BellRing Brands, Inc.

Informe acción NYSE:BRBR

Capitalización de mercado: US$1.1b

BellRing Brands Crecimiento futuro

Future controles de criterios 0/6

Se prevé un crecimiento anual de los beneficios y los ingresos de BellRing Brands de 3.4% y 2.6% respectivamente, mientras que el BPA crecerá en un 5.3% al año.

Información clave

3.4%

Tasa de crecimiento de los beneficios

5.28%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Personal Products33.1%
Tasa de crecimiento de los ingresos2.6%
Rentabilidad financiera futuran/a
Cobertura de analistas

Good

Última actualización14 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis 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...

Recent updates

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
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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 Alpha
Artículo de análisis 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...
User avatar
Nueva narrativa 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.
Artículo de análisis 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 Alpha
Artículo de análisis Jul 25

What You Can Learn From BellRing Brands, Inc.'s (NYSE:BRBR) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...

Previsiones de crecimiento de beneficios e ingresos

NYSE:BRBR - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
9/30/20282,5081841981948
9/30/20272,43317617915715
9/30/20262,33316510914014
3/31/20262,332158186195N/A
12/31/20252,321183247255N/A
9/30/20252,317216256261N/A
6/30/20252,224228127132N/A
3/31/20252,192281157160N/A
12/31/20242,099280126128N/A
9/30/20241,996247198200N/A
6/30/20241,913221243244N/A
3/31/20241,844192284286N/A
12/31/20231,735165252254N/A
9/30/20231,667166214216N/A
6/30/20231,573153139140N/A
3/31/20231,4981482324N/A
12/31/20221,4281186566N/A
9/30/20221,372821921N/A
6/30/20221,332589092N/A
3/31/20221,30429168170N/A
12/31/20211,27128192194N/A
9/30/20211,24728225226N/A
6/30/20211,19028214216N/A
3/31/20211,05122175176N/A
12/31/20201,02725144145N/A
9/30/2020988249597N/A
6/30/2020920146366N/A
3/31/2020954108992N/A
12/31/20199136N/A68N/A
9/30/2019854N/AN/A98N/A
6/30/201986026N/A100N/A
3/31/201983955N/A117N/A
12/31/201881876N/A134N/A
9/30/2018828N/AN/A141N/A
9/30/201771335N/A80N/A
9/30/201657520N/A41N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (3.4% por año) de BRBR está por debajo de la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (3.4% al año) de BRBR crezcan menos que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de BRBR crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (2.6% al año) de BRBR crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.6% al año) de BRBR crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de BRBR se prevé que sea elevada dentro de 3 años.


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 10:57
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BellRing Brands, Inc. está cubierta por 25 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew LazarBarclays
Alexia HowardBernstein
Clarence PowellBMO Capital Markets Equity Research