Brief: Bellring Brands Q3 Adjusted EPS USD 0.55 Vs. IBES Estimate USD 0.5

BellRing Brands

04/08/2025 22:00

Overview

BellRing Q3 net sales of $547.5 mln beat analyst expectations, per LSEG data

Adjusted EPS for Q3 beats consensus

Co narrows fiscal yr 2025 net sales and Adjusted EBITDA outlook

Outlook

BellRing narrows FY 2025 net sales outlook to $2.28-$2.32 bln

Company expects FY 2025 Adjusted EBITDA of $480-$490 mln

BellRing anticipates FY 2025 capital expenditures of $9 mln

Result Drivers

PREMIER PROTEIN - Strong consumption and distribution gains drove Premier Protein sales growth, per CEO Darcy H. Davenport

PRICE/MIX ADJUSTMENTS - Sales benefited from price increases to offset cost inflation, partially offset by promotional activity

VOLUME GROWTH - Dymatize sales increased due to higher international volumes and new product introductions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$547.50 mln
$531.30 mln (13 Analysts)
Q3 Adjusted EPS
Beat
$0.55
$0.5 (13 Analysts)
Q3 EPS
$0.16
Q3 Adjusted EBITDA
Beat
$120.30 mln
$112.60 mln (11 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

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

Wall Street's median 12-month price target for Bellring Brands Inc is $78.00, about 31.2% above its August 4 closing price of $53.64

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release: ID:nGNXbMgflJ

(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.)