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The Great Protein Shortage of 2026 coming - DD
VRTX Drops 20.6% and Beats Expectations...
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Glanbia is a significantly better pick to capture the upside than the retarded stock OP picked. BRBR is not vertically integrated, they have little to no pricing power. They are just slapping their brand on a product they buy. Their margins are being squeezed by the exact same thing that OP thinks is a catalyst. This is the exact reason why "Buy a stock with whose product you interact" is fucking retarded advice and OP will learn the hard way as the margins get squeezed further.
if money printer goes BRRR then BRBR is double money printer?
if money printer goes BRRR then BRBR is double money printer?
Nah, the play is on spaceX (SPCE) and protein (BRBR). Everything else is just opportunity cost.
BellRing Brands does not own cows or manufacture raw whey. They buy raw commodity whey on the open market, get it blended, and package it. When wholesale whey prices hit "historic highs," it dramatically increases BRBR’s cost of goods sold (COGS).
Srait on strait off, man when will this shit end. In the meantime picked up some BRBR calls off that dudes DD
BRBR is the next pump and dump I guess
BRBR doesn't produce whey protein, they have to buy it so your entire thesis is inverted lol. Another thing is although consumer reports may indicate that it is a quality whey product, but only so many people are going to look at consumer reports before buying. Money is tight for lots of people and it is hard to justify the extra price in this product that you think it may have. BRBR also had lower margins last quarter because of deeply discounted products so the entire thesis behind quality = pricing power is simply not happening yet. It may not ever happen tbh.
Bellring brands does not produce raw whey though. They buy it as a raw ingredient to make Premier Protein. A 50% surge in wholesale food-grade whey is a massive margin penalty for BRBR, not a revenue booster wouldn't it?
BRBR up to a milly for a quick 30% and then ... we'll see
Atkins is hurting the valuation. Revenue has basically fallen off a cliff with them axing multiple skus off shelves. Their other brands have benefited from growth over the last few years due to secular demand plus high price increases. Hard to imagine they can lift margins much higher without hurting volume (prices have gotten very expensive). Leaves a big question mark on the terminal growth assumption. This is impacting all players. Look at Bellring Brands (BRBR) My DCF has a bear case around $21/share so there could be good alpha once a strategic update is provided to investors.
There does tend to be more consumption of protein with GLP-1; look at protein/protein shakes as a topic on r/ozempic, for example. The problem with that is that it doesn't guarantee investment success with a specific name/brand. Look at BRBR down 70% off the high.
Today: - Calls: BIDU MDT TCOM NMM PDD ENR - Puts: HD BRBR Really not sure about BIDU, but we'll see.
Consumer growth stories have momentum, get overextended and the moment the momentum stops it's a rug pull. See: this, Elf in the $200's before rapidly losing 75%, BRBR, CELH before bouncing, etc. The SFM 6 mo chart looks like a healthcare name with a failed trial. I traded SFM when it was oversold recently (and it will be oversold again this morning), but thankfully sold it. Last year I told myself never again with consumer brand growth stories and SFM this morning is a reminder. Probably will bounce again, but was a growth story and the story has slowed w/lower guidance (and CMG being down 20% is another indicator that the consumer is cutting back on spending.)
Anybody following the BRBR crash? I'm thinking it hit it's bottom and with the buyback it might be a time to grab some calls to ride it back up...
Does anyone has any thought about #BRBR ?
If you are willing to average down a little if they fuck with them more, here's shorter term free money: NOVO LILLY CAPR PDYN RDWR SERV SMR SM BRBR VRTX Longer term free money: FLIX BBAI And tmrw's best play: ASTS
Loving these earnings dips and other related dips. OSCR, RDWR, PDYN, NOVO, BRBR, holy shit, are you kidding? We're getting 2-5 year lows AFTER "Liberation Day". Wtf? And those are just a few of many more.
Any thoughts on BRBR? With the semaglutide craze, there must be some action for protein companies.
Any thoughts on BRBR? With all of the GLP-1 talk, their Premier Protein is literally overflowing all of the racks of Walmart, CVS, etc...
Sometimes stock buy backs can be kind of dumb lol. I was looking more into BRBR, they do premier protein, like what you see at Costco. They reported the other day and the stock dropped \~20%. They announced on the call, they bought 2.4 million shares for $171.7 million at an average price of $71.68 per share. I guess you can say there is a bullish argument there since the stock is below the price they were rebuying at.
I owned BRBR until last week. My thesis was that they were a takeover prospect for a company such as Pepsi of Keurig Dr.Pepper. These companies are getting destroyed by not having a protein product like Vole has with Fairlife. I may be wrong, but it doesn’t look like Pepsi has interest.
I would like the record to note that it briefly touched $100. $CALM -> $IBM -> $DECK -> $BRBR -> $MTCH -> $COHR and we still have a month to go folks.
BRBR exceeded earnings and revenue and still tanks?
\[$BRBR\](https://www.ams.usda.gov/mnreports/dymawhey\_cent.pdf) -- ill let you figure out which way it's going tonight. \> We expect the remaining $17 million of noncash accelerated amortization to be recorded in the first quarter.
Whoever told me to buy $BRBR is dumb asf
$BRBR Q4 adjusted EPS 51c, consensus 50c Q4 revenue $555.8M, consensus $545.01M "We finished the year strong, with our results coming in at the high end of our expectations. Premier Protein consumption accelerated, lifted by better in stocks and meaningful distribution gains. Additionally, Premier Protein achieved all time highs this quarter for household penetration and total distribution points, and saw strong market share gains in both shakes and powders," said Darcy H. Davenport, President and CEO. "Our momentum remains high as we enter 2025. The convenient nutrition category continues to provide strong tailwinds, with ready-to-drink shakes and powders in the early stages of growth. We have leading mainstream brands that deeply resonate with consumers, giving us confidence in the long-term prospects for our company." Sees FY25 revenue $2.24B-$2.32B, consensus $2.22B Sees FY25 Adjusted EBITDA $460M-$490M
Dude WMT and BRBR better do good, I need my moneys back…
What the hell is BRBR? Baskin Robbins? 
Thoughts on $BRBR earnings today? They have beat last 6 consecutive quarters. Looking poised to do it again, a strong upward trend. Think I'm going 12/20 77.5 calls.
Anyone have thoughts on $BRBR earnings today? They have beat last 6 consecutive quarters. Looking poised to do it again, a strong upward trend. Think I'm going 12/20 77.5 calls.
Anyone here follow BRBR? Was looking at them over the weekend. Fundamentals aren’t too crazy, which solid growth and really good ROIC. This what they do > BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United States. The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands. > It distributes its products through club, food, drug, mass, eCommerce, specialty, and convenience channels.
"My screener filters out high P/E and high debt." Ah, okay. "Why do you think BRBR is better?" Wasn't thinking better/worse (although has certainly performed well), was more curious given similar product category if you had any thoughts from that perspective on why one vs the other.
My screener filters out high P/E and high debt. Why do you think BRBR is better?
Buy and hold shares of BRBR... Double down if POST insiders start making buys.
IQV, which I still think is a moderately underappreciated company with a tremendous amount of data that I don't think anyone else could replicate. Additionally, it's a business that I don't think would be allowed to happen today and I'm surprised the merger that created it was allowed to happen when it did. "**We have one of the largest and most comprehensive collections of healthcare information in the world, which includes more than 1.2 billion comprehensive, longitudinal, non-identified patient records spanning sales, prescription and promotional data, medical claims, electronic medical records, genomics, and social media. Our scaled and growing information set contains approximately 61 petabytes of unique proprietary data sourced from approximately 150,000 data suppliers and covering over one million data feeds globally. Based on this data, we deliver information and insights on over 90% of the world’s pharmaceuticals, as measured by 2022 sales.** We standardize, curate, structure and integrate this information by applying our sophisticated analytics and leveraging our global technology infrastructure. This helps our clients run their organizations more efficiently and make better decisions to improve their clinical, commercial and financial performance. We have developed a comprehensive portfolio of intelligent, actionable information offerings over a period of many years through innovation, expertise and hard work that differentiates our capabilities to support customers throughout the world." Additionally, with all the discussion of AI and demand for data, imo the above is a massive amount of valuable data. Have also been buying some WSC, which a fund discusses in detail here: https://pbs.twimg.com/media/GOBAGR0XIAEJcv6?format=png&name=900x900 and here: https://pbs.twimg.com/media/GOBAJgLWAAAJVg_?format=png&name=900x900 BRBR back in the $50's is something I may consider a little of. Bought some DKNG recently. As I've said elsewhere though, I'm finding ideas for small allocations, not really finding things that are worthwhile ideas to make large positions and perhaps that doesn't occur until the market corrects.
Nice work, calls on BRBR.
TMDX if there's a moderate pullback after the run it's had recently. CELH I think could still do well in the years ahead. NXT is okay after the pullback lately. BLDR after the recent pullback and moreso if it manages to get a bit lower. WSC in the low $40's. BRBR in the mid $50's. I dunno, I tend to be someone who tries to have a bench of ideas ready to go and while there are some ideas, there's nothing that thrilling.
I like LLY moderately more (and VKTX) but I think NVO is a decent place to start a position here and add if it goes lower. I've owned all three for a while. CELH is something that I think continues to do well and doesn't have a negative impact from GLP-1. A less talked about consumer packaged goods name that may continue to do well that benefits from GLP-1 is BRBR - people taking GLP-1's need protein and protein shakes are a common topic on r/ozempic.
I'm not selling CELH but if you want a growth CPG name that has done well but is less discussed, BRBR. Like CELH, ELF is up massively. SBUX, TGT and NKE are mature companies that aren't going to grow nearly in the manner of a CELH, not apples-to-apples. SBUX certainly isn't going away, but one can argue that, among a few headwinds, it is losing a little to energy drinks...like CELH. See graph - https://twitter.com/JerryCap/status/1750255155671449732/photo/1
BRBR best long term stock
BRBR really making me wait for smash earnings numbers
BRBR gonna hulk smash earnings today. You were warned!
BRBR gonna smash earnings on Monday. Premier Protein and Dymatize for those unfamilar
Read something along these lines about a month ago. Take a look at $BRBR (premier protein). The wsj wrote an article on this, i would say the price is already factored in.