SAN DIEGO, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired BellRing Brands, Inc. (NYSE: BRBR) securities between November 19, 2024 and August 4, 2025. BellRing develops, markets, and sells "convenient nutrition" products such as ready-to-drink (“RTD”) protein shakes, powders, bars, and other protein enriched food products, primarily under the brand name Premier Protein. For more information, submi ...

Applied Nutrition has presented another bullish trading update as the UK sports-nutrition business raised its annual sales and profit outlook. It is the second time for the current fiscal year that the London-listed producer of protein powders, bars and nutrition drinks has upgraded its financial bets. The shares were up 7.3% at 259.20 pence as of 12:18pm GMT on the back of the announcement as Applied Nutrition said first-half sales likely increased 57% to £74.5m ($100.9m). While still preliminary befo ...

Core Viewpoint - Robbins LLP is reminding investors of a class action lawsuit against BellRing Brands, Inc. (NYSE: BRBR) for allegedly misleading investors about its sales performance during the class period from November 19, 2024, to August 4, 2025 [1] Group 1: Allegations and Company Performance - The lawsuit alleges that BellRing Brands misled investors by presenting strong sales results that did not reflect genuine consumer demand, but rather an accumulation of excess inventory by customers [1] - Following the resolution of previous product shortages, customers reduced their inventory, leading to a decline in new orders and a subsequent admission from the company that competitive pressures were weakening demand [1] - On August 4, 2025, BellRing reported a disappointing fiscal Q3 2025 outlook, narrowing its net sales forecast for the fiscal year 2025 to a range of $2.28 billion to $2.32 billion [1] Group 2: Stock Price Impact - Following the negative sales outlook announcement, BellRing's stock price fell by $17.46 per share, a decline of nearly 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [1]

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].

Company Overview - BellRing Brands provides nutrition products in the United States, including ready-to-drink protein shakes, protein powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands [1] Current Challenges - Key challenges for BellRing in 2026 include changes in customer purchasing behavior and a lack of pricing power, with weak consumption growth being a significant concern in the broader consumer staples sector [2] - The macroeconomic environment and lingering inflationary conditions negatively impact the company's outlook [2] Earnings Performance - Earnings are expected to decline in the current fiscal year, with BellRing facing intense competition as consumers focus on health and nutritional supplements [3] - The company recently missed earnings estimates, reporting third-quarter earnings of 51 cents per share, which was nearly 6% below the Zacks Consensus Estimate [6] - Analysts have revised earnings estimates downwards by -11.11% in the past 60 days, with the Q4 consensus EPS estimate now at 32 cents per share, reflecting a negative growth of -44.8% year-over-year [7][9] Industry Context - BellRing is ranked as a Zacks Rank 5 (Strong Sell) and is part of the Zacks Food – Miscellaneous industry group, which ranks in the bottom 14% of approximately 250 Zacks Ranked Industries [4] - Stocks in this industry are expected to experience below-average earnings growth, contributing to BRBR shares underperforming the market over the past year [5] Technical Analysis - BRBR stock is in a sustained downtrend, trading below both the 50-day and 200-day moving averages, indicating bearish sentiment [11] - The stock has experienced a "death cross," where the 50-day moving average crosses below the 200-day moving average, suggesting a challenging outlook for potential long positions [12] Future Outlook - The deteriorating fundamental and technical backdrop indicates that BRBR stock is unlikely to reach new highs soon, with recent earnings misses and falling future earnings estimates likely capping any potential rallies [13]

Core Insights - BellRing Brands, Inc. is under investigation for potential violations of federal securities laws, with a focus on its sales practices and reported growth metrics [1][2]. Company Overview - BellRing Brands operates in the convenient nutrition sector, 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, claiming strong demand and growth across all distribution channels [2]. Sales Growth Concerns - There are concerns that the reported sales growth may have been artificially inflated due to temporary trade inventory loading at key retailers, rather than sustainable consumer demand [2]. 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 further decline in stock price by $17.46, or nearly 33%, from $53.64 to $36.18 per share [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.

Core Insights - BellRing Brands Inc. is considered a cheap stock to buy according to analysts, with Barclays lowering the price target to $32 from $44 while maintaining an Overweight rating [1] Financial Performance - BellRing Brands concluded FY2025 with a 16% year-over-year increase in net sales, achieving $648.20 million in revenue for Q4, which represents a 17% year-over-year rise [2][3] - The flagship Premier Protein brand experienced a 15% growth in Q4 net sales, contributing to a 14% growth in ready-to-drink shake sales, with consumption increasing by 20% [3] Future Outlook - For FY2026, BellRing Brands provided net sales guidance projecting growth between 4% to 8%, while acknowledging a potentially softer Q1 in fiscal 2026 due to specific dynamics but expects acceleration thereafter [3] Product Offering - BellRing Brands offers a variety of nutrition products in the US, including ready-to-drink protein shakes, other RTD beverages, protein powders, and nutrition bars, primarily under the Premier Protein and Dymatize brands [4]

Popular protein powders and shakes contain increasingly more heavy metal contamination, according to tests conducted by Consumer Reports, which found high levels of lead in some popular brands behind the rapidly growing protein market. Some of the products contained 10 times more lead than is safe to consume in a day, according to the report. https://t.co/wUZb7CdL6h ...

Protein powder is one of the most popular health and fitness supplements on the market right now, but it's not regulated or approved by the FDA. Well, a recent analysis by Consumer Reports revealed several protein powders contain high levels of lead. Some even have more than 10 times the amount that experts say is safe to consume in a. ...