Bellring Brands Inc Class A (BRBR)
NYSE:BRBR
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.38Last Year’s EPS
0.55Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call conveyed that while top-line growth and category momentum persist (Q2 net sales +2%, Premier shake volumes +12%, RTD category +8%) and management is investing in distribution, advertising and innovation (Q4 launches, continued 4% ad spend), near-term profitability and operating performance were materially weaker than expected. A significant gross-margin collapse (~22.7% vs 34.5% prior year), an $11M inventory charge, elevated promotional intensity (27% of volumes on promotion, +8pp), and higher-than-expected commodity and freight inflation forced downward revisions to sales and margin guidance for FY26. Given the scale and immediacy of margin and guidance deterioration despite some operational and strategic positives, the overall tone is cautious to negative for the near term, though management emphasizes long-term confidence in the brand and category.Company Guidance
Net Sales and Volume Growth
Total Q2 net sales of $599 million, up 2% year-over-year. Premier Protein net sales grew 1.7%; Premier RTD shake net sales up 2.3% with shake volumes up 12% (offset by unfavorable price/mix). RTD shake category growth of ~8% year-over-year.
Successful Promotions and Consumption Gains
Record quarter results from key club and large mass retailer promotions that exceeded expectations, drove significant household gains and trial. Premier shake dollar consumption up 3%; consumption outside club up 15%; mass channel consumption up high-teens.
Distribution Expansion
Continued distribution growth with management on track for double-digit TDP growth in FY26. Single-serve bottles have meaningfully contributed to distribution gains and are central to display strategy and trial generation.
Innovation Pipeline and Upcoming Launches
New product launches planned for Q4: Premier Protein Ultimate (42-gram shake targeting 40+ gram segment) and Premier Protein sparkling soda (15g protein in a can). Management expects these innovations to bring new, younger consumers and expand usage occasions.
Sustained Brand Investment and Campaign ROI
Advertising investment maintained at ~4% of sales with the new 'go get 'em' campaign showing early lifts in awareness, brand equity and e-commerce traffic; management reports strong ROI and incremental sales from the campaign.
Shareholder Returns and Liquidity
Returned cash via share repurchases of $26 million in Q2. Net leverage at ~3x and management expects strong cash flow conversion in H2 and to remain in the low-3x range for FY26.
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 |
|---|---|---|---|
May 05, 2026 | $17.36 | $10.63 | -38.77% |
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% |
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 Aug 10, 2026, After Close (Confirmed).
What is Bellring Brands Inc Class A (BRBR) earnings time?
Bellring Brands Inc Class A (BRBR) earnings time is at Aug 10, 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 (Q3) is 0.38.
