Скачать или смотреть BellRing Brands Q4 2025: Sales Surge Amid Margin Pressure & Growth Reset

BellRing Brands reported a strong Q4 FY25 with net sales rising 16.6% year-over-year to $648.2 million, beating market expectations. Premier Protein solidified its position as the #1 ready-to-drink protein shake, benefiting from health trends and GLP-1 drug adoption fueling protein demand. Despite robust sales growth, BellRing faced significant margin compression due to rising whey costs, intensified promotions, and packaging redesign expenses, driving adjusted gross margins down by over 600 basis points.

The company announced a strategic reset, cutting its long-term revenue growth target from low double digits to 7-9% and guiding FY26 net sales growth to 4-8%, with adjusted EBITDA margins expected to decline to around 18%. BellRing is increasing media spend and launching innovative products like non-dairy almond-based shakes and coffee-infused RTD options to drive brand engagement and household penetration. However, challenges include competitive pressures, anticipated U.S. dairy protein tariffs, and an ongoing legal investigation affecting investor sentiment.

Market reaction was volatile, with shares plunging nearly 15% at open before rebounding to close up 2.5% amid heavy trading volume. The near-term outlook includes a cautious Q1 FY26 forecast with a 5% sales decline expected, attributed to tough comps and timing impacts. Investors are closely watching BellRings execution on growth acceleration from Q2 onward and its ability to navigate margin pressures while maintaining leadership in the evolving protein shake market.

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