Latest news with #PaulRode
Yahoo
08-07-2025
- Business
- Yahoo
BellRing Brands Schedules Third Quarter Fiscal Year 2025 Conference Call
ST. LOUIS, July 08, 2025 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) today announced it will hold a conference call on Tuesday, August 5, 2025 at 9:00 a.m. EDT to discuss financial results for the third quarter of fiscal year 2025 and fiscal year 2025 outlook and to respond to questions. Darcy H. Davenport, President and Chief Executive Officer, and Paul A. Rode, Chief Financial Officer, will participate in the call. BellRing also announced it plans to release its financial results for the third quarter after market close on Monday, August 4, 2025. Interested parties may join the conference call by registering in advance at the following link: BellRing Q3 2025 Earnings Conference Call. Upon registration, participants will receive a dial-in number and a unique passcode to access the conference call. Interested parties are invited to listen to the webcast of the conference call, which can be accessed by visiting the Investor Relations section of BellRing's website at A webcast replay also will be available for a limited period on BellRing's website in the Investor Relations section. About BellRing Brands, Inc. BellRing Brands, Inc. (NYSE: BRBR) is a dynamic and fast-growing consumer brands business with the purpose of Changing Lives with Good Energy. Focused on growing the convenient nutrition category, the company's brands include Premier Protein, the #1 ready-to-drink protein and convenient nutrition brand, and Dymatize, the brand behind the #1 hydrolyzed protein powder. A culture-driven, pure-play company, BellRing Brands believes nutrition is at the core of a healthy world and produces products with best-in-class nutritional profiles and exceptional flavors. Its products are distributed in over 90 countries across club, mass, food, eCommerce, specialty, drug and convenience. To learn more visit Contact:Investor RelationsJennifer 814-9388
Yahoo
08-05-2025
- Business
- Yahoo
BRBR Q1 Earnings Call: Category Growth, Inventory Shifts, and Promotional Strategy Shape Outlook
Nutrition products company Bellring Brands (NYSE:BRBR) reported Q1 CY2025 results exceeding the market's revenue expectations , with sales up 18.9% year on year to $588 million. On the other hand, the company's full-year revenue guidance of $2.3 billion at the midpoint came in 0.7% below analysts' estimates. Its non-GAAP profit of $0.53 per share was in line with analysts' consensus estimates. Is now the time to buy BRBR? Find out in our full research report (it's free). BellRing Brands (BRBR) Q1 CY2025 Highlights: Revenue: $588 million vs analyst estimates of $579 million (18.9% year-on-year growth, 1.6% beat) Adjusted EPS: $0.53 vs analyst estimates of $0.53 (in line) Adjusted EBITDA: $118.6 million vs analyst estimates of $118.3 million (20.2% margin, in line) The company reconfirmed its revenue guidance for the full year of $2.3 billion at the midpoint EBITDA guidance for the full year is $485 million at the midpoint, below analyst estimates of $491.5 million Operating Margin: 16.2%, down from 18.4% in the same quarter last year Free Cash Flow Margin: 8.1%, up from 3.2% in the same quarter last year Organic Revenue rose 21.2% year on year (28.3% in the same quarter last year) Sales Volumes rose 17.8% year on year (42.7% in the same quarter last year) Market Capitalization: $8.07 billion StockStory's Take BellRing Brands delivered sales growth above market expectations in Q1, with management crediting demand for ready-to-drink (RTD) protein shakes and successful marketing investments as key drivers. CEO Darcy Davenport highlighted that Premier Protein shakes achieved all-time highs in household penetration and market share, supported by expanded distribution, new product lines like the indulgence RTD, and improved retailer in-stocks. The company also saw robust growth from its powder products, with Premier Protein powder gaining full distribution at a major club retailer. Looking ahead, BellRing Brands reaffirmed its full-year sales and profit outlook but acknowledged a more cautious stance due to consumer uncertainty and inventory adjustments by key retail partners. Management noted that promotional plans and new product launches are designed to sustain momentum, but also flagged potential input cost inflation and evolving tariff risks as factors influencing their guidance. As CFO Paul Rode explained, 'We are being a little more cautious... the consumer is a bit more unstable than we've seen in the past.' Key Insights from Management's Remarks BellRing Brands' management attributed Q1 performance to strong category trends in convenient nutrition and targeted promotional efforts, while highlighting both short-term inventory dynamics and strategic investment in brand growth.
