Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

BellRing Brands (BRBR) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth sto ...

Second Quarter Fiscal Year 2024 Supplemental Presentation May 6, 2024 Investor Presentation November 2022 Cautionary Statement Regarding Forward-Looking Statements Certain matters discussed in this presentation and the accompanying oral presentation are • BellRing’s reliance on a limited number of third-party suppliers to provide certain ingredients forward-looking statements within the meaning of the Private Securities Litigation Reform Act of and packaging; 1995. These forward-looking statements are made ...

财务数据和关键指标变化 - 公司第二季度净销售额增长28%,达到4.95亿美元,超出预期,主要得益于Premier Protein奶昔需求强劲 [35] - 调整后EBITDA增长53%至1.04亿美元,调整后EBITDA利润率达21%,也超出预期,受益于毛利率改善和销售额增长带来的规模效应 [36][39] - 公司上调全年净销售额和调整后EBITDA的指引,分别预计增长16%-19%和18%-24% [44] 各条业务线数据和关键指标变化 - Premier Protein净销售额增长34%,得益于RTD奶昔和粉末产品的强劲销量增长 [37] - Dymatize净销售额增长5%,受益于主流渠道的分销和促销活动,但受到专业渠道和电商竞争加剧的拖累 [38] 各个市场数据和关键指标变化 - 便利营养品类整体在第二季度增长5%,RTD产品增长10%,粉末产品增长3% [15][16] - Premier Protein RTD奶昔销量在第二季度增长29%,增长最快的渠道是质量和电商 [17][23] - Dymatize在主流渠道表现强劲,但整体销量下降8%,受到专业渠道和电商竞争的拖累 [28] 公司战略和发展方向及行业竞争 - 公司正在积极扩大奶昔产能,预计今年产量将增长20%以上,支持未来几年的强劲增长 [14][118] - 公司看好便利营养品类的长期增长前景,RTD和粉末细分市场仍处于早期增长阶段 [31][33] - Premier Protein和Dymatize是主流品牌,家庭渗透率仍有很大提升空间 [20][25][28] - 公司将加大对Dymatize的营销投入,推出新的国家营销活动,以提升品牌知名度和家庭渗透率 [29][128] 管理层对经营环境和未来前景的评论 - 公司对2024财年的长期增长前景保持信心,主要品牌在高增长细分市场保持领先地位 [31][33] - 管理层对第二季度的强劲表现和下半年的前景保持乐观,上调了全年指引 [12][13][44] - 原材料成本预计在下半年将有所上升,但公司计划在第四季度对奶昔产品进行适度涨价 [45][46][70] 问答环节重要的提问和回答 问题1 **Ken Goldman 提问** 非促销销售的强劲增长是否与促销销售的增长存在关联 [51] **Darcy Davenport 回答** 公司约80%的增长来自于品类外的新消费者,体现在家庭渗透率创新高。公司目前在主要渠道的补货还不足,这也是非促销销售强劲的原因之一 [52][53] 问题2 **David Palmer 提问** 公司如何看待毛利率的变化,特别是在促销活动和原材料成本变化的影响下 [58][59][65] **Paul Rode 回答** 第二季度毛利率大幅改善主要得益于原料成本下降,但部分被促销活动的增加所抵消。第三季度毛利率有望进一步改善,但第四季度将有所回落,主要是原料成本上升的影响 [66][67][70] 问题3 **Thomas Palmer 提问** 公司如何看待未来原材料成本的变化趋势 [69][70][71] **Paul Rode 回答** 第三季度公司仍将受益于较大幅度的原料成本下降,但第四季度成本上升压力将有所增加。总的来说,下半年原料成本整体仍将保持有利水平,但涨幅将有所放缓 [70][71]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________ FORM 10-Q __________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-39093 BellRing Brands, Inc. (Exact name of registrant as specified in it ...

BellRing Brands (BRBR) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 32.35%. A quarter ago, it was expected that this nutritional supplements company would post earnings of $0.39 per share when it actually produced earnings of $0.43, delivering a surprise of 10.26%.Over the last fou ...

Exhibit 99.1 BellRing Brands Reports Results for the Second Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook St. Louis - May 6, 2024 - BellRing Brands, Inc. (NYSE:BRBR) (“BellRing”), a holding company operating in the global convenient nutrition category, today reported results for the second fiscal quarter ended March 31, 2024. Highlights: • Second quarter net sales of $494.6 million • Operating profit of $91.0 million, net earnings of $57.2 million and Adjusted EBITDA* of $103.7 million • Rais ...

ST. LOUIS, May 06, 2024 (GLOBE NEWSWIRE) --  BellRing Brands, Inc. (NYSE:BRBR) ("BellRing"), a holding company operating in the global convenient nutrition category, today reported results for the second fiscal quarter ended March 31, 2024. Highlights: Second quarter net sales of $494.6 millionOperating profit of $91.0 million, net earnings of $57.2 million and Adjusted EBITDA* of $103.7 millionRaised fiscal year 2024 net sales outlook to $1.93-$1.99 billion and Adjusted EBITDA* outlook to $400-$420 million ...

成长投资 - 成长投资者关注具有高于平均财务增长的股票，因为这一特征有助于吸引市场关注并实现稳健回报[1] - 寻找优秀的成长股并不容易，因为这些股票本质上带有高于平均风险，可能会因增长故事结束而亏损[2] - 利用Zacks Growth Style Score可以更轻松地找到前沿成长股，该评分系统超越传统增长属性，分析公司的真实增长前景[3] BellRing Brands - BellRing Brands (BRBR)是我们专有系统目前推荐的股票之一，除了有利的Growth Score外，还具有顶级的Zacks Rank[4] - BellRing Brands这家营养补充品公司的股票目前是一个很好的成长选择，主要因素包括盈利增长、现金流增长和有望的盈利预期修订[6] - BellRing Brands的历史每股收益增长率为26.7%，但投资者应关注预期增长，公司的每股收益预计今年将增长26.3%，超过行业平均水平[7] - 现在，BellRing Brands的年度现金流增长率为57.8%，高于许多同行，甚至超过行业平均水平-10.2%[8] - BellRing Brands的年度现金流增长率在过去3-5年中的年化增长率为11%，高于行业平均水平6%[9] - BellRing Brands今年的盈利预期已经上调，当前年度的Zacks Consensus Estimate在过去一个月内上涨了0.4%[10] - BellRing Brands不仅凭借多个因素（包括上述因素）获得了A级的Growth Score，还因为积极的盈利预期修订而获得了Zacks Rank 2[11] - 这种组合使BellRing Brands在表现上处于有利位置，因此成长投资者可能希望押注在它身上[12]