Philadelphia, Pennsylvania--(Newsfile Corp. - January 29, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) ("BellRing" or the "Company") on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the "Class Period").Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than Ma ...

Philadelphia, Pennsylvania--(Newsfile Corp. - January 27, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) ("BellRing" or the "Company") on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the "Class Period").Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than Ma ...

Core Viewpoint - A class action has been filed against BellRing Brands, Inc. for allegedly misleading investors about its sales performance during a specified period, leading to significant stock price decline following disappointing financial results [1][2][3]. Group 1: Allegations and Misleading Information - Robbins LLP is investigating allegations that BellRing Brands misled investors regarding its sales, indicating that strong sales figures were due to customers accumulating excess inventory rather than increased consumer demand [2]. - The complaint states that once customers felt confident about product availability, they reduced their inventory, which led to a decline in new orders and revealed that competitive pressures were weakening demand [2]. Group 2: Financial Performance and Stock Impact - On August 4, 2025, BellRing reported a disappointing fiscal Q3 2025 outlook, narrowing its net sales forecast to a range of $2.28 billion to $2.32 billion [3]. - Following this announcement, BellRing's stock price fell by $17.46 per share, nearly 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [3]. Group 3: Class Action Participation - Shareholders interested in participating in the class action must submit their papers by March 23, 2026, to serve as lead plaintiff, representing other class members in the litigation [4]. - Shareholders can remain absent class members and still be eligible for recovery without participating in the case [4]. Group 4: Company Background - Robbins LLP has been a leader in shareholder rights litigation since 2002, focusing on helping shareholders recover losses and improve corporate governance [5].

Philadelphia, Pennsylvania--(Newsfile Corp. - January 26, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) ("BellRing" or the "Company") on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the "Class Period").Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than Ma ...

PHILADELPHIA, Jan. 23, 2026 (GLOBE NEWSWIRE) -- National plaintiffs’ law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) (“BellRing” or the “Company”) on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the “Class Period”). Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than March 23, 2026, seek ...

Group 1 - Simply Good Foods (NASDAQ:SMPL) is recognized as a promising mid-cap consumer staples stock priced under $100, with a recent Buy rating reaffirmed by Bernstein SocGen and a target price increase from $29 to $31, indicating a potential upside of nearly 45% [1] - Analyst Alexia Burland Howard highlighted that the consensus topline growth forecasts do not align with U.S. scanner sales data, noting weaknesses in Atkins products but positive growth in brands like Quest and OWYN, which together account for about 50% of the product portfolio and have shown growth in the high-teens over the past year [2] - Deutsche Bank analyst Stephen Powers maintained a neutral stance on Simply Good Foods, assigning a Hold rating and lowering the target price from $26 to $22, suggesting a flat growth potential in share price of approximately 3% [3] Group 2 - Simply Good Foods develops and sells a variety of packaged food, nutritional snacks, and beverages under brands such as Quest and Atkins, utilizing a robust network of retail and e-commerce platforms for distribution [4]

Summary of BellRing Brands Conference Call Company Overview - **Company**: BellRing Brands - **Industry**: Convenient Nutrition - **Key Brands**: Premier Protein, Dymatize - **Fiscal 2025 Revenue**: $2.3 billion, with Premier Protein accounting for approximately 85% of sales [3][4] Core Differentiators 1. **Category Growth**: The convenient nutrition category is experiencing high growth with low household penetration, presenting significant opportunities. The category is currently at about 50% household penetration for ready-to-drink (RTD) products, while Premier Protein has around 20% [4][5]. 2. **Brand Leadership**: Premier Protein is the number one brand in the category, leading in household penetration, repeat purchases, and brand loyalty [4][5]. 3. **Financial Performance**: Since its IPO in 2019, BellRing has achieved top-line growth of 18% and bottom-line growth of 16% [4][5]. 4. **Asset-Light Model**: The company generates substantial cash flow, allowing for reinvestment in the business, share buybacks, and potential M&A opportunities [5][6]. Market Trends and Growth Drivers - **Category Trends**: The RTD shakes category grew in the mid-teens but is expected to slow to high single-digit growth due to the large base numbers. The overall category has doubled in size since the company went public [6][8]. - **Household Penetration Goals**: The company aims to increase household penetration in the RTD protein market to levels similar to the energy drink category, which is around 70%-75% [10][11]. - **Competition**: Increased competition in the club channel is acknowledged, but BellRing maintains confidence in its market leadership due to strong brand loyalty and consumer preference [12][15]. Strategic Initiatives 1. **Club Channel Focus**: The club channel remains a priority, with plans to improve product assortment and increase merchandising and sampling efforts [15][17]. 2. **Advertising and Marketing**: A new advertising campaign is being launched, with increased spending to enhance brand visibility and consumer engagement [29][30]. 3. **Distribution Expansion**: The company is actively pursuing expanded distribution opportunities, particularly in grocery and convenience channels [39][41]. 4. **Innovation Pipeline**: BellRing is focusing on product innovation to capture incremental occasions and meet evolving consumer preferences [35][36]. Financial Outlook - **EBITDA Margin Guidance**: The company anticipates a 280 basis point compression in EBITDA margins due to inflation and promotional investments, with expectations of recovery in the second half of the fiscal year [45][46]. - **Long-Term Margin Target**: The long-term EBITDA margin target remains at 18%-20%, supported by cost-saving initiatives and normalization of input costs [49][50]. Capital Allocation Strategy - **Priorities**: The company prioritizes share buybacks and organic growth investments, with M&A considered a longer-term opportunity [54][56]. - **Cost Savings Initiatives**: Focus on supply chain efficiencies and cost reductions across various operational areas [51][52]. Competitive Advantages - **Brand Equity**: The Premier Protein brand is recognized for its strong consumer loyalty and market presence, which is seen as a significant competitive advantage [60][62]. - **Scalability**: The company has built a national supply chain and a robust sales organization, positioning it well for future growth [64][65]. Conclusion BellRing Brands is well-positioned in the convenient nutrition market, with strong brand equity, significant growth opportunities, and a strategic focus on expanding its market presence while managing costs and enhancing profitability.

Group 1 - Hero Group has acquired a majority stake in Brazilian snack company Super Saude Nutricional, which offers over 30 snack products under the Pinati brand [1][2] - The acquisition aligns with Hero Group's strategy to expand its snack business and enter regions with high snack penetration [2][3] - Super Saude Nutricional's product range includes protein bars, crisps, and chocolate-covered snacks, and the company operates in various regions of Brazil [2][3] Group 2 - Hero Group already has a presence in Brazil, marketing jams and spreads, and operates a factory in Itatiba employing 170 people [3][4] - The acquisition is seen as a significant step to enhance Hero's competitiveness in the Brazilian market [4] - The CEO of Hero Group, Christian Schierbaum, was promoted in April, succeeding Rob Versloot, who had over 12 years of leadership [4]

Company Strategy - David wants to clearly communicate the protein content of its bars to customers [1] - The company started selling frozen cod [1]

Good time to highlight my impeccable flight etiquette:→ I have snacks (protein bars, water, edamame)→ Tech kit for emergency charges, cables, headphones→ I won't have to piss, but I will get up and stretch around hour 5. Just some calf raises and toe touches.→ I will neatly eat and throw away my in-flight meal (I'll also wake you for yours if requested)→ I only take up one seat→ I tip all flight attendants 20% of flight, as is commiserate of a US-based serviceBonus:If you want extra airline snacks I know ho ...