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BellRing Brands, Inc. Stock Price

NYSE:BRBR Community·US$1.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 24 Fair Values set on narratives written by author

BRBR Share Price Performance

US$10.77
-30.85 (-74.12%)
US$14.21
Fair Value
US$10.77
-30.85 (-74.12%)
24.2% undervalued intrinsic discount
US$14.21
Fair Value
Price US$10.77
AnalystConsensusTarget US$14.21
AnalystHighTarget US$20.00
AnalystLowTarget US$10.00

BRBR Community Narratives

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Fair Value US$14.21 24.2% undervalued intrinsic discount

Consumer Demand And Execution Trends Will Shape Future Market Opportunities

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Fair Value US$20 46.2% undervalued intrinsic discount

Rising Health Trends And E-Commerce Will Expand Nutrition Markets

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Fair Value US$10 7.7% overvalued intrinsic discount

Rising Regulatory Burdens And Consumer Skepticism Will Erode Margins

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1users have followed this narrative
US$10
7.7% overvalued intrinsic discount
Revenue
1.69% p.a.
Profit Margin
6.75%
Future PE
7.17x
Price in 2029
US$12.82
US$14.21
24.2% undervalued intrinsic discount
Revenue
2.77% p.a.
Profit Margin
6.79%
Future PE
9.82x
Price in 2029
US$18.05

Trending Discussion

No trending discussion available.

Updated Narratives

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BRBR: Margin Headwinds And Governance Overhang Will Shape Recovery Expectations

Fair Value: US$10 7.7% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BRBR: Fair Value View Balances Execution Risks With Buybacks And Cost Savings

Fair Value: US$14.21 24.2% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BRBR: Depressed Share Price And Buyback Plan Will Support Future Upside Potential

Fair Value: US$20 46.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with questionable track record.

1 Risk
2 Rewards

BellRing Brands, Inc. Key Details

US$2.4b

Revenue

US$1.7b

Cost of Revenue

US$673.2m

Gross Profit

US$501.8m

Other Expenses

US$171.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.47
28.59%
7.28%
-243.0%
View Full Analysis

About BRBR

Founded
2019
Employees
530
CEO
Michael Axelrod
WebsiteView website
bellring.com

BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United States. The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, protein powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands. It distributes its products through club stores, food, drug and mass retailers, e-commerce, online and specialty retailers, and convenience stores channels. BellRing Brands, Inc. was incorporated in 2019 and is headquartered in Saint Louis, Missouri.

Recent BRBR News & Updates

Narrative Update Aug 13

BRBR: Margin Headwinds And Governance Overhang Will Shape Recovery Expectations

BellRing Brands' fair value estimate has moved from $9.00 to $10.00 as analysts factor in higher price targets tied to strong demand across key product lines, tempered by recent margin pressures and updated long term profitability and P/E assumptions. Analyst Commentary Recent Street research on BellRing Brands points to a mixed setup, with several firms lifting price targets while also flagging clear execution and valuation risks.

Recent updates

No updates