BellRing Brands Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
Die Gewinne von BellRing Brands sind jährlich um durchschnittlich 33.7% gestiegen, während die Gewinne der Branche Personal Products jährlich um rückläufig um 0.01% gestiegen sind. Die Umsätze sind jährlich um gewachsen 15.9% gestiegen.
Wichtige Informationen
33.68%
Wachstumsrate der Gewinne
21.77%
EPS-Wachstumsrate
| Personal Products Wachstum der Industrie | 20.87% |
| Wachstumsrate der Einnahmen | 15.85% |
| Eigenkapitalrendite | n/a |
| Netto-Marge | 6.78% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • May 17
BRBR: Protein Adoption Trend Will Offset Competitive Pressures Over Time
Analysts have reduced the fair value estimate for BellRing Brands from $19.00 to $10.00. This reflects a wave of lower Street price targets and more cautious assumptions on growth, margins, competition, and the appropriate P/E multiple for the stock.Seeking Alpha • May 06
BellRing Brands: Might Be The Time To Ring The Bell
Summary BellRing Brands shares have plunged below IPO levels after peaking near $75 in late 2024 and early 2025. Recent results show 2% sales growth to $599 million, driven by 11% volume gains offset by 9% price declines, severely pressuring margins. GAAP operating profit margin fell over 5 points to 11%, with adjusted EPS dropping to $0.14 from $0.37 last quarter. Net debt stands at $1.15 billion, with leverage increasing rapidly, making the company's revised $325 million EBITDA outlook critical for recovery. Read the full article on Seeking Alpha
Narrativ-Update • May 01
BRBR: Easy Protein Adoption And Execution Will Support Future Upside Potential
Analysts have trimmed their price targets on BellRing Brands, and the updated fair value framework now reflects a $35.00 target that incorporates a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a revised future P/E of 11.34x. Analyst Commentary Recent Street research on BellRing Brands points to a mixed backdrop of target cuts and rating changes, but there are still clear pockets of optimism that focus on category growth, execution, and valuation support.Narrativ-Update • Apr 17
BRBR: Protein Adoption And Execution On Easy Protein Formats Will Drive Future Upside
BellRing Brands' analyst price targets have generally been reset lower in recent research, with cuts ranging from $3 to $16 as analysts factor in a higher discount rate, slightly adjusted growth and margin assumptions, and a lower P/E multiple for the stock. Analyst Commentary Recent research on BellRing Brands shows a cluster of lower price targets, but the tone is not uniformly cautious.Narrativ-Update • Apr 02
BRBR: Protein Adoption Theme Will Drive Returns Despite Tougher Category
The analyst fair value estimate for BellRing Brands has been adjusted from $22.00 to $19.00 as analysts recalibrate assumptions for revenue growth, profit margins, and future P/E multiples while still highlighting the broader shift toward convenient protein products. Analyst Commentary Street research around BellRing Brands points to a mixed setup for investors, with optimism about long term protein adoption sitting alongside a series of lower price targets and more guarded expectations for execution and growth.Narrativ-Update • Mar 19
BRBR: Protein Adoption And Reset Expectations Will Shape Future Upside Potential
BellRing Brands' fair value estimate has shifted from $50.00 to $35.00 as analysts recalibrate price targets across the group, citing softer recent volume data, a reset in assumed future P/E multiples, and a more measured stance on competition, even as they still point to growing mainstream demand for convenient protein shakes and snacks. Analyst Commentary Recent Street research on BellRing Brands points to a mixed but still constructive backdrop, with several bullish analysts highlighting the broader protein theme and the company's role in it, even as price targets reset lower.Narrativ-Update • Mar 05
BRBR: Future Returns Will Depend On Execution In A Tougher Category
The analyst price target for BellRing Brands has been reset from $26 to $22 as analysts factor in lower assumed revenue growth, slimmer profit margins, and a reduced future P/E multiple in a more competitive category backdrop. Analyst Commentary Recent Street research on BellRing Brands reflects a clear reset in expectations, with multiple bearish analysts trimming price targets and stressing a tougher setup for execution and growth.
Narrativ-Update • Feb 19
BRBR: Share Repurchases And Category Positioning Will Support Future Upside
Analysts have reduced their average price target on BellRing Brands by about $3, reflecting updated views on earnings estimates and category growth assumptions. Our fair value estimate of $31.43 remains unchanged.Analyseartikel • Feb 07
Results: BellRing Brands, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
BellRing Brands, Inc. ( NYSE:BRBR ) just released its latest first-quarter results and things are looking bullish...Narrativ-Update • Feb 04
BRBR: Share Repurchases Will Support Future Upside Despite Competitive Margin Pressures
Analysts have trimmed their average price target on BellRing Brands to about US$31.43 from US$38. This reflects lower assumed revenue growth, a reduced future P/E multiple, and modestly higher discount rates, partly based on recent research that highlights increased competition, softer category volumes, and potential margin pressure.Narrativ-Update • Jan 21
BRBR: Future Performance Will Hinge On Execution In A Tougher Competitive Category
Analysts have trimmed their price targets on BellRing Brands, with our fair value estimate moving from US$40 to about US$26. They are factoring in lower projected revenue growth, slightly softer profit margins, a higher discount rate, and a reduced future P/E multiple, alongside concerns about competitive pressures and category volumes highlighted in recent research.Analyseartikel • Jan 10
BellRing Brands, Inc. (NYSE:BRBR) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
The BellRing Brands, Inc. ( NYSE:BRBR ) share price has fared very poorly over the last month, falling by a substantial...Narrativ-Update • Jan 07
BRBR: Reset Expectations And Buybacks Will Shape Competitive Response
Narrative Update The analyst price target for BellRing Brands has been reset from about US$71.44 to US$50.00, reflecting analysts' lower revenue growth and profit margin assumptions and reduced future P/E expectations as they factor in a more competitive backdrop, potential margin pressure, and updated long term sales outlooks. Analyst Commentary Recent research shows a clear reset in expectations for BellRing Brands, with several firms trimming price targets and, in one case, downgrading the rating to Hold.Narrativ-Update • Dec 21
BRBR: Share Repurchases Will Drive Future Upside Amid Competitive Margin Pressures
The analyst price target for BellRing Brands has been modestly reduced from $58.00 to $38.00 per share, as analysts recalibrate their outlook to reflect a more competitive retail backdrop, tempered fiscal 2026 growth and margin expectations, and increased costs required to defend Premier Protein's brand equity. Analyst Commentary Analysts are divided on BellRing Brands following the latest results and fiscal 2026 outlook, with some emphasizing discounted valuation and durable brand equity, while others focus on execution risk in a more crowded category.Narrativ-Update • Dec 07
BRBR: Share Repurchases Will Support Future Upside Amid Competitive Margin Pressures
Analysts have trimmed their average price target on BellRing Brands by about $1.33 per share to roughly $37.73. This reflects lowered expectations for revenue growth and margins amid rising competition and input cost pressures, even as they continue to highlight the support from Premier Protein's brand equity and the potential for longer term growth normalization.Narrativ-Update • Nov 22
BRBR: Margin Recovery And Share Buyback Will Support Future Upside Potential
Analysts have lowered their price target for BellRing Brands from approximately $50 to $39 per share, citing slower expected revenue growth, increased competition, and ongoing pressures on margins and customer visibility. Analyst Commentary Recent analyst reports on BellRing Brands reflect a mix of cautious optimism and growing concerns, following adjustments in price targets and guidance for the company.Analyseartikel • Nov 21
BellRing Brands, Inc. Just Missed EPS By 8.4%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for BellRing Brands, Inc. ( NYSE:BRBR ) shareholders, with its shares surging 11% to...Narrativ-Update • Nov 08
BRBR: Strong 44% Consumption Momentum Will Sustain Bullish Outlook This Quarter
Narrative Update: BellRing Brands Analyst Price Target Adjustment Analysts have slightly lowered their price target for BellRing Brands from $50.40 to $50.00. This reflects modest revisions to growth and margin expectations, despite continued confidence driven by strong recent consumption trends.Narrativ-Update • Oct 25
Consumer Demand And Execution Trends Will Shape Future Market Opportunities
Analysts have lowered their price target for BellRing Brands to $50.40 from $51.43. This change reflects increased caution around competitive pressures and recent execution challenges, despite continued optimism regarding sales growth and consumer demand.Narrativ-Update • Oct 10
Expanding Retail Access And RTD Shakes Will Open Future Markets
Analysts have lowered their price target on BellRing Brands from $52.50 to approximately $51.43. The adjustment reflects moderated expectations for revenue growth and profit margins, despite ongoing optimism around demand trends and the company's ability to navigate competitive pressures.Narrativ-Update • Aug 22
Expanding Retail Access And RTD Shakes Will Open Future Markets
BellRing Brands’ consensus price target was reduced from $56.73 to $52.50 as analysts weighed robust near-term consumption trends against recent execution missteps, increased competitive pressure, and lower peer valuations, moderating expectations for near-term earnings growth. Analyst Commentary Bullish analysts point to strong recent consumption trends for BellRing’s Premier brand, particularly from a successful Costco member event, supporting a positive Q4 outlook and sustained high-teen to low-20s growth targets.Narrativ-Update • Aug 07
Expanding Retail Access And RTD Shakes Will Open Future Markets
With no analyst reasoning provided, both revenue growth forecasts (8.2% per annum) and net profit margin (11.09%) for BellRing Brands remain steady, supporting an unchanged consensus price target of $60.53. What's in the News Repurchased 1,274,946 shares for $82.96 million, completing a buyback of 1,559,521 shares for $102.96 million under the March 2025 authorization.Analyseartikel • Aug 07
BellRing Brands, Inc. (NYSE:BRBR) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless
NYSE:BRBR 1 Year Share Price vs Fair Value Explore BellRing Brands's Fair Values from the Community and select yours...Analyseartikel • Jul 24
Does BellRing Brands (NYSE:BRBR) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analyseartikel • May 26
Are Investors Undervaluing BellRing Brands, Inc. (NYSE:BRBR) By 20%?
Key Insights The projected fair value for BellRing Brands is US$77.28 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • May 08
BellRing Brands, Inc. Just Missed EPS By 17%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for BellRing Brands, Inc. ( NYSE:BRBR ) shares in the week since its...Analyseartikel • May 07
Investors Still Waiting For A Pull Back In BellRing Brands, Inc. (NYSE:BRBR)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Seeking Alpha • Apr 25
BellRing Brands: Plenty Of Protein, But Slim Gains At This Price
Summary BellRing Brands excels in the protein nutrition market with a strong brand and high ROIC, but shares are currently "priced for perfection," warranting a Hold rating. The company's asset-light model boosts profitability but makes it vulnerable to supply chain issues, as seen in 2022-2023. Despite robust growth and market share expansion, the stock's current valuation lacks a sufficient margin of safety for new investors. Future growth opportunities include potential international expansion, although this is not yet a focus for management. Read the full article on Seeking AlphaAnalyseartikel • Apr 19
Is Now An Opportune Moment To Examine BellRing Brands, Inc. (NYSE:BRBR)?
BellRing Brands, Inc. ( NYSE:BRBR ), might not be a large cap stock, but it saw a double-digit share price rise of over...Analyseartikel • Apr 01
If EPS Growth Is Important To You, BellRing Brands (NYSE:BRBR) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analyseartikel • Feb 24
A Look At The Intrinsic Value Of BellRing Brands, Inc. (NYSE:BRBR)
Key Insights BellRing Brands' estimated fair value is US$76.08 based on 2 Stage Free Cash Flow to Equity With US$72.97...Seeking Alpha • Feb 11
BellRing Brands: Growth Momentum Now Fairly Valued (Rating Downgrade)
Summary BellRing Brands reported very strong Q1 earnings as Premier Protein continues to show incredible growth momentum and good pricing power. While BellRing raised the FY2025 guidance, the performance is still expected to slow down from Q1 with trade inventory balancing slowing growth, and several factors increasing expenses. As the stock has rallied after my previous article, I now estimate the stock to be roughly fairly valued, with my DCF model pointing to a fair value of $80.5. Read the full article on Seeking AlphaAnalyseartikel • Jan 19
Shareholders Should Be Pleased With BellRing Brands, Inc.'s (NYSE:BRBR) Price
With a price-to-earnings (or "P/E") ratio of 37.8x BellRing Brands, Inc. ( NYSE:BRBR ) may be sending very bearish...Analyseartikel • Dec 31
We Ran A Stock Scan For Earnings Growth And BellRing Brands (NYSE:BRBR) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Dec 10
Is Now An Opportune Moment To Examine BellRing Brands, Inc. (NYSE:BRBR)?
Today we're going to take a look at the well-established BellRing Brands, Inc. ( NYSE:BRBR ). The company's stock saw a...Seeking Alpha • Nov 29
BellRing Brands: Half-Time Adjustments To Secure The Lead
Summary BellRing Brands has consistently outperformed expectations, delivering strong earnings and robust growth, particularly in its ready-to-drink shakes segment. The company's strategic initiatives, including increased production capacity and a new marketing push, aim to capitalize on rising health and wellness trends. Despite a stretched valuation compared to major consumer staples players, BRBR's high margins and operating efficiency justify its premium when compared to "niche" peers. Potential tailwinds from tax reforms and growing demand for protein-focused products, driven by trends like GLP-1 adoption, support our continued BUY rating. Read the full article on Seeking AlphaAnalyseartikel • Nov 21
BellRing Brands, Inc. (NYSE:BRBR) Released Earnings Last Week And Analysts Lifted Their Price Target To US$78.93
Investors in BellRing Brands, Inc. ( NYSE:BRBR ) had a good week, as its shares rose 3.1% to close at US$74.41...Analyseartikel • Nov 16
Calculating The Fair Value Of BellRing Brands, Inc. (NYSE:BRBR)
Key Insights The projected fair value for BellRing Brands is US$82.23 based on 2 Stage Free Cash Flow to Equity With...Analyseartikel • Sep 22
Is Now The Time To Put BellRing Brands (NYSE:BRBR) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Sep 19
BellRing Brands: I Have A Healthy Growth Outlook For The Business
Summary I give a buy rating for BellRing Brands due to expected mid-teens growth driven by increased supply, robust demand, and marketing initiatives. BRBR's revenue growth is supported by capacity expansion, distribution gains, and price increases, with a strong focus on the shakes and RTD category. Marketing investments are set to increase, which should help BRBR capture more demand. Read the full article on Seeking AlphaAnalyseartikel • Aug 31
What Does BellRing Brands, Inc.'s (NYSE:BRBR) Share Price Indicate?
While BellRing Brands, Inc. ( NYSE:BRBR ) might not have the largest market cap around , it saw a double-digit share...
Neues Narrativ • Aug 27
Premier Protein's Critical Innovations And Market Expansion Fuel Optimistic Revenue And Earnings Growth Outlook
Leveraging underutilized manufacturing and strategic partnerships is expected to significantly boost future revenue by meeting rising demand.Analyseartikel • Aug 09
BellRing Brands, Inc. Just Recorded A 28% EPS Beat: Here's What Analysts Are Forecasting Next
BellRing Brands, Inc. ( NYSE:BRBR ) investors will be delighted, with the company turning in some strong numbers with...Seeking Alpha • Aug 06
BellRing Brands: Q3, Growth Momentum Now Creates Upside, But Watch SG&A (Rating Upgrade)
Summary BellRing Brands reported its Q3 results beating Wall Street estimates, showing great growth momentum and incredibly strong gross margins from raw powder deflation. Despite the good overall report, rapid SG&A inflation is a concern as employee expenses and costs in warehousing and logistics are growing faster than revenues. The revised FY2024 guidance raises the bar for Q4, still expecting a sequential aEBITDA decline. BRBR stock has gotten attractive due to a recent weak stock performance. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie BellRing Brands Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 2,332 | 158 | 394 | 0 |
| 31 Dec 25 | 2,321 | 183 | 394 | 0 |
| 30 Sep 25 | 2,317 | 216 | 396 | 0 |
| 30 Jun 25 | 2,224 | 228 | 404 | 0 |
| 31 Mar 25 | 2,192 | 281 | 333 | 0 |
| 31 Dec 24 | 2,099 | 280 | 312 | 0 |
| 30 Sep 24 | 1,996 | 247 | 285 | 0 |
| 30 Jun 24 | 1,913 | 221 | 261 | 0 |
| 31 Mar 24 | 1,844 | 192 | 242 | 0 |
| 31 Dec 23 | 1,735 | 165 | 227 | 0 |
| 30 Sep 23 | 1,667 | 166 | 216 | 0 |
| 30 Jun 23 | 1,573 | 153 | 206 | 0 |
| 31 Mar 23 | 1,498 | 148 | 198 | 0 |
| 31 Dec 22 | 1,428 | 118 | 182 | 0 |
| 30 Sep 22 | 1,372 | 82 | 190 | 0 |
| 30 Jun 22 | 1,332 | 58 | 153 | 0 |
| 31 Mar 22 | 1,304 | 29 | 149 | 0 |
| 31 Dec 21 | 1,271 | 28 | 159 | 0 |
| 30 Sep 21 | 1,247 | 28 | 162 | 0 |
| 30 Jun 21 | 1,190 | 28 | 162 | 0 |
| 31 Mar 21 | 1,051 | 22 | 152 | 0 |
| 31 Dec 20 | 1,027 | 25 | 152 | 0 |
| 30 Sep 20 | 988 | 24 | 150 | 0 |
| 30 Jun 20 | 920 | 14 | 149 | 0 |
| 31 Mar 20 | 954 | 10 | 148 | 0 |
| 31 Dec 19 | 913 | 6 | 130 | 0 |
| 30 Sep 19 | 854 | 0 | 120 | 0 |
| 30 Jun 19 | 860 | 26 | 119 | 0 |
| 31 Mar 19 | 839 | 55 | 119 | 0 |
| 31 Dec 18 | 818 | 76 | 126 | 0 |
| 30 Sep 18 | 828 | 0 | 135 | 0 |
| 30 Sep 17 | 713 | 35 | 131 | 0 |
| 30 Sep 16 | 575 | 20 | 114 | 0 |
Qualität der Erträge: BRBR hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: BRBRDie aktuellen Gewinnspannen (6.8%) sind niedriger als im letzten Jahr (12.8%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: BRBRIn den letzten 5 Jahren sind die Einnahmen von 33.7% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: BRBRDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: BRBR hatte im vergangenen Jahr ein negatives Gewinnwachstum (-43.7%), was einen Vergleich mit dem Branchendurchschnitt Personal Products (-8%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: BRBRDie Verbindlichkeiten des Unternehmens übersteigen seine Vermögenswerte, so dass es schwierig ist, seine Eigenkapitalrendite zu berechnen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
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Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 02:22 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/09/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
BellRing Brands, Inc. wird von 25 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |
| Clarence Powell | BMO Capital Markets Equity Research |