BellRing Brands (NYSE: BRBR) Q4 2024 Earnings Beat Expectations
Highlights:
- Revenue: $532.9 million vs. analyst estimates of $526.4 million, a 23.8% year-over-year increase
- Adjusted EPS: $0.58 vs. analyst estimates of $0.48, a 21.2% beat
- Adjusted EBITDA: $125.3 million vs. analyst estimates of $108.9 million, a 15.1% beat
- Raised full-year revenue guidance to $2.3 billion at the midpoint from $2.28 billion
- EBITDA guidance for the full year is $485 million at the midpoint, above analyst estimates of $480 million
Business Overview:
- Spun out of Post Holdings in 2019
- Offers protein shakes, nutrition bars, and other products under the PowerBar, Premier Protein, and Dymatize brands
- Packaged food offerings cater to modern American lifestyle and health-conscious consumers
Sales Growth:
- Annualized revenue growth of 18.2% over the last three years
- 23.8% year-over-year revenue growth in Q4 2024
- 12.2% revenue growth projected over the next 12 months
Volume Growth:
- Average quarterly volume growth of 21.2% over the last two years
- 20.8% year-over-year sales volume growth in Q4 2025
- Volume growth has been a significant driver of company gains
Financial Highlights:
- Strong organic revenue growth, excluding non-fundamental impacts
- Exceptional beat on EPS and EBITDA expectations
- Raised full-year guidance for revenue and EBITDA