BELLRING BRANDS, INC.
No SEC Form 4 filings for $BRBR in the last 30 days.
See all $BRBR insider activity →Simply 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.
BellRing Brands (BRBR) reported Q3 fiscal 2026 adjusted EPS of $0.30, down 45.5% and below the Zacks consensus of $0.37. Net sales rose 4.2% to $570.4 million, above the $562 million estimate. Profitability fell due to input cost inflation, tariffs, higher freight, and a $10 million excess inventory charge. Q4 sales expected flat at midpoint; FY2026 sales outlook raised to $2.335-$2.375B.
The 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.
Over the past 7 days, alphai's AI scored 10 news stories mentioning BRBR (BELLRING BRANDS, INC.). Coverage has skewed bearish: 2 bullish, 5 neutral, and 3 bearish.
Recent BRBR coverage spans earnings, financial news and sector analysis.
The article frames BRBR as potentially undervalued versus a mid-teens fair value anchor, but highlights execution risks around sales and margins.
The miss plus margin compression from input costs and an excess-inventory charge sets up near-term downside risk despite revenue outperformance.
New CEO may affect operating cadence, but the article does not mention earnings, margins, or product/strategy changes.
Beat on revenue and slightly better full-year revenue guidance were outweighed by weaker non-GAAP profitability and EBITDA guidance, driving a sharp selloff.
Guidance reset highlights margin pressure from inventory charges and ongoing trade spending to clear excess shake bottle inventory.
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.
Simply 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 readBellRing Brands (BRBR) reported Q3 fiscal 2026 adjusted EPS of $0.30, down 45.5% and below the Zacks consensus of $0.37. Net sales rose 4.2% to $570.4 million, above the $562 million estimate. Profitability fell due to input cost inflation, tariffs, higher freight, and a $10 million excess inventory charge. Q4 sales expected flat at midpoint; FY2026 sales outlook raised to $2.335-$2.375B.
7 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 readBellRing Brands (BRBR) said it expects fiscal 2026 sales of $2.34B to $2.38B, according to the company. FactSet’s consensus estimate cited in the article is $2.34B. The update provides guidance that may affect investor expectations for the company’s revenue outlook.
1 min readBellRing Brands (BRBR) reported Q3 revenue of $570.4M, above a FactSet estimate of $548.7M, according to the earnings flash. The article also shows BRBR’s stock price at about $11.16, down 13.82% over 5 days and down 61.80% year to date.
2 min readBellRing Brands Inc. (BRBR) reported fiscal Q3 net income of $34.2 million, or 29 cents per share. Adjusted earnings were 30 cents per share, excluding one-time gains and costs, according to the company.
2 min readBELLRING BRANDS, INC. (BRBR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 brbrexh991-q32026earningsr.htm EX-99.1 Q3 2026 EARNINGS PRESS RELEASE Document Exhibit 99.1 BellRing Brands Reports Results for the Third Quarter of Fiscal Year 2026; Updates Fiscal Year 2026 Outlook St. Louis - August 4, 2026 - BellRing Brands, Inc. (NYSE:BRBR) (“BellR
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