BellRing Brands: No Ringing The Bell On This One, Not Yet

Core Insights - BellRing Brands (NYSE:BRBR) is experiencing a significant decline, currently in Phase 8 of its 18-phase Adhishthana Cycle, with a drop of approximately 67% since May 2025, indicating a structural issue rather than mere market fluctuations [1][5][6] Group 1: Adhishthana Cycle Analysis - The stock entered a Cakra structure in Phase 4 in November 2022, which typically signals bullish potential, but broke down during Phase 7, leading to a bearish event known as the Move of Pralaya [2][3] - The breakdown resulted in a more than 20% plunge in the stock price, consistent with the principles of the Adhishthana framework, indicating strong selling pressure [5][6] Group 2: Investor Outlook - The current weakness in BellRing is expected to persist until the Guna Triads (Phases 14, 15, and 16), suggesting a long-term underperformance bias [6][8] - Short-term price bounces may occur but are unlikely to be sustainable within the broader cycle, advising investors against viewing the stock as a "value buy" [6][8] Group 3: Fundamental Issues - The breakdown of the Cakra often points to deeper, inherent issues within the company's fundamentals, aligning with the severity of the recent selloff [7][8]