Nutrition products company Bellring Brands (NYSE: BRBR) will be reporting earnings this Monday after market hours. Here’s what you need to know.
BellRing Brands beat analysts’ revenue expectations by 1.6% last quarter, reporting revenues of $588 million, up 18.9% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ organic revenue estimates but a significant miss of analysts’ gross margin estimates.
Is BellRing Brands a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting BellRing Brands’s revenue to grow 3.2% year on year to $531.8 million, slowing from the 15.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.50 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. BellRing Brands has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 2.6% on average.
Looking at BellRing Brands’s peers in the shelf-stable food segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Hershey delivered year-on-year revenue growth of 26%, beating analysts’ expectations by 3.1%, and Lamb Weston reported revenues up 4%, topping estimates by 5.7%. Hershey’s stock price was unchanged after the resultswhile Lamb Weston was up 19.3%.
Read our full analysis of Hershey’s results here and Lamb Weston’s results here.
The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. BellRing Brands is down 5.5% during the same time and is heading into earnings with an average analyst price target of $78.33 (compared to the current share price of $54.11).
Unless you’ve been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
