Inferra AI / Company / BRBR

Bellring Brands, Inc.

BRBR · Consumer Staples

Last earnings Aug 4, 2026

Key results

Net incomequarter

$33.9 million

Net earnings were $33.9 million, a decrease of $24.8 million, compared to $58.7 million in the prior year period, and were impacted by the current year $11.3 million inventory-related charge.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Net earnings per diluted common share were $0.29 compared to $0.45 in the prior year period.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted net incomequarter

$16.3 million

Adjusted net earnings* were $16.3 million, a decrease of $52.4 million, compared to $68.7 million in the prior year period.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Net earnings were $77.6 million, a decrease of $58.0 million, compared to $135.6 million in the prior year period, and were impacted by the current year $11.3 million inventory-related charge.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Net earnings per diluted common share were $0.65 compared to $1.04 in the prior year period.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Adjusted net earnings* were $61.0 million, a decrease of $83.9 million, compared to $144.9 million in the prior year period.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

AI analysis

Q2 FY2026 · reported May 5, 2026

Based on: Earnings release + Q2 FY2026 deck + parent 8-K — transcript not held

Net income · Q2 FY2026

$33.9M

-42.2% -$25M vs year ago computed from stated figures

EX-99 · May 5, 2026

Adjusted net income · Q2 FY2026

$16.3M

-76.3% vs year ago computed from stated figures

EX-99 · May 5, 2026

Headline figures

Metric	Q2 FY2026	Prior qtr	Year ago
Net income	$33.9 million	—	$58.7 million
Adjusted net income	$16.3 million	—	$68.7 million

EX-99 · May 5, 2026

Guidance · company-stated

Adjusted EBITDA

“in fiscal year 2026 was impacted by an $11 million”

Net Sales

“$2.325”

Capital Expenditures

“$8 million”

Guidance stated in the release's Business Outlook table for fiscal year 2026; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Interest expense, net was $20.1 million and $16.5 million in the second quarter of 2026 and 2025, respectively, with the increase primarily driven by higher outstanding borrowings under BellRing s revolving credit facility.

Interest expense, net was $40.1 million and $30.9 million in the six months ended March 31, 2026 and 2025, respectively, with the increase primarily driven by higher outstanding borrowings under BellRing s revolving credit facility.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

For additional information regarding non-GAAP measures, see the related explanations presented under Use of Non-GAAP Measures later in this release

Based on: Earnings release + Q2 FY2026 deck + parent 8-K — transcript not held

Guidance & outlook

Adjusted EBITDA: “Adjusted EBITDA in fiscal year 2026 was impacted by an $11 million”

Net Sales: “Net Sales $2.325”

Capital Expenditures: “Capital Expenditures $8 million”

Adjusted EBITDA (“fiscal year 2026”)
“Adjusted EBITDA in fiscal year 2026 was impacted by an $11 million”

Net Sales (“fiscal year 2026”)
“Net Sales $2.325”

Capital Expenditures (“fiscal year 2026”)
“Capital Expenditures $8 million”

Guidance stated in the release's Business Outlook table for fiscal year 2026; no direction stated — figures as stated in the table.

Capital allocation

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Share Repurchases During the second quarter of 2026, BellRing repurchased 1.2 million shares for $26.2 million at an average price of $22.11 per share.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

During the six months ended March 31, 2026, BellRing repurchased 4.2 million shares for $123.1 million at an average price of $29.18 per share.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

As of March 31, 2026, BellRing had $516.9 million remaining under its share repurchase authorization.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Forward-Looking Statements Certain matters discussed in this release and on BellRing s conference call are forward-looking statements, including BellRing s net sales, Adjusted EBITDA, Adjusted EBITDA as a percentage of net sales and capital expenditures outlook for fiscal year 2026.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Strategy & priorities

Our revised guidance incorporates promotional and consumer headwinds through the balance of the year, along with incremental inflation on protein and freight, while investing in advertising.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Focused on growing the proactive wellness category, the company s brands include Premier Protein , the #1 ready-to-drink protein and proactive wellness brand, and Dymatize , the brand behind the #1 hydrolyzed protein powder.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Stock-based compensation BellRing s compensation strategy includes the use of BellRing stock-based compensation to attract and retain executives and employees by aligning their long-term compensation interests with BellRing s stockholders investment interests.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

BellRing s director compensation strategy includes an election by any director who earns retainers in which the director may elect to defer compensation granted as a director to BellRing common stock, earning a match on the deferral, both of which are stock-settled upon the director s retirement from the BellRing board of directors.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Any failure to successfully implement BellRing s operating strategy or the occurrence of the events or circumstances set forth under Cautionary Statement Regarding Forward- Looking Statements could result in the actual operating results being different than the estimates set forth herein, and such differences may be adverse and material.

SEC original ↗Bellring Brands, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 5, 2026

Risks & headwinds

Our revised guidance incorporates promotional and consumer headwinds through the balance of the year, along with incremental inflation on protein and freight, while investing in advertising.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

In the second quarter of 2026, gross profit and adjusted gross profit were impacted by significant input cost inflation (inclusive of tariffs), unfavorable price mix and higher freight.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

In the six months ended March 31, 2026, gross profit and adjusted gross profit were impacted by significant input cost inflation (inclusive of tariffs) and unfavorable price mix.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

There are a number of risks and uncertainties that could cause actual results to differ materially from the forward-looking statements made herein.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Mark-to-market adjustments on commodity hedges BellRing has excluded the impact of mark-to-market adjustments on commodity hedges due to the inherent uncertainty and volatility associated with such amounts based on changes in assumptions with respect to fair value estimates.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Provision for legal matters BellRing has excluded gains and losses recorded to recognize the anticipated or actual resolution of certain litigation as BellRing believes such gains and losses do not reflect expected ongoing future operating income and expenses and do not contribute to a meaningful evaluation of BellRing s current operating performance or comparisons of BellRing s operating performance to other periods.

SEC original ↗Bellring Brands, Inc. — Earnings release (8-K exhibit)EX-99May 5, 2026

Documents

Earnings deck slides

0 decks with slide view

Bellring Brands, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors