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BellRing Brands Inc Class A (BRBR)
NYSE:BRBR
Earnings Data
Report Date
Aug 11, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.5Last Year’s EPS
0.54Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: -25.19%
|Next Earnings Date:Aug 11, 2025
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook with strong revenue growth, market penetration, and successful new products. However, concerns about retailer inventory adjustments, increased inflationary pressures, and potential future tariffs added some caution to the optimism.Company Guidance
In the BellRing Brands Second Quarter Fiscal Year 2025 Earnings Conference Call, the company reported a 19% increase in net sales and a strong EBITDA margin of over 20%, driven by Premier Protein's demand. Premier shake consumption rose by 25%, with household penetration and market share reaching new highs. The company affirmed its fiscal 2025 outlook, expecting net sales growth of 13% to 17% and EBITDA growth of 7% to 14%. The convenient nutrition category grew by 12%, with ready-to-drink products up 19%, driven by strong consumer demand and increased promotions. Premier Protein achieved an all-time high household penetration of nearly 21% and maintained its position as the #1 brand in the ready-to-drink segment with a 27% market share. The company also highlighted its strategic focus on promotions and marketing campaigns, including the launch of a new indulgence line and upcoming innovation aimed at expanding household penetration. Despite retailer inventory adjustments, BellRing remains confident in its long-term growth prospects, supported by robust demand and a rich innovation pipeline.Strong Revenue Growth
Net sales grew 19% year-over-year to $588 million, with adjusted EBITDA increasing 14% to $119 million. Premier Protein net sales grew 22%, driven by strong volume growth for RTD shakes and powders.
Premier Protein Achievements
Premier Protein reached all-time highs in household penetration and market share, with a household penetration gain of nearly 1 percentage point, reaching almost 21%. RTD market share was maintained at 27%, solidifying its position as the #1 brand in the RTD and convenient nutrition categories.
Dymatize International Growth
Dymatize's international business grew double digits, contributing to a 3% increase in domestic consumption growth this quarter.
Innovation and New Product Success
The new indulgence line has demonstrated impressive incrementality, bringing in a considerable number of new consumers to the brand and category. The newest seasonal flavor, lemon bar, outpaced expectations.
Strong Cash Flow and Share Repurchase
Generated $48 million in cash flow from operations in Q2 and $51 million in the first half. Repurchased 2.4 million shares at an average price of $71.68 per share, totaling $172 million.
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, 2025 | $78.43 | $63.55 | -18.97% |
Feb 03, 2025 | $78.25 | $74.92 | -4.26% |
Nov 18, 2024 | $73.40 | $73.26 | -0.19% |
Aug 05, 2024 | $49.32 | $52.73 | +6.91% |
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 11, 2025, TBA Not Confirmed.
What is BellRing Brands Inc Class A (BRBR) earnings time?
BellRing Brands Inc Class A (BRBR) earnings time is at Aug 11, 2025, TBA Not 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 2025 (Q3) is 0.5.