BRBR BellRing Brands, Inc.

BRBR BellRing Brands, Inc.

Consumer Defensive · Packaged Foods

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $9.05 · VWAP $16.68 · -43.5% 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

Loading chart…

Loading timeframes…

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 →
CROX+6.7% -1.3%1d +7.1%7d NKE+3.8% 0.0%1d +7.0%7d BRBR+3.7% +4.9%1d +10.3%7d DPZ+2.4% +1.8%1d -0.2%7d LULU+1.2% -2.0%1d +2.8%7d HIMS+0.3% -4.5%1d -9.2%7d SBUX+0.2% +0.7%1d +7.5%7d TSLA-0.9% -2.1%1d -7.3%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 31 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. EPS only.

8 most recent of 11 quarters · newest report Aug 4 · projection Oct 16

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 8 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

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

scan Cultural Thesis Scan — October 16, 2026 scan Washout-Turn Scan — 2026-10-16 scan Cultural Thesis Scan — October 9, 2026 scan Cultural Thesis Scan — October 2, 2026 deep dive BellRing's Cheap Multiple Still Has to Survive a Broken Trend
Types
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
BRBRHIMSNKELULUSBUXCROXDPZTSLA
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
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Sep 4 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 28 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 22 Desk Move BRBR — bench-signals buy
BRBR
Aug 22 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 14 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 8 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Aug 4 Catalyst BRBR earnings
BRBR
Aug 3 Catalyst BRBR earnings
BRBR
Jul 31 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 28 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 25 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 17 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 11 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jul 7 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jun 26 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jun 26 Update SBUX — candidate.roundup
SBUXCROXNKELULUDPZCMGBRBRHIMS
Jun 25 Update SBUX — candidate.roundup
SBUXCROXNKELULUDPZCMGBRBRHIMS
Jun 25 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
Jun 20 Scan Cultural Thesis Scan
BRBRHIMSNKELULUSBUXCROXDPZTSLA
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