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Dec 31, 2025
BellRing Q1 2026 Earnings Report
First-quarter results showed modest revenue growth with lower profitability due to margin pressure.
Key Takeaways
BellRing Brands delivered slight year-over-year revenue growth in Q1 FY2026, supported by volume gains and strong Dymatize performance, but profitability declined as gross margins were pressured by input cost inflation and unfavorable mix.
Net sales grew modestly year over year, driven primarily by volume.
Dymatize delivered strong double-digit growth, offsetting Premier Protein declines.
Gross profit and operating income declined due to inflation and mix headwinds.
Earnings decreased significantly compared to a strong prior-year quarter.
Forward Guidance
Management narrowed full-year FY2026 guidance while continuing to expect accelerating growth later in the year.
Positive Outlook
- Expected acceleration in net sales beyond Q1.
- Continued brand investment and innovation pipeline.
- Strong momentum in the Dymatize brand.
- Broad multi-channel distribution footprint.
- Ongoing share repurchase program.
Challenges Ahead
- Higher whey protein and input costs.
- Increased promotional activity across categories.
- Pressure on gross margins from inflation.
- Tough prior-year comparisons in key channels.
- Reliance on volume recovery for growth acceleration.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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