Recent 8-K filings for BRBR

• May 5, 2026, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 ◈ Earnings Releases

  BellRing Q2 net sales $598.7M (+2% YoY); adj EBITDA $53.8M after $11M charge; FY outlook updated

  Q2 net sales $598.7M, up 2% YoY; operating profit $66.0M.

• February 23, 2026, 6:59 PM ET other material materiality 0.55 neutral item 5.02

  BellRing grants RSUs to four NEOs for retention during CEO transition

  CFO Paul A. Rode receives 29,043 RSUs ($551,236 grant date value).

• February 3, 2026, 6:59 PM ET leadership materiality 0.80 neutral item 2.02item 5.02

  BellRing Q1 net sales $537M (+1% YoY); CEO Darcy Davenport to retire by Sep 30, 2026

  Q1 net sales $537.3M (+1% YoY); net earnings $43.7M; Adj EBITDA $90.3M.

• February 2, 2026, 6:59 PM ET other materiality 0.15 neutral item 5.07

  BellRing Brands annual meeting: all director nominees elected, PwC ratified, say-on-pay passes with 82.4% support

  Quorum of 84.74% (100.4M of 118.4M shares) represented at virtual annual meeting on January 28, 2026.

• November 20, 2025, 6:59 PM ET other material materiality 0.65 positive item 8.01

  BellRing Brands approves new $600M share repurchase authorization, cancels existing $400M plan

  New $600M authorization effective Nov 19, 2025, runs for two years.

• November 18, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02

  BellRing Q4 net sales up 16.6% to $648.2M; FY2026 EBITDA guidance below FY2025 actual

  Q4 net sales $648.2M (+16.6% YoY); operating profit $102.2M, net earnings $59.6M, Adjusted EBITDA $117.4M.

• November 14, 2025, 6:59 PM ET leadership materiality 0.25 neutral item 5.02item 7.01item 9.01

  BellRing Brands appoints David Finkelstein to Board, effective Jan 1, 2026

  Board expands from 7 to 8 members; Finkelstein also joins Audit Committee.

• October 23, 2025, 7:59 PM ET litigation materiality 0.75 neutral item 1.01

  BellRing settles Joint Juice class actions for $90M; executes stipulations for $19.2M and $70.8M

  On Oct 17 and Oct 22, BellRing subsidiaries executed stipulations to settle two class action lawsuits related to Joint Juice product for a total of $90M.

• September 2, 2025, 7:59 PM ET other material materiality 0.65 neutral item 8.01

  BellRing Brands announces new $400M share repurchase authorization, replaces $300M plan

  Board approved $400M share repurchase authorization over two years, effective Sept 2, 2025.

• August 25, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03 ◈ Debt Financings

  BellRing Brands ups revolver to $500M, extends maturity to 2030, cuts borrowing cost

  Revolving credit facility increased from $250M to $500M; maturity extended to Aug 22, 2030 (or Dec 14, 2029 if senior notes not refinanced).

• August 4, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02

  BellRing Q3 net sales $547.5M, EBITDA $120.3M; narrows FY2025 outlook

  Q3 net sales of $547.5M; operating profit $44.8M, net earnings $21.0M.

• July 30, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.02item 8.01item 9.01

  BellRing Brands director Stein to resign Sept. 2026; committee chairs reassigned

  Elliot H. Stein, Jr. notified resignation from Board effective September 30, 2026; no disagreement cited.

• May 6, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02

  BellRing Q2 net sales $588M; affirms FY2025 outlook

  Net sales of $588.0M for Q2 fiscal 2025 ended March 31, 2025.

• March 7, 2025, 6:59 PM ET other material materiality 0.60 positive item 8.01

  BellRing Brands (BRBR) launches new $300M buyback; had already repurchased $152M in 2025

  Board approved new $300M share repurchase authorization effective March 6, 2025, replacing exhausted prior $300M program.

• February 3, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02

  BellRing Q1 net sales $532.9M, raises FY2025 outlook to $2.26-2.34B sales, $470-500M EBITDA

  Q1 net sales $532.9M; operating profit $115.3M; net earnings $76.9M.

• January 31, 2025, 6:59 PM ET other material materiality 0.15 neutral item 5.03item 5.07item 9.01

  BellRing shareholders approve board declassification, elect directors, ratify auditor

  Board declassification approved with 99.9% of votes cast (105,095,580 for).

• November 18, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02

  BellRing Q4 net sales $555.8M; FY2025 guidance $2.24-2.32B

  Q4 net sales $555.8M, operating profit $112.1M, net earnings $71.7M; Adj. EBITDA $116.5M.

• August 5, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02

  BellRing Q3 net sales $515.4M; raises FY24 sales outlook to $1.96-$2.00B

  Q3 net sales of $515.4M, operating profit $111.6M, net earnings $73.7M.

• May 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 ◈ Earnings Releases

  BellRing Q2 net sales $494.6M; raises FY2024 outlook to $1.93-$1.99B

  Q2 net sales $494.6M; operating profit $91.0M; net earnings $57.2M.

• February 29, 2024, 6:59 PM ET other material materiality 0.55 positive item 8.01item 9.01

  BellRing Brands announces $300M share repurchase authorization, cancels $80M prior authorization

  Board approved new $300M two-year share repurchase authorization effective March 11, 2024.

• February 5, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 5.07item 9.01 ◈ Shareholder Votes ×2◈ Earnings Releases

  BellRing Brands Q1 net sales $430.4M, raises FY2024 outlook

  Q1 net sales $430.4M; operating profit $73.0M; net earnings $43.9M.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.65 · Most common event earnings

8 positive 0 negative 13 neutral

source · BRBR on sec.gov