Bellring Brands, INC

Market Movers (8-K)

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NYSE
BellRing Brands reported a 4% increase in third-quarter net sales to $570.4 million, driven by Premier Protein and Dymatize, but profitability was impacted by a $10 million inventory charge and rising costs.
Worse than expected
NYSE
BellRing Brands announced the appointment of Michael Axelrod as its new President and CEO, effective July 29, 2026, succeeding Darcy Davenport who will transition to an advisory role.
NYSE
BellRing Brands initiates a workforce realignment to drive operational efficiency, resulting in executive departure and projected cost savings.
NYSE
BellRing Brands reported Q2 FY2026 results with a 2% net sales increase year-over-year, but operating profit and net earnings were significantly impacted by an $11 million inventory-related charge and increased costs.
Worse than expected
NYSE
BellRing Brands' committee approved special restricted stock unit grants to key executives to promote retention during a CEO transition.
NYSE
BellRing Brands reported a 1% increase in Q1 net sales to $537.3 million, but saw significant declines in operating profit and net earnings, while CEO Darcy Davenport announced her retirement.
Worse than expected

Quarterly Earnings (10-Q)

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NYSE
BellRing Brands announced its third-quarter results, showcasing a 4% increase in net sales driven by its Premier Protein and Dymatize brands, alongside a significant improvement in operating profit.
NYSE
BellRing Brands reported a 2% increase in net sales for Q2 2026, reaching $598.7 million, but saw a significant 31% drop in operating profit to $66.0 million due to higher costs and increased advertising.
Worse than expected
NYSE
BellRing Brands, Inc. reported a 43% drop in net earnings for the first fiscal quarter of 2026, driven by higher product costs and significant legal settlement provisions.
Capital raise
Worse than expected
NYSE
BellRing Brands reported a significant drop in net earnings for the third quarter and nine-month period, primarily due to substantial legal expenses, despite achieving net sales growth.
Worse than expected
Capital raise
NYSE
BellRing Brands' net sales increased by 19% in Q2 2025, primarily driven by growth in Premier Protein products.
Better than expected
NYSE
BellRing Brands reports a significant increase in net sales and operating profit for the quarter ended December 31, 2024, driven by strong performance of Premier Protein and Dymatize brands.
Better than expected

Annual Reports (10-K)

NYSE
BellRing Brands, Inc. announced a 16% increase in net sales to $2.32 billion for fiscal year 2025, driven by Premier Protein and Dymatize, but saw an 8% drop in operating profit and a 12% decrease in net earnings due to legal provisions and higher costs.
Delay expected
Worse than expected
NYSE
BellRing Brands experienced significant growth in fiscal year 2024, with net sales increasing to $1.996 billion and net earnings reaching $246.5 million.
Better than expected

Insider Trading (Form 4)

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NYSE
Michael Carey Axelrod, President and CEO of Bellring Brands, Inc., received 142,964 shares of common stock on July 29, 2026.
NYSE
BellRing Brands Director David Finkelstein acquired stock equivalents as part of his director compensation, reflecting a commitment to the company's equity.
NYSE
BellRing Brands, Inc. reports that Director Elliot Stein Jr. has deferred a portion of his director retainer into company stock equivalents.
NYSE
BellRing Brands Director Robert V. Vitale reported transactions involving common stock and common stock equivalents.
NYSE
BellRing Brands Director Jennifer Kuperman Johnson acquired stock equivalents as part of her director compensation, reflecting a commitment to the company's long-term value.
NYSE
BellRing Brands, Inc. reports director Shawn Conway acquired stock equivalents valued at $12.94 per share as part of his director compensation.

Proxy Statements (Def-14A)

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NYSE
BellRing Brands, Inc. announced its 2026 annual stockholders meeting to be held virtually on January 28, 2026, to vote on director elections, auditor ratification, and executive compensation.
NYSE
BellRing Brands, Inc. announced its 2026 annual meeting of stockholders will be held virtually on January 28, 2026, to vote on director elections, auditor ratification, and executive compensation.
NYSE
BellRing Brands issues a supplement to its proxy statement clarifying the effective date of an amendment allowing directors to be removed with or without cause following the board's declassification in 2027.
NYSE
BellRing Brands is seeking stockholder approval to amend its Certificate of Incorporation to declassify its Board of Directors, effective in 2027, allowing directors to be removed with or without cause.
NYSE
BellRing Brands has announced its annual stockholder meeting to be held virtually on January 28, 2025, with key proposals including declassifying the board of directors.
NYSE
BellRing Brands is seeking stockholder approval to declassify its Board of Directors over a three-year period at its upcoming annual meeting on January 28, 2025.
Better than expected

Schedule 13G - Passive Investments

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NYSE
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have filed an amendment to their Schedule 13G, reporting a beneficial ownership of 5.22% in BellRing Brands, Inc.
NYSE
Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander have jointly filed a Schedule 13G, reporting beneficial ownership of 3.6% of BellRing Brands, Inc. common stock as of June 23, 2026.
NYSE
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have filed a Schedule 13G, reporting beneficial ownership of 7.28% of BellRing Brands, Inc. common stock as of March 31, 2026.
NYSE
Wasatch Advisors LP has filed a Schedule 13G reporting a 1.7% beneficial ownership stake in BellRing Brands Inc.
NYSE
AQR Capital Management, LLC and its parent company have disclosed a 5.86% beneficial ownership stake in Bellring Brands, Inc. as of December 31, 2025.
NYSE
Wasatch Advisors LP has reported an increased passive stake of 5.4% in BellRing Brands Inc., holding 6,750,018 common shares.