Bellring Brands Inc Stock Price, News & Analysis

BellRing Brands (NYSE:BRBR) announced a $600 million share repurchase authorization over the next two years, with repurchases under the new program beginning on November 19, 2025.

The company noted it had repurchased approximately $123 million under a prior $400 million authorization, which was cancelled effective November 19, 2025. Repurchases may occur in the open market, via private purchases, forward/derivative or accelerated transactions, or otherwise, but the authorization does not obligate BellRing to buy any specific amount and may be suspended or terminated at the company’s discretion.

BellRing Brands (NYSE:BRBR) reported fourth-quarter net sales of $648.2M (+16.6% YoY) and fiscal year 2025 net sales of $2,316.6M (+16.1% YoY). Fiscal 2025 Adjusted EBITDA was $481.6M (+9.4% YoY) and operating profit was $357.4M. The company generated $260.6M of cash from operations and repurchased ~7% of shares outstanding during the year.

For fiscal 2026 BellRing guides net sales of $2.41–$2.49B, Adjusted EBITDA of $425–$455M, and reiterated a long-term algorithm of 7–9% annual net sales growth and 18–20% Adjusted EBITDA margin.

BellRing Brands (NYSE:BRBR) announced the appointment of David Finkelstein to its Board of Directors and to the Audit Committee, effective January 1, 2026. With his addition the Board will total eight members. Mr. Finkelstein brings about 20 years of leadership experience in finance, financial reporting, mergers and acquisitions, and capital markets transactions across consumer-packaged goods, retail, and manufacturing.

His prior roles include head of Consumer and Retail M&A and head of Sports Advisory at Citigroup from 2018–2025, various M&A roles at Bank of America from 2005–2018 (managing director since 2009), and earlier M&A work at Citigroup from 2000–2005. He holds a BA in Economics from the University of Chicago.

BellRing Brands (NYSE:BRBR) reported third quarter fiscal 2025 results for the period ended June 30, 2025, with Q3 net sales of $547.5M (+6.2%) and adjusted EBITDA of $120.3M (+0.7%).

Nine-month net sales were $1.668B (+15.8%) and nine-month adjusted EBITDA was $364.2M (+12.5%). Management narrowed fiscal 2025 outlook to net sales $2.28–$2.32B and adjusted EBITDA $480–$490M. The quarter included a $68.1M SG&A provision tied to a proposed class settlement; Premier Nutrition would pay $90M under a settlement in principle for Joint Juice litigation, subject to judicial approval.

BellRing Brands (NYSE:BRBR) will release fourth quarter and fiscal year 2025 financial results and its fiscal year 2026 outlook on November 18, 2025 at 7:00 a.m. ET.

A conference call to discuss the results and outlook will follow at 8:30 a.m. ET with Darcy H. Davenport, President and CEO, and Paul A. Rode, CFO, participating. Investors may register in advance to receive a dial-in number and passcode or listen via webcast in the Investor Relations section at www.bellring.com. A webcast replay will be available for a limited period on the company website.

BellRing Brands (NYSE:BRBR) has announced a new $400 million share repurchase authorization effective September 2, 2025, spanning two years. The company recently completed significant repurchases, buying back 3.1 million shares for $123.4 million at an average price of $40.02 per share between June 30 and August 29, 2025.

Prior to this new authorization, BellRing had utilized approximately $226 million of its previous $300 million buyback program which began March 7, 2025. The previous authorization has been cancelled as of August 29, 2025. The company maintains flexibility in executing these repurchases through various methods, including open market, private purchases, and accelerated repurchase transactions.

BellRing Brands (NYSE:BRBR) has scheduled its third quarter fiscal year 2025 earnings conference call for Tuesday, August 5, 2025 at 9:00 a.m. EDT. The company will release its Q3 FY2025 financial results after market close on Monday, August 4, 2025.

President and CEO Darcy H. Davenport and CFO Paul A. Rode will participate in the call to discuss financial results and the fiscal year 2025 outlook. Interested parties can join by pre-registering through the provided link to receive dial-in details, or listen to the webcast through BellRing's Investor Relations website.

BellRing Brands (NYSE:BRBR) reported strong Q2 2025 financial results with net sales of $588.0 million, up 18.9% year-over-year. The company achieved operating profit of $95.1 million and net earnings of $58.7 million. Premier Protein sales increased 22.0%, driven by 15.3% volume growth and 6.7% price/mix improvement. Dymatize sales grew 3.0%. The company repurchased 2.4 million shares for $171.7 million during Q2. BellRing affirmed its FY2025 outlook, expecting net sales between $2.26-$2.34 billion and Adjusted EBITDA of $470-$500 million, representing growth of 13-17% and 7-14% respectively over FY2024.

BellRing Brands (NYSE:BRBR) has scheduled its second quarter fiscal year 2025 earnings conference call for Tuesday, May 6, 2025 at 9:00 a.m. EDT. The company will release its Q2 FY2025 financial results after market close on Monday, May 5, 2025.

President and CEO Darcy H. Davenport and CFO Paul A. Rode will lead the call, discussing financial results, fiscal year 2025 outlook, and addressing questions. Participants can join by registering in advance through the provided link. A webcast of the call will be available in the Investor Relations section of BellRing's website, with a replay accessible for a time.