BRBR Earnings Prediction
The chart below shows how BRBR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BRBR sees a -3.16% change in stock price 10 days leading up to the earnings, and a +4.59% change 10 days following the report. On the earnings day itself, the stock moves by +0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
BRBR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
532.90M
23.82%
-4.12%
Gross Margin
36.67%
25.45%
1.49%
Operating Margin
21.64%
27.59%
7.29%
Net Margin
14.43%
41.47%
11.86%
EPS
0.59
78.79%
7.27%
No Data Available
BRBR Earnings Analysis
Bellring Brands Inc Corporation (BRBR.N) Earnings Conference Call
Positive
Strong Revenue Growth: Net sales for Q1 were $533 million, representing a 24% increase over the prior year, indicating strong revenue growth.
Quarterly EBITDA Performance: Adjusted EBITDA for the quarter was $125 million, reflecting a 25% increase, with adjusted EBITDA margins at 23.5%, exceeding expectations.
Net Sales Growth: Premier Protein net sales grew 26%, driven by strong volume growth for ready-to-drink shakes and powders, supported by distribution gains and promotional activities.
Gross Profit Surge: Gross profit increased by 35% to $200 million, with gross profit margin rising by 310 basis points to 37.5%, benefiting from pricing actions that offset input cost inflation.
Share Repurchase Commitment: Share repurchases totaled approximately $51 million in Q1 and January, with remaining authorization of $124 million, demonstrating commitment to returning value to shareholders.
Negative
Net Sales Performance Analysis: Net sales for Dymatize increased only 13%, significantly lower than the 24% growth seen in overall net sales, indicating potential challenges in the domestic market.
Rising SG&A Expenses: SG&A expenses rose to $80 million, increasing 270 basis points as a percentage of net sales, primarily due to higher advertising and promotion costs, which may pressure future profitability.
EBITDA Margin Outlook: Despite a strong first quarter, adjusted EBITDA margins are expected to decline modestly in the second quarter due to significantly higher marketing spend, which could impact overall profitability.
Growth Challenges Ahead: The company anticipates a mid single-digit headwind to second half growth due to lapping trade inventory loads from the previous year, suggesting potential challenges in maintaining growth momentum.
Limited Cash Flow Challenges: Cash flow from operations was only $3 million in the first quarter, indicating limited liquidity and potential cash flow challenges moving forward.
BRBR FAQs
How does BRBR typically perform around its earnings report dates?
Is Bellring Brands Inc (BRBR) Q1 2025 Earnings Call Summary positive or negative?
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BRBR Earning Call Sentiment
BellRing Brands, Inc. (NYSE:BRBR) Q1 2025 Earnings Call Transcript
BRBR.N
2.03%Positive
The earnings call presents a strong financial performance with a 24% YoY sales growth and increased EBITDA margins. The Q&A session indicates management's confidence in demand-driving strategies and strong international growth for Dymatize. Despite some inflation concerns, the overall sentiment remains optimistic with a focus on innovation and expanded distribution. The positive financial results and optimistic guidance suggest a likely stock price increase in the short term.
