BellRing Brands 2025 Q4 Earnings Revenue Surges 16.6% but EPS Falls 11.4%

BellRing Brands (BRBR) reported Q4 2025 earnings with revenue beating estimates but EPS missing expectations. The company lowered FY2026 guidance, citing near-term challenges from tough comparisons and promotional headwinds.

Revenue

BellRing Brands reported Q4 revenue of $648.20 million, a 16.6% year-over-year increase driven by volume growth in its Premier Protein and Dymatize segments. Premier Protein net sales rose 14.1%, supported by 18.4% volume growth, while Dymatize sales surged 32.9% on strong demand. International sales also benefited from $8 million in timing shifts ahead of FY2026 pricing actions.

Earnings/Net Income

The company’s EPS declined 11.4% to $0.49 in Q4 2025, below the $0.56 in Q4 2024, while net income fell to $59.60 million from $71.70 million. Despite the decline, BellRing has maintained profitability for six consecutive years, reflecting operational resilience.

Post-Earnings Price Action Review

The strategy of purchasing BellRing shares following a quarterly revenue drop and holding for 30 days showed mixed performance over the past three years. While the approach captured short-term rebounds in most quarters, long-term gains were muted by broader market volatility and investor sentiment. The strategy outperformed the market during strong revenue reactions but underperformed when declines were perceived as long-term risks. Overall, returns remained positive but inconsistent, underscoring the importance of market timing and sentiment in shaping outcomes.

CEO Commentary

Darcy Davenport, CEO, emphasized fiscal 2025’s 16% net sales growth and 20.8% adjusted EBITDA margin, crediting category leadership and innovation. She acknowledged Q1 2026 challenges but expressed confidence in stronger second-half performance, highlighting expanded retail partnerships, new advertising campaigns, and product innovations like almond milkshakes.

Guidance

BellRing guided to FY2026 net sales growth of 4%–8% and adjusted EBITDA margin of 18%, with Q1 net sales down ~5% due to lapping tough comparisons. Long-term revenue targets were revised to 7%–9% from low double digits, reflecting strategic focus on Premier Protein’s growth potential.

Additional News

BellRing announced a $400 million share repurchase program, accelerating its commitment to return value to shareholders. The company also revised FY2026 guidance to $2.41–$2.49 billion in net sales and $425–$455 million in adjusted EBITDA, below the $2.5 billion consensus. CEO Darcy Davenport emphasized confidence in long-term growth, citing Premier Protein’s leadership in the $8.7 billion RTD shake category and plans to expand distribution and advertising.