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BellRing Brands, Inc.

BRBR

Consumer Defensive · 10.20 -2.4% today

Isolated · not yet confirmedMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

BellRing Brands, Inc.'s current read is isolated; its market group is not confirming.

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.

What changed
  • Revenue increased 4.2% versus the comparable filing period.
  • Gross margin fell 6.7 percentage points.
Company-2.4% todayVolume comparison unavailable
Market group0 of 1 activeProtein Nutrition Drinks · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Higher manufacturing, raw-material, and freight costs, plus two inventory-related charges, compressed gross margin in the latest three-month period.
  • Company recorded an $11.3M inventory-related charge tied to a third-party supplied ingredient that failed quality standards; finished goods were not released to customers.

Invalidation: The isolated read changes if BRBR's group or a disclosed connection begins moving with it.

Watch this read

Who this business touches

The relationships behind BRBR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZN74.0% of BRBRcustomerNov 18, 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.”

COST74.0% of BRBRcustomerNov 18, 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

POSTPost Holdings, Inc.supplierNov 21, 2025 ▾

“In addition, our Foodservice segment has a facility that manufactures protein-based shakes as a third-party manufacturer for BellRing.”

Filing peers

POSTPRMBBYND

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

Live connections

BRBR is currently a Leader in the organic co-movement group Protein Nutrition Drinks. 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.