BellRing Brands (BRBR) Stock Overview
Provides various nutrition products in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
BRBR Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
BellRing Brands, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$12.61 |
| 52 Week High | US$43.02 |
| 52 Week Low | US$7.82 |
| Beta | 0.52 |
| 1 Month Change | -6.25% |
| 3 Month Change | 20.55% |
| 1 Year Change | -67.63% |
| 3 Year Change | -65.90% |
| 5 Year Change | -60.03% |
| Change since IPO | -23.58% |
Recent News & Updates
Narrative Update • Jul 30
BRBR: Fair Value View Balances Execution Risks With Buybacks And Cost Savings
Analysts have raised the average BellRing Brands price target from about $14.21 to $31.43, citing easing competitive promotions, measured consumption growth above 6% in recent quarters, and adjustments to earnings expectations and valuation assumptions across recent research updates. Analyst Commentary Recent research on BellRing Brands shows a split between more optimistic views tied to recent trading updates and cautious views rooted in earlier earnings and competitive concerns.Seeking Alpha • Jul 23
BellRing Brands: Protein Is Booming, Margins Are Not
Summary BellRing Brands is rated hold, with a valuation at 8x EV/EBITDA reflecting current margin and leverage challenges. Recent guidance cut FY26 adjusted EBITDA to $315–$335M, requiring a significant margin rebound amid cost inflation and competitive pressures. Key watchpoints for the August 4 earnings call include cash flow, inventory reduction, and margin quality—especially with promotional intensity and input costs in focus. Potential upside hinges on sustainable margin improvement and cash generation; downside risk if leverage exceeds 3x or cash conversion disappoints. Read the full article on Seeking Alpha
Narrative Update • Jul 16
BRBR: Competitive Pressure And Earnings Reset Will Test Recovery Prospects
Analysts have reduced the BellRing Brands fair value estimate by $1.00 to $9.00, pointing to a reset in price targets across the Street following disappointing earnings, rising concerns about competition, and the ongoing estimate revision cycle. Analyst Commentary Recent Street research on BellRing Brands points to a clear reset in sentiment, with several bearish analysts cutting price targets and, in some cases, downgrading the stock following the latest earnings update.Recent updates
Narrative Update • Jul 30
BRBR: Fair Value View Balances Execution Risks With Buybacks And Cost Savings
Analysts have raised the average BellRing Brands price target from about $14.21 to $31.43, citing easing competitive promotions, measured consumption growth above 6% in recent quarters, and adjustments to earnings expectations and valuation assumptions across recent research updates. Analyst Commentary Recent research on BellRing Brands shows a split between more optimistic views tied to recent trading updates and cautious views rooted in earlier earnings and competitive concerns.Seeking Alpha • Jul 23
BellRing Brands: Protein Is Booming, Margins Are Not
Summary BellRing Brands is rated hold, with a valuation at 8x EV/EBITDA reflecting current margin and leverage challenges. Recent guidance cut FY26 adjusted EBITDA to $315–$335M, requiring a significant margin rebound amid cost inflation and competitive pressures. Key watchpoints for the August 4 earnings call include cash flow, inventory reduction, and margin quality—especially with promotional intensity and input costs in focus. Potential upside hinges on sustainable margin improvement and cash generation; downside risk if leverage exceeds 3x or cash conversion disappoints. Read the full article on Seeking AlphaNarrative Update • Jul 16
BRBR: Competitive Pressure And Earnings Reset Will Test Recovery Prospects
Analysts have reduced the BellRing Brands fair value estimate by $1.00 to $9.00, pointing to a reset in price targets across the Street following disappointing earnings, rising concerns about competition, and the ongoing estimate revision cycle. Analyst Commentary Recent Street research on BellRing Brands points to a clear reset in sentiment, with several bearish analysts cutting price targets and, in some cases, downgrading the stock following the latest earnings update.
Narrative Update • Jul 02
BRBR: Depressed Share Price And Buyback Plan Will Support Future Upside Potential
BellRing Brands' updated fair value estimate has shifted from $35.00 to $20.00. This change reflects analysts' lower price targets and more cautious assumptions on revenue growth, profit margins and competitive pressures following recent quarters.Analysis Article • Jun 21
BellRing Brands (BRBR) Stock Could Be 69.9% Below Fair Value Despite Margin Pressure
Recent commentary on BellRing Brands (BRBR) has focused on slowing revenue growth and thinner margins as costs rise and competition intensifies. This has prompted fresh questions about the stock’s recent share price performance. See our latest analysis for BellRing Brands. Over the past year, BellRing Brands has seen the share price fall sharply, with a year to date share price return of down 63.74% and a 1 year total shareholder return of down 83.91%. Short term momentum has picked up, with...Narrative Update • Jun 18
BRBR: Protein Demand Trend Will Test Recovery After Estimate Reset
BellRing Brands' implied fair value anchor remains at $10.00, while the broader analyst community has cut price targets, in some cases sharply, such as DA Davidson's move to $13 from $34. The firm cited a disappointing quarter, rising competition and an ongoing downward estimate revision cycle that they believe needs to run its course before valuation multiples stabilize.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.Narrative Update • May 01
BRBR: Easy Protein Adoption And Execution Will Support Future Upside Potential
Analysts have trimmed their price targets on BellRing Brands, and the updated fair value framework now reflects a $35.00 target that incorporates a slightly lower discount rate, modestly adjusted revenue growth and profit margin assumptions, and a revised future P/E of 11.34x. Analyst Commentary Recent Street research on BellRing Brands points to a mixed backdrop of target cuts and rating changes, but there are still clear pockets of optimism that focus on category growth, execution, and valuation support.Narrative Update • Apr 17
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.Narrative Update • Apr 02
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.Narrative Update • Mar 19
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.Narrative Update • Mar 05
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.Narrative Update • Feb 19
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.Analysis Article • Feb 07
Results: BellRing Brands, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
BellRing Brands, Inc. ( NYSE:BRBR ) just released its latest first-quarter results and things are looking bullish...Narrative Update • Feb 04
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.Narrative Update • Jan 21
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.Analysis Article • Jan 10
BellRing Brands, Inc. (NYSE:BRBR) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
The BellRing Brands, Inc. ( NYSE:BRBR ) share price has fared very poorly over the last month, falling by a substantial...Narrative Update • Jan 07
BRBR: 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.Narrative Update • Dec 21
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.Narrative Update • Dec 07
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.Narrative Update • Nov 22
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.Analysis Article • Nov 21
BellRing Brands, Inc. Just Missed EPS By 8.4%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for BellRing Brands, Inc. ( NYSE:BRBR ) shareholders, with its shares surging 11% to...Narrative Update • Nov 08
BRBR: 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.Narrative Update • Oct 25
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.Narrative Update • Oct 10
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.Narrative Update • Aug 22
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.Narrative Update • Aug 07
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.Analysis Article • Aug 07
BellRing Brands, Inc. (NYSE:BRBR) Shares Slammed 32% But Getting In Cheap Might Be Difficult Regardless
NYSE:BRBR 1 Year Share Price vs Fair Value Explore BellRing Brands's Fair Values from the Community and select yours...Analysis Article • Jul 24
Does BellRing Brands (NYSE:BRBR) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Analysis Article • May 26
Are Investors Undervaluing BellRing Brands, Inc. (NYSE:BRBR) By 20%?
Key Insights The projected fair value for BellRing Brands is US$77.28 based on 2 Stage Free Cash Flow to Equity Current...Analysis Article • May 08
BellRing Brands, Inc. Just Missed EPS By 17%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for BellRing Brands, Inc. ( NYSE:BRBR ) shares in the week since its...Analysis Article • May 07
Investors Still Waiting For A Pull Back In BellRing Brands, Inc. (NYSE:BRBR)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Seeking Alpha • Apr 25
BellRing Brands: Plenty Of Protein, But Slim Gains At This Price
Summary BellRing Brands excels in the protein nutrition market with a strong brand and high ROIC, but shares are currently "priced for perfection," warranting a Hold rating. The company's asset-light model boosts profitability but makes it vulnerable to supply chain issues, as seen in 2022-2023. Despite robust growth and market share expansion, the stock's current valuation lacks a sufficient margin of safety for new investors. Future growth opportunities include potential international expansion, although this is not yet a focus for management. Read the full article on Seeking AlphaAnalysis Article • Apr 19
Is Now An Opportune Moment To Examine BellRing Brands, Inc. (NYSE:BRBR)?
BellRing Brands, Inc. ( NYSE:BRBR ), might not be a large cap stock, but it saw a double-digit share price rise of over...Analysis Article • Apr 01
If EPS Growth Is Important To You, BellRing Brands (NYSE:BRBR) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analysis Article • Feb 24
A Look At The Intrinsic Value Of BellRing Brands, Inc. (NYSE:BRBR)
Key Insights BellRing Brands' estimated fair value is US$76.08 based on 2 Stage Free Cash Flow to Equity With US$72.97...Seeking Alpha • Feb 11
BellRing Brands: Growth Momentum Now Fairly Valued (Rating Downgrade)
Summary BellRing Brands reported very strong Q1 earnings as Premier Protein continues to show incredible growth momentum and good pricing power. While BellRing raised the FY2025 guidance, the performance is still expected to slow down from Q1 with trade inventory balancing slowing growth, and several factors increasing expenses. As the stock has rallied after my previous article, I now estimate the stock to be roughly fairly valued, with my DCF model pointing to a fair value of $80.5. Read the full article on Seeking AlphaShareholder Returns
| BRBR | US Personal Products | US Market | |
|---|---|---|---|
| 7D | -5.1% | 1.0% | 5.5% |
| 1Y | -67.6% | -12.4% | 20.8% |
Return vs Industry: BRBR underperformed the US Personal Products industry which returned -12.4% over the past year.
Return vs Market: BRBR underperformed the US Market which returned 21.3% over the past year.
Price Volatility
| BRBR volatility | |
|---|---|
| BRBR Average Weekly Movement | 9.3% |
| Personal Products Industry Average Movement | 9.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: BRBR has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BRBR's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2019 | 530 | Mike Axelrod | 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. Fundamentals Summary
| BRBR fundamental statistics | |
|---|---|
| Market cap | US$1.48b |
| Earnings (TTM) | US$171.40m |
| Revenue (TTM) | US$2.35b |
8.6x
P/E Ratio0.6x
P/S RatioIs BRBR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BRBR income statement (TTM) | |
|---|---|
| Revenue | US$2.35b |
| Cost of Revenue | US$1.68b |
| Gross Profit | US$673.20m |
| Other Expenses | US$501.80m |
| Earnings | US$171.40m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.47 |
| Gross Margin | 28.59% |
| Net Profit Margin | 7.28% |
| Debt/Equity Ratio | -243.0% |
How did BRBR perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/05 05:47 |
| End of Day Share Price | 2026/08/05 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
BellRing Brands, Inc. is covered by 22 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |
| Clarence Powell | BMO Capital Markets Equity Research |