Company Overview - BellRing Brands, Inc. (NYSE: BRBR) is a fast-growing consumer brands business focused on the convenient nutrition category, with brands such as Premier Protein and Dymatize [3] - The company aims to change lives with good energy and believes nutrition is essential for a healthy world, producing products with top nutritional profiles and flavors [3] - BellRing's products are distributed in over 90 countries across various channels including club, mass, food, eCommerce, specialty, drug, and convenience [3] Upcoming Financial Events - BellRing Brands will hold a conference call on August 5, 2025, at 9:00 a.m. EDT to discuss its financial results for the third quarter of fiscal year 2025 and provide an outlook for the fiscal year [1] - The financial results for the third quarter will be released after market close on August 4, 2025 [1] - The call will feature participation from Darcy H. Davenport, President and CEO, and Paul A. Rode, CFO [1]

Core Viewpoint - BellRing Brands, Inc. (NYSE: BRBR) experienced a significant share price decline of approximately 19% following the announcement of anticipated reductions in retailer inventory levels during its Q2 2025 earnings call, raising concerns about the company's sales practices and consumer demand for its products [1][4]. Company Overview - BellRing Brands is a consumer products holding company that specializes in ready-to-drink (RTD) protein shakes and powders, with its primary brands being Premier Protein and Dymatize [3]. Financial Performance - During the Q2 2025 earnings call, BellRing indicated that it expected "third quarter reductions in retailer trade inventory levels," which would pose a mid-single-digit headwind to its growth [4]. - The company revised its Q3 net sales growth expectations to low-single-digits, attributing Premier Protein as the main driver while other products were expected to remain flat or decline [4]. Investigation Details - Hagens Berman, a national shareholders rights firm, has initiated an investigation into whether BellRing Brands may have violated securities laws related to its sales practices, particularly concerning the strength of consumer demand and retail inventory levels [2][5]. - The firm is encouraging investors who have suffered substantial losses to come forward and assist in the investigation [2][5].

Company Overview - BellRing Brands, Inc. is a consumer nutrition company that produces and sells ready-to-drink protein shakes, powders, bars, and other nutrition products under brands such as Premier Protein, Dymatize, and PowerBar [3]. Allegations of Wrongdoing - On May 6, 2025, BellRing disclosed during its quarterly earnings call that it anticipated a reduction in retailer inventory levels for the third quarter of 2025. The company projected "Q3 net sales growth of low-single-digits with Premier Protein the main driver and all others flat to down" [4]. - Following this announcement, BellRing's stock price experienced a significant decline, falling by $14.88 per share, or 18.97%, to close at $63.55 per share on the same day [4]. Legal Investigation - Edelson Lechtzin LLP is investigating potential violations of federal securities laws involving BellRing, stemming from allegations of providing misleading business information to the investing public [1].

SAN FRANCISCO, July 01, 2025 (GLOBE NEWSWIRE) -- On May 6, 2025, investors in BellRing Brands, Inc. (NYSE: BRBR) saw the price of their shares decline about 19% after BellRing announced during its Q2 2025 earnings call that it anticipated Q3 2025 reduction in retailer inventory levels. This announcement has prompted national shareholders rights firm Hagens Berman to open an investigation into whether BellRing Brands may have violated the securities laws concerning the company’s sales practices. The firm urg ...

BellRing Brands (BRBR) Q2 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Jennifer Meyer - Investor RelationsDarcy Davenport - CEO, President & DirectorPaul Rode - CFO & DirectorAndrew Lazar - Managing DirectorKen Goldman - Managing DirectorMegan Clapp - Executive DirectorMatthew Smith - Director - Food & TobaccoKaumil Gajrawala - Managing DirectorJohn Baumgartner - Managing Director, Equity ResearchRobert Moskow - Managing Director Bryan Spillane - Managing Director - Equity ResearchBill C ...

BellRing Brands (BRBR) Q2 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Jennifer Meyer - Investor RelationsDarcy Davenport - CEO, President & DirectorPaul Rode - CFO & DirectorAndrew Lazar - Managing DirectorKen Goldman - Managing DirectorMegan Clapp - Executive DirectorMatthew Smith - Director - Food & TobaccoKaumil Gajrawala - Managing DirectorJohn Baumgartner - Managing Director, Equity ResearchRobert Moskow - Managing Director Bryan Spillane - Managing Director - Equity ResearchBill C ...

BellRing Brands (BRBR) Q2 2025 Earnings Call May 06, 2025 09:00 AM ET Speaker0 Hello, everyone, and welcome to the BellRing Brands Second Quarter Fiscal Year twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. Now it's my pleasure to turn the call over to Jennifer Meyer with Investor Relations for Brands. The floor is y ...

Investor Presentation November 2022 Second Quarter Fiscal Year 2025 Supplemental Presentation May 5, 2025 Cautionary Statement Regarding Forward-Looking Statements Certain matters discussed in this presentation and the accompanying oral presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made based on known events and circumstances at the time of presentation, and as such, are subject to uncertainty and ...

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].

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]