BellRing Brands (BRBR)

NYSEConsumer StaplesPackaged FoodsSnapshot 2026-09-04

$10.39-0.10%

Close 2026-09-04 · 1-day change

QuarterlyIQ Insights · BRBR

Earnings

Next print, the company's guidance track record, and the earnings events we've seen in the last few years.

Next-print lean

Neutral

Quarter ending 2026-09-30

Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.

Track record

6 of 12

Prints it beat consensus, recent quarters.

Indicative P(beat)

73%

Indicative, not a guarantee. Base rate ~71%.

Peers beating

58% of 24

Industry peers that beat since this name last reported.

Standing guide

—

Management's most recent EPS guidance action.

Why: peers & math

Peer prints since last report

MAMA +10%
CPB -2.5%
HRL +2.8%
LFVN -25%
SJM +25%
FLO -8.7%
MZTI +4.3%
JBSS -25%

How the lean is derived

expected = 0.35*own_median(6.2) + peer(0.2*3.5) + term(0.0) → 2.89% (capped ±15.0)

Confidence highas of 2026-09-06

Next-print risk

Watch

Quarter ending 2026-09-30

Calibrated likelihood the company misses analyst consensus on its next print, read from its own miss history plus its industry base rate. A fundamental tilt, not a price call — and a quiet watch-flag, not an alarm.

Worth watching into the next print: this name is on a run of consecutive earnings misses and has been missing across recent quarters. A fundamental tilt, not a price call.

P(next-Q miss)

44%

Calibrated. Base rate ~24%.

Own miss streak

Consecutive quarters it missed, most recent run.

Industry base

30%

How often this industry misses, baseline.

Peers missing

32% of 28

Industry peers that missed in the recent window.

Confidence highas of 2026-09-04

Next earnings

—

Earnings-day expected move

—

Average absolute move on past earnings days.

Realized vol (30d)

55.4%

Annualized: recent baseline volatility.

Guidance track record

Met or beat

—

Of the last 0 guided quarters.

Avg surprise

—

Actual vs. guided EPS, signed.

Post-call reaction

weak

-6.0%

Excess return vs. sector ETF, day after print.

Earnings events

Earnings prints and pre-announcements detected in the SEC filing stream.

10 shown

2026-08-04earnings miss
BRBR — earnings miss
Results of Operation and Financial Condition. On August 4, 2026, BellRing Brands, Inc. (the "Company") issued a press release announcing results for its third fiscal quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. In addition, on August 4, 2026, the Company published to the "Investor Relations" section of its website, www.bellringbrands.com, a supplemental presentation related to results for its third fiscal qua…
negative
2026-05-05earnings miss
BRBR — earnings miss

Coming next

Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.