BellRing Brands (NYSE: BRBR) plans CEO retirement and shares first quarter results

Rhea-AI Filing Summary

BellRing Brands, Inc. furnished an update on its business and leadership. The company issued a press release with results for its first fiscal quarter ended December 31, 2025 and a related supplemental investor presentation, both attached as Exhibits 99.1 and 99.2.

BellRing also announced that President and CEO Darcy H. Davenport has notified the board of her retirement, effective on the earlier of the appointment of a new CEO or September 30, 2026. The company states her retirement does not result from any disagreement over operations, policies, or practices, and disclosed a separate leadership transition press release as Exhibit 99.3.

Insights

Corporate governance and disclosure analyst

BellRing combines routine earnings disclosure with a planned CEO retirement.

BellRing Brands is simultaneously sharing first fiscal quarter results and outlining a CEO transition. The results are provided via a press release and supplemental investor presentation, both furnished as exhibits rather than fully filed, which is typical for earnings materials.

The more structural development is CEO Darcy H. Davenport’s planned retirement, effective upon hiring a successor or by September 30, 2026. The company explicitly notes her decision is not due to disagreements on operations, policies, or practices, which helps limit concern about internal conflict.

The long lead time and formal communication via a dedicated transition press release suggest an orderly succession process. Actual business impact will depend on the timing of the new CEO’s appointment and any strategy changes disclosed in future company communications.

0001772016false00017720162026-02-032026-02-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

______________________

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 2, 2026

BellRing Brands, Inc.

(Exact name of registrant as specified in its charter)

Delaware			001-39093						87-3296749
(State or other jurisdiction of incorporation)			(Commission File Number)						(IRS Employer Identification No.)
1 N Brentwood Blvd., Suite 1550			St. Louis			Missouri			63105
(Address of Principal Executive Offices)									(Zip Code)

Registrant’s telephone number, including area code: (314) 644-7652

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.01 par value per share			BRBR			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Item 2.02.    Results of Operation and Financial Condition.

On February 3, 2026, BellRing Brands, Inc. (the "Company") issued a press release announcing results for its first fiscal quarter ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.

In addition, on February 3, 2025, the Company published to the "Investor Relations" section of its website, www.bellringbrands.com, a supplemental presentation related to results for its first fiscal quarter ended December 31, 2025. A copy of the presentation is attached hereto as Exhibit 99.2 and incorporated herein by reference.

The information contained in Item 2.02, including Exhibit 99.1 and Exhibit 99.2 attached hereto, shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall they be deemed incorporated by reference into any filings under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 5.02.    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On February 3, 2026, the Company issued a press release announcing that, on February 2, 2026, Darcy H. Davenport notified the Board of Directors of BellRing Brands, Inc. of her retirement as President and Chief Executive Officer of the Company, effective on the earlier of the appointment of a new CEO or September 30, 2026. A copy of the press release is attached hereto as Exhibit 99.3 and incorporated herein by reference

The retirement of Ms. Davenport did not result from any disagreement with the Company on any matter relating to its operations, policies or practices.

9.01.    Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.			Description
99.1			Earnings Press Release dated February 3, 2026
99.2			First Fiscal Quarter Ended December 31, 2025 Supplemental Presentation
99.3			Leadership Transition Press Release dated February 3, 2026
104			Cover Page Interactive Data File (the cover page iXBRL tags are embedded within the Inline XBRL document)

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Date: February 3, 2026			BellRing Brands, Inc.
			(Registrant)
			By:			/s/ Paul A. Rode
			Name:			Paul A. Rode
			Title:			Chief Financial Officer

FAQ

What did BellRing Brands (BRBR) disclose about its latest quarterly results?

BellRing Brands released results for its first fiscal quarter ended December 31, 2025 through an earnings press release. The company also provided a supplemental investor presentation, both attached as Exhibits 99.1 and 99.2 to the current report for reference by shareholders and analysts.

How is BellRing Brands (BRBR) sharing details of its quarterly performance?

BellRing Brands is sharing its first fiscal quarter results via a press release and a supplemental presentation. These materials are accessible as Exhibits 99.1 and 99.2 and are also referenced as being published in the Investor Relations section of the company’s website for broader access.

What leadership change did BellRing Brands (BRBR) announce in this filing?

BellRing Brands announced that President and CEO Darcy H. Davenport plans to retire. She notified the board on February 2, 2026, and her retirement will be effective upon the earlier of the appointment of a new chief executive officer or September 30, 2026, enabling a structured transition period.

Did BellRing Brands (BRBR) report any disagreement related to the CEO’s retirement?

The company stated that Darcy H. Davenport’s retirement as President and CEO did not result from any disagreement with BellRing Brands. This includes no disagreement on matters relating to its operations, policies, or practices, which is intended to reassure investors about internal governance stability during the leadership change.

What exhibits are included with BellRing Brands’ 8-K related to this announcement?

The filing includes four exhibits: an earnings press release dated February 3, 2026 (Exhibit 99.1), a supplemental presentation for the quarter ended December 31, 2025 (Exhibit 99.2), a leadership transition press release dated February 3, 2026 (Exhibit 99.3), and an Inline XBRL cover page data file listed as Exhibit 104.

How will BellRing Brands (BRBR) handle the CEO transition timing?

BellRing Brands states that Darcy H. Davenport’s retirement becomes effective at the earlier of appointing a new CEO or September 30, 2026. This structure allows the company time to identify and onboard a successor while also providing a clear latest possible date for the leadership change.