second fiscal quarter ended March 31, 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 Second Quarter 2025; Affirms Fiscal Year 2025 Outlook
Globenewswire· 2025-05-05 21:00
Core Insights - BellRing Brands, Inc. reported strong financial results for the second fiscal quarter ended March 31, 2025, with net sales reaching $588.0 million, an increase of 18.9% year-over-year, driven by volume growth and price/mix improvements [4][10][15]. Financial Performance - Adjusted EBITDA for the second quarter was $118.6 million, reflecting a 14.4% increase compared to the prior year [14]. - Gross profit was $189.8 million, or 32.3% of net sales, up 15.5% from $164.3 million, or 33.2% of net sales, in the previous year [7][34]. - Selling, general and administrative (SG&A) expenses increased to $90.5 million, representing 15.4% of net sales, compared to $69.1 million, or 14.0% of net sales, in the prior year [9][18]. Product Performance - Premier Protein net sales increased by 22.0%, driven by a 15.3% volume growth and a 6.7% increase in price/mix [5][15]. - Dymatize net sales grew by 3.0%, with a significant 20.4% increase in volume, although this was partially offset by a 17.3% decrease in price/mix [6][15]. Market Trends - The consumption of Premier Protein ready-to-drink shakes and powder products saw increases of 24.9% and 21.7%, respectively, indicating strong market demand [3]. - The company continues to expect net sales growth of 13% to 17% for fiscal year 2025, despite macroeconomic uncertainties [3][24]. Share Repurchase Activity - During the second quarter, BellRing repurchased 2.4 million shares for $171.7 million at an average price of $71.68 per share, with $280.0 million remaining under its share repurchase authorization as of March 31, 2025 [23]. Outlook - The company has affirmed its fiscal year 2025 outlook, expecting net sales to range between $2.26 billion and $2.34 billion, and Adjusted EBITDA to range between $470 million and $500 million [24].
Why BellRing Brands (BRBR) Outpaced the Stock Market Today
ZACKS· 2025-04-30 23:20
The most recent trading session ended with BellRing Brands (BRBR) standing at $77.14, reflecting a +0.53% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily gain of 0.15%. On the other hand, the Dow registered a gain of 0.35%, and the technology-centric Nasdaq decreased by 0.09%.The the stock of nutritional supplements company has risen by 2.12% in the past month, leading the Consumer Staples sector's gain of 0.04% and the S&P 500's loss of 0.21%.The investment community ...
BellRing Brands (BRBR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-04-28 15:05
Company Overview - BellRing Brands (BRBR) is expected to report earnings for the quarter ended March 2025, with a consensus estimate of $0.52 per share, reflecting a year-over-year increase of +15.6% [3] - Revenue is anticipated to reach $575.94 million, representing a 16.5% increase from the previous year [3] Earnings Expectations - The stock price may rise if actual earnings exceed expectations in the upcoming report, scheduled for May 5 [2] - Conversely, if earnings fall short, the stock may decline [2] - The consensus EPS estimate has been revised 0.05% higher in the last 30 days, indicating a slight bullish sentiment among analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for BellRing Brands is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.95% [10][11] - The company holds a Zacks Rank of 2 (Buy), suggesting a strong likelihood of beating the consensus EPS estimate [11] Historical Performance - In the last reported quarter, BellRing Brands exceeded the expected earnings of $0.47 per share by delivering $0.58, achieving a surprise of +23.40% [12] - The company has successfully beaten consensus EPS estimates in all four of the last quarters [13] Industry Context - In the Zacks Food - Miscellaneous industry, Utz Brands (UTZ) is expected to report earnings of $0.16 per share for the same quarter, with a year-over-year change of +14.3% [17] - Utz Brands' revenue is projected to be $352.13 million, up 1.6% from the previous year [17] - The consensus EPS estimate for Utz Brands has remained unchanged, but a lower Most Accurate Estimate has resulted in a negative Earnings ESP of -1.59% [18]
Why BellRing Brands (BRBR) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-04-23 17:15
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider BellRing Brands (BRBR) . This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat.This nutritional supplements company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was ...
3 Consumer Staples Stocks to Play Safe as Consumer Sentiment Hits a Low
ZACKS· 2025-04-16 13:15
Economic Overview - Consumer sentiment has dropped to 50.8 in April, a decline of 10.9% from March's reading of 57, and 34.2% lower than the same period last year, marking the lowest level since June 2022 and the second-lowest since 1952 [4] - The five-year inflation outlook has increased by 0.3% to 4.4%, the highest since June 1991, while the current economic conditions index fell by 11.4% to 56.5 in April [5] - The expectations index decreased by 10.3% from March to 47.2 in April, the lowest since May 1980 [5] - Following President Trump's announcement of tariffs, markets experienced a significant downturn, with $6.2 trillion lost in just two sessions [6] Investment Recommendations - In light of the current economic climate, investing in safe-haven stocks such as consumer staples is advisable, with Carriage Services, Inc. (CSV), Reed's, Inc. (REED), and BellRing Brands, Inc. (BRBR) identified as strong investment opportunities [2] - These stocks are categorized as low-beta, with beta values less than 1, making them less volatile compared to the broader market [3] Company Profiles - **Carriage Services, Inc. (CSV)**: A leading provider of death care services in the U.S., with an expected earnings growth rate of 21.1% for the current year and a Zacks Rank of 1. The earnings estimate has improved by 13.8% over the past 60 days, and the company has a beta of 0.77 [10][11][12] - **Reed's, Inc. (REED)**: Develops and markets natural sodas and is expanding into non-alcoholic beverages. The expected earnings growth rate is 96.1% for the current year, with a Zacks Rank of 2 and a beta of 0.62. The earnings estimate has improved by 33.3% over the past 60 days [13][14] - **BellRing Brands, Inc. (BRBR)**: Manufactures nutrition products, including protein shakes and supplements. The expected earnings growth rate is 16.6% for the current year, with a Zacks Rank of 2 and a beta of 0.78. The earnings estimate has improved by 0.9% over the past 60 days [15][16]
BellRing Brands (BRBR) Just Overtook the 20-Day Moving Average
ZACKS· 2025-04-10 14:35
Group 1 - BellRing Brands (BRBR) has reached a key level of support and recently crossed above the 20-day moving average, indicating a short-term bullish trend [1] - The 20-day simple moving average (SMA) is a popular trading tool that smooths out short-term price trends and provides trend reversal signals [2] - Over the past four weeks, BRBR has gained 9.7% and is currently ranked a Zacks Rank 2 (Buy), suggesting potential for further price increases [4] Group 2 - Positive earnings estimate revisions support the bullish case for BRBR, with no estimates decreasing in the past two months and one estimate increasing [4] - The combination of earnings estimate revisions and technical indicators makes BRBR an attractive investment opportunity for potential gains in the near future [5]
BellRing Brands Schedules Second Quarter Fiscal Year 2025 Conference Call
Newsfilter· 2025-04-08 21:00
Group 1 - BellRing Brands, Inc. will hold a conference call on May 6, 2025, at 9:00 a.m. EDT to discuss its financial results for Q2 of fiscal year 2025 and provide an outlook for the fiscal year 2025 [1] - The financial results for Q2 will be released after market close on May 5, 2025 [1] - The call will feature Darcy H. Davenport, President and CEO, and Paul A. Rode, CFO, who will respond to questions during the call [1] Group 2 - BellRing Brands, Inc. is focused on the convenient nutrition category, with brands such as Premier Protein and Dymatize, which are leaders in their respective segments [3] - The company emphasizes a culture-driven approach and believes that nutrition is essential for a healthy world, producing products with high nutritional profiles and exceptional flavors [3] - BellRing's products are distributed in over 90 countries across various channels, including club, mass, food, eCommerce, specialty, drug, and convenience [3]
Here is Why Growth Investors Should Buy BellRing Brands (BRBR) Now
ZACKS· 2025-04-08 17:45
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility [1] Company Summary - BellRing Brands (BRBR) is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 29.7%, with projected EPS growth of 16.7% this year, significantly outperforming the industry average of 4.8% [4] - BellRing Brands exhibits a year-over-year cash flow growth of 42.1%, well above the industry average of 6.1% [5] - The historical annualized cash flow growth rate for BellRing Brands over the past 3-5 years is 14.5%, compared to the industry average of 4.6% [6] - Recent upward revisions in current-year earnings estimates for BellRing Brands indicate a positive trend, with the Zacks Consensus Estimate increasing by 0.3% over the past month [8] - The company has achieved a Growth Score of B and a Zacks Rank of 2, positioning it favorably for potential outperformance [9]
BellRing Brands (BRBR) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2025-03-28 23:20
Company Performance - BellRing Brands (BRBR) stock closed at $74.18, reflecting a +0.27% change, outperforming the S&P 500's decline of 1.97% [1] - The stock has increased by 5.01% over the past month, surpassing the Consumer Staples sector's gain of 1.27% and the S&P 500's loss of 2.79% [1] Upcoming Earnings - The company is expected to report an EPS of $0.52, indicating a 15.56% growth year-over-year [2] - Revenue is projected to be $575.15 million, reflecting a 16.29% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are estimated at $2.25 per share and revenue at $2.31 billion, representing increases of +16.58% and +15.85% respectively from the previous year [3] Analyst Sentiment - Recent estimate revisions are seen as a positive indicator of the company's business outlook [3] - The Zacks Rank system currently rates BellRing Brands at 3 (Hold), with a recent 0.99% rise in the Zacks Consensus EPS estimate [5] Valuation Metrics - BellRing Brands has a Forward P/E ratio of 32.84, which is higher than the industry average of 16.57, indicating a premium valuation [6] - The company has a PEG ratio of 2.22, compared to the industry average of 1.94 [7] Industry Context - The Food - Miscellaneous industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 179, placing it in the bottom 29% of over 250 industries [8]