View Future GrowthBellRing Brands 과거 순이익 실적과거 기준 점검 2/6BellRing Brands은 연평균 33.7%의 비율로 수입이 증가해 온 반면, Personal Products 산업은 연평균 7.8%의 비율로 증가했습니다. 매출은 연평균 15.9%의 비율로 증가했습니다.핵심 정보33.68%순이익 성장률21.77%주당순이익(EPS) 성장률Personal Products 산업 성장률12.91%매출 성장률15.85%자기자본이익률n/a순이익률6.78%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported 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.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 • 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 • 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.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, 2025모든 업데이트 보기Recent 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.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, 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).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, 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, 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.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.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.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.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.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, 2025매출 및 비용 세부 내역BellRing Brands가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BMV:BRBR * 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 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 16575201140양질의 수익: BRBR *는 고품질 수익을 보유하고 있습니다.이익 마진 증가: BRBR *의 현재 순 이익률 (6.8%)은 지난해 (12.8%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: BRBR *의 수익은 지난 5년 동안 연평균 33.7%로 크게 증가했습니다.성장 가속화: BRBR *은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: BRBR *은 지난 1년 동안 수익이 감소(-43.7%)하여 Personal Products 업계 평균(6.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: BRBR *의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YHousehold 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 15:42종가2026/05/07 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 23명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew LazarBarclaysAlexia HowardBernsteinClarence PowellBMO Capital Markets Equity Research20명의 분석가 더 보기
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.
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 • 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 • 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.
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
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.
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
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).
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
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.
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.
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.
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.
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.
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