BRBR BellRing Brands, Inc.

BRBR BellRing Brands, Inc.

Consumer Defensive · Packaged Foods

Market read

Scan convergence 2 scans as of 2026-10-23 2 neutral converging

POC $8.99 · VWAP $16.35 · -41.6% vs 12m avg buyer

collapse vol: compressedgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

1 related campaign

Watchlists @cultural-thesis

BRBR Price Structure

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Peers

Every watchlist BRBR belongs to, members best 30-day change first — BRBR highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cultural-thesis
View watchlist →
BRBR+13.2% -1.9%1d +1.3%7d SBUX+7.1% -1.1%1d +3.4%7d DPZ+5.8% -1.3%1d +1.6%7d NKE+3.5% -2.7%1d +0.5%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d LULU-3.2% -4.8%1d +2.0%7d CROX-4.3% -1.4%1d -3.2%7d

Decision history

2 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jul 2 pass n/a Watched, not owned -8.3% complete
May 23 sell n/a Stop loss +18.8% complete

Next earnings BRBR reports in 25 days Nov 17

Last report Aug 4

Reported the quarter ending 2026-06-30: revenue $570M, diluted EPS $0.29, net income $34M (SEC filing). Across the print the stock moved -2.6% (close before → first close after).

full note →

Against street estimates

How BRBR's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Aug 4 · projection Oct 23

Result
Aug 4 0.370.30-18.5%Miss
May 5 0.310.14 GAAP ≠ -55.3%Miss
Feb 3 0.320.37+16.7%Beat
Nov 18 '25 0.550.51-6.8%Miss
Aug 4 '25 0.500.55 GAAP ≠ +9.9%Beat
May 5 '25 0.530.53-0.6%In line
Feb 3 '25 0.480.58+21.2%Beat
Nov 18 '24 0.510.51+1.0%In line

Recent news

Headlines about BRBR from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 14 days ago · Oct 9

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

BRBR research tape

48 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-10-23 scan Washout-Turn Scan — 2026-10-22 scan Washout-Turn Scan — 2026-10-21 scan Washout-Turn Scan — 2026-10-19 scan Cultural Thesis Scan — October 16, 2026
Types
Oct 23 Scan Washout Turn Scan
300124.SZ300748.SZADBEARESBAHBRBRCOMPDPZ +4 more
Oct 22 Scan Washout Turn Scan
603728.SSADMABAHBRBRDOWDPZDUSTEIX +4 more
Oct 21 Scan Washout Turn Scan
603728.SSADBEADMAASBRBRCASYCECHKP +4 more
Oct 19 Scan Washout Turn Scan
ADMAASBRBRCASYCECOCODECKDOW +4 more
Oct 16 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Oct 16 Scan Washout Turn Scan
ADMAAHGASBIPCBRBRCASYCEDECK +4 more
Oct 9 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Oct 2 Scan Cultural Thesis Scan
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Sep 28 Deep Dive BellRing's Cheap Multiple Still Has to Survive a Broken Trend
BRBR
Sep 25 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 23 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 23 Desk Move BRBR — bench-signals-trail sell
BRBR
Sep 23 Desk Move BRBR — bench-signals sell
BRBR
Sep 18 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 11 Scan Cultural Thesis Scan
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Sep 4 Scan Cultural Thesis Scan
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Aug 28 Scan Cultural Thesis Scan
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Aug 22 Desk Move BRBR — bench-signals buy
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Aug 22 Scan Cultural Thesis Scan
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Aug 14 Scan Cultural Thesis Scan
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Aug 8 Scan Cultural Thesis Scan
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Aug 4 Catalyst BRBR earnings
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Aug 3 Catalyst BRBR earnings
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Jul 31 Scan Cultural Thesis Scan
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Jul 28 Scan Cultural Thesis Scan
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Jul 25 Scan Cultural Thesis Scan
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Jul 17 Scan Cultural Thesis Scan
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Jul 11 Scan Cultural Thesis Scan
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Jul 7 Scan Cultural Thesis Scan
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Jun 26 Scan Cultural Thesis Scan
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Jun 26 Update SBUX — candidate.roundup
SBUXCROXNKELULUDPZCMGBRBRHIMS
Jun 25 Update SBUX — candidate.roundup
SBUXCROXNKELULUDPZCMGBRBRHIMS
Jun 25 Scan Cultural Thesis Scan
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Jun 20 Scan Cultural Thesis Scan
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Jun 16 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUXTSLA
May 29 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUXTSLA
May 5 Catalyst BRBR earnings
BRBR
May 1 Article Channel Beats SKU — Does the GLP-1 Distribution Thesis Generalize?
BIIBBRBRCVSDPZGDRXHIMSLLYLULU#protein-economy +4 more
Apr 29 Article 🔬 Thesis Pulse
ABBVAPDBRBREOPSFGDGILDHONJNJ +3 more
Apr 28 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUX
Apr 27 Reference YOLO Playbook
ABBVAMDARKKARMASASANAVGOBE +4 more
Apr 26 Scan Cultural Thesis Scan
BRBRCROXDPZHIMSLULUNKESBUX
Apr 26 Scan Consumer Scan
ASBRBRCMGCROXCRSRDECKDPZHIMS +4 more
Apr 13 Scan Cultural Thesis
BRBRCROXDPZHIMSLULUNKESBUX
Apr 13 Desk Move BUY BRBR — bench-signals (2026-04-13, 66.62 shares @ $15.01)
BRBR
Apr 12 Source GLP-1 Protein Cultural Signals
BRBRLLYNVOHIMS#protein-economy
Apr 12 Deep Dive BRBR - BellRing Brands Deep Dive
BRBR
Apr 11 Archive The Protein Economy
BRBR#protein-economy