View Future GrowthBellRing Brands 過去の業績過去 基準チェック /26BellRing Brandsは33.7%の年平均成長率で業績を伸ばしているが、Personal Products業界はgrowingで7.8%毎年増加している。売上は成長しており、年平均15.9%の割合である。主要情報33.68%収益成長率21.77%EPS成長率Personal Products 業界の成長12.91%収益成長率15.85%株主資本利益率n/aネット・マージン6.78%次回の業績アップデート04 Aug 2026最近の業績更新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 • 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 • 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 • 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, 2025Reported 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 • 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すべての更新を表示Recent updatesお知らせ • Jul 09+ 2 more updatesBellRing Brands, Inc. Appoints Michael Axelrod as Chief Executive Officer, Effective July 29, 2026BellRing Brands, Inc. announced that Michael Axelrod has been appointed as the company’s next Chief Executive Officer, effective July 29, 2026. Darcy Davenport, who announced her intention to retire from the Company earlier this year, will serve in a senior advisory capacity to support a seamless leadership transition and provide strategic support. Michael Axelrod is an accomplished executive with more than 30 years of experience in the consumer packaged goods industry, including serving as CEO of several consumer companies. He has a demonstrated track record of driving profitable growth, leading business transformation and creating long-term shareholder value across both entrepreneurial and large-scale consumer businesses. Throughout his career, he has built strong customer partnerships, accelerated innovation, improved operational performance and built high-performing teams. He joins BellRing from Snak King, where he served as CEO. He was previously the CEO of Del Real Foods where he oversaw significant revenue growth, national expansion and operational improvements. Prior to Del Real Foods, he spent two years as CEO of Passport Food Group and five years at TreeHouse Foods as President, Condiments Division and Chief Operating Officer, Bay Valley Foods. Earlier in his career he held executive roles at Whirlpool Corporation, Kraft Foods, McCain Foods and Pactiv Corporation (acquired by Reynolds Consumer Products). He began his career at Boston Consulting Group leading strategy engagements for consumer and retail clients. He holds an honors bachelor’s degree from the University of Western Ontario Ivey Business School and a Master of Business Administration from the Northwestern University Kellogg School of Management.お知らせ • Jun 29+ 6 more updatesBellRing Brands, Inc.(NYSE:BRBR) dropped from Russell 1000 Defensive IndexBellRing Brands, Inc.(NYSE:BRBR) dropped from Russell 1000 Defensive Indexお知らせ • Jun 27Douglas J. Cornille to Step Down as the Chief Growth Officer of Bellring Brands, Inc, Effective as of June 24, 2026BellRing Brands, Inc. announced that Douglas J. Cornille stepped down from his role as the Company's Chief Growth Officer, effective as of June 24, 2026, and departed the Company effective as of September 1, 2026.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.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収支内訳BellRing Brands の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BMV:BRBR * 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 262,332158394031 Dec 252,321183394030 Sep 252,317216396030 Jun 252,224228404031 Mar 252,192281333031 Dec 242,099280312030 Sep 241,996247285030 Jun 241,913221261031 Mar 241,844192242031 Dec 231,735165227030 Sep 231,667166216030 Jun 231,573153206031 Mar 231,498148198031 Dec 221,428118182030 Sep 221,37282190030 Jun 221,33258153031 Mar 221,30429149031 Dec 211,27128159030 Sep 211,24728162030 Jun 211,19028162031 Mar 211,05122152031 Dec 201,02725152030 Sep 2098824150030 Jun 2092014149031 Mar 2095410148031 Dec 199136130030 Sep 198540120030 Jun 1986026119031 Mar 1983955119031 Dec 1881876126030 Sep 188280135030 Sep 1771335131030 Sep 16575201140質の高い収益: BRBR *は 高品質の収益 を持っています。利益率の向上: BRBR *の現在の純利益率 (6.8%)は、昨年(12.8%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BRBR *の収益は過去 5 年間で年間33.7%増加しました。成長の加速: BRBR *は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: BRBR *は過去 1 年間で収益成長率がマイナス ( -43.7% ) となったため、 Personal Products業界平均 ( 6.2% ) と比較することが困難です。株主資本利益率高いROE: BRBR *の負債は資産を上回っているため、自己資本利益率を計算することは困難です。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YHousehold 、過去の業績が好調な企業。View Financial Health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2026/07/13 07:18終値2026/06/23 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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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. 13 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。22 アナリスト機関Andrew LazarBarclaysAlexia HowardBernsteinClarence PowellBMO Capital Markets Equity Research19 その他のアナリストを表示
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 • 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 • 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 • 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
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 • 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 • Jul 09+ 2 more updatesBellRing Brands, Inc. Appoints Michael Axelrod as Chief Executive Officer, Effective July 29, 2026BellRing Brands, Inc. announced that Michael Axelrod has been appointed as the company’s next Chief Executive Officer, effective July 29, 2026. Darcy Davenport, who announced her intention to retire from the Company earlier this year, will serve in a senior advisory capacity to support a seamless leadership transition and provide strategic support. Michael Axelrod is an accomplished executive with more than 30 years of experience in the consumer packaged goods industry, including serving as CEO of several consumer companies. He has a demonstrated track record of driving profitable growth, leading business transformation and creating long-term shareholder value across both entrepreneurial and large-scale consumer businesses. Throughout his career, he has built strong customer partnerships, accelerated innovation, improved operational performance and built high-performing teams. He joins BellRing from Snak King, where he served as CEO. He was previously the CEO of Del Real Foods where he oversaw significant revenue growth, national expansion and operational improvements. Prior to Del Real Foods, he spent two years as CEO of Passport Food Group and five years at TreeHouse Foods as President, Condiments Division and Chief Operating Officer, Bay Valley Foods. Earlier in his career he held executive roles at Whirlpool Corporation, Kraft Foods, McCain Foods and Pactiv Corporation (acquired by Reynolds Consumer Products). He began his career at Boston Consulting Group leading strategy engagements for consumer and retail clients. He holds an honors bachelor’s degree from the University of Western Ontario Ivey Business School and a Master of Business Administration from the Northwestern University Kellogg School of Management.
お知らせ • Jun 29+ 6 more updatesBellRing Brands, Inc.(NYSE:BRBR) dropped from Russell 1000 Defensive IndexBellRing Brands, Inc.(NYSE:BRBR) dropped from Russell 1000 Defensive Index
お知らせ • Jun 27Douglas J. Cornille to Step Down as the Chief Growth Officer of Bellring Brands, Inc, Effective as of June 24, 2026BellRing Brands, Inc. announced that Douglas J. Cornille stepped down from his role as the Company's Chief Growth Officer, effective as of June 24, 2026, and departed the Company effective as of September 1, 2026.
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