Protein-based foods maker BellRing beats Q4 sales expectations

BellRing Brands

18/11/2025 12:08

Overview

BellRing fiscal Q4 net sales grow 16.6% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q4 misses analyst expectations

Company repurchased 7% of common shares in fiscal year 2025

Outlook

BellRing expects fiscal year 2026 net sales between $2.41 bln and $2.49 bln

Company projects fiscal year 2026 Adjusted EBITDA between $425 mln and $455 mln

BellRing updates long-term net sales growth target to 7% to 9%

Result Drivers

HOUSEHOLD PENETRATION - Expanding household penetration contributed to Q4 sales growth, per CEO Darcy Davenport

PROMOTIONAL EVENTS - Incremental promotional events boosted Premier Protein RTD shake volume, leading to price/mix decline

TIMING SHIFT - Dymatize net sales increased due to timing shift ahead of pricing actions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$648.20 mln
$633.77 mln (14 Analysts)
Q4 Adjusted EPS
Miss
$0.51
$0.55 (15 Analysts)
Q4 EPS
$0.48
Q4 Adjusted EBITDA
Miss
$117.40 mln
$120.96 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 2 "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 $45.00, about 43.1% above its November 17 closing price of $25.62

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nGNX5bch9v

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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.)