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BellRing Brands, Inc. Stock Price

NYSE:BRBR Community·US$1.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 23 Fair Values set on narratives written by author

BRBR Share Price Performance

US$8.69
-52.95 (-85.90%)
US$10.00
Fair Value
US$8.69
-52.95 (-85.90%)
13.1% undervalued intrinsic discount
US$10.00
Fair Value
Price US$8.69
AnalystLowTarget US$10.00
AnalystConsensusTarget US$31.43
AnalystHighTarget US$35.00

BRBR Community Narratives

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Fair Value US$10 13.1% undervalued intrinsic discount

Rising Regulatory Burdens And Consumer Skepticism Will Erode Margins

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Fair Value US$31.43 72.4% undervalued intrinsic discount

Consumer Demand And Execution Trends Will Shape Future Market Opportunities

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·
Fair Value US$35 75.2% undervalued intrinsic discount

Rising Health Trends And E-Commerce Will Expand Nutrition Markets

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US$10
13.1% undervalued intrinsic discount
Revenue
1.42% p.a.
Profit Margin
6.72%
Future PE
7.43x
Price in 2029
US$12.99
US$31.43
72.4% undervalued intrinsic discount
Revenue
5.19% p.a.
Profit Margin
10.49%
Future PE
13.27x
Price in 2029
US$39.88

Trending Discussion

Updated Narratives

BRBR logo

BRBR: Protein Adoption Trend Will Support Recovery After Recent Earnings Reset

Fair Value: US$10 13.1% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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BRBR: Easy Protein Adoption And Execution Will Support Future Upside Potential

Fair Value: US$35 75.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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BRBR logo

BRBR: Share Repurchases And Category Positioning Will Support Future Upside

Fair Value: US$31.43 72.4% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with low risk.

3 Risks
2 Rewards

BellRing Brands, Inc. Key Details

US$2.3b

Revenue

US$1.6b

Cost of Revenue

US$703.5m

Gross Profit

US$545.3m

Other Expenses

US$158.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.36
30.17%
6.78%
-238.0%
View Full Analysis

About BRBR

Founded
2019
Employees
530
CEO
Darcy Davenport
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 Jun 04

BRBR: Protein Adoption Trend Will Support Recovery After Recent Earnings Reset

Analysts have cut their price targets on BellRing Brands sharply, with one high profile reduction to $13 from $34 and a series of other target trims and downgrades following a disappointing quarter, rising concerns about competition, and ongoing estimate revisions. Analyst Commentary Recent Street research around BellRing Brands points to a clear reset in expectations, with multiple bearish analysts cutting price targets and, in some cases, downgrading ratings after the latest quarterly report.
Narrative Update May 17

BRBR: Protein Adoption Trend Will Offset Competitive Pressures Over Time

Analysts have reduced the fair value estimate for BellRing Brands from $19.00 to $10.00. This reflects a wave of lower Street price targets and more cautious assumptions on growth, margins, competition, and the appropriate P/E multiple for the stock.

Recent updates

No updates