The earnings call highlighted strong growth in consumption, successful innovation, and solid financial performance. However, increased competition in club channels, legal provisions, and cost pressures present challenges. The overall sentiment is cautiously optimistic with a focus on long-term growth potential.

Company Guidance

During the BellRing Brands Third Quarter Fiscal Year 2025 Earnings Conference Call, the company provided guidance reflecting strong performance and future expectations. BellRing reported net sales of $548 million, a 6% increase from the previous year, with an adjusted EBITDA of $120 million, aligning with a margin of 22%. The company narrowed its fiscal 2025 guidance, maintaining a midpoint for net sales at $2.28 to $2.32 billion and adjusted EBITDA between $480 million to $490 million. The ready-to-drink (RTD) shake category grew by 16% this quarter, with 70% of the growth attributed to volume, and Premier Protein, the RTD market leader with a 25% share, saw a 19% increase in consumption. BellRing plans to maintain its long-term growth algorithm of 10% to 12% for net sales, with a focus on expanding distribution, enhancing brand support, and driving innovation, despite a competitive landscape and anticipated cost pressures, including protein cost inflation and potential tariff impacts in fiscal 2026.

Record-Breaking Consumption Growth

Premier Protein achieved a 19% increase in consumption in Q3, driven by volume gains and strong brand fundamentals.

Significant Distribution Gains

Premier Protein's total distribution points (TDPs) increased by 34%, reflecting strong retailer support and category leadership.

Innovation Success

The indulgence line showed strong performance with 50% of sales driven by category expansion, and Almondmilkshakes, the first non-dairy offering, showed promising early results.

Financial Performance

Net sales for Q3 were $548 million, up 6% from the previous year, with adjusted EBITDA of $120 million, slightly ahead of expectations.

Strong Cash Flow and Share Buybacks

Generated $40 million in cash flow from operations in Q3, with $83 million spent on share repurchases.

BellRing Brands (BRBR) Earnings, Revenues Date & History

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BRBR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 24, 2025	2025 (Q4)	0.55 / -	0.51	―	―	―
Aug 04, 2025	2025 (Q3)	0.51 / 0.55	0.54	1.85% (+0.01)
May 05, 2025	2025 (Q2)	0.53 / 0.53	0.45	17.78% (+0.08)
Feb 03, 2025	2025 (Q1)	0.48 / 0.58	0.43	34.88% (+0.15)
Nov 18, 2024	2024 (Q4)	0.50 / 0.51	0.41	24.39% (+0.10)
Aug 05, 2024	2024 (Q3)	0.44 / 0.54	0.34	58.82% (+0.20)
May 06, 2024	2024 (Q2)	0.34 / 0.45	0.24	87.50% (+0.21)
Feb 05, 2024	2024 (Q1)	0.40 / 0.43	0.33	30.30% (+0.10)
Nov 20, 2023	2023 (Q4)	0.40 / 0.41	0.31	32.26% (+0.10)
Aug 07, 2023	2023 (Q3)	0.32 / 0.34	0.31	9.68% (+0.03)

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
Aug 04, 2025	$53.64	$36.18	-32.55%
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%

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.