Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul>
<li>BellRing Brands Inc. delivered a robust performance in its third quarter of fiscal year 2025, showcasing its leadership position in the ready-to-drink (RTD) shake category.</li>
<li>The net sales reached $548 million, marking a 6% increase over the previous year, with adjusted EBITDA at $120 million.</li>
<li>This performance was marginally above expectations, driven primarily by stronger-than-expected e-commerce promotional load-ins for Premier Protein and Dymatize.</li>
</ul>


BellRing Brands Inc. delivered a robust performance in its third quarter of fiscal year 2025, showcasing its leadership position in the ready-to-drink (RTD) shake category.
The net sales reached $548 million, marking a 6% increase over the previous year, with adjusted EBITDA at $120 million.
This performance was marginally above expectations, driven primarily by stronger-than-expected e-commerce promotional load-ins for Premier Protein and Dymatize.


BellRing Brands: An Insight Into Its Competitive Landscape, Market Dynamics & Key Growth Levers!

<ul>
<li>BellRing Brands reported a promising second quarter for fiscal year 2025, with net sales up by 19% and a robust adjusted EBITDA margin of over 20%.</li>
<li>The company affirmed its fiscal outlook for the year, anticipating net sales growth of 13% to 17% and EBITDA growth of 7% to 14%.</li>
<li>A strong driving force behind these results was Premier Protein, which exhibited a significant consumption growth of 25%, marking an all-time high in household penetration and market share.</li>
</ul>


BellRing Brands reported a promising second quarter for fiscal year 2025, with net sales up by 19% and a robust adjusted EBITDA margin of over 20%.
The company affirmed its fiscal outlook for the year, anticipating net sales growth of 13% to 17% and EBITDA growth of 7% to 14%.
A strong driving force behind these results was Premier Protein, which exhibited a significant consumption growth of 25%, marking an all-time high in household penetration and market share.


<ul>
<li>BellRing Brands recently reported its first-quarter fiscal 2025 results, marking a promising start to the year.</li>
<li>The company saw an acceleration in business performance with total net sales and adjusted EBITDA increasing by approximately 25%.</li>
<li>This success was mainly driven by Premier Protein, whose strong performance contributed to favorable gross margins.</li>
</ul>


BellRing Brands recently reported its first-quarter fiscal 2025 results, marking a promising start to the year.
The company saw an acceleration in business performance with total net sales and adjusted EBITDA increasing by approximately 25%.
This success was mainly driven by Premier Protein, whose strong performance contributed to favorable gross margins.


BellRing Brands Building A Global Strategy as Dymatize Becomes the Growth Engine Abroad!

<ul>
<li>BellRing Brands recently reported its earnings for the third quarter of the fiscal year 2024.</li>
<li>The company, which is known for its Premier Protein and Dymatize brands, showcased a mixture of strengths and areas poised for improvement.</li>
<li>BellRing Brands has demonstrated robust growth, showing a notable increase in net sales and adjusted EBITDA, indicative of effective operational management and solid demand for its products.</li>
</ul>


BellRing Brands recently reported its earnings for the third quarter of the fiscal year 2024.
The company, which is known for its Premier Protein and Dymatize brands, showcased a mixture of strengths and areas poised for improvement.
BellRing Brands has demonstrated robust growth, showing a notable increase in net sales and adjusted EBITDA, indicative of effective operational management and solid demand for its products.


BRBR US: Expansion Of Product Formats & Revitalized Marketing Campaigns Catapulting Growth!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>BellRing Brands, created through acquisitions by Post Holdings, has experienced substantial growth, with its stock price increasing from $20 to $59 since its last write-up on VIC over four years ago.</li><li>While some brands like Powerbar and Dymatize have underperformed, Premier Protein has been a standout success for BellRing Brands.</li><li>With anticipated sales of $2 billion and EBITDA of $410 million for fiscal year 2024, BellRing Brands is viewed as a compelling investment opportunity with a promising future and reasonable valuation.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

BellRing Brands, created through acquisitions by Post Holdings, has experienced substantial growth, with its stock price increasing from $20 to $59 since its last write-up on VIC over four years ago.While some brands like Powerbar and Dymatize have underperformed, Premier Protein has been a standout success for BellRing Brands.With anticipated sales of $2 billion and EBITDA of $410 million for fiscal year 2024, BellRing Brands is viewed as a compelling investment opportunity with a promising future and reasonable valuation.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Bellring Brands (BRBR) - Wednesday, Jul 3, 2024

United States

BellRing Brands, Inc. operates as a nutrition company. The Company sells protein, dymatize, and powerbar products. BellRing Brands serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

BellRing Brands (BRBR US)

BellRing Brands: An Insight Into Its Competitive Landscape, Market Dynamics & Key Growth Levers!

BellRing Brands Inc. delivered a robust performance in its third quarter of fiscal year 2025, showcasing its leadership position in the ready-to...

Baptista Research

BellRing Brands

BellRing Brands reported a promising second quarter for fiscal year 2025, with net sales up by 19% and a robust adjusted EBITDA margin of over 20%.

Baptista Research

BellRing Brands Building A Global Strategy as Dymatize Becomes the Growth Engine Abroad!

The company saw an acceleration in business performance with total net sales and adjusted EBITDA increasing by approximately 25%.

Baptista Research

BRBR US: Expansion Of Product Formats & Revitalized Marketing Campaigns Catapulting Growth!

BellRing Brands has demonstrated robust growth, showing a notable increase in net sales and adjusted EBITDA, indicative of effective operational...

Baptista Research

Bellring Brands (BRBR) - Wednesday, Jul 3, 2024

BellRing Brands, created through acquisitions by Post Holdings, has experienced substantial growth, with its stock price increasing from $20 to $59...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)