Cost And ExpensesThere is an estimated 90bps of gross margin contraction in FY25 driven by input cost inflation, expected to rise mid-single digits.
Market DynamicsCore Power poses a differentiated competitive dynamic for BRBR, which could necessitate finding a DSD partner.
Sales PerformanceDymatize sales were disappointing as international strength was offset by U.S. weakness, with the premium price challenged by value-oriented consumers.