BELLRING BRANDS, INC.
No enriched coverage for $BRBR in the last 7 days.
Hain Celestial (HAIN) reported Q1 revenues of $338.4M, down 13.3% YoY, missing estimates. CEO Alison Lewis cited progress in turnaround strategy. Peer J.M. Smucker (SJM) beat expectations with $2.22B revenue, up 5% YoY. BellRing Brands (BRBR) and Simply Good Foods (SMPL) also reported mixed results. Kraft Heinz (KHC) saw $6.26B revenue, down 1.4% YoY. Sector stocks averaged a 6.7% decline post-earnings.
BellRing Brands (BRBR) reported Q2 revenue of $570.4M, up 4.2% YoY, but missed EBITDA estimates, causing a 26.5% stock drop to $9.52. Post (POST) reported $1.95B revenue, down 1.8% YoY, missing expectations, with a 10.2% stock decline to $81.07. Simply Good Foods (SMPL) reported $357M revenue, down 6.3% YoY, but beat estimates, raising full-year guidance, though the stock fell 19.4% to $10.36.
CONWAY SHAWN purchased 2,022 shares of BELLRING BRANDS, INC. (BRBR) at $9.89 on 2026-09-08.
Recent BRBR coverage spans earnings, financial news and insider activity.
In the last 30 days, BRBR insiders filed 1 SEC Form 4 transaction — 1 purchase ($20K) and no sales. The most active reporter was CONWAY SHAWN with 1 filing.
Missed EBITDA guidance triggered a sharp sell‑off.
Earnings miss and weak guidance likely pressure BRBR lower in the short term.
Small insider purchase signals confidence but limited market impact due to modest size.
Guidance and margin drivers (freight inflation, inventory-related charges, and pricing actions) create a near-term earnings model reset for BRBR.
Product launch adds a new format within protein drinks, potentially supporting volume and shelf space for BellRing’s consumer nutrition brands.
AlphAI scores every news story that mentions BRBR with an AI model for sentiment and relevance, and aggregates insider trades from BELLRING BRANDS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Hain Celestial (HAIN) reported Q1 revenues of $338.4M, down 13.3% YoY, missing estimates. CEO Alison Lewis cited progress in turnaround strategy. Peer J.M. Smucker (SJM) beat expectations with $2.22B revenue, up 5% YoY. BellRing Brands (BRBR) and Simply Good Foods (SMPL) also reported mixed results. Kraft Heinz (KHC) saw $6.26B revenue, down 1.4% YoY. Sector stocks averaged a 6.7% decline post-earnings.
3 min readBellRing Brands (BRBR) reported Q2 revenue of $570.4M, up 4.2% YoY, but missed EBITDA estimates, causing a 26.5% stock drop to $9.52. Post (POST) reported $1.95B revenue, down 1.8% YoY, missing expectations, with a 10.2% stock decline to $81.07. Simply Good Foods (SMPL) reported $357M revenue, down 6.3% YoY, but beat estimates, raising full-year guidance, though the stock fell 19.4% to $10.36.
3 min readCONWAY SHAWN purchased 2,022 shares of BELLRING BRANDS, INC. (BRBR) at $9.89 on 2026-09-08.
1 min readBellRing Brands (BRBR) reported Q3 FY2026 net sales of $570.4 million, up 4.2%, with adjusted EBITDA of $78.3 million, down from $120.3 million, citing input cost inflation and higher freight. Adjusted gross margin fell to 27.7%. FY2026 outlook: net sales $2.335B-$2.375B and adjusted EBITDA $275M-$295M. Share repurchases totaled $133.1M.
6 min readPremier Protein, part of BellRing Brands, launched Sparkling Protein Soda, a clear carbonated drink with 15g whey protein isolate per can, 90 calories and 3g sugar. Flavors are Lemon Lime, Grapefruit, Black Cherry, and Pineapple Orange (Walmart exclusive). Nationwide US rollout starts August via Walmart and Amazon.
2 min readSimply Wall St reports BellRing Brands (BRBR) updated 2026 guidance to flat to modest net sales growth, alongside new quarterly results and a CEO change appointing Michael Axelrod. The stock last closed at $12.61, with recent returns mixed. The article cites a fair value estimate of $14.21, implying about 11% undervaluation, and notes risks from input costs and competition.
3 min readThe article says five major food and beverage companies named new CEOs in the past two months. Tyson Foods will replace Donnie King with Jeff Schomburger on Oct. 4. Conagra Brands will replace Sean Connolly with John Brase on June 1. Hormel Foods will elevate John Ghingo in October. Heineken appointed Rafael Oliveira as chairman and CEO. Ajinomoto Foods North America named Dave Gardner president and CEO.
6 min readBellRing Brands (NYSE:BRBR) reported Q2 CY2026 revenue of $570.4 million, up 4.2% year on year and above expectations, and set full-year revenue guidance of $2.36 billion at the midpoint, 0.7% above analysts’ estimates. Non-GAAP EPS was $0.30, 18.5% below consensus. Shares fell 11.8% to $11.43 after the release.
6 min readBellRing Brands cut its annual adjusted EBITDA forecast to $275-295m from $315-335m, citing inventory and ingredient issues. The company said the outlook includes $28m of unfavorable inventory-related impacts, including an $11.3m charge for a third-party ingredient quality issue and a $10m excess shake bottle inventory charge. Q3 net sales rose 4% to $570.4m.
3 min readBank of America, using Nielsen scanner data for the four weeks ended July 25, 2026, reported US packaged food sales up 2.5%, driven by a 2.5% price increase with flat volume. It said sequential growth improved across most coverage. BellRing Brands and O-I Glass accelerated by over 150 bps, while Hershey and Tyson Foods decelerated by over 150 bps.
3 min read
