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BellRing Brands Inc Class A (BRBR)
NYSE:BRBR
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.35Last Year’s EPS
0.53Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: operational momentum, brand strength, product innovation, and deliberate investments underpin confidence in the medium-term growth story (narrowed FY guidance, continued repurchases, strong campaign and merchandising starts). However, sizeable margin pressure from commodity inflation, tariffs, a significant adjusted gross margin decline (~730 bps ex-hedges), promotional intensity from insurgent competitors (notably in club), and near-term EBITDA margin compression (Q2 ~13%) temper the outlook. Management expects an acceleration in growth and margin improvement in the second half driven by distribution, advertising, innovation and cost savings, making the narrative constructive but mixed in the near term.Company Guidance
Company Revenue and Quarterly Results
Total BellRing net sales for Q1 were $537 million, up 1% year-over-year. Adjusted EBITDA for the quarter was $90 million with a margin of 16.8%. Gross profit was $161 million with a gross margin of 29.9%.
Full-Year Guidance Narrowed and Maintained
Management narrowed FY2026 net sales guidance to $2.41B–$2.46B (4%–6% growth) and updated adjusted EBITDA guidance to $425M–$440M with an approximate 18% margin.
Premier Market Leadership and Consumption Momentum
Premier holds ~22% market share with record-high household penetration, strong brand equity and repeat rates. Consumption showed improvement in January: +6% across all channels and +16% excluding club.
Dymatize Strong International Performance
Dymatize delivered above-expectation growth driven by international markets (management cited strong international performance and raised near-term expectations for Dymatize sales).
Balance Sheet and Capital Allocation
Net leverage ended the quarter at 2.5x. The company repurchased $97 million of shares in Q1, signaling continued cash return to shareholders.
Advertising and Merchandising Investments
Launched the 'Go Get Them' omnichannel campaign in late December (expected to run across TV, streaming, podcasts, social and retail media) and increased merchandising efforts (partnership with a major mass retailer). Singles sales more than doubled in January, and improved store activations delivered strong share increases in feature and display.
Innovation Pipeline and New Product Launches
Multiple innovations underway: Coffee House RTD line (caffeine +30g protein) launched with early double-digit consumption growth, new indulgence LTOs (e.g., winter mint chocolate), strawberry powder launched, and two new shake lines scheduled for H2 (including a higher-protein product and a distinct new drinking experience).
BRBR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BRBR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $24.39 | $20.88 | -14.39% |
Nov 18, 2025 | $25.62 | $26.26 | +2.50% |
Aug 04, 2025 | $53.64 | $36.18 | -32.55% |
May 05, 2025 | $78.43 | $63.55 | -18.97% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BellRing Brands Inc Class A (BRBR) report earnings?
BellRing Brands Inc Class A (BRBR) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is BellRing Brands Inc Class A (BRBR) earnings time?
BellRing Brands Inc Class A (BRBR) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BRBR EPS forecast?
BRBR EPS forecast for the fiscal quarter 2026 (Q2) is 0.35.
