Quarterly ResultMay 5, 2026, 07:08 AM
BellRing Brands Q2 Net Sales $598.7M; Profit Down, FY26 Outlook Lowered
AI Summary
BellRing Brands, Inc. reported second fiscal quarter 2026 net sales of $598.7 million, an increase of 1.8% year-over-year. However, operating profit decreased to $66.0 million and net earnings fell to $33.9 million, significantly impacted by an $11.3 million inventory-related charge. The company updated its fiscal year 2026 outlook, lowering net sales guidance to $2.325-$2.365 billion and Adjusted EBITDA to $315-$335 million, citing heightened consumer price sensitivity, a sustained promotional environment, and higher costs. The company also repurchased 1.2 million shares for $26.2 million during the quarter.
Key Highlights
- Q2 net sales were $598.7 million, an increase of 1.8% year-over-year.
- Q2 operating profit decreased to $66.0 million, down $29.1 million from prior year.
- Q2 net earnings were $33.9 million, a decrease of $24.8 million from prior year.
- Q2 Adjusted EBITDA was $53.8 million, down $64.8 million from prior year.
- Results were impacted by an $11.3 million pre-tax inventory-related charge.
- Updated FY2026 net sales outlook is $2.325-$2.365 billion.
- Updated FY2026 Adjusted EBITDA outlook is $315-$335 million.
- Company repurchased 1.2 million shares for $26.2 million in Q2.
Price Impact
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