BRBR · Bellring Brands, Inc.
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Metrics snapshot
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AI Brief
Q3 FY26 earnings call · Aug 4, 2026TL;DR. BellRing beat Q3 net sales expectations (+4% YoY to $570.4M) but cut its fiscal 2026 adjusted EBITDA outlook to $275–$295M, citing a $10M excess bottle inventory charge, sharply higher freight costs, and continued input cost inflation; the new CEO outlined price increases, productivity actions, and innovation launches aimed at improving margins in fiscal 2027.
- + Q3 net sales of $570.4M rose 4% YoY, ahead of expectations, driven by both Premier Protein and Dymatize.
- + Dymatize net sales jumped 27% in Q3 with volumes up 6% and inflation-driven price/mix up 21%.
- + Company announced a double-digit price increase on Premier Shakes plus additional powder pricing effective Q1 FY27 to address input cost inflation and rebuild margins.
- + Premier RTD household penetration and repeat rate remain #1 in the RTD category, with TDPs up 27% YoY.
- − Q3 adjusted gross margin fell to 27.7% from 35.1% YoY due to protein/freight inflation, tariffs, and a $10M excess bottle inventory charge.
- − Freight rates have risen sharply and are expected to weigh ~140 bps on second-half margins.
- − Q4 FY26 adjusted EBITDA margin guided to ~10%, reflecting continued commodity/freight inflation, promotional intensity, and ~100 bps inventory headwind.
- − Net leverage expected to rise to ~4.0x by fiscal year-end driven by a sizable Q4 legal settlement payment.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Packaged Foods — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BRBR
this stock
Bellring Brands, Inc.
|
$1.08B | -66.4% | +16.1% | 6.5 | 10.0% |
|
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$39.34B | -17.1% | — | — | 1.2% |
|
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$28.97B | +0.7% | -0.1% | — | 8.3% |
|
GIS
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$19.57B | -21.9% | +4.1% | — | 8.6% |
|
SJM
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$13.13B | +25.7% | +3.7% | — | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BRBR | -1.8% | -14.1% | -41.5% | -16.6% | -66.4% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -1.4% | -14.0% | -61.6% | -15.9% | -78.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.