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BellRing Brands
BellRing Brands (BRBR) investor relations material
BellRing Brands Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Feb, 2026
Executive summary
First quarter net sales reached $537.3 million, up 1% year-over-year, driven by strong Dymatize growth but offset by lower Premier Protein sales and increased promotional activity.
Premier maintained a 22% RTD market share and best-in-class household penetration, while Dymatize saw 7.5% consumption growth, especially in eCommerce and international markets.
CEO announced retirement effective by September 30, 2026, with a national search for a successor underway and transition to a Senior Advisor role through 2028.
Operating profit declined 32% to $78.5 million and net earnings fell 43% to $43.7 million, mainly due to higher input and manufacturing costs.
The wellness category expanded to $24 billion, now including hydration, protein coffee, shelf-stable milk, and protein treats.
Financial highlights
Net sales for the quarter were $537.3 million, up 1% year-over-year, with adjusted EBITDA of $90.3 million and a margin of 16.8%.
Gross profit was $160.8 million (29.9% margin), down from $199.6 million (37.5%) due to input cost inflation and unfavorable mix.
Premier net sales declined 1.2%, while Dymatize net sales rose 15.8% on strong international performance.
Interest expense increased to $20 million, reflecting higher borrowings.
Cash used in operating activities was $(3.1) million, with $97 million spent on share repurchases.
Outlook and guidance
FY2026 net sales guidance narrowed to 4%-6% growth, or $2.41-$2.46 billion.
Adjusted EBITDA guidance updated to $425-$440 million, with margins expected to decline 300 basis points year-over-year.
Q2 net sales growth expected at 3%-4% for both Premier and Dymatize, with second half acceleration anticipated as cost savings and innovation ramp up.
Management expects continued inflationary pressures on input costs and tariffs to impact supply chain and commodity cost volatility.
All prospective information is based on estimates as of February 3, 2026, and subject to significant uncertainties.
Explain Q1 gross margin compression
Premier Protein sales decline drivers
What underpins H2 sales acceleration
Impact of insurgent brand promotions on margins
Details on new shake lines' incrementality
Mass retailer test: future rollout plans
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Next BellRing Brands earnings date
Q2 20265 May, 2026
BellRing Brands
Next BellRing Brands earnings date
Q2 20265 May, 2026
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Frequently asked questions
BellRing Brands, Inc. provides various nutrition products in the United States and internationally. The company's products include ready-to-drink shake and powder protein products primarily under the Premier Protein and Dymatize brands. It sells its products through club, food, drug, mass, eCommerce, specialty and convenience channels. BellRing Brands, Inc. was founded in 2019 and is headquartered in Saint Louis, Missouri.
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