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BRBR · BellRing Brands · Consumer

BellRing Brands

Rating
Buy
Price at publication
~$55.00
Target price
$72.00
Stated upside
+31%
Horizon
12–18 months
Published
29 March 2026

Thesis

A pure-play ready-to-drink protein shake company whose Premier Protein brand holds about 55% U.S. market share.

Key risks

  1. 01Fairlife, backed by Coca-Cola, is scaling fast in ready-to-drink protein
  2. 02About 82% of revenue depends on Premier Protein
  3. 03Priced for 15%+ growth, so any slowdown risks a de-rating

Price, target and upside are as stated in the report on 29 March 2026, not updated since.

Read the complete BellRing Brands report (PDF) →

Educational research. This report reflects the views of its student author as of 29 March 2026. It is not investment advice or a recommendation to buy or sell any security. Full disclaimer.