Core Viewpoint - BellRing Brands, Inc. announced the retirement of President and CEO Darcy Davenport, effective upon the appointment of a new CEO or by September 30, 2026, marking a significant leadership transition for the company [1][2]. Leadership Transition - Darcy Davenport will continue in her role until the transition date and will serve in an advisory capacity thereafter to ensure a smooth leadership transition [2]. - The Board of Directors has initiated a comprehensive external search for the next CEO [2]. Contributions and Achievements - Under Darcy Davenport's leadership, BellRing Brands experienced substantial growth, with sales increasing from $140 million to over $2.3 billion [3]. - Davenport played a key role in integrating Dymatize and PowerBar into Premier Nutrition, establishing a strong foundation for long-term growth and a portfolio of category-leading products [3]. - The company has focused on proactive wellness, with a culture that emphasizes good energy and strategic growth [3]. Company Overview - BellRing Brands, Inc. is a fast-growing consumer brands business focused on the proactive wellness category, with notable brands including Premier Protein and Dymatize [5]. - The company operates in over 90 countries and emphasizes best-in-class nutritional profiles and exceptional flavors in its products [5].

Core Insights - BellRing Brands, Inc. reported first fiscal quarter results for the period ending December 31, 2025, with net sales of $537.3 million, reflecting a 0.8% increase year-over-year [6][12]. - The company has narrowed its fiscal year 2026 net sales outlook to between $2.41 billion and $2.46 billion, anticipating growth acceleration in the second half of the year [4][15]. Financial Performance - Net sales increased by $4.4 million, driven by a 0.7% increase in volume and a 0.1% increase in price/mix [6]. - Premier Protein net sales decreased by 1.2%, while Dymatize net sales increased by 15.8%, indicating strong volume growth, particularly in international markets [7]. - Gross profit was $160.8 million, representing 29.9% of net sales, down from 37.5% in the prior year, impacted by input cost inflation and unfavorable product mix [8][10]. Operating Expenses - Selling, general and administrative (SG&A) expenses were $78.0 million, or 14.5% of net sales, a decrease from 15.0% in the prior year [9]. - Marketing and consumer advertising expenses decreased to $12.4 million, reflecting a reduction in promotional investments [9]. Earnings and Adjusted Metrics - Operating profit was $78.5 million, down from $115.3 million in the prior year, primarily due to lower gross margins [10]. - Net earnings were $43.7 million, a decrease of $33.2 million compared to the prior year, with adjusted net earnings at $44.7 million [12][13]. - Adjusted EBITDA was $90.3 million, down from $125.3 million in the prior year, reflecting a decrease in profitability [13]. Share Repurchase and Capital Management - The company repurchased approximately 3.0 million shares for $96.9 million during the first quarter, with $543.1 million remaining under its share repurchase authorization [14]. Outlook - The company expects net sales growth of 4% to 6% for fiscal year 2026, with an adjusted EBITDA outlook of $425 million to $440 million, approximately 18% of net sales [15][16].

New York, New York--(Newsfile Corp. - February 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Bellring Brands, Inc. (NYSE: BRBR) between November 19, 2024 and August 4, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 23, 2026.SO WHAT: If you purchased BellRing securities during the Cl ...

Core Viewpoint - A federal securities class action has been filed against BellRing Brands, Inc. for allegedly making materially false and misleading statements regarding its sales performance and demand trends during the specified class period [1][2]. Allegations - The complaint claims that BellRing and certain executives violated federal securities laws by failing to disclose that the company's strong reported sales were not due to increased consumer demand but rather due to customers accumulating excess inventory to mitigate earlier supply shortages [2][8]. - Following the easing of supply constraints, customers began to destock by selling through existing inventory and reducing new orders, which led to weakened underlying demand for BellRing products [8]. Corrective Disclosure - On August 4, 2025, BellRing announced its fiscal Q3 2025 financial results, significantly narrowing its full-year 2025 net sales outlook to a range of $2.28–$2.32 billion, which disappointed investors [2]. Stock Price Reaction - After the announcement on August 4, 2025, BellRing's stock price fell approximately $17.46 per share, or nearly 33%, dropping from $53.64 to $36.18 the following day [3]. Lead Plaintiff Deadline - Investors interested in being appointed as Lead Plaintiff must file a motion with the court by March 23, 2026 [4]. Legal Representation - Wolf Haldenstein Adler Freeman & Herz LLP, a law firm with over 125 years of experience in securities litigation, is representing the investors affected by the alleged misrepresentations [6].

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. for alleged misrepresentation of sales growth and demand during the Class Period from November 19, 2024, to August 4, 2025, which may have led to investor losses [1][5]. 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 [5]. Allegations and Misrepresentation - The lawsuit claims that BellRing's reported sales growth was falsely attributed to increased consumer demand and organic growth, while in reality, it was driven by key customers stockpiling inventory [5]. - Defendants allegedly downplayed competitive pressures and claimed that BellRing had a "competitive moat" in the ready-to-drink category, despite evidence suggesting otherwise [5]. Impact on Investors - Following the revelation of the true nature of sales growth and competitive pressures, investors reportedly suffered damages as the market adjusted to the new information [5]. Legal Process and Participation - Investors who purchased BellRing securities during the Class Period may be entitled to compensation without upfront costs through a contingency fee arrangement [2]. - Interested parties can join the class action by submitting a form or contacting the law firm directly [3][6].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against BellRing Brands, Inc. due to allegations of violations of federal securities laws, specifically regarding misleading statements about sales growth and competition impacts [2][5]. Group 1: Legal Investigation and Claims - The law firm is encouraging investors who suffered losses in BellRing between November 19, 2024, and August 4, 2025, to discuss their legal options [1]. - A federal securities class action has been filed against BellRing, with a deadline of March 23, 2026, for investors to seek the role of lead plaintiff [2]. - The firm has a history of recovering hundreds of millions of dollars for investors since its founding in 1995 [4]. Group 2: Allegations Against BellRing - The complaint alleges that BellRing and its executives made false or misleading statements regarding the strength and sustainability of the company's sales growth [5]. - It is claimed that the company failed to disclose the impact of competition on the demand for its products [5]. Group 3: Stock Performance and Market Reactions - On May 5, 2025, BellRing announced that key retailers had lowered their weeks of supply, leading to a 19% decline in stock price from $78.43 to $63.55 per share [6]. - Following disappointing quarterly consumption results on August 4, 2025, BellRing's stock fell nearly 33%, from $53.64 to $36.18 per share [7].

Core Viewpoint - BellRing Brands held its 2026 annual meeting of stockholders in a virtual format, discussing key proposals and leadership attendance [1] Meeting Setup and Attendance - The meeting was recorded, allowing stockholders to submit questions online, with rules of conduct posted for orderliness [2] - Key company leadership present included Chairman Rob Vitale, President and CEO Darcy Davenport, and CFO Paul Rode, along with representatives from PricewaterhouseCoopers [2] Proposals Presented to Stockholders - Stockholders voted on three proposals: election of five directors for one-year terms, ratification of PricewaterhouseCoopers as the independent auditor for the fiscal year ending September 30, 2026, and a non-binding advisory vote on executive compensation [4][5] - The director nominees included Davenport, David Finkelstein, Elliot Stein, Vitale, and Chonda Nwamu, with Stein's retirement date set for September 30, 2026 [4][5] - The board recommended ratifying PwC's appointment, emphasizing the appropriateness of stockholder approval despite it not being required [6]

NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Southern District of New York on behalf of all persons or entities who purchased or otherwise acquired BellRing Brands, Inc. (“BellRing” or the “Company”) (NYSE: BRBR) securities between November 19, 2024 and August 4, 2025. The Complaint alleges that Defendants represented that sales growth reflected increased end-consumer demand, ...

Core Viewpoint - The lawsuit against BellRing Brands, Inc. alleges that the company and its executives misled investors regarding the true drivers of its sales growth, which was primarily due to retailers hoarding inventory rather than genuine consumer demand [3][5]. Group 1: Allegations and Misleading Statements - The lawsuit claims that BellRing's reported sales growth in 2025 was not reflective of actual consumer demand but was instead driven by retailers stockpiling inventory to avoid previous supply chain shortages [3][7]. - It is alleged that once retailers felt secure about product availability, they began to destock their excess inventory, leading to a significant drop in BellRing's share price [3][7]. - The CFO of BellRing admitted that some retailers were hoarding inventory during a conference call, which contradicted earlier assurances about stable consumption levels [7]. Group 2: Financial Impact and Market Reaction - Following the revelation of disappointing Q2 2025 results, BellRing's share price fell by $14.88, representing a 19% decline [7]. - On August 4, 2025, after reporting a narrowed sales outlook, BellRing's share price plummeted by $17.46, or 33%, as analysts expressed skepticism about the company's claims regarding competition and consumption [7]. Group 3: Legal Proceedings and Next Steps - The lead plaintiff deadline for the ongoing lawsuit is set for March 23, 2026, and investors who suffered losses during the specified period are encouraged to participate [1][6]. - Hagens Berman, the law firm handling the case, is actively seeking investors who purchased BellRing shares between November 19, 2024, and August 4, 2025 [6].

Core Viewpoint - A class action lawsuit has been filed against BellRing Brands, Inc. for failing to disclose that strong sales results were due to excess inventory accumulation rather than increased consumer demand, leading to a significant stock price decline after disappointing financial results were announced [7]. Group 1: Allegation Details - The lawsuit claims that BellRing's management did not inform investors that the strong sales figures were misleading, as they were primarily driven by customers building up inventory to avoid previous product shortages [7]. - Following the resolution of supply issues, customers began to destock, resulting in a reduction of new orders and revealing weakened demand due to competitive pressures [7]. Group 2: Financial Impact - On August 4, 2025, BellRing reported a disappointing fiscal Q3 2025 outlook, narrowing its net sales forecast to a range of $2.28 billion to $2.32 billion [7]. - The announcement led to a significant drop in BellRing's stock price, which fell by $17.46 per share, or nearly 33%, from $53.64 on August 4, 2025, to $36.18 on August 5, 2025 [7]. Group 3: Legal Proceedings - Investors who purchased BellRing securities between November 19, 2024, and August 4, 2025, are encouraged to contact the law firm Bragar Eagel & Squire to discuss their legal rights and options [4][6]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is March 23, 2026 [7].