BellRing Brands reported third-quarter fiscal 2026 adjusted earnings of 30 cents per share, missing the Zacks Consensus Estimate of 37 cents and falling 45.5% from 55 cents a year earlier. Net sales rose 4.2% to $570.4 million, exceeding the $562 million consensus, driven by higher Premier Protein shake volume and robust Dymatize sales growth. Adjusted gross margin contracted 740 basis points to 27.7%, reflecting input cost inflation, tariffs, higher freight expenses, and a $10 million charge related to excess shake bottle inventory. The company raised its full-year net sales outlook to $2.335-$2.375 billion, representing 1-3% growth, while reaffirming adjusted EBITDA guidance of $275-$295 million. For the fourth quarter, BellRing expects net sales to be flat at the midpoint, with an adjusted EBITDA margin of approximately 10%.
Bellring Brands LLCQ3 EPS miss and margin contraction despite revenue beat
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