BellRing Brands(BRBR) - 2025 Q2 - Earnings Call Presentation

Category Performance - The convenient nutrition category demonstrated continued growth, increasing by 12%[1], with ready-to-drink (RTD) products leading with a 19%[1] increase - Ready-to-mix (RTM) products also experienced healthy growth[16] Premier Protein Brand - Premier Protein RTD shakes showed strong dollar growth of 25%[16] compared to Q2 FY2024 - Premier Protein powders experienced strong consumption growth of 22%[16] due to velocity strength and expanded distribution - Premier Protein RTD shakes achieved a new RTD category market share high in March, reaching 30%[16] Distribution and Penetration - Premier Protein RTD shakes reached an all-time high in household penetration at 20.9%[16] - Premier Protein powder distribution saw strong year-over-year growth[37] Dymatize Brand - Dymatize consumption grew by 3%[16] compared to Q2 FY2024, supported by incremental promotion and a new RTD shake launch - Dymatize reached the 4 powder share position[16] - Dymatize TDPs reached an all-time high due to distribution gains[44]