BellRing Brands Inkomsten in het verleden
Verleden criteriumcontroles 2/6
BellRing Brands is de winst gegroeid met een gemiddeld jaarlijks percentage van 39.1%, terwijl de Personal Products industrie de winst jaarlijks groeide met 1.9%. De inkomsten zijn gegroeid met een gemiddelde van 16.4% per jaar.
Belangrijke informatie
39.13%
Groei van de winst
24.74%
Groei van de winst per aandeel
| Personal Products Groei van de industrie | 20.87% |
| Inkomstengroei | 16.45% |
| Rendement op eigen vermogen | n/a |
| Nettomarge | 7.88% |
| Volgende winstupdate | 05 May 2026 |
Recente prestatie-updates uit het verleden
Recent updates
BRBR: Protein Adoption And Execution On Easy Protein Formats Will Drive Future Upside
BellRing Brands' analyst price targets have generally been reset lower in recent research, with cuts ranging from $3 to $16 as analysts factor in a higher discount rate, slightly adjusted growth and margin assumptions, and a lower P/E multiple for the stock. Analyst Commentary Recent research on BellRing Brands shows a cluster of lower price targets, but the tone is not uniformly cautious.
BRBR: Protein Adoption Theme Will Drive Returns Despite Tougher Category
The analyst fair value estimate for BellRing Brands has been adjusted from $22.00 to $19.00 as analysts recalibrate assumptions for revenue growth, profit margins, and future P/E multiples while still highlighting the broader shift toward convenient protein products. Analyst Commentary Street research around BellRing Brands points to a mixed setup for investors, with optimism about long term protein adoption sitting alongside a series of lower price targets and more guarded expectations for execution and growth.BRBR: Protein Adoption And Reset Expectations Will Shape Future Upside Potential
BellRing Brands' fair value estimate has shifted from $50.00 to $35.00 as analysts recalibrate price targets across the group, citing softer recent volume data, a reset in assumed future P/E multiples, and a more measured stance on competition, even as they still point to growing mainstream demand for convenient protein shakes and snacks. Analyst Commentary Recent Street research on BellRing Brands points to a mixed but still constructive backdrop, with several bullish analysts highlighting the broader protein theme and the company's role in it, even as price targets reset lower.BRBR: Future Returns Will Depend On Execution In A Tougher Category
The analyst price target for BellRing Brands has been reset from $26 to $22 as analysts factor in lower assumed revenue growth, slimmer profit margins, and a reduced future P/E multiple in a more competitive category backdrop. Analyst Commentary Recent Street research on BellRing Brands reflects a clear reset in expectations, with multiple bearish analysts trimming price targets and stressing a tougher setup for execution and growth.
BRBR: Share Repurchases And Category Positioning Will Support Future Upside
Analysts have reduced their average price target on BellRing Brands by about $3, reflecting updated views on earnings estimates and category growth assumptions. Our fair value estimate of $31.43 remains unchanged.BellRing Brands Now Has Rising Costs And More Competition
Feb 18Results: BellRing Brands, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Feb 07
BRBR: Share Repurchases Will Support Future Upside Despite Competitive Margin Pressures
Analysts have trimmed their average price target on BellRing Brands to about US$31.43 from US$38. This reflects lower assumed revenue growth, a reduced future P/E multiple, and modestly higher discount rates, partly based on recent research that highlights increased competition, softer category volumes, and potential margin pressure.BRBR: Future Performance Will Hinge On Execution In A Tougher Competitive Category
Analysts have trimmed their price targets on BellRing Brands, with our fair value estimate moving from US$40 to about US$26. They are factoring in lower projected revenue growth, slightly softer profit margins, a higher discount rate, and a reduced future P/E multiple, alongside concerns about competitive pressures and category volumes highlighted in recent research.BellRing Brands, Inc. (NYSE:BRBR) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Jan 10BRBR: Reset Expectations And Buybacks Will Shape Competitive Response
Narrative Update The analyst price target for BellRing Brands has been reset from about US$71.44 to US$50.00, reflecting analysts' lower revenue growth and profit margin assumptions and reduced future P/E expectations as they factor in a more competitive backdrop, potential margin pressure, and updated long term sales outlooks. Analyst Commentary Recent research shows a clear reset in expectations for BellRing Brands, with several firms trimming price targets and, in one case, downgrading the rating to Hold.BRBR: Share Repurchases Will Drive Future Upside Amid Competitive Margin Pressures
The analyst price target for BellRing Brands has been modestly reduced from $58.00 to $38.00 per share, as analysts recalibrate their outlook to reflect a more competitive retail backdrop, tempered fiscal 2026 growth and margin expectations, and increased costs required to defend Premier Protein's brand equity. Analyst Commentary Analysts are divided on BellRing Brands following the latest results and fiscal 2026 outlook, with some emphasizing discounted valuation and durable brand equity, while others focus on execution risk in a more crowded category.BRBR: Share Repurchases Will Support Future Upside Amid Competitive Margin Pressures
Analysts have trimmed their average price target on BellRing Brands by about $1.33 per share to roughly $37.73. This reflects lowered expectations for revenue growth and margins amid rising competition and input cost pressures, even as they continue to highlight the support from Premier Protein's brand equity and the potential for longer term growth normalization.BRBR: Margin Recovery And Share Buyback Will Support Future Upside Potential
Analysts have lowered their price target for BellRing Brands from approximately $50 to $39 per share, citing slower expected revenue growth, increased competition, and ongoing pressures on margins and customer visibility. Analyst Commentary Recent analyst reports on BellRing Brands reflect a mix of cautious optimism and growing concerns, following adjustments in price targets and guidance for the company.BellRing Brands, Inc. Just Missed EPS By 8.4%: Here's What Analysts Think Will Happen Next
Nov 21BRBR: Strong 44% Consumption Momentum Will Sustain Bullish Outlook This Quarter
Narrative Update: BellRing Brands Analyst Price Target Adjustment Analysts have slightly lowered their price target for BellRing Brands from $50.40 to $50.00. This reflects modest revisions to growth and margin expectations, despite continued confidence driven by strong recent consumption trends.Consumer Demand And Execution Trends Will Shape Future Market Opportunities
Analysts have lowered their price target for BellRing Brands to $50.40 from $51.43. This change reflects increased caution around competitive pressures and recent execution challenges, despite continued optimism regarding sales growth and consumer demand.Expanding Retail Access And RTD Shakes Will Open Future Markets
Analysts have lowered their price target on BellRing Brands from $52.50 to approximately $51.43. The adjustment reflects moderated expectations for revenue growth and profit margins, despite ongoing optimism around demand trends and the company's ability to navigate competitive pressures.Expanding Retail Access And RTD Shakes Will Open Future Markets
BellRing Brands’ consensus price target was reduced from $56.73 to $52.50 as analysts weighed robust near-term consumption trends against recent execution missteps, increased competitive pressure, and lower peer valuations, moderating expectations for near-term earnings growth. Analyst Commentary Bullish analysts point to strong recent consumption trends for BellRing’s Premier brand, particularly from a successful Costco member event, supporting a positive Q4 outlook and sustained high-teen to low-20s growth targets.Expanding Retail Access And RTD Shakes Will Open Future Markets
With no analyst reasoning provided, both revenue growth forecasts (8.2% per annum) and net profit margin (11.09%) for BellRing Brands remain steady, supporting an unchanged consensus price target of $60.53. What's in the News Repurchased 1,274,946 shares for $82.96 million, completing a buyback of 1,559,521 shares for $102.96 million under the March 2025 authorization.BellRing Brands, Inc. (NYSE:BRBR) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless
Aug 07Does BellRing Brands (NYSE:BRBR) Deserve A Spot On Your Watchlist?
Jul 24Are Investors Undervaluing BellRing Brands, Inc. (NYSE:BRBR) By 20%?
May 26BellRing Brands, Inc. Just Missed EPS By 17%: Here's What Analysts Think Will Happen Next
May 08Investors Still Waiting For A Pull Back In BellRing Brands, Inc. (NYSE:BRBR)
May 07BellRing Brands: Plenty Of Protein, But Slim Gains At This Price
Apr 25Is Now An Opportune Moment To Examine BellRing Brands, Inc. (NYSE:BRBR)?
Apr 19If EPS Growth Is Important To You, BellRing Brands (NYSE:BRBR) Presents An Opportunity
Apr 01A Look At The Intrinsic Value Of BellRing Brands, Inc. (NYSE:BRBR)
Feb 24BellRing Brands: Growth Momentum Now Fairly Valued (Rating Downgrade)
Feb 11Shareholders Should Be Pleased With BellRing Brands, Inc.'s (NYSE:BRBR) Price
Jan 19We Ran A Stock Scan For Earnings Growth And BellRing Brands (NYSE:BRBR) Passed With Ease
Dec 31Is Now An Opportune Moment To Examine BellRing Brands, Inc. (NYSE:BRBR)?
Dec 10BellRing Brands: Half-Time Adjustments To Secure The Lead
Nov 29BellRing Brands, Inc. (NYSE:BRBR) Released Earnings Last Week And Analysts Lifted Their Price Target To US$78.93
Nov 21Calculating The Fair Value Of BellRing Brands, Inc. (NYSE:BRBR)
Nov 16Is Now The Time To Put BellRing Brands (NYSE:BRBR) On Your Watchlist?
Sep 22BellRing Brands: I Have A Healthy Growth Outlook For The Business
Sep 19What Does BellRing Brands, Inc.'s (NYSE:BRBR) Share Price Indicate?
Aug 31
Premier Protein's Critical Innovations And Market Expansion Fuel Optimistic Revenue And Earnings Growth Outlook
Leveraging underutilized manufacturing and strategic partnerships is expected to significantly boost future revenue by meeting rising demand.BellRing Brands, Inc. Just Recorded A 28% EPS Beat: Here's What Analysts Are Forecasting Next
Aug 09BellRing Brands: Q3, Growth Momentum Now Creates Upside, But Watch SG&A (Rating Upgrade)
Aug 06What You Can Learn From BellRing Brands, Inc.'s (NYSE:BRBR) P/E
Jul 25Estimating The Fair Value Of BellRing Brands, Inc. (NYSE:BRBR)
Jul 04We Ran A Stock Scan For Earnings Growth And BellRing Brands (NYSE:BRBR) Passed With Ease
Jun 13Opbrengsten en kosten
Opbrengsten en kosten
Hoe BellRing Brands geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Dec 25 | 2,321 | 183 | 394 | 0 |
| 30 Sep 25 | 2,317 | 216 | 396 | 0 |
| 30 Jun 25 | 2,224 | 228 | 404 | 0 |
| 31 Mar 25 | 2,192 | 281 | 333 | 0 |
| 31 Dec 24 | 2,099 | 280 | 312 | 0 |
| 30 Sep 24 | 1,996 | 247 | 285 | 0 |
| 30 Jun 24 | 1,913 | 221 | 261 | 0 |
| 31 Mar 24 | 1,844 | 192 | 242 | 0 |
| 31 Dec 23 | 1,735 | 165 | 227 | 0 |
| 30 Sep 23 | 1,667 | 166 | 216 | 0 |
| 30 Jun 23 | 1,573 | 153 | 206 | 0 |
| 31 Mar 23 | 1,498 | 148 | 198 | 0 |
| 31 Dec 22 | 1,428 | 118 | 182 | 0 |
| 30 Sep 22 | 1,372 | 82 | 190 | 0 |
| 30 Jun 22 | 1,332 | 58 | 153 | 0 |
| 31 Mar 22 | 1,304 | 29 | 149 | 0 |
| 31 Dec 21 | 1,271 | 28 | 159 | 0 |
| 30 Sep 21 | 1,247 | 28 | 162 | 0 |
| 30 Jun 21 | 1,190 | 28 | 162 | 0 |
| 31 Mar 21 | 1,051 | 22 | 152 | 0 |
| 31 Dec 20 | 1,027 | 25 | 152 | 0 |
| 30 Sep 20 | 988 | 24 | 150 | 0 |
| 30 Jun 20 | 920 | 14 | 149 | 0 |
| 31 Mar 20 | 954 | 10 | 148 | 0 |
| 31 Dec 19 | 913 | 6 | 130 | 0 |
| 30 Sep 19 | 854 | 0 | 120 | 0 |
| 30 Jun 19 | 860 | 26 | 119 | 0 |
| 31 Mar 19 | 839 | 55 | 119 | 0 |
| 31 Dec 18 | 818 | 76 | 126 | 0 |
| 30 Sep 18 | 828 | 0 | 135 | 0 |
| 30 Sep 17 | 713 | 35 | 131 | 0 |
| 30 Sep 16 | 575 | 20 | 114 | 0 |
Kwaliteitswinsten: BRBR heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (7.9%) BRBR } zijn lager dan vorig jaar (13.3%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van BRBR is de afgelopen 5 jaar aanzienlijk gegroeid met 39.1% per jaar.
Versnelling van de groei: De winstgroei BRBR is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: BRBR had het afgelopen jaar een negatieve winstgroei ( -34.5% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Personal Products ( 2.5% ).
Rendement op eigen vermogen
Hoge ROE: De schulden van BRBR zijn groter dan de activa, dus het is lastig om het rendement op het eigen vermogen te berekenen.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/04/29 07:41 |
| Aandelenkoers aan het einde van de dag | 2026/04/29 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
BellRing Brands, Inc. wordt gevolgd door 25 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |
| Clarence Powell | BMO Capital Markets Equity Research |