BRBR Q4 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

BellRing Brands posted a mixed fiscal fourth quarter, delivering a top-line beat while falling short on the bottom line as margin pressure weighed on profitability. Revenue climbed 16.6% year-over-year to $648.20 million, clearing the $633.76 million… Read more BellRing Brands posted a mixed fiscal fourth quarter, delivering a top-line beat while falling short on the bottom line as margin pressure weighed on profitability. Revenue climbed 16.6% year-over-year to $648.20 million, clearing the $633.76 million consensus estimate by 2.28%, but adjusted diluted EPS of $0.51 came in 6.83% below the $0.55 consensus, as gross margin contracted sharply to 28.9% from 36.9% a year ago, hit by input cost inflation, increased promotional activity, and packaging redesign costs. Volume growth of 19.2% across the Premier Protein RTD shake lineup drove the top-line strength, though a 2.6% price/mix headwind tempered the gains. Looking ahead, BellRing guided fiscal 2026 net sales of $2.41 billion to $2.49 billion, representing 4% to 8% growth, with Adjusted EBITDA of $425 million to $455 million; however, management flagged an approximate 5% net sales decline in Q1 due to tough club channel comparisons, with growth expected to accelerate as the year progresses.