Core Viewpoint - BellRing Brands, Inc. is set to release its financial results for Q1 of fiscal year 2026 on February 3, 2026, at 7:00 a.m. ET, followed by a conference call at 8:30 a.m. ET to discuss the results and outlook [1]. Group 1 - The conference call will feature Darcy H. Davenport, President and CEO, and Paul A. Rode, CFO [1]. - Interested parties can register in advance for the conference call and will receive a dial-in number and unique passcode [2]. - A webcast of the conference call will be available on BellRing's Investor Relations website, along with a replay for a limited period [2]. Group 2 - BellRing Brands, Inc. is a fast-growing consumer brands business focused on the convenient nutrition category [3]. - The company's brands include Premier Protein, the leading ready-to-drink protein brand, and Dymatize, known for its hydrolyzed protein powder [3]. - BellRing Brands distributes its products in over 90 countries across various channels, including club, mass, food, eCommerce, specialty, drug, and convenience [3].

Company Performance - BellRing Brands (BRBR) stock decreased by 6.93% to $23.10, underperforming the S&P 500 which gained 0.16% [1] - Over the past month, the stock has fallen by 22.32%, while the Consumer Staples sector gained 1.13% and the S&P 500 gained 1.89% [1] Earnings Projections - The upcoming earnings report for BellRing Brands is expected to show earnings per share (EPS) of $0.32, a decrease of 44.83% from the same quarter last year [2] - Revenue is projected to be $504.44 million, reflecting a 5.34% decline compared to the previous year [2] - For the full year, earnings are estimated at $1.94 per share, a decrease of 10.6%, while revenue is projected at $2.42 billion, an increase of 4.59% [3] Analyst Forecasts - Recent revisions to analyst forecasts for BellRing Brands are important as they indicate changing business trends [4] - Positive revisions in estimates suggest analysts' confidence in the company's performance and profit potential [4] Valuation Metrics - BellRing Brands currently has a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 12.79, which is lower than the industry average of 12.89 [6] - The company has a PEG ratio of 3.4, compared to the Food - Miscellaneous industry's average PEG ratio of 1.43 [7] Industry Context - The Food - Miscellaneous industry, part of the Consumer Staples sector, holds a Zacks Industry Rank of 193, placing it in the bottom 22% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

BellRing Brands Inc. (NYSE:BRBR) is one of the promising stocks to buy under $50. On January 8, TD Cowen analyst Robert Moskow lowered the firm’s price target on BellRing Brands to $27 from $31 and maintained a Hold rating on the shares. In its 2026 outlook, the firm adjusted price targets across the consumer staples sector, forecasting a challenging year for large-cap companies. TD Cowen anticipated that volume growth will fail to recover significantly from 2025’s 0.9% decline, while pricing power is expe ...

Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, primarily related to misleading statements about its sales growth and consumer demand [1][2]. Group 1: Company Overview - BellRing Brands operates in the convenient nutrition category, with primary brands including 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, driven by distribution expansion and promotional activities [2]. Group 2: Sales Growth Concerns - There are concerns that the sales growth reported by BellRing may have been artificially inflated due to temporary trade inventory loading at key retailers, rather than sustainable consumer demand [2]. - On May 5, 2025, BellRing disclosed that several key retailers had reduced their weeks of supply, which would negatively impact growth in Q3 2025 [3]. - Following this announcement, BellRing's stock price fell by $14.88 per share, or 19%, from $78.43 to $63.55 on May 6, 2025, amid heavy trading volume [3]. Group 3: Stock Performance - On August 4, 2025, BellRing announced disappointing quarterly consumption figures for Premier Protein RTD Shakes, which were expected to exceed shipments but instead aligned closely with them [4]. - This news led to a significant drop in stock price, falling $17.46 per share, or nearly 33%, from $53.64 to $36.18 on August 5, 2025 [4].

Group 1: Company Overview - BellRing Brands Inc. (NYSE:BRBR) provides various nutrition products in the US, including ready-to-drink protein shakes, protein powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands [4]. Group 2: Market Sentiment and Analyst Ratings - Bank of America raised the price target for BellRing Brands to $32 from $28 with a Neutral rating, indicating uncertainty in the consumer staples sector regarding consumption growth as 2026 approaches [1]. - Deutsche Bank downgraded BellRing Brands from Buy to Hold, setting a price target of $35, reflecting a cautious outlook for the consumer packaged goods sector and a wait-and-see strategy for the small-and-mid-cap space [2]. - Deutsche Bank highlighted that the consumer staples sector is expected to face a challenging environment characterized by market instability, recommending investors focus on fundamental quality and simplicity in their portfolios [3]. Group 3: Investment Outlook - Despite the cautious stance on small-and-mid-cap names, Deutsche Bank remains optimistic about specific sub-sectors, particularly non-alcoholic beverages and personal care, which are viewed as promising areas for investment in 2026 [3].

Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with concerns about the sustainability of its sales growth driven by temporary inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing Brands 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, indicating strong demand and growth across all channels due to distribution expansion and promotional activities [2]. Group 2: Sales and Stock Performance - On May 5, 2025, BellRing disclosed that several key retailers reduced their inventory levels, which would negatively impact growth in Q3 2025. Following this announcement, the stock price fell by $14.88, or 19%, from $78.43 to $63.55 per share [3]. - On August 4, 2025, the company announced disappointing quarterly consumption figures for Premier Protein RTD Shakes, leading to a stock price drop of $17.46, or nearly 33%, from $53.64 to $36.18 per share [4].

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 inventory loading rather than genuine consumer demand [1][2]. Group 1: Company Overview - BellRing Brands 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 strong demand across all channels, attributed to distribution expansion and promotional activities [2]. Group 2: Sales and Stock Performance - On May 5, 2025, BellRing disclosed that several key retailers reduced their inventory levels, which would negatively impact growth in Q3 2025. Following this announcement, the stock price dropped by $13.96, or over 18%, from $77.34 to $63.38 per share [3]. - On August 4, 2025, the company announced disappointing quarterly consumption figures for Premier Protein RTD Shakes, leading to a stock price decline of $17.46, nearly 33%, from $53.64 to $36.18 per share [4].

Core Viewpoint - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws and unlawful business practices by its senior management [1]. Group 1: Recent Developments - On May 5, 2025, BellRing announced that several key retailers reduced their weeks of supply on hand, which is expected to negatively impact Q3 2025 growth. The company also stated it would expand promotions to counteract reductions in retailer trade inventory levels. Following this announcement, BellRing's share price fell by $13.96, or approximately 18%, from $77.34 to $63.38 [2]. - On August 4, 2025, BellRing reported disappointing quarterly consumption of Premier Protein RTD Shakes, which did not meet expectations due to previously announced retailer destocking. This led to a significant decline in share price by $17.46, or approximately 33%, from $53.64 to $36.18 [3].

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 Brands 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, with strong demand and growth across all channels attributed 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 rather than lasting consumer demand [2]. - On May 5, 2025, BellRing disclosed that several key retailers reduced their weeks of supply, which would negatively impact growth in Q3 2025, leading to a significant stock price drop of over 18% [3]. - On August 4, 2025, the company announced disappointing quarterly consumption figures for Premier Protein RTD Shakes, resulting in a nearly 33% decline in stock price the following day [4].

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 inventory loading rather than genuine consumer demand [1][2]. Company Overview - BellRing Brands 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]. Sales Performance - The company reported that Premier Protein achieved an all-time high in household penetration and strong demand across all channels, attributed to distribution expansion and promotional activities [2]. - However, the actual sales growth may have been artificially inflated due to temporary trade inventory loading at key retailers [2]. Stock Price Reaction - On May 5, 2025, BellRing disclosed that several key retailers reduced their inventory levels, which would negatively impact growth in Q3 2025. Following this announcement, the stock price dropped by $13.96, or over 18%, from $77.34 to $63.38 per share [3]. - On August 4, 2025, the company announced disappointing quarterly consumption figures for Premier Protein RTD Shakes, leading to a further decline in stock price by $17.46, or nearly 33%, from $53.64 to $36.18 per share [4].