BellRing Q1 revenue beats estimates on higher volume growth

BellRing Brands

03/02/2026 12:08

Overview

Wellness category firm reported fiscal Q1 revenue up 1%, beating analyst expectations

Adjusted EPS for fiscal Q1 beat analyst expectations

Company repurchased $97 mln of common shares in fiscal Q1

Outlook

BellRing narrows fiscal 2026 net sales outlook to $2.41-$2.46 bln

Company expects fiscal 2026 adjusted EBITDA of $425-$440 mln

BellRing anticipates growth acceleration in second half of fiscal 2026

Result Drivers

VOLUME AND PRICE MIX - Net sales increased by 0.8% due to a 0.7% rise in volume and a 0.1% increase in price/mix

DYMATIZE GROWTH - Dymatize net sales rose 15.8% driven by strong volume growth, especially in international markets

PREMIER PROTEIN DECLINE - Premier Protein net sales fell 1.2% due to a 1.0% decrease in price/mix and 0.2% decrease in volume

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$537.30 mln
$504.56 mln (13 Analysts)
Q1 Adjusted EPS
Beat
$0.37
$0.32 (14 Analysts)
Q1 EPS
$0.36
Q1 Adjusted EBITDA
Beat
$90.30 mln
$81.05 mln (11 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for Bellring Brands Inc is $35.00, about 43.5% above its February 2 closing price of $24.39

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX16YCsg

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)