BRBR tops Q3 sales estimates, but earnings miss as inflation, tariffs and inventory charges pressure margins despite strong Dymatize growth.
BellRing Brands, Inc. (BRBR) Q3 2026 Earnings Call Transcript
BellRing Brands NYSE: BRBR reported third-quarter fiscal 2026 net sales growth that exceeded its expectations, but lowered its profitability outlook as inventory-related charges and higher freight costs weighed on margins.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 24,904 | $746,788.13 | $299,346.08 | -$447,442.05 | -59.92% |
Curtis Ellergodt Rothschild Investment LLC | 5,046 | $101,531.07 | $63,630.06 | -$37,901.01 | -37.33% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 37,480 | $422,399.6 | $433,268.8 | $10,869.2 | 2.57% |
Donald Yacktman Yacktman Asset Management | 5.26M | $66.53M | $59.89M | -$6.64M | -9.98% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 77,726 | $2.37M | $898,512.56 | -$1.47M | -62.02% |
| Food Products Industry | Consumer Staples Sector | Mike Axelrod CEO | NYSE Exchange | 07831C103 CUSIP |
| US Country | 530 Employees | - Last Dividend | - Last Split | - IPO Date |
BellRing Brands, Inc., established in 2019 and headquartered in Saint Louis, Missouri, operates in the nutrition product sector in the United States. The company, with its subsidiaries, focuses on providing a wide variety of nutrition products catering to the health and wellness needs of its customers. It has successfully carved a niche for itself in the market through its commitment to quality and innovation, offering readily accessible nutrition solutions to a wide demographic.
These products are primarily marketed under the renowned Premier Protein and Dymatize brands, showcasing the company's ability to build and maintain strong brand recognition in a competitive market. BellRing Brands, Inc. has established a wide distribution network, making its products accessible through club, food, drug, mass, eCommerce, specialty, and convenience channels across the United States.