Description

BellRing Is Not Just Premier Protein — Dymatize Sales Are Surging 27%!

BellRing Brands reported third quarter fiscal 2026 results that showed modest net sales growth but continued margin pressure, influenced by elevated input costs and supply chain challenges. The company’s net sales increased 4% year-over-year with both Premier Protein and Dymatize brands contributing positively. Premier Protein RTD shake sales rose 1% with volume growth of 3%, tempered by a 2% price/mix decline, partially due to timing of e-commerce promotions and higher promotional activity. Dymatize demonstrated stronger performance, with net sales up 27%, driven by volume growth and sizable price/mix gains, particularly in e-commerce and international markets. Adjusted gross margin declined sharply to 27.7% from 35.1% a year earlier, mainly due to significant protein and freight inflation, tariffs, and an inventory charge tied to excess bottled shakes. Freight costs have risen notably since the prior quarter and are expected to remain elevated, further pressuring margins in the near term.