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BellRing Brands (BRBR) investor relations material

BellRing Brands Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary5 Aug, 2025

Executive summary

  • Net sales reached $548M in Q3, up 6% year-over-year, with adjusted EBITDA of $120M and a 22% margin, driven by Premier Protein and Dymatize growth.

  • Premier Protein RTD shakes saw 19%–25% consumption growth and a 25%–30% RTD market share, maintaining category leadership.

  • Dymatize brand achieved strong velocities, reaching the #4 powder share and returning to growth with 5%–5.4% net sales increase.

  • Record household penetration and distribution gains were achieved, with innovation in new shake lines and expanded merchandising.

  • Operating profit and net earnings declined due to a $68M legal provision and higher costs.

Financial highlights

  • Net sales grew 6% year-over-year to $548M; adjusted EBITDA reached $120M with a 22% margin.

  • Adjusted gross profit was $192M–$193.6M, margin 35.1%–35.4%, down year-over-year due to input cost inflation and higher promo spend.

  • SG&A included a $68M legal provision for Joint Juice litigation, excluded from non-GAAP results.

  • Cash flow from operations was $40M in Q3 and $91.5M year-to-date; cash and equivalents at quarter-end were $43.7M.

  • Repurchased 1.3M shares in Q3 for $83M; 3.8M shares year-to-date for $265.6M–$267.6M.

Outlook and guidance

  • Fiscal 2025 net sales guidance narrowed to $2.28B–$2.32B and adjusted EBITDA to $480M–$490M, implying 14–16% sales and 9–11% EBITDA growth.

  • Q4 net sales expected to grow 14% at midpoint; Premier Protein to lead, Dymatize to grow mid-single digits.

  • Q4 adjusted EBITDA margin expected at ~19%, with lower gross margins due to higher promo spend and input cost inflation.

  • Tariff headwinds on dairy protein from NZ/EU expected to impact fiscal 2026 COGS by low single digits; no impact in 2025.

  • No significant capital expenditures planned; capex for FY25 expected at $9M.

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Frequently asked questions

BellRing Brands, Inc. provides various nutrition products in the United States and internationally. The company's products include ready-to-drink shake and powder protein products primarily under the Premier Protein and Dymatize brands. It sells its products through club, food, drug, mass, eCommerce, specialty and convenience channels. BellRing Brands, Inc. was founded in 2019 and is headquartered in Saint Louis, Missouri.

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