BellRing Brands（D51）株式概要BellRing Brands, Inc.は、その子会社とともに、米国で様々な栄養製品を提供している。 詳細D51 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長1/6過去の実績2/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より75.9%で取引されている 収益は年間3.45%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない German市場と比較して、過去 3 か月間の株価の変動が非常に大きい利益率(6.8%)は昨年より低い(12.8%) すべてのリスクチェックを見るD51 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€7.4414.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue US$2.7bEarnings US$180.3mAdvancedSet Fair ValueView all narrativesBellRing Brands, Inc. 競合他社BeiersdorfSymbol: XTRA:BEIMarket cap: €15.9bGr. SarantisSymbol: ATSE:SARMarket cap: €930.5mHonasa ConsumerSymbol: NSEI:HONASAMarket cap: ₹125.1bPharmanutraSymbol: BIT:PHNMarket cap: €816.8m価格と性能株価の高値、安値、推移の概要BellRing Brands過去の株価現在の株価US$7.4452週高値US$54.5052週安値US$7.44ベータ0.811ヶ月の変化-44.95%3ヶ月変化-52.91%1年変化-85.69%3年間の変化-77.86%5年間の変化n/aIPOからの変化-62.61%最新ニュースお知らせ • May 07BellRing Brands, Inc. Revises Earnings Guidance for the Year 2026BellRing 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%.お知らせ • Apr 10BellRing Brands, Inc. to Report Q2, 2026 Results on May 05, 2026BellRing Brands, Inc. announced that they will report Q2, 2026 results at 7:00 AM, Eastern Daylight on May 05, 2026お知らせ • Feb 03+ 2 more updatesDarcy Davenport Decides to Retire as President of Bellring Brands, IncBellRing Brands, Inc. announced that its President and Chief Executive Officer Darcy Davenport has decided to retire from the Company, effective upon the earlier of the appointment of a new Chief Executive Officer or September 30, 2026, the end of the Company’s fiscal year. Ms. Davenport will continue to serve as President and Chief Executive Officer and as a member of the Board until the effective date of the transition, after which she will serve in an advisory role to ensure a smooth transition of leadership responsibilities and provide strategic support. The Board has commenced a comprehensive external search to identify the Company’s next CEO.お知らせ • Jan 14BellRing Brands, Inc. to Report Q1, 2026 Results on Feb 03, 2026BellRing Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 03, 2026お知らせ • Dec 17BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026.お知らせ • Nov 21BellRing 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.最新情報をもっと見るRecent updatesお知らせ • May 07BellRing Brands, Inc. Revises Earnings Guidance for the Year 2026BellRing 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%.お知らせ • Apr 10BellRing Brands, Inc. to Report Q2, 2026 Results on May 05, 2026BellRing Brands, Inc. announced that they will report Q2, 2026 results at 7:00 AM, Eastern Daylight on May 05, 2026お知らせ • Feb 03+ 2 more updatesDarcy Davenport Decides to Retire as President of Bellring Brands, IncBellRing Brands, Inc. announced that its President and Chief Executive Officer Darcy Davenport has decided to retire from the Company, effective upon the earlier of the appointment of a new Chief Executive Officer or September 30, 2026, the end of the Company’s fiscal year. Ms. Davenport will continue to serve as President and Chief Executive Officer and as a member of the Board until the effective date of the transition, after which she will serve in an advisory role to ensure a smooth transition of leadership responsibilities and provide strategic support. The Board has commenced a comprehensive external search to identify the Company’s next CEO.お知らせ • Jan 14BellRing Brands, Inc. to Report Q1, 2026 Results on Feb 03, 2026BellRing Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 03, 2026お知らせ • Dec 17BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026.お知らせ • Nov 21BellRing 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.お知らせ • Nov 19Bellring Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2026BellRing 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%.お知らせ • Nov 14BellRing Brands, Inc. Appoints David Finkelstein to Board of Directors and the Audit Committee, Effective January 1, 2026BellRing 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.お知らせ • Oct 29BellRing Brands, Inc. to Report Q4, 2025 Results on Nov 18, 2025BellRing Brands, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 18, 2025お知らせ • Sep 02BellRing 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.お知らせ • Aug 05BellRing Brands, Inc. Narrows Earnings Guidance for the Fiscal Year 2025BellRing 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.お知らせ • Jul 31BellRing Brands, Inc. Announces Board ChangesOn 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.お知らせ • Jul 09BellRing Brands, Inc. to Report Q3, 2025 Results on Aug 04, 2025BellRing Brands, Inc. announced that they will report Q3, 2025 results After-Market on Aug 04, 2025お知らせ • May 06BellRing Brands, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025BellRing 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.お知らせ • Apr 09BellRing Brands, Inc. to Report Q2, 2025 Results on May 05, 2025BellRing Brands, Inc. announced that they will report Q2, 2025 results After-Market on May 05, 2025お知らせ • Mar 07BellRing 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.お知らせ • Feb 04BellRing Brands, Inc. Raises Earnings Guidance for the Fiscal Year 2025BellRing 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).お知らせ • Jan 08BellRing Brands, Inc. to Report Q1, 2025 Results on Feb 03, 2025BellRing Brands, Inc. announced that they will report Q1, 2025 results After-Market on Feb 03, 2025お知らせ • Dec 05BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025.お知らせ • Nov 19BellRing Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2025BellRing 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.お知らせ • Oct 30BellRing Brands, Inc. to Report Q4, 2024 Results on Nov 18, 2024BellRing Brands, Inc. announced that they will report Q4, 2024 results After-Market on Nov 18, 2024Buy Or Sell Opportunity • Oct 19Now 20% undervaluedOver 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 06Third 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.お知らせ • Aug 06BellRing Brands, Inc. Revises Earnings Guidance for the Fiscal Year 2024BellRing 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 17Now 23% undervalued after recent price dropOver 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.お知らせ • Jul 10BellRing Brands, Inc. to Report Q3, 2024 Results on Aug 05, 2024BellRing Brands, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 05, 2024Board Change • Jun 02Insufficient new directorsThere 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 17Executive Chairman recently sold €834k worth of stockOn 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.お知らせ • May 08BellRing Brands, Inc. Raises Earnings Guidance for the Fiscal Year 2024BellRing 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 07Second 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.お知らせ • Apr 10BellRing Brands, Inc. to Report Q2, 2024 Results on May 06, 2024BellRing Brands, Inc. announced that they will report Q2, 2024 results After-Market on May 06, 2024お知らせ • Mar 01BellRing 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.お知らせ • Feb 06BellRing Brands, Inc. Revises Earnings Guidance for the First Quarter of Fiscal Year 2024BellRing 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 06First 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.お知らせ • Feb 01BellRing Brands, Inc. Announces Executive Chairman, Rob V. Vitale Returns from Medical LeaveBellRing 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.お知らせ • Jan 10BellRing Brands, Inc. to Report Q1, 2024 Results on Feb 05, 2024BellRing Brands, Inc. announced that they will report Q1, 2024 results After-Market on Feb 05, 2024お知らせ • Dec 16BellRing Brands, Inc., Annual General Meeting, Jan 31, 2024BellRing 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 24Full 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.お知らせ • Nov 21BellRing Brands, Inc. Provides Financial Guidance for the Fiscal Year 2024BellRing 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.お知らせ • Nov 07BellRing Brands’ Executive Chairman Rob Vitale to Take Medical Leave of AbsenceBellRing 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.お知らせ • Nov 03BellRing Brands, Inc. to Report Q4, 2023 Results on Nov 20, 2023BellRing Brands, Inc. announced that they will report Q4, 2023 results After-Market on Nov 20, 2023お知らせ • Aug 10BellRing Brands, Inc. Revises Earnings Guidance for the Fiscal Year 2023BellRing 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.お知らせ • Aug 09BellRing Brands, Inc. Appoints Shawn Conway to Board of Directors, Effective October 1, 2023BellRing 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 08Third 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.お知らせ • May 09BellRing 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.株主還元D51DE Personal ProductsDE 市場7D-2.9%0.9%3.2%1Y-85.7%-11.7%2.5%株主還元を見る業界別リターン: D51過去 1 年間で-11.7 % の収益を上げたGerman Personal Products業界を下回りました。リターン対市場: D51は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is D51's price volatile compared to industry and market?D51 volatilityD51 Average Weekly Movement14.3%Personal Products Industry Average Movement5.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: D51の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: D51の weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2019530Darcy Davenportbellring.comBellRing Brands, Inc.は、その子会社とともに、米国で様々な栄養製品を提供している。同社は主にPremier ProteinとDymatizeのブランドで、すぐに飲める（RTD）プロテインシェイク、その他のRTD飲料、プロテインパウダー、栄養バー、その他の製品を提供している。クラブ、食品、医薬品、量販店、eコマース、専門店、コンビニエンスチャネルを通じて製品を販売している。BellRing Brands, Inc.は2019年に法人化され、ミズーリ州セントルイスに本社を置いている。もっと見るBellRing Brands, Inc. 基礎のまとめBellRing Brands の収益と売上を時価総額と比較するとどうか。D51 基礎統計学時価総額€906.67m収益（TTM）€136.31m売上高(TTM)€2.01b6.5xPER（株価収益率0.4xP/SレシオD51 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計D51 損益計算書（TTM）収益US$2.33b売上原価US$1.63b売上総利益US$703.50mその他の費用US$545.30m収益US$158.20m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.36グロス・マージン30.17%純利益率6.78%有利子負債／自己資本比率-238.0%D51 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:27終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BellRing Brands, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25 アナリスト機関Andrew LazarBarclaysAlexia HowardBernsteinClarence PowellBMO Capital Markets Equity Research22 その他のアナリストを表示
お知らせ • May 07BellRing Brands, Inc. Revises Earnings Guidance for the Year 2026BellRing 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%.
お知らせ • Apr 10BellRing Brands, Inc. to Report Q2, 2026 Results on May 05, 2026BellRing Brands, Inc. announced that they will report Q2, 2026 results at 7:00 AM, Eastern Daylight on May 05, 2026
お知らせ • Feb 03+ 2 more updatesDarcy Davenport Decides to Retire as President of Bellring Brands, IncBellRing Brands, Inc. announced that its President and Chief Executive Officer Darcy Davenport has decided to retire from the Company, effective upon the earlier of the appointment of a new Chief Executive Officer or September 30, 2026, the end of the Company’s fiscal year. Ms. Davenport will continue to serve as President and Chief Executive Officer and as a member of the Board until the effective date of the transition, after which she will serve in an advisory role to ensure a smooth transition of leadership responsibilities and provide strategic support. The Board has commenced a comprehensive external search to identify the Company’s next CEO.
お知らせ • Jan 14BellRing Brands, Inc. to Report Q1, 2026 Results on Feb 03, 2026BellRing Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 03, 2026
お知らせ • Dec 17BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026.
お知らせ • Nov 21BellRing 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.
お知らせ • May 07BellRing Brands, Inc. Revises Earnings Guidance for the Year 2026BellRing 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%.
お知らせ • Apr 10BellRing Brands, Inc. to Report Q2, 2026 Results on May 05, 2026BellRing Brands, Inc. announced that they will report Q2, 2026 results at 7:00 AM, Eastern Daylight on May 05, 2026
お知らせ • Feb 03+ 2 more updatesDarcy Davenport Decides to Retire as President of Bellring Brands, IncBellRing Brands, Inc. announced that its President and Chief Executive Officer Darcy Davenport has decided to retire from the Company, effective upon the earlier of the appointment of a new Chief Executive Officer or September 30, 2026, the end of the Company’s fiscal year. Ms. Davenport will continue to serve as President and Chief Executive Officer and as a member of the Board until the effective date of the transition, after which she will serve in an advisory role to ensure a smooth transition of leadership responsibilities and provide strategic support. The Board has commenced a comprehensive external search to identify the Company’s next CEO.
お知らせ • Jan 14BellRing Brands, Inc. to Report Q1, 2026 Results on Feb 03, 2026BellRing Brands, Inc. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 03, 2026
お知らせ • Dec 17BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026.
お知らせ • Nov 21BellRing 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.
お知らせ • Nov 19Bellring Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2026BellRing 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%.
お知らせ • Nov 14BellRing Brands, Inc. Appoints David Finkelstein to Board of Directors and the Audit Committee, Effective January 1, 2026BellRing 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.
お知らせ • Oct 29BellRing Brands, Inc. to Report Q4, 2025 Results on Nov 18, 2025BellRing Brands, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 18, 2025
お知らせ • Sep 02BellRing 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.
お知らせ • Aug 05BellRing Brands, Inc. Narrows Earnings Guidance for the Fiscal Year 2025BellRing 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.
お知らせ • Jul 31BellRing Brands, Inc. Announces Board ChangesOn 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.
お知らせ • Jul 09BellRing Brands, Inc. to Report Q3, 2025 Results on Aug 04, 2025BellRing Brands, Inc. announced that they will report Q3, 2025 results After-Market on Aug 04, 2025
お知らせ • May 06BellRing Brands, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025BellRing 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.
お知らせ • Apr 09BellRing Brands, Inc. to Report Q2, 2025 Results on May 05, 2025BellRing Brands, Inc. announced that they will report Q2, 2025 results After-Market on May 05, 2025
お知らせ • Mar 07BellRing 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.
お知らせ • Feb 04BellRing Brands, Inc. Raises Earnings Guidance for the Fiscal Year 2025BellRing 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).
お知らせ • Jan 08BellRing Brands, Inc. to Report Q1, 2025 Results on Feb 03, 2025BellRing Brands, Inc. announced that they will report Q1, 2025 results After-Market on Feb 03, 2025
お知らせ • Dec 05BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025.
お知らせ • Nov 19BellRing Brands, Inc. Provides Earnings Guidance for the Fiscal Year 2025BellRing 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.
お知らせ • Oct 30BellRing Brands, Inc. to Report Q4, 2024 Results on Nov 18, 2024BellRing Brands, Inc. announced that they will report Q4, 2024 results After-Market on Nov 18, 2024
Buy Or Sell Opportunity • Oct 19Now 20% undervaluedOver 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 06Third 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.
お知らせ • Aug 06BellRing Brands, Inc. Revises Earnings Guidance for the Fiscal Year 2024BellRing 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 17Now 23% undervalued after recent price dropOver 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.
お知らせ • Jul 10BellRing Brands, Inc. to Report Q3, 2024 Results on Aug 05, 2024BellRing 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 02Insufficient new directorsThere 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 17Executive Chairman recently sold €834k worth of stockOn 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.
お知らせ • May 08BellRing Brands, Inc. Raises Earnings Guidance for the Fiscal Year 2024BellRing 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 07Second 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.
お知らせ • Apr 10BellRing Brands, Inc. to Report Q2, 2024 Results on May 06, 2024BellRing Brands, Inc. announced that they will report Q2, 2024 results After-Market on May 06, 2024
お知らせ • Mar 01BellRing 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.
お知らせ • Feb 06BellRing Brands, Inc. Revises Earnings Guidance for the First Quarter of Fiscal Year 2024BellRing 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 06First 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.
お知らせ • Feb 01BellRing Brands, Inc. Announces Executive Chairman, Rob V. Vitale Returns from Medical LeaveBellRing 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.
お知らせ • Jan 10BellRing Brands, Inc. to Report Q1, 2024 Results on Feb 05, 2024BellRing Brands, Inc. announced that they will report Q1, 2024 results After-Market on Feb 05, 2024
お知らせ • Dec 16BellRing Brands, Inc., Annual General Meeting, Jan 31, 2024BellRing 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 24Full 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.
お知らせ • Nov 21BellRing Brands, Inc. Provides Financial Guidance for the Fiscal Year 2024BellRing 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.
お知らせ • Nov 07BellRing Brands’ Executive Chairman Rob Vitale to Take Medical Leave of AbsenceBellRing 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.
お知らせ • Nov 03BellRing Brands, Inc. to Report Q4, 2023 Results on Nov 20, 2023BellRing Brands, Inc. announced that they will report Q4, 2023 results After-Market on Nov 20, 2023
お知らせ • Aug 10BellRing Brands, Inc. Revises Earnings Guidance for the Fiscal Year 2023BellRing 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.
お知らせ • Aug 09BellRing Brands, Inc. Appoints Shawn Conway to Board of Directors, Effective October 1, 2023BellRing 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 08Third 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.
お知らせ • May 09BellRing 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.
