BellRing Brands Croissance future
Future contrôle des critères 0/6
BellRing Brands devrait augmenter ses bénéfices et ses revenus de 2.4% et de 2.6% par an respectivement, tandis que le BPA devrait croître de croître de 4.3% par an.
Informations clés
2.4%
Taux de croissance des bénéfices
4.28%
Taux de croissance du BPA
| Personal Products croissance des bénéfices | 28.3% |
| Taux de croissance des recettes | 2.6% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Good |
| Dernière mise à jour | 30 Jun 2026 |
Mises à jour récentes de la croissance future
Recent updates
Article d’analyse • Jun 21
BellRing Brands (BRBR) Stock Could Be 69.9% Below Fair Value Despite Margin Pressure
Recent commentary on BellRing Brands (BRBR) has focused on slowing revenue growth and thinner margins as costs rise and competition intensifies. This has prompted fresh questions about the stock’s recent share price performance. See our latest analysis for BellRing Brands. Over the past year, BellRing Brands has seen the share price fall sharply, with a year to date share price return of down 63.74% and a 1 year total shareholder return of down 83.91%. Short term momentum has picked up, with...
Mise à jour du récit • Jun 18
BRBR: Protein Demand Trend Will Test Recovery After Estimate Reset
BellRing Brands' implied fair value anchor remains at $10.00, while the broader analyst community has cut price targets, in some cases sharply, such as DA Davidson's move to $13 from $34. The firm cited a disappointing quarter, rising competition and an ongoing downward estimate revision cycle that they believe needs to run its course before valuation multiples stabilize.Mise à jour du récit • Jun 04
BRBR: Protein Adoption Trend Will Support Recovery After Recent Earnings Reset
Analysts have cut their price targets on BellRing Brands sharply, with one high profile reduction to $13 from $34 and a series of other target trims and downgrades following a disappointing quarter, rising concerns about competition, and ongoing estimate revisions. Analyst Commentary Recent Street research around BellRing Brands points to a clear reset in expectations, with multiple bearish analysts cutting price targets and, in some cases, downgrading ratings after the latest quarterly report.Mise à jour du récit • 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
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 9/30/2028 | 2,513 | 172 | 198 | 193 | 7 |
| 9/30/2027 | 2,416 | 159 | 179 | 150 | 13 |
| 9/30/2026 | 2,332 | 163 | 109 | 138 | 13 |
| 3/31/2026 | 2,332 | 158 | 186 | 195 | N/A |
| 12/31/2025 | 2,321 | 183 | 247 | 255 | N/A |
| 9/30/2025 | 2,317 | 216 | 256 | 261 | N/A |
| 6/30/2025 | 2,224 | 228 | 127 | 132 | N/A |
| 3/31/2025 | 2,192 | 281 | 157 | 160 | N/A |
| 12/31/2024 | 2,099 | 280 | 126 | 128 | N/A |
| 9/30/2024 | 1,996 | 247 | 198 | 200 | N/A |
| 6/30/2024 | 1,913 | 221 | 243 | 244 | N/A |
| 3/31/2024 | 1,844 | 192 | 284 | 286 | N/A |
| 12/31/2023 | 1,735 | 165 | 252 | 254 | N/A |
| 9/30/2023 | 1,667 | 166 | 214 | 216 | N/A |
| 6/30/2023 | 1,573 | 153 | 139 | 140 | N/A |
| 3/31/2023 | 1,498 | 148 | 23 | 24 | N/A |
| 12/31/2022 | 1,428 | 118 | 65 | 66 | N/A |
| 9/30/2022 | 1,372 | 82 | 19 | 21 | N/A |
| 6/30/2022 | 1,332 | 58 | 90 | 92 | N/A |
| 3/31/2022 | 1,304 | 29 | 168 | 170 | N/A |
| 12/31/2021 | 1,271 | 28 | 192 | 194 | N/A |
| 9/30/2021 | 1,247 | 28 | 225 | 226 | N/A |
| 6/30/2021 | 1,190 | 28 | 214 | 216 | N/A |
| 3/31/2021 | 1,051 | 22 | 175 | 176 | N/A |
| 12/31/2020 | 1,027 | 25 | 144 | 145 | N/A |
| 9/30/2020 | 988 | 24 | 95 | 97 | N/A |
| 6/30/2020 | 920 | 14 | 63 | 66 | N/A |
| 3/31/2020 | 954 | 10 | 89 | 92 | N/A |
| 12/31/2019 | 913 | 6 | N/A | 68 | N/A |
| 9/30/2019 | 854 | N/A | N/A | 98 | N/A |
| 6/30/2019 | 860 | 26 | N/A | 100 | N/A |
| 3/31/2019 | 839 | 55 | N/A | 117 | N/A |
| 12/31/2018 | 818 | 76 | N/A | 134 | N/A |
| 9/30/2018 | 828 | N/A | N/A | 141 | N/A |
| 9/30/2017 | 713 | 35 | N/A | 80 | N/A |
| 9/30/2016 | 575 | 20 | N/A | 41 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BRBR ( 2.4% par an) est inférieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de BRBR ( 2.4% par an) devraient croître plus lentement que le marché US ( 18.8% par an).
Croissance élevée des bénéfices: Les bénéfices de BRBR devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de BRBR ( 2.6% par an) devrait croître plus lentement que le marché de US ( 12.9% par an).
Croissance élevée des revenus: Le chiffre d'affaires de BRBR ( 2.6% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de BRBR devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/01 19:03 |
| Cours de l'action en fin de journée | 2026/07/01 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
BellRing Brands, Inc. est couverte par 23 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |
| Clarence Powell | BMO Capital Markets Equity Research |