Core Viewpoint - Rosen Law Firm is reminding investors who purchased Bellring Brands, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - Investors who bought Bellring securities between November 19, 2024, and August 4, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by March 23, 2026 [3]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [4]. - The firm has been ranked No. 1 for securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [4]. Group 3: Case Background - Bellring Brands develops and sells "convenient nutrition" products, primarily under the Premier Protein brand [5]. - During the Class Period, Bellring's management claimed that sales growth was due to increased consumer demand and downplayed competitive pressures, asserting a strong market position [5]. - Allegations suggest that reported sales were artificially inflated due to inventory stockpiling by key customers, rather than genuine consumer demand, leading to significant investor losses when the truth emerged [5].

Shares of leading proactive wellness and ready-to-drink (RTD) protein shake specialist BellRing Brands (NYSE: BRBR) are down 17% as of 2 p.m. ET on Tuesday after the company reported mixed first-quarter earnings and announced that its Chief Executive Officer would be retiring. While BellRing Brands exceeded the low bar set by Wall Street analysts in Q1, the company's guidance and CEO departure left the market worried. Sales grew 1% in Q1, while adjusted EBITDA dropped from $125 million to $90 million year ...

Financial Performance - Net sales for the three months ended December 31, 2025, increased by $4.4 million, or 1%, to $537.3 million compared to $532.9 million in the prior year[88]. - Operating profit decreased by $36.8 million, or 32%, to $78.5 million, primarily due to higher net product costs of $35.9 million[90]. - Net earnings fell by $33.2 million, or 43%, to $43.7 million compared to $76.9 million in the prior year[88]. - Cash used in operating activities was $3.1 million for the three months ended December 31, 2025, compared to cash provided of $3.0 million in the prior year[100]. Debt and Financing - Interest expense increased by $5.6 million, or 39%, to $20.0 million, attributed to higher outstanding borrowings under the Revolving Credit Facility[91]. - The company borrowed $180.0 million and repaid $80.0 million under its Revolving Credit Facility during the three months ended December 31, 2025[94]. - As of December 31, 2025, the Company had outstanding principal value indebtedness of $840.0 million related to its 7.00% Senior Notes and $350.0 million under its Revolving Credit Facility, with variable interest rates of 5.78%[116]. - The fair value of the Company's debt, excluding borrowings under its Revolving Credit Facility, was $869.2 million as of December 31, 2025, with a hypothetical 10% decrease in interest rates potentially changing the fair value of fixed rate debt by approximately $4 million[117]. - The Company has a total of $250.0 million in borrowings under its Revolving Credit Facility as of September 30, 2025[116]. Cash Flow and Investments - Cash used in investing activities increased by $2.9 million, driven by higher capital expenditures[101]. - The company expects to generate positive cash flows from operations over the next twelve months, sufficient to meet future working capital requirements[96]. Tax and Compliance - The effective income tax rate increased to 25.3% for the three months ended December 31, 2025, compared to 23.8% in the prior year[92]. - The Company must satisfy the requirements of Section 404 of the Sarbanes-Oxley Act of 2002, which poses compliance risks[118]. Risk Factors - The Company is exposed to commodity price risks, with a hypothetical 10% adverse change in non-fat dry milk prices potentially impacting the fair value of its commodity-related derivatives portfolio by approximately $9 million and $12 million as of December 31, 2025, and September 30, 2025, respectively[114]. - The Company is exposed to foreign currency risks, particularly related to transactions in Canadian dollars, but these are not expected to significantly impact future earnings or cash flows[115]. - A hypothetical 10% increase in interest rates would have had an immaterial impact on interest expense and interest paid during the three months ended December 31, 2025[117]. - The Company faces risks related to hiring and retaining talented personnel, employee absenteeism, and labor strikes, which could affect operations[118]. - Significant differences in actual operating results from guidance provided may pose risks to the Company's performance expectations[118]. - The Company does not hold or trade derivatives for speculation or profit, meaning changes in derivative values are offset by corresponding changes in underlying commodity exposures[114]. Shareholder Actions - The company repurchased 3.0 million shares of common stock at an average price of $31.95 per share, totaling $97.8 million[95].

NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against BellRing Brands, Inc. (“BellRing” or the “Company”) (NYSE: BRBR).   Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.  The class action concerns whether BellRing and certain of ...

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. for allegedly misleading investors regarding the company's sales growth during the specified period [1][3]. Company Overview - BellRing Brands, Inc. is headquartered in St. Louis, MO, and markets nutrition products including ready-to-drink protein shakes, nutrition drinks, powders, and protein bars under the Premier Protein and Dymatize brands [2]. Lawsuit Details - The lawsuit claims that during the class period from November 19, 2024, to August 4, 2025, BellRing's CEO and CFO misrepresented the company's sales growth as being driven by increased consumer demand and organic growth, while downplaying competitive impacts [3]. - Contrary to the defendants' statements, the lawsuit alleges that the reported sales were primarily due to inventory stockpiling by key customers [4].

Financial Data and Key Metrics Changes - Total net sales for the quarter were $537 million, up 1% year-over-year, with Adjusted EBITDA of $90 million at a margin of 16.8% [19][20] - Premier Protein net sales decreased by 1%, while Dymatize net sales increased by 16% due to strong international growth [19][20] - Adjusted EBITDA guidance was updated to $425 million-$440 million, reflecting a slight mix shift towards the lower-margin Dymatize business and increased whey costs [21][23] Business Line Data and Key Metrics Changes - Premier RTD shake consumption was down 2% in the quarter, while Dymatize experienced a 16% increase in sales [19][20] - Premier shake volumes were flat, with price mix and unfavorable factors contributing to a 2% decline [19][20] - The wellness category grew 7% in Q1, with RTD shakes also up 7%, driven primarily by volume [9] Market Data and Key Metrics Changes - The RTD shake category is expected to grow in the high single digits for 2026, driven by volume and increased marketing spend [7][9] - The U.S. category size increased to $24 billion from $21 billion due to a change in category definition from convenient nutrition to wellness [8][9] - Retailers are increasing category space and testing higher traffic aisle locations to capture growing consumer demand [7] Company Strategy and Development Direction - The company is focused on growing distribution, increasing brand investments, and launching innovation, which are expected to positively impact consumption [6][10] - A new advertising campaign, "Go Get 'Em," aims to drive household penetration and strengthen emotional connections with consumers [12][13] - The company plans to launch new shake lines targeting different protein levels and consumer experiences in the second half of the year [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the category's growth and the strength of their brands, despite increased promotional activity from insurgent brands [16][17] - The company anticipates an acceleration in growth in the second half of the year, supported by distribution gains and innovation [22][24] - Management acknowledged the challenges posed by input cost inflation and tariffs but remains optimistic about long-term value creation for shareholders [21][23] Other Important Information - A leadership transition plan was announced, with the current CEO set to retire by the end of the fiscal year on September 30, 2026 [16][17] - The company is committed to returning cash to shareholders through share repurchases, with $97 million repurchased in the first quarter [21] Q&A Session Questions and Answers Question: What results are being seen from the mass merchandiser test? - The program is performing well, with record weekly sales and plans to expand to other retailers based on positive results [29][31] Question: Can you elaborate on the consumption trends for Premier Protein? - Consumption was slightly below expectations due to timing delays and increased promotional activity from competitors, but there is strong momentum with a 6% increase in January across all channels [36][37] Question: What are the assumptions for the second half of the year? - The company expects consumption to improve in Q2 and further in H2, driven by distribution, advertising, and innovation initiatives [45][46] Question: Are there any updates on the competitive landscape with insurgent brands? - The company is observing a shakeout among insurgent brands, with some not making it in the club channel due to high thresholds [54][55] Question: How is Dymatize performing in international markets? - Dymatize has been performing well internationally, with strong growth in various markets, and the brand resonates well with consumers [63][65] Question: Has the change in category definition affected M&A priorities? - The change reflects evolving consumer preferences, and the company is continuously looking for organic and inorganic growth opportunities [69]

Financial Data and Key Metrics Changes - Total BellRing net sales for the quarter were $537 million, up 1% year-over-year, with Adjusted EBITDA of $90 million at a margin of 16.8% [19][20] - Premier Protein net sales were down 1%, while Dymatize net sales increased by 16% due to strong international growth [19][20] - Adjusted EBITDA guidance was updated to $425 million-$440 million, reflecting a decline in adjusted gross margins due to input cost inflation and increased promotional investments [21][23] Business Line Data and Key Metrics Changes - Premier RTD shake consumption was down 2% in the quarter, while Dymatize saw a 16% increase in sales driven by international markets [9][19] - Premier shake volumes were flat, with price mix and unfavorable factors contributing to a 2% decline [19] - The wellness category grew 7% in Q1, with RTD shakes also up 7%, primarily driven by volume [9] Market Data and Key Metrics Changes - The RTD shake category holds a 22% market share for Premier, with expectations of high single-digit growth for 2026 [4][7] - Retailers are increasing category space and testing higher traffic aisle locations to capture growing consumer demand [7] - The broader category definition has increased the U.S. category size to $24 billion from $21 billion, reflecting changing consumer perceptions [8] Company Strategy and Development Direction - The company is focused on growing distribution, increasing brand investments, and launching innovations to drive consumption [6][10] - A new advertising campaign, "Go Get 'Em," aims to strengthen emotional connections and drive household penetration [12][13] - The company plans to launch new shake lines targeting different consumer needs and occasions in the second half of the year [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the category's growth and the strength of their brands, despite increased promotional activity from insurgent brands [16][17] - The company anticipates an acceleration in growth in the second half of the year, driven by distribution gains and increased brand investment [22][24] - Management acknowledged the challenges posed by input cost inflation and tariffs but remains optimistic about long-term value creation for shareholders [23][25] Other Important Information - A leadership transition plan was announced, with the current CEO set to retire by September 30, 2026, and a search for a new CEO is underway [16][17] - The company continues to return cash to shareholders through share repurchases, totaling $97 million in the first quarter [21] Q&A Session Summary Question: Performance of mass merchandiser test for Premier Protein - Management reported that the program is performing well, with record weekly sales and plans to expand the initiative to other retailers [29][30] Question: Consumption trends for Premier Protein - Management noted that consumption was impacted by promotional delays and increased competition, but they expect improvement moving forward [36][37] Question: Future promotional activities and merchandising events - Management indicated that they are working on expanding promotional plans based on recent successes and learnings from current merchandising events [76][77] Question: Insights on Dymatize's international growth - Dymatize has been performing well internationally, with strong sales in various global markets, and management expects this trend to continue [63][64] Question: M&A opportunities in the protein shake category - Management is actively monitoring the competitive landscape and is open to both organic and inorganic growth opportunities [91][92]

Financial Data and Key Metrics Changes - Total net sales for BellRing Brands in Q1 2026 were $537 million, representing a 1% increase year-over-year [19] - Adjusted EBITDA was $90 million with a margin of 16.8%, exceeding expectations due to timing benefits from customer orders [19] - Premier Protein net sales decreased by 1%, while Dymatize net sales increased by 16% driven by strong international growth [19][20] - Gross profit was $161 million, with a gross profit margin of 29.9%, reflecting a decline of 730 basis points due to input cost inflation and unfavorable mix [20][24] Business Line Data and Key Metrics Changes - Premier RTD shake consumption was down 2% in Q1, compared to a 23% growth in Q1 2025, primarily due to timing delays in promotional displays and increased competition [8][19] - Dymatize's strong performance in international markets contributed to its 16% sales growth [19][66] Market Data and Key Metrics Changes - The RTD shake category is expected to grow in the high single digits for 2026, driven by volume and increased marketing spend [6][24] - The wellness category, which includes RTD shakes, grew 7% in Q1, with RTD shakes also up 7% [8] Company Strategy and Development Direction - The company is focused on growing distribution, increasing brand investments, and launching innovative products [4][5] - A new advertising campaign, "Go Get 'Em," aims to enhance household penetration and brand relevance [12] - The company is expanding its category definition from convenient nutrition to wellness, increasing the U.S. category size to $24 billion from $21 billion [7][73] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the category's growth and the company's ability to lead despite increased competition [7][16] - The leadership transition plan was announced, with the current CEO set to retire by September 30, 2026, and a national search for a new CEO underway [16][17] Other Important Information - The company expects net sales for 2026 to be between $2.41 billion and $2.46 billion, reflecting 4%-6% growth [22] - Adjusted EBITDA guidance was updated to $425 million-$440 million, incorporating higher whey costs and a shift towards lower-margin products [24] Q&A Session Summary Question: Performance of mass merchandiser test for Premier Protein - Management reported that the program is performing well, with record weekly sales and plans to expand to other retailers based on positive results [30][32] Question: Consumption trends for Premier Protein - Management acknowledged that consumption was slightly below expectations due to promotional timing and increased competition, but noted a 6% increase in consumption across all channels in January [35][38] Question: Future promotional activities and merchandising events - Management indicated that the mass retailer merchandising event is now meeting expectations and plans to enhance future promotions based on current learnings [75][82] Question: Insights on Dymatize's international growth - Dymatize has been performing well internationally, with strong sales in various global markets, and management expects this trend to continue [66][68] Question: M&A opportunities in the protein shake category - Management is actively monitoring the competitive landscape and is open to potential acquisitions of successful insurgent brands [97]

分组1 - BellRing Brands reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.31 per share, but down from $0.58 per share a year ago, representing an earnings surprise of +18.82% [1] - The company posted revenues of $537.3 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.83%, and showing a slight increase from year-ago revenues of $532.9 million [2] - BellRing Brands has surpassed consensus EPS estimates two times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed the market, losing about 8.8% since the beginning of the year compared to the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the coming quarter is $0.38 on revenues of $614.06 million, and for the current fiscal year, it is $1.90 on revenues of $2.4 billion [7] - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 24% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Darcy Davenport, the president and CEO of BellRing Brands, is planning to leave the US sports-nutrition group. The news came alongside the publication of the company's first-quarter results for its 2026 financial year. Davenport will step down by the end of September or once a new chief executive officer is appointed, BellRing Brands said in a statement today (3 February). She will remain in his position and a member of the board until the transition takes place and will continue to work in an advisory ...