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Sep 30, 2025
BellRing Q4 2025 Earnings Report
BellRing reported strong revenue growth in Q4, led by volume gains, despite facing profitability pressures from increased promotions and cost inflation.
Key Takeaways
BellRing Brands delivered double-digit revenue growth in Q4 2025 driven by strong volume increases, especially in Premier Protein and Dymatize. However, margins contracted due to higher input costs, elevated promotional activity, and packaging redesign expenses.
Revenue by Segment
Forward Guidance
For FY2026, BellRing expects net sales between $2.41B–$2.49B and Adjusted EBITDA of $425M–$455M, with stronger growth anticipated after Q1.
Positive Outlook
- Full-year sales expected to grow 4% to 8%
- Brand investments to accelerate in FY2026
- Innovation pipeline to ramp up in 2026
- Improved merchandising expected post-Q1
- Long-term revenue growth target increased to 7%-9%
Challenges Ahead
- Q1 2026 sales expected to decline ~5% YoY
- First quarter impacted by non-repeating promotions
- Input cost inflation pressure remains
- Gross margin under pressure from packaging redesign
- Promotional activity expected to remain high early in FY2026
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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