BellRing Brands（BRBR *）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BRBR * ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6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66.2%で取引されている 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 株式の流動性は非常に低い 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BRBR * 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 ValueMex$Current PriceMex$200.0064.4% 割高 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PharmanutraSymbol: BIT:PHNMarket cap: €812.9mJamieson WellnessSymbol: TSX:JWELMarket cap: CA$1.5bGr. SarantisSymbol: ATSE:SARMarket cap: €971.0mSirio PharmaSymbol: SZSE:300791Market cap: CN¥5.4b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$200.0052週高値US$1,190.0052週安値US$200.00ベータ0.811ヶ月の変化-28.66%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-83.19%最新ニュースValuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to Mex$200, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Personal Products industry globally.Reported Earnings • May 08Second quarter 2026 earnings released: EPS: US$0.29 (vs US$0.46 in 2Q 2025)Second quarter 2026 results: EPS: US$0.29 (down from US$0.46 in 2Q 2025). Revenue: US$598.7m (up 1.8% from 2Q 2025). Net income: US$33.9m (down 42% from 2Q 2025). Profit margin: 5.7% (down from 10.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Personal Products industry.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, 2026New Risk • Mar 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Negative equity (-US$511m). Profit margins are more than 30% lower than last year (7.9% net profit margin).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.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to Mex$200, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Personal Products industry globally.Reported Earnings • May 08Second quarter 2026 earnings released: EPS: US$0.29 (vs US$0.46 in 2Q 2025)Second quarter 2026 results: EPS: US$0.29 (down from US$0.46 in 2Q 2025). Revenue: US$598.7m (up 1.8% from 2Q 2025). Net income: US$33.9m (down 42% from 2Q 2025). Profit margin: 5.7% (down from 10.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Personal Products industry.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, 2026New Risk • Mar 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Negative equity (-US$511m). Profit margins are more than 30% lower than last year (7.9% net profit margin).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, 2025Board Change • Sep 17Insufficient 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.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.Board Change • Aug 26Insufficient 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 • Aug 12Independent Director recently bought Mex$1.9m worth of stockOn the 6th of August, Elliot Stein bought around 3k shares on-market at roughly Mex$697 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$568m more in shares than they bought in the last 12 months.Buy Or Sell Opportunity • Aug 08Now 30% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$760. The fair value is estimated to be Mex$1,086, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.Board Change • Aug 05Insufficient 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.Reported Earnings • Aug 05Third quarter 2025 earnings released: EPS: US$0.17 (vs US$0.57 in 3Q 2024)Third quarter 2025 results: EPS: US$0.17 (down from US$0.57 in 3Q 2024). Revenue: US$547.5m (up 6.2% from 3Q 2024). Net income: US$21.0m (down 72% from 3Q 2024). Profit margin: 3.8% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Personal Products industry.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.Board Change • Jul 09Insufficient 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.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株主還元BRBR *MX Personal ProductsMX 市場7D0%0%0%1Yn/a0%0%株主還元を見る業界別リターン: BRBR *がMX Personal Products業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: BRBR * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is BRBR *'s price volatile compared to industry and market?BRBR * volatilityBRBR * Average Weekly Movementn/aPersonal Products Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: BRBR *の株価は、 MX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: 過去 1 年間のBRBR *のボラティリティの変化を判断するには データが不十分です。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。BRBR * 基礎統計学時価総額Mex$17.29b収益（TTM）Mex$2.74b売上高(TTM)Mex$40.33b6.3xPER（株価収益率0.4xP/SレシオBRBR * 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BRBR * 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%BRBR * 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2026/05/27 20:52終値2026/05/07 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
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to Mex$200, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Personal Products industry globally.
Reported Earnings • May 08Second quarter 2026 earnings released: EPS: US$0.29 (vs US$0.46 in 2Q 2025)Second quarter 2026 results: EPS: US$0.29 (down from US$0.46 in 2Q 2025). Revenue: US$598.7m (up 1.8% from 2Q 2025). Net income: US$33.9m (down 42% from 2Q 2025). Profit margin: 5.7% (down from 10.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Personal Products industry.
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
New Risk • Mar 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Negative equity (-US$511m). Profit margins are more than 30% lower than last year (7.9% net profit margin).
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.
Valuation Update With 7 Day Price Move • May 12Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to Mex$200, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 18x in the Personal Products industry globally.
Reported Earnings • May 08Second quarter 2026 earnings released: EPS: US$0.29 (vs US$0.46 in 2Q 2025)Second quarter 2026 results: EPS: US$0.29 (down from US$0.46 in 2Q 2025). Revenue: US$598.7m (up 1.8% from 2Q 2025). Net income: US$33.9m (down 42% from 2Q 2025). Profit margin: 5.7% (down from 10.0% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Personal Products industry.
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
New Risk • Mar 26New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.9% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Negative equity (-US$511m). Profit margins are more than 30% lower than last year (7.9% net profit margin).
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
Board Change • Sep 17Insufficient 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.
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.
Board Change • Aug 26Insufficient 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 • Aug 12Independent Director recently bought Mex$1.9m worth of stockOn the 6th of August, Elliot Stein bought around 3k shares on-market at roughly Mex$697 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$568m more in shares than they bought in the last 12 months.
Buy Or Sell Opportunity • Aug 08Now 30% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$760. The fair value is estimated to be Mex$1,086, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
Board Change • Aug 05Insufficient 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.
Reported Earnings • Aug 05Third quarter 2025 earnings released: EPS: US$0.17 (vs US$0.57 in 3Q 2024)Third quarter 2025 results: EPS: US$0.17 (down from US$0.57 in 3Q 2024). Revenue: US$547.5m (up 6.2% from 3Q 2024). Net income: US$21.0m (down 72% from 3Q 2024). Profit margin: 3.8% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Personal Products industry.
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.
Board Change • Jul 09Insufficient 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.
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
