Core Viewpoint - Robbins LLP is reminding investors of a class action lawsuit against BellRing Brands, Inc. (NYSE: BRBR) for allegedly misleading investors about its sales performance during the class period from November 19, 2024, to August 4, 2025 [1] Group 1: Allegations and Company Performance - The lawsuit alleges that BellRing Brands misled investors by presenting strong sales results that did not reflect genuine consumer demand, but rather an accumulation of excess inventory by customers [1] - Following the resolution of previous product shortages, customers reduced their inventory, leading to a decline in new orders and a subsequent admission from the company that competitive pressures were weakening demand [1] - On August 4, 2025, BellRing reported a disappointing fiscal Q3 2025 outlook, narrowing its net sales forecast for the fiscal year 2025 to a range of $2.28 billion to $2.32 billion [1] Group 2: Stock Price Impact - Following the negative sales outlook announcement, BellRing's stock price fell by $17.46 per share, a decline of nearly 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [1]

Core Viewpoint - The Gross Law Firm is notifying shareholders of BellRing Brands, Inc. regarding a class action lawsuit related to alleged misleading statements about the company's sales growth and competitive position [1][3]. Group 1: Allegations and Class Period - The class period for the lawsuit is from November 19, 2024, to August 4, 2025 [3]. - Allegations include that the defendants claimed sales growth was due to increased consumer demand and various positive factors, while downplaying competition's impact on demand [3]. Group 2: Next Steps for Shareholders - Shareholders who purchased shares during the specified period are encouraged to register for the class action by March 23, 2026, to potentially become lead plaintiffs [3]. - Registered shareholders will receive updates through a portfolio monitoring software throughout the case lifecycle [3]. Group 3: Law Firm's Mission - The Gross Law Firm aims to protect investors' rights against deceit and illegal business practices, ensuring companies adhere to responsible business practices [4].

Core Viewpoint - BellRing Brands Inc. is facing increased competitive pressure in the ready-to-drink (RTD) protein shake market, leading to a target price cut by TD Cowens despite retaining a Hold rating on the stock [1][3]. Group 1: Financial Performance - BellRing's revenue growth has slowed to 1% in Q1-FY2026, with the RTD protein shake segment experiencing a 2.2% year-over-year decline [3]. - Sales in the warehouse club channel have significantly dropped by 14.2% year-over-year, indicating a challenging market environment [3]. - Retailers' inventory levels have increased in seven of the last eight quarters, suggesting that products are remaining on shelves longer [4]. Group 2: Competitive Landscape - TD Cowens highlighted rising competitive intensity in the protein shake category as a primary reason for the target price reduction [1][3]. - The company is responding to weak sales by increasing promotional activities, which may boost revenue but could also negatively impact profit margins due to higher costs of whey protein [5]. Group 3: Company Overview - BellRing Brands Inc. distributes RTD protein shakes, ready-to-mix powders, and nutrition bars through various channels, including warehouse clubs, drugstores, e-commerce, specialty stores, and convenience stores [6].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against BellRing Brands, Inc. for alleged violations of federal securities laws, with a deadline for investors to seek lead plaintiff status by March 23, 2026 [1] Group 1: Legal Action and Allegations - The complaint alleges that BellRing and its executives made false or misleading statements regarding the strength and sustainability of the company's sales growth, as well as the competitive landscape affecting product demand [1] - On May 5, 2025, BellRing disclosed that several key retailers had reduced their weeks of supply, which would negatively impact Q3 2025 growth, leading to a stock price drop of $14.88 per share, or 19%, from $78.43 to $63.55 [1] - Following disappointing quarterly consumption results for Premier Protein RTD Shakes on August 4, 2025, the stock fell by $17.46 per share, or nearly 33%, from $53.64 to $36.18 [1] Group 2: Investor Participation - The lead plaintiff in the class action will be the investor with the largest financial interest who is also typical of class members, overseeing the litigation on behalf of the class [1] - Any member of the putative class can move to serve as lead plaintiff or choose to remain an absent class member without affecting their ability to share in any recovery [1] - Faruqi & Faruqi encourages individuals with information regarding BellRing's conduct to come forward, including whistleblowers and former employees [1]

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. and its senior executives for securities fraud following a significant stock drop attributed to potential violations of federal securities laws [1][2]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Southern District of New York, captioned Denha v. BellRing Brands, Inc., No. 1:26-cv-00575 [2]. - Investors have until March 23, 2026, to request to be appointed to lead the case [2]. Group 2: Company Background - BellRing Brands develops, markets, and sells "convenient nutrition" products, primarily ready-to-drink protein shakes under the Premier Protein brand [3]. - The company previously claimed that its sales growth was due to increased consumer demand and various positive factors, while downplaying competitive pressures [3]. Group 3: Stock Performance and Impact - On May 6, 2025, BellRing's CFO indicated that several key retailers had reduced their inventory levels, leading to a projected mid-single-digit headwind for Q3 growth, resulting in a stock price drop of $14.88 per share, or 19% [4]. - Following the announcement of narrowed fiscal year 2025 sales outlook on August 4, 2025, the stock dropped by $17.46 per share, nearly 33%, the next day [5][6].

Core Viewpoint - BellRing Brands, Inc. is currently identified as one of the oversold value stocks to consider for investment [1] Financial Performance - For fiscal Q1 2026, BellRing Brands reported net sales of $537.30 million, reflecting a 1% year-over-year increase [3] - Adjusted EBITDA decreased to $90.30 million from $125.30 million, and net income fell from $76.90 million to $43.70 million [3] - The growth in top-line sales was primarily driven by a 7.50% increase in Dymatize sales, although this was partially offset by a 2.20% decline in ready-to-drink (RTD) sales [3] - Gross margins contracted to 29.90% due to heightened whey costs and input inflation [3] Guidance and Projections - For the full fiscal year, the company projects net sales between $2.41 billion and $2.46 billion, indicating a growth of 4-6% [4] - Adjusted EBITDA is expected to be in the range of $425 million to $440 million, with capital expenditures estimated at $8 million [4] - The company anticipates accelerations in performance during the second half of the fiscal year [4] Analyst Insights - Barclays analyst Andrew Lazar has reduced the price target for BellRing Brands from $30 to $27 while maintaining an 'Overweight' rating [2] - This adjustment follows the company's management narrowing its fiscal 2026 net sales and adjusted EBITDA guidance amid increased promotional activities from competing protein shake brands [2]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased BellRing Brands, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - The Class Period for the BellRing Brands securities is from November 19, 2024, to August 4, 2025 [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court by March 23, 2026, to serve as lead plaintiff [2] Group 2: Rosen Law Firm's Credentials - Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [3] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in recovering funds [3] Group 3: Case Background - BellRing Brands develops and sells "convenient nutrition" products, primarily under the Premier Protein brand [4] - During the Class Period, BellRing's management claimed that sales growth was due to increased consumer demand and various positive factors, while downplaying competitive pressures [4] - The lawsuit alleges that actual sales were driven by inventory stockpiling by key customers rather than genuine consumer demand, leading to damages for investors when the truth was revealed [4]

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) for investors who acquired securities during the specified class period, highlighting significant stock price drops due to negative financial disclosures [1] Company Overview - BellRing Brands, Inc. is headquartered in St. Louis, MO, and specializes in marketing nutrition products, including ready-to-drink protein shakes, nutrition drinks, powders, and protein bars under the Premier Protein and Dymatize brands [1] Financial Performance - On May 6, 2025, BellRing's CFO indicated that several key retailers reduced their weeks of supply, which is expected to negatively impact third-quarter growth by a mid-single-digit percentage [1] - Following this announcement, BellRing's stock price fell by $14.88 per share, or 19%, from $78.43 on May 5, 2025, to $63.55 on May 6, 2025 [1] - On August 4, 2025, BellRing narrowed its fiscal year 2025 outlook for net sales, attributing the adjustment to competitors gaining market share with a large retailer, leading to a stock price drop of $17.46 per share, or 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [1]

Core Insights - BellRing Brands, Inc. (NYSE:BRBR) is recognized as one of the best FMCG stocks to invest in according to analysts, despite recent price target reductions by UBS and TD Cowen [1][3] Financial Performance - The company reported net sales of $537.3 million for Q1 2026, marking a year-over-year increase of 0.8%, or $4.4 million, driven by a 0.7% growth in volume and a 0.1% rise in price/mix [2] - Operating profit for the same period was $78.5 million, reflecting a decline of $36.8 million year-over-year due to reduced gross margins [2] Analyst Ratings and Price Targets - UBS lowered its price target on BellRing Brands' stock to $23 from $26 while maintaining a "Neutral" rating, citing the company's performance in Q1 2026 [1] - TD Cowen also reduced its price target to $24 from $27, keeping a "Hold" rating, and noted a reduction in the company's 2026 guidance amid increased promotional activity in the shake category and rising whey costs [3] Company Overview - BellRing Brands, Inc. is a dynamic and fast-growing consumer brands business that focuses on nutrition products, particularly in the proactive wellness category [4]

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. and certain senior executives for securities fraud, following a significant drop in stock price attributed to potential violations of federal securities laws [1][3]. Company Overview - BellRing Brands, Inc. develops, markets, and sells "convenient nutrition" products, primarily known for its ready-to-drink protein shakes under the Premier Protein brand [4]. Allegations of Securities Fraud - The lawsuit claims that BellRing misrepresented sales growth as being driven by increased consumer demand, attributing it to "organic growth" and "strong macro tailwinds," while downplaying competitive pressures [4]. - It is alleged that the actual sales growth was due to key customers stockpiling inventory rather than genuine consumer demand, leading to a subsequent admission of weakened demand due to competitive pressures [4]. Stock Price Decline - On May 6, 2025, BellRing's CFO indicated that several key retailers had reduced their inventory levels, leading to a forecast of low single-digit sales growth for Q3, which resulted in a stock price drop of $14.88 per share, or 19%, from $78.43 to $63.55 [5]. - Following the release of Q3 2025 financial results on August 4, 2025, and a narrowed fiscal year outlook due to increased competition, the stock price fell by $17.46 per share, nearly 33%, from $53.64 to $36.18 on August 5, 2025 [6][7].