BRBR
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BRBR's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Investing Activities Cash used in investing activities for the nine months ended June 30, 2026 increased $4.4 million compared to the prior year period driven by an increase in capital expenditures.”10-Q · Aug 4, 2026 ↗
“Interest expense, net increased $10.7 million during the nine months ended June 30, 2026 compared to the prior year period primarily due to higher outstanding borrowings under our Revolving Credit Facility.”10-Q · Aug 4, 2026 ↗
“Sal es o f Dymatize products were up $27.1 million, or 14%, driven by 9% higher volumes and higher average net selling prices.”10-Q · Aug 4, 2026 ↗
“Higher net product costs were primarily driven by higher manufacturing, raw material, and freight costs, including an $11.3 million inventory-related charge associated with a third-party supplied ingredient that did not meet our quality requirements and a $10…”10-Q · Aug 4, 2026 ↗
Valuation discipline
Price/sales 0.5× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BRBR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-08-05.
Capital and cash conversion
Capital spending consumed more revenue while free-cash-flow margin declined.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“16 Table of Contents Interest Expense, Net Interest expense, net increased $1.5 million during the three months ended June 30, 2026 compared to the prior year period primarily due to higher outstanding borrowings under our Revolving Credit Facility (as defined in “Liquidity and Capital Resources” below).”
“Interest expense, net increased $10.7 million during the nine months ended June 30, 2026 compared to the prior year period primarily due to higher outstanding borrowings under our Revolving Credit Facility.”
“This decrease was primarily due to lower net earnings, which included noncash gains and losses from commodity derivative remeasurement, higher investment in inventory in the current year, and cash outflows related to other assets .”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our largest customers, Walmart (which includes its affiliates, including Sam’s Club), Costco and Amazon, accounted for approximately 74.0% of our net sales in our year ended September 30, 2025.”
“Our largest customers, Walmart (which includes its affiliates, including Sam’s Club), Costco and Amazon, accounted for approximately 74.0% of our net sales in our year ended September 30, 2025.”
Depended on by
“In addition, our Foodservice segment has a facility that manufactures protein-based shakes as a third-party manufacturer for BellRing.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
BRBR is currently a Leader in the organic co-movement group Protein Nutrition. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for BRBR; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.