View ValuationBellRing Brands 향후 성장Future 기준 점검 1/6BellRing Brands은 연간 수입과 매출이 각각 3.4%와 2.6% 증가할 것으로 예상되고 EPS는 연간 5.3%만큼 증가할 것으로 예상됩니다.핵심 정보3.4%이익 성장률5.28%EPS 성장률Personal Products 이익 성장8.5%매출 성장률2.6%향후 자기자본이익률n/a애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트공시 • 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%.공시 • 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%.공시 • 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.공시 • 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.공시 • 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).공시 • 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.모든 업데이트 보기Recent updates공시 • 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%.공시 • 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, 2026공시 • 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.공시 • 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, 2026공시 • Dec 17BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026.공시 • 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.공시 • 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%.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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).공시 • 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, 2025공시 • Dec 05BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.이익 및 매출 성장 예측DB:D51 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/20282,50818419819489/30/20272,433176179157159/30/20262,333165109140143/31/20262,332158186195N/A12/31/20252,321183247255N/A9/30/20252,317216256261N/A6/30/20252,224228127132N/A3/31/20252,192281157160N/A12/31/20242,099280126128N/A9/30/20241,996247198200N/A6/30/20241,913221243244N/A3/31/20241,844192284286N/A12/31/20231,735165252254N/A9/30/20231,667166214216N/A6/30/20231,573153139140N/A3/31/20231,4981482324N/A12/31/20221,4281186566N/A9/30/20221,372821921N/A6/30/20221,332589092N/A3/31/20221,30429168170N/A12/31/20211,27128192194N/A9/30/20211,24728225226N/A6/30/20211,19028214216N/A3/31/20211,05122175176N/A12/31/20201,02725144145N/A9/30/2020988249597N/A6/30/2020920146366N/A3/31/2020954108992N/A12/31/20199136N/A68N/A9/30/2019854N/AN/A98N/A6/30/201986026N/A100N/A3/31/201983955N/A117N/A12/31/201881876N/A134N/A9/30/2018828N/AN/A141N/A9/30/201771335N/A80N/A9/30/201657520N/A41N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: D51 의 연간 예상 수익 증가율(3.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: D51 의 연간 수익(3.4%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: D51 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: D51 의 수익(연간 2.6%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: D51 의 수익(연간 2.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: D51의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YHousehold 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 03:02종가2026/05/25 00:00수익2026/03/31연간 수익2025/09/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BellRing Brands, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew LazarBarclaysAlexia HowardBernsteinClarence PowellBMO Capital Markets Equity Research22명의 분석가 더 보기
공시 • 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%.
공시 • 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%.
공시 • 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.
공시 • 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.
공시 • 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).
공시 • 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.
공시 • 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%.
공시 • 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
공시 • 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.
공시 • 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
공시 • Dec 17BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026BellRing Brands, Inc., Annual General Meeting, Jan 28, 2026.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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).
공시 • 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
공시 • Dec 05BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025BellRing Brands, Inc., Annual General Meeting, Jan 28, 2025.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.