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BellRing Brands (BRBR) investor relations material
BellRing Brands Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Business overview and differentiation
Focuses on convenient nutrition with $2.3B in revenue, led by Premier Protein (85% of sales).
Operates mainly in the US, with 12% international sales.
Differentiated by high-growth category, leading brand equity, asset-light model, and significant growth runway.
Premier Protein is the top brand in household penetration, repeat, and loyalty in its category.
Asset-light structure enables investment, buybacks, and future M&A flexibility.
Market trends and growth outlook
RTD shakes category grew mid-teens but is stepping down to high single-digit growth, with long-term potential to return to low double digits.
Category household penetration is 50%, with potential to reach 70-75% over five years, mirroring energy drinks.
Long-term revenue growth algorithm revised to 7%-9% from 10%-12% due to scale.
Market share is stable overall, with some loss in club offset by gains elsewhere.
Channel strategy and competition
Club channel remains a priority, with focus on assortment, merchandising, and sampling to maintain leadership.
Increased competition in club, but many new entrants are not sustaining; confidence in retaining top position.
Retailer partnerships and innovation in product formats and placements are key to future growth.
Mass retailer partnership impact beyond Q2?
Key drivers for H2 margin improvement
Why DSD for convenience is a medium-term goal
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Next BellRing Brands earnings date
Q1 20263 Feb, 2026
Next BellRing Brands earnings date
Q1 20263 Feb, 2026
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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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