Valuation Update With 7 Day Price Move • Jun 25
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to €9.57, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Personal Products industry in Europe. Total loss to shareholders of 71% over the past three years. Annuncio • May 07
BellRing Brands, Inc. Revises Earnings Guidance for the Year 2026 BellRing Brands, Inc. revised earnings guidance for the year 2026. For the year, the company expects net sales of $2.325 billion - $2.365 billion. Net Sales Growth of 0% to 2%. Annuncio • Apr 10
BellRing Brands, Inc. to Report Q2, 2026 Results on May 05, 2026 BellRing Brands, Inc. announced that they will report Q2, 2026 results at 7:00 AM, Eastern Daylight on May 05, 2026 Annuncio • Jan 14
BellRing Brands, Inc. to Report Q1, 2026 Results on Feb 03, 2026 BellRing Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 03, 2026 Annuncio • Dec 17
BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026 BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026. Annuncio • Nov 21
BellRing Brands, Inc. (NYSE:BRBR) announces an Equity Buyback for $600 million worth of its shares. BellRing Brands, Inc. (NYSE:BRBR) announces a share repurchase program. Under the program, the company will repurchase up to $600 million worth of its shares. The program will expire in 2 years. Annuncio • Nov 19
Bellring Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2026 BellRing Brands, Inc. provides earnings guidance for the fiscal year 2026. For the period, the company expects Net Sales of $2.41 billion - $2.49 billion, Net Sales Growth 4% to 8%. Annuncio • Nov 14
BellRing Brands, Inc. Appoints David Finkelstein to Board of Directors and the Audit Committee, Effective January 1, 2026 BellRing Brands, Inc. announced that David Finkelstein has been appointed to its Board of Directors and the Audit Committee, effective January 1, 2026. With the addition of Mr. Finkelstein, the Board will consist of eight members. Mr. Finkelstein is a seasoned executive who brings a wealth of experience to the Board, with twenty years of experience in leadership roles across the financial industry. His expertise includes extensive experience in finance and financial reporting processes along with mergers and acquisitions and capital markets transactions, in the consumer-packaged goods, retail and consumer product manufacturing industries. Mr. Finkelstein previously served as the head of Consumer and Retail M&A and head of Sports Advisory at Citigroup, Inc. from 2018 to 2025. Prior to joining Citigroup, he served in various positions in the Mergers and Acquisitions Group at Bank of America from 2005 to 2018, and as Managing Director since 2009. Mr. Finkelstein also served in the Mergers and Acquisitions Group at Citigroup, Inc. from 2000 to 2005. He earned his Bachelor of Arts degree in Economics from the University of Chicago. Annuncio • Oct 29
BellRing Brands, Inc. to Report Q4, 2025 Results on Nov 18, 2025 BellRing Brands, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 18, 2025 Annuncio • Sep 02
BellRing Brands, Inc. (NYSE:BRBR) announces an Equity Buyback for $400 million worth of its shares. BellRing Brands, Inc. (NYSE:BRBR) announces a share repurchase program. Under the program, the company will repurchase up to $400 million worth of its shares. The program will expire in 2 years. Annuncio • Aug 05
BellRing Brands, Inc. Narrows Earnings Guidance for the Fiscal Year 2025 BellRing Brands, Inc. narrowed earnings guidance for the fiscal year 2025. For the year, the company has narrowed its outlook for net sales to range between $2.28 billion - $2.32 billion. Annuncio • Jul 31
BellRing Brands, Inc. Announces Board Changes On July 30, 2025, Elliot H. Stein, Jr. notified the Board of Directors of BellRing Brands, Inc. of his resignation from the Board, effective September 30, 2026. The resignation of Mr. Stein did not result from any disagreement with BellRing Brands, Inc. on any matter relating to its operations, policies or practices. On July 30, 2025, the Board approved the following changes to its lead independent director and committee assignments, effective immediately: Thomas P. Erickson was appointed to serve as lead independent director, replacing Mr. Stein; Shawn W. Conway was appointed to serve as Chair of the Compensation and Corporate Governance Committee, replacing Mr. Stein, who no longer serves on the Compensation and Corporate Governance Committee; and Jennifer Kuperman was appointed to serve as a member of the Executive Committee. As such, effective July 30, 2025, the composition of the committees of the Board were: Audit Committee: Thomas P. Erickson, Chair; Chonda J. Nwamu; Elliott H. Stein, Jr; Corporate Governance and Compensation Committee: Shawn W. Conway, Chair; Thomas P. Erickson; Jennifer Kuperman; Executive Committee: Robert V. Vitale, Chair; Thomas P. Erickson; Jennifer Kuperman; Elliott H. Stein, Jr. These changes were made as part of the Board's regular review of committee composition, to align responsibilities with the skills and experience of its members and to ensure an orderly transition of Mr. Stein’s roles and responsibilities to other directors in connection with his resignation from the Board. Annuncio • Jul 09
BellRing Brands, Inc. to Report Q3, 2025 Results on Aug 04, 2025 BellRing Brands, Inc. announced that they will report Q3, 2025 results After-Market on Aug 04, 2025 Annuncio • May 06
BellRing Brands, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025 BellRing Brands, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expects net sales to range between $2.26 billion to $2.34 billion. Annuncio • Apr 09
BellRing Brands, Inc. to Report Q2, 2025 Results on May 05, 2025 BellRing Brands, Inc. announced that they will report Q2, 2025 results After-Market on May 05, 2025 Annuncio • Mar 07
BellRing Brands, Inc. (NYSE:BRBR) announces an Equity Buyback for $300 million worth of its shares. BellRing Brands, Inc. (NYSE:BRBR) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its shares. The program will expire in 2 years. Annuncio • Feb 04
BellRing Brands, Inc. Raises Earnings Guidance for the Fiscal Year 2025 BellRing Brands, Inc. raised earnings guidance for the fiscal year 2025. For the year, the company raised its guidance range for net sales to $2.26 billion-$2.34 billion (resulting in net sales of 13%-17% over fiscal year 2024). Annuncio • Jan 08
BellRing Brands, Inc. to Report Q1, 2025 Results on Feb 03, 2025 BellRing Brands, Inc. announced that they will report Q1, 2025 results After-Market on Feb 03, 2025 Annuncio • Dec 05
BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025 BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025. Annuncio • Nov 19
BellRing Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2025 BellRing Brands, Inc. provided earnings guidance for the fiscal year 2025. For the period, the company expects net sales to range between $2.24 billion to $2.32 billion. Annuncio • Oct 30
BellRing Brands, Inc. to Report Q4, 2024 Results on Nov 18, 2024 BellRing Brands, Inc. announced that they will report Q4, 2024 results After-Market on Nov 18, 2024 Buy Or Sell Opportunity • Oct 19
Now 20% undervalued Over the last 90 days, the stock has risen 28% to €59.50. The fair value is estimated to be €74.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period. Reported Earnings • Aug 06
Third quarter 2024 earnings released: EPS: US$0.57 (vs US$0.34 in 3Q 2023) Third quarter 2024 results: EPS: US$0.57 (up from US$0.34 in 3Q 2023). Revenue: US$515.4m (up 16% from 3Q 2023). Net income: US$73.7m (up 66% from 3Q 2023). Profit margin: 14% (up from 9.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Annuncio • Aug 06
BellRing Brands, Inc. Revises Earnings Guidance for the Fiscal Year 2024 BellRing Brands, Inc. revised earnings guidance for the fiscal year 2024. For the period, company has raised its guidance range for net sales to $1.96 billion to $2.00 billion (from $1.93 billion to $1.99 billion). Buy Or Sell Opportunity • Jul 17
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.6% to €46.60. The fair value is estimated to be €60.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Annuncio • Jul 10
BellRing Brands, Inc. to Report Q3, 2024 Results on Aug 05, 2024 BellRing Brands, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 05, 2024 Board Change • Jun 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Shawn Conway was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • May 17
Executive Chairman recently sold €834k worth of stock On the 14th of May, Robert Vitale sold around 15k shares on-market at roughly €55.60 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months. Annuncio • May 08
BellRing Brands, Inc. Raises Earnings Guidance for the Fiscal Year 2024 BellRing Brands, Inc. raised earnings guidance for the fiscal year 2024. For the period, company expects net sales to $1.93 billion to $1.99 billion (from $1.87 billion to $1.95 billion). Reported Earnings • May 07
Second quarter 2024 earnings released: EPS: US$0.44 (vs US$0.23 in 2Q 2023) Second quarter 2024 results: EPS: US$0.44 (up from US$0.23 in 2Q 2023). Revenue: US$494.6m (up 28% from 2Q 2023). Net income: US$57.2m (up 85% from 2Q 2023). Profit margin: 12% (up from 8.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Personal Products industry in Europe. Annuncio • Apr 10
BellRing Brands, Inc. to Report Q2, 2024 Results on May 06, 2024 BellRing Brands, Inc. announced that they will report Q2, 2024 results After-Market on May 06, 2024 Annuncio • Mar 01
BellRing Brands, Inc. (NYSE:BRBR) announces an Equity Buyback for $300 million worth of its shares. BellRing Brands, Inc. (NYSE:BRBR) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its shares. The program will expire in 2 years from effective date. Annuncio • Feb 06
BellRing Brands, Inc. Revises Earnings Guidance for the First Quarter of Fiscal Year 2024 BellRing Brands, Inc. revised earnings guidance for the first quarter of fiscal year 2024. For fiscal year 2024, BellRing management has raised its guidance range for net sales to $1.87-$1.95 billion (from $1.83-$1.91 billion). Reported Earnings • Feb 06
First quarter 2024 earnings released: EPS: US$0.34 (vs US$0.33 in 1Q 2023) First quarter 2024 results: EPS: US$0.34. Revenue: US$430.4m (up 19% from 1Q 2023). Net income: US$43.9m (flat on 1Q 2023). Profit margin: 10% (down from 12% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Personal Products industry in Europe. Annuncio • Feb 01
BellRing Brands, Inc. Announces Executive Chairman, Rob V. Vitale Returns from Medical Leave BellRing Brands, Inc. announced that its Executive Chairman, Robert V. Vitale, has ended his medical leave and resumed his full duties as Executive Chairman, effective January 31, 2024. Annuncio • Jan 10
BellRing Brands, Inc. to Report Q1, 2024 Results on Feb 05, 2024 BellRing Brands, Inc. announced that they will report Q1, 2024 results After-Market on Feb 05, 2024 Annuncio • Dec 16
BellRing Brands, Inc., Annual General Meeting, Jan 31, 2024 BellRing Brands, Inc., Annual General Meeting, Jan 31, 2024, at 09:00 Central Standard Time. Agenda: To consider the election of three nominees to the Company’s Board of Directors; to consider the ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending September 30, 2024; to consider and vote, on an advisory basis, for the adoption of a resolution approving the compensation of our named executive officers, as such compensation is described under the “Compensation Discussion and Analysis” and “Executive Compensation” sections of this proxy statement; and to consider any other business properly introduced at the annual meeting. Reported Earnings • Nov 24
Full year 2023 earnings released: EPS: US$1.24 (vs US$0.88 in FY 2022) Full year 2023 results: EPS: US$1.24 (up from US$0.88 in FY 2022). Revenue: US$1.67b (up 22% from FY 2022). Net income: US$165.5m (up 101% from FY 2022). Profit margin: 9.9% (up from 6.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Personal Products industry in Europe. Annuncio • Nov 21
BellRing Brands, Inc. Provides Financial Guidance for the Fiscal Year 2024 BellRing Brands, Inc. provided financial guidance for the fiscal year 2024. For fiscal year 2024, BellRing management expects net sales to range between $1.83-$1.91 billion. Annuncio • Nov 07
BellRing Brands’ Executive Chairman Rob Vitale to Take Medical Leave of Absence BellRing Brands, Inc. announced that its Executive Chairman, Robert V. Vitale, will be taking an unexpected medical leave of absence, which was also announced by Post Holdings, Inc. Annuncio • Nov 03
BellRing Brands, Inc. to Report Q4, 2023 Results on Nov 20, 2023 BellRing Brands, Inc. announced that they will report Q4, 2023 results After-Market on Nov 20, 2023 Annuncio • Aug 10
BellRing Brands, Inc. Revises Earnings Guidance for the Fiscal Year 2023 BellRing Brands, Inc. revised earnings guidance for the fiscal year 2023. For the year, the company expects net sales to be in the range of $1.63 billion to $1.67 billion against previous guidance range of $1.61 billion to $1.66 billion. Annuncio • Aug 09
BellRing Brands, Inc. Appoints Shawn Conway to Board of Directors, Effective October 1, 2023 BellRing Brands, Inc. announced that Shawn Conway has been appointed to its Board of Directors and the Audit Committee, effective October 1, 2023. With the addition of Mr. Conway, the Board will consist of seven members. Mr. Conway is a seasoned executive who brings a wealth of experience to the Board, with over thirty years of experience in leadership roles across several consumer product categories with high-growth, branded consumer products and businesses. Mr. Conway has held multiple positions in general management, operations, supply chain and finance in high-growth, premium-branded specialty food and beverage, and consumer packaged goods companies. Mr. Conway currently serves as Chief Executive Officer of Ste. Michelle Wine Estates, the largest winery in the Pacific Northwest, leading more than two dozen winery brands across three states. Prior to joining Ste. Michelle Wine Estates, Mr. Conway served in various leadership positions across a 12-year tenure at Peets Coffee, Inc., culminating as Chief Executive Officer. Prior to joining Peets Coffee, Inc., he served as Senior Vice President of Operations at SKYY Spirits, where he spent nearly a decade of his career. Mr. Conway earned his Bachelor of Science degree in Commerce from Santa Clara University. Mr. Conway currently serves on the Board of Directors of SAMBAZON, an acronym for Sustainable Management of the Brazilian Amazon, a leading supplier of certified fair trade and organic Acai. Mr. Conway previously served on the Board of Directors of Peets China Inc., Intelligentsia Coffee Inc., Stumptown Coffee Inc. and Mighty Leaf Tea Inc. In addition, Mr. Conway served as the Chairman for the Boards of Peets China Inc., Intelligentsia Coffee Inc., Stumptown Coffee Inc. and Mighty Leaf Tea Inc., for various years while serving as a director on these boards. Reported Earnings • Aug 08
Third quarter 2023 earnings released: EPS: US$0.34 (vs US$0.29 in 3Q 2022) Third quarter 2023 results: EPS: US$0.34 (up from US$0.29 in 3Q 2022). Revenue: US$445.9m (up 20% from 3Q 2022). Net income: US$44.3m (up 13% from 3Q 2022). Profit margin: 9.9% (in line with 3Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Personal Products industry in Europe. Annuncio • May 09
BellRing Brands, Inc. (NYSE:BRBR) announces an Equity Buyback for $80 million worth of its shares. BellRing Brands, Inc. (NYSE:BRBR) announces a share repurchase program. Under the program, the company will repurchase up to $80 million worth of its shares.