BellRing Brands Gelecekteki Büyüme
Future kriter kontrolleri 1/6
BellRing Brands kazanç ve gelirinin sırasıyla yıllık 3.7% ve 2.7% oranında artması tahmin edilirken, EPS'nin yıllık 5.4% oranında büyümesi bekleniyor.
Anahtar bilgiler
3.7%
Kazanç büyüme oranı
5.45%
EPS büyüme oranı
| Personal Products kazanç büyümesi | 34.2% |
| Gelir büyüme oranı | 2.7% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Good |
| Son güncelleme | 08 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • May 06
BellRing Brands: Might Be The Time To Ring The Bell
Summary BellRing Brands shares have plunged below IPO levels after peaking near $75 in late 2024 and early 2025. Recent results show 2% sales growth to $599 million, driven by 11% volume gains offset by 9% price declines, severely pressuring margins. GAAP operating profit margin fell over 5 points to 11%, with adjusted EPS dropping to $0.14 from $0.37 last quarter. Net debt stands at $1.15 billion, with leverage increasing rapidly, making the company's revised $325 million EBITDA outlook critical for recovery. Read the full article on Seeking Alpha
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • Jan 19
Shareholders Should Be Pleased With BellRing Brands, Inc.'s (NYSE:BRBR) Price
With a price-to-earnings (or "P/E") ratio of 37.8x BellRing Brands, Inc. ( NYSE:BRBR ) may be sending very bearish...Analiz Makalesi • Dec 31
We Ran A Stock Scan For Earnings Growth And BellRing Brands (NYSE:BRBR) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analiz Makalesi • Dec 10
Is Now An Opportune Moment To Examine BellRing Brands, Inc. (NYSE:BRBR)?
Today we're going to take a look at the well-established BellRing Brands, Inc. ( NYSE:BRBR ). The company's stock saw a...Seeking Alpha • Nov 29
BellRing Brands: Half-Time Adjustments To Secure The Lead
Summary BellRing Brands has consistently outperformed expectations, delivering strong earnings and robust growth, particularly in its ready-to-drink shakes segment. The company's strategic initiatives, including increased production capacity and a new marketing push, aim to capitalize on rising health and wellness trends. Despite a stretched valuation compared to major consumer staples players, BRBR's high margins and operating efficiency justify its premium when compared to "niche" peers. Potential tailwinds from tax reforms and growing demand for protein-focused products, driven by trends like GLP-1 adoption, support our continued BUY rating. Read the full article on Seeking AlphaAnaliz Makalesi • Nov 21
BellRing Brands, Inc. (NYSE:BRBR) Released Earnings Last Week And Analysts Lifted Their Price Target To US$78.93
Investors in BellRing Brands, Inc. ( NYSE:BRBR ) had a good week, as its shares rose 3.1% to close at US$74.41...Analiz Makalesi • Nov 16
Calculating The Fair Value Of BellRing Brands, Inc. (NYSE:BRBR)
Key Insights The projected fair value for BellRing Brands is US$82.23 based on 2 Stage Free Cash Flow to Equity With...Analiz Makalesi • Sep 22
Is Now The Time To Put BellRing Brands (NYSE:BRBR) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Sep 19
BellRing Brands: I Have A Healthy Growth Outlook For The Business
Summary I give a buy rating for BellRing Brands due to expected mid-teens growth driven by increased supply, robust demand, and marketing initiatives. BRBR's revenue growth is supported by capacity expansion, distribution gains, and price increases, with a strong focus on the shakes and RTD category. Marketing investments are set to increase, which should help BRBR capture more demand. Read the full article on Seeking AlphaAnaliz Makalesi • Aug 31
What Does BellRing Brands, Inc.'s (NYSE:BRBR) Share Price Indicate?
While BellRing Brands, Inc. ( NYSE:BRBR ) might not have the largest market cap around , it saw a double-digit share...
Yeni Analiz • Aug 27
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.Analiz Makalesi • Aug 09
BellRing Brands, Inc. Just Recorded A 28% EPS Beat: Here's What Analysts Are Forecasting Next
BellRing Brands, Inc. ( NYSE:BRBR ) investors will be delighted, with the company turning in some strong numbers with...Seeking Alpha • Aug 06
BellRing Brands: Q3, Growth Momentum Now Creates Upside, But Watch SG&A (Rating Upgrade)
Summary BellRing Brands reported its Q3 results beating Wall Street estimates, showing great growth momentum and incredibly strong gross margins from raw powder deflation. Despite the good overall report, rapid SG&A inflation is a concern as employee expenses and costs in warehousing and logistics are growing faster than revenues. The revised FY2024 guidance raises the bar for Q4, still expecting a sequential aEBITDA decline. BRBR stock has gotten attractive due to a recent weak stock performance. Read the full article on Seeking AlphaAnaliz Makalesi • Jul 25
What You Can Learn From BellRing Brands, Inc.'s (NYSE:BRBR) P/E
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 9/30/2028 | 2,508 | 184 | 198 | 194 | 8 |
| 9/30/2027 | 2,441 | 192 | 179 | 157 | 15 |
| 9/30/2026 | 2,334 | 166 | 109 | 140 | 13 |
| 3/31/2026 | 2,332 | 158 | 186 | 195 | N/A |
| 12/31/2025 | 2,321 | 183 | 247 | 255 | N/A |
| 9/30/2025 | 2,317 | 216 | 256 | 261 | N/A |
| 6/30/2025 | 2,224 | 228 | 127 | 132 | N/A |
| 3/31/2025 | 2,192 | 281 | 157 | 160 | N/A |
| 12/31/2024 | 2,099 | 280 | 126 | 128 | N/A |
| 9/30/2024 | 1,996 | 247 | 198 | 200 | N/A |
| 6/30/2024 | 1,913 | 221 | 243 | 244 | N/A |
| 3/31/2024 | 1,844 | 192 | 284 | 286 | N/A |
| 12/31/2023 | 1,735 | 165 | 252 | 254 | N/A |
| 9/30/2023 | 1,667 | 166 | 214 | 216 | N/A |
| 6/30/2023 | 1,573 | 153 | 139 | 140 | N/A |
| 3/31/2023 | 1,498 | 148 | 23 | 24 | N/A |
| 12/31/2022 | 1,428 | 118 | 65 | 66 | N/A |
| 9/30/2022 | 1,372 | 82 | 19 | 21 | N/A |
| 6/30/2022 | 1,332 | 58 | 90 | 92 | N/A |
| 3/31/2022 | 1,304 | 29 | 168 | 170 | N/A |
| 12/31/2021 | 1,271 | 28 | 192 | 194 | N/A |
| 9/30/2021 | 1,247 | 28 | 225 | 226 | N/A |
| 6/30/2021 | 1,190 | 28 | 214 | 216 | N/A |
| 3/31/2021 | 1,051 | 22 | 175 | 176 | N/A |
| 12/31/2020 | 1,027 | 25 | 144 | 145 | N/A |
| 9/30/2020 | 988 | 24 | 95 | 97 | N/A |
| 6/30/2020 | 920 | 14 | 63 | 66 | N/A |
| 3/31/2020 | 954 | 10 | 89 | 92 | N/A |
| 12/31/2019 | 913 | 6 | N/A | 68 | N/A |
| 9/30/2019 | 854 | N/A | N/A | 98 | N/A |
| 6/30/2019 | 860 | 26 | N/A | 100 | N/A |
| 3/31/2019 | 839 | 55 | N/A | 117 | N/A |
| 12/31/2018 | 818 | 76 | N/A | 134 | N/A |
| 9/30/2018 | 828 | N/A | N/A | 141 | N/A |
| 9/30/2017 | 713 | 35 | N/A | 80 | N/A |
| 9/30/2016 | 575 | 20 | N/A | 41 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: BRBR 'nin tahmini kazanç büyümesi (yıllık 3.7% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: BRBR şirketinin kazançlarının (yıllık 3.7% ) US pazarından (yıllık 16.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: BRBR şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: BRBR şirketinin gelirinin (yıllık 2.7% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: BRBR şirketinin gelirinin (yıllık 2.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: BRBR 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 15:29 |
| Gün Sonu Hisse Fiyatı | 2026/05/11 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/09/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
BellRing Brands, Inc. 25 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Andrew Lazar | Barclays |
| Alexia Howard | Bernstein |
| Clarence Powell | BMO Capital Markets Equity Research |