Latest news with #BellRingBrands
Yahoo
22-05-2025
- Business
- Yahoo
3 Reasons Investors Love BellRing Brands (BRBR)
Shareholders of BellRing Brands would probably like to forget the past six months even happened. The stock dropped 20.9% and now trades at $62.14. This might have investors contemplating their next move. Following the drawdown, is this a buying opportunity for BRBR? Find out in our full research report, it's free. Spun out of Post Holdings in 2019, Bellring Brands (NYSE:BRBR) offers protein shakes, nutrition bars, and other products under the PowerBar, Premier Protein, and Dymatize brands. Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful staples business as there's a ceiling to what consumers will pay for everyday goods; they can always trade down to non-branded products if the branded versions are too expensive. BellRing Brands's average quarterly volume growth of 20.8% over the last two years has beaten the competition by a long shot. This is great because companies with significant volume growth are needles in a haystack in the stable consumer staples sector. Analyzing the change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions. BellRing Brands's EPS grew at an astounding 28% compounded annual growth rate over the last three years, higher than its 18.9% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Growth gives us insight into a company's long-term potential, but how capital-efficient was that growth? A company's ROIC explains this by showing how much operating profit it makes compared to the money it has raised (debt and equity). BellRing Brands's five-year average ROIC was 48.9%, placing it among the best consumer staples companies. This illustrates its management team's ability to invest in highly profitable ventures and produce tangible results for shareholders. These are just a few reasons why we think BellRing Brands is a high-quality business. After the recent drawdown, the stock trades at 26.1× forward P/E (or $62.14 per share). Is now a good time to initiate a position? See for yourself in our comprehensive research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
22-05-2025
- Health
- Globe and Mail
A Potential $78.2 Billion Opportunity in the Better-For-You Market
By 2030, the global better-for-you snack market could be worth well over $78.2 billion, as note by Grand View Research. All of which should have a positive impact on companies such as Simply Better Brands (TSXV: SBBC) (OTCQX: SBBCF), BellRing Brands (NYSE: BRBR), General Mills (NYSE: GIS), Kellanova (NYSE: K) and Mondelez International (NASDAQ: MDLZ), too. We also have to consider that demand for better-for-you snacks is off the scales. In fact, also noted by Grand View Research, 'Concerns about rising obesity rates and chronic diseases such as diabetes, heart disease, and hypertension are pushing consumers toward healthier eating habits. According to the CDC, obesity affects four out of ten Americans, while the OECD report ' Health at a Glance: Europe 2020' reveals that one in six Europeans is obese, and over 50% are overweight. Better-for-you snacks, which are lower in calories, sugar, and fat compared to traditional options, are seen as a solution to these health issues.' Fueling even more momentum, the Trump administration wants to remove artificial dyes from the US food supply, with HHS Secretary Robert F. Kennedy Jr. expected to share more about those plans shortly. Plus. According to CNN, 'Lawmakers in more than half of states – both Republican- and Democrat-led – are pushing to restrict access, according to a tracker by the Environmental Working Group, a nonprofit environmental health organization, reflecting a bipartisan push toward a safer food system.' 'Food dyes are most commonly used in foods of low nutritional value such as candy and soft drinks, according to the Center for Science in the Public Interest, a nonprofit consumer advocacy group,' they added. With a shift toward better-for-you foods, here are just a few stocks to keep an eye on. Simply Better Brands (TSXV: SBBC) (OTCQX: SBBCF) Just Announced Name Change to TRUBAR Inc. and Changes to Management Effective today, Simply Better Brands Corp. has officially rebranded as TRUBAR Inc. and expects to begin trading on the TSXV under the new ticker symbol 'TRBR' at the start of trading on or about May 26, 2025. As part of the transition, the Company has appointed Kingsley Ward as Executive Chairman, focusing on capital markets and strategic initiatives, and Erica Groussman as Chief Executive Officer, leading brand operations and growth. TRUBAR Inc. (formerly, Simply Better Brands Corp., a better-for-you snacking company focused on delivering high-quality, plant-based protein products with exceptional taste and made with clean, recognizable ingredients, is pleased to announce the Company has changed its name from 'Simply Better Brands Corp.' to 'TRUBAR Inc.', aligning its corporate identity with its flagship brand and primary business focus, TRUBAR™. The Company's common shares are expected to commence trading on the TSX Venture Exchange under the new name and new stock ticker symbol "TRBR" at the start of trading on or about May 26, 2025. In connection with the name change, the new CUSIP number for the common shares will be 89778A100 and the new ISIN number will be CA89778A1003. The name change reflects the Company's evolution into a pure-play branded snacking business, focused entirely on the growth and expansion of TRUBAR™, one of North America's fastest-growing plant-based protein bar brands. The purpose of the rebrand is to align the Company's identity with its core business and consumer-facing brand, while reinforcing its commitment to building long-term shareholder value. No action is required to be taken by shareholders with respect to the name change. Outstanding common share and warrant certificates bearing the old name of the Company are still valid and are not affected by the name and ticker symbol change. Changes to Management In connection with the rebrand to TRUBAR Inc., J.R. Kingsley Ward, who previously served as Chief Executive Officer and Chairman of the Company, will transition to Executive Chairman of TRUBAR, where he will focus on capital markets strategy and corporate development with the goal of driving long-term shareholder value alongside the leadership team. Erica Groussman, co-founder of TRUBAR™, will assume the role of Chief Executive Officer of TRUBAR, leading the brand's day-to-day operations, innovation, and growth strategy. Kingsley Ward, Executive Chairman of TRUBAR, commented ' This rebrand marks a pivotal moment for our company as we align our corporate identity with the brand driving our growth, TRUBAR™. It's more than a name change, it reflects our evolution into a focused, disciplined organization committed to scaling a standout brand in the better-for-you snacking space. With Erica leading day-to-day operations as CEO, and my focus shifting to capital markets and corporate strategy as Executive Chairman, we are well-positioned to build long-term shareholder value while continuing to deliver innovative, great-tasting products made with recognizable ingredients.' TRUBAR is proud to be led by an experienced management team with a track record of building and scaling consumer brands. The leadership team includes: ● Laura Fremaine, Chief Financial Officer – Former Controller at VRG Capital, with over 15 years of extensive experience in operational oversight and financial reporting. ● Kate McDevitt, Vice President of Sales — Over 20 years of sales experience, former Director of National Accounts at Red Bull, leading the brand's sales strategy. ● Claire Ughetto, Vice President of Operations — Over 25 years of supply chain experience in CPG, former Global Supply Chain leader at Mars, Wrigley's, and Kimberly-Clark. ● Luc Francillon, Vice President of Finance — Over 30 years of finance experience, former CFO of Mars Retail Group. ● Natasha Port, Vice President of Marketing — Over 10 years of marketing experience, former marketing leader at Bai Beverages and Keurig Dr Pepper. ● Fernando Massalin, Vice President Corporate Development and Investor Relations – Former Senior Associate at VRG Capital, bringing capital markets expertise and strategic advisory experience with over 10 years of capital markets experience. Together, this experienced team brings a unique combination of expertise from some of the world's largest consumer packaged goods companies and financial leadership from VRG Capital. With this team, TRUBAR™ is positioned to accelerate its next phase of growth, expand its market presence, and drive continued innovation in the better-for-you snacking space. Other related developments from around the markets include: BellRing Brands' President and CEO Darcy Davenport just said, 'Our momentum continued this quarter as Premier Protein consumption accelerated. Increased promotions, our media campaign and new products drove Premier Protein household penetration and market share to new all-time highs. Our powder products benefited from distribution gains and brand building investments. The convenient nutrition category and our leading mainstream brands continue to resonate with consumers, demonstrating a long runway of growth for ready-to-drink shakes and powders. I am pleased to affirm our guidance of net sales growth of 13% to 17% with strong Adjusted EBITDA margins even amidst the current uncertain macroeconomic environment.' General Mills reported results for its fiscal 2025 third quarter. 'Our third-quarter organic net sales finished below our expectations, driven largely by greater-than-expected retailer inventory headwinds and a slowdown in snacking categories,' said General Mills Chairman and Chief Executive Officer Jeff Harmening. 'At the same time, we drove continued positive market share trends in Pet, Foodservice, and International as well as improvement in Pillsbury refrigerated dough and Totino's hot snacks, two businesses where we made incremental investments last quarter and saw positive returns. We're focused on improving our sales growth in fiscal 2026 by stepping up our investment in innovation, brand communication, and value for consumers,' Harmening continued. 'We'll fund that investment with another year of industry-leading HMM productivity, coupled with expected new cost-savings initiatives designed to further boost our efficiency and enable growth.' Kellanova announced fourth quarter and full year 2024. While net sales were negatively impacted by adverse currency translation, the Company's organic- basis growth was above its long-term target range, both in the fourth quarter and the full year. Double-digit operating profit growth was sustained in the fourth quarter, as well as the full year, as the Company improved profit margins faster than expected. Double-digit growth momentum was also sustained in earnings per share, both in the fourth quarter and for the full year 2024, owing primarily to higher operating profit. Due to the pending merger with Mars, Incorporated, Kellanova will not be providing forward looking guidance. "A more growth-oriented portfolio and solid execution by our entire organization once again contributed to stand-out quarterly performance, as we concluded our first full year as Kellanova,' commented Steve Cahillane, Kellanova's Chairman, President, and Chief Executive Officer. 'Led by our strong emerging markets presence, we sustained better-than-expected top-line growth amidst challenging industry conditions, and we improved our profit margins faster than we had anticipated. We also embarked on an exciting next phase, as we prepare to combine with Mars.' Mondelez International released new findings on consumer attitudes toward indulgence from the sixth annual State of Snacking™ report, a global consumer trends study examining how consumers make snacking decisions. Overall, indulgence and treating remains at the fore of the snacking category, with most consumers snacking as a treat or reward. Developed in partnership with The Harris Poll, the State of Snacking survey tracks snacking behaviors among thousands of consumers across 12 countries. The 2024 survey findings show snacking remains a cost-effective way for consumers to have a bit of satisfaction in their daily lives. This may explain why appetite for cookies and biscuits is rising with the percentage of global consumers who eat biscuits and/or cookies at least once per week increasing 5% in the last year. Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for Simply Better Brands. by Simply Better Brands. We own ZERO shares of Simply Better Brands. Please click here for disclaimer. Contact:
Yahoo
20-05-2025
- Business
- Yahoo
Here's Why BellRing Brands (NYSE:BRBR) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. But the reality is that when a company loses money each year, for long enough, its investors will usually take their share of those losses. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad. If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in BellRing Brands (NYSE:BRBR). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide BellRing Brands with the means to add long-term value to shareholders. We've discovered 3 warning signs about BellRing Brands. View them for free. If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. To the delight of shareholders, BellRing Brands has achieved impressive annual EPS growth of 52%, compound, over the last three years. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens. Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. While we note BellRing Brands achieved similar EBIT margins to last year, revenue grew by a solid 19% to US$2.2b. That's encouraging news for the company! In the chart below, you can see how the company has grown earnings and revenue, over time. To see the actual numbers, click on the chart. View our latest analysis for BellRing Brands Fortunately, we've got access to analyst forecasts of BellRing Brands' future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting. We would not expect to see insiders owning a large percentage of a US$8.4b company like BellRing Brands. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$109m. Investors will appreciate management having this amount of skin in the game as it shows their commitment to the company's future. BellRing Brands' earnings per share growth have been climbing higher at an appreciable rate. This level of EPS growth does wonders for attracting investment, and the large insider investment in the company is just the cherry on top. The hope is, of course, that the strong growth marks a fundamental improvement in the business economics. So at the surface level, BellRing Brands is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies. Still, you should learn about the 3 warning signs we've spotted with BellRing Brands (including 2 which are potentially serious). Although BellRing Brands certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with more skin in the game, then check out this handpicked selection of companies that not only boast of strong growth but have strong insider backing. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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.
Yahoo
07-05-2025
- Business
- Yahoo
BellRing Brands looks to inflation-related margin pressure but 'minor' tariff impact
BellRing Brands expects margins to be pressured by inflation in the back half of the year, along with a sales 'headwind' from retailer inventory reductions. However, the US-based protein business left sales and EBITDA guidance unchanged for the full year as president and CEO Darcy Davenport presented second-quarter results. Her finance counterpart Paul Rode pointed to a 'minor' impact from tariffs, with that impact likely to be felt in fiscal 2026 rather than the current year, mainly linked to dairy protein ingredients sourced from Europe and New Zealand. 'Our pricing actions have offset input-cost inflation to date. However, the rate of inflation will increase in the second half of 2025, pressuring margins when compared to the prior year,' Rode explained on a follow-up call with analysts. While the sales outlook for the second half remains unchanged, sales will be supported by promotions in the final quarter of 2024 but offset by 'third-quarter reductions in retailer trade inventory levels', he said. Rode added: 'Starting late in Q2 and continuing into the third quarter, several key retailers lowered their weeks of supply on hand, which is expected to be a mid-single-digit headwind to our third-quarter growth. This change is in addition to the previously anticipated mid-single-digit impact to the third quarter from lapping last year's trade inventory replenishments. 'We now expect Q3 net sales growth of low-single-digits with Premier Protein the main driver and all others flat to down. Without the impact of these trade inventory changes, our underlying third-quarter growth for Premier Protein RTD shakes would be more in line with our expected consumption growth of mid-to-high teens.' Sales in the quarter to 31 March rose 18.9% to $588m based on 15.3% volume growth and an increase in price/mix of 3.6%. Adjusted EBITDA climbed 14.4% to $118.6m, with the margin dipping to 20.2% from 21%. Sales over 2025 were reaffirmed at $2.26-2.34bn (13-17% growth) and adjusted EBITDA of $470-500m (7-14%). Rode said the adjusted EBITDA margin will remain 'healthy' at 21.1% at the 'midpoint' but in the fourth quarter will be 'sequentially lower as higher input-costs and promotional spend weigh on margins'. BellRing on tariffs In terms of tariffs, the CFO said a 'portion' of the company's input costs could be hit by the levies related to the dairy ingredients from Europe and New Zealand. But BellRing Brands expects no impact in 2025 and a 'partial' impact the following year due to the sourcing lag on the P&L account. Nevertheless, Rode said the company is 'actively evaluating ways to mitigate tariff impacts'.
