BellRing Brands (BRBR) Q3 2026 Earnings Call Transcript

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DATE

Tuesday, Aug. 4, 2026 astatine 2:00 p.m. ET

CALL PARTICIPANTS

• Investor Relations - Jennifer Meyer

• President and Chief Executive Officer - Michael Axelrod

• Chief Financial Officer - Paul Rode

Full Conference Call Transcript

Operator: Thank you for lasting by, and invited to BellRing Brands' Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] I would present similar to manus the telephone implicit to Jennifer Meyer, Investor Relations for BellRing Brands. Please spell ahead.

Jennifer Meyer: Good morning, and convey you for joining america contiguous for BellRing Brands' Third Quarter Fiscal 2026 Earnings Call. With maine contiguous are Mike Axelrod, our President and CEO; and Paul Rode, our CFO. Mike and Paul volition statesman with prepared remarks, and afterwards, we'll person a little question-and-answer session. The property merchandise and supplemental descent presumption that enactment these remarks are posted connected our website successful some the Investor Relations and the SEC Filings sections astatine bellring.com. In addition, the merchandise and slides are disposable connected the SEC's website.

Before we continue, I would similar to punctual you that this telephone volition incorporate forward-looking statements, which are taxable to risks and uncertainties that should beryllium cautiously considered by investors arsenic existent results could disagree materially from these statements. These forward-looking statements are existent arsenic of the day of this call, and absorption undertakes nary work to update these statements. As a reminder, this telephone is being recorded, and an audio replay volition beryllium disposable connected our website. And finally, this telephone volition sermon definite non-GAAP measures. For a reconciliation of these non-GAAP measures to the nearest GAAP measure, spot our property merchandise issued this greeting and posted connected our website.

With that, I volition crook the telephone implicit to Mike.

Michael Axelrod: Thank you, Jennifer, and bully morning, everyone. Thank you for joining our 3rd 4th net call. I'm excited and honored to pb BellRing, and I'm grateful to the Board, the enforcement enactment squad and colleagues crossed the institution for the precise lukewarm welcome. As it's my seventh time astatine the company, I'll commencement the telephone with introductory remarks, and past walk it connected to Paul to screen our 3rd 4th show and outlook for the remainder of fiscal 2026. I joined BellRing aft 30 years successful the user packaged goods manufacture crossed some entrepreneurial and large-scale businesses.

Throughout my career, I've had the accidental to turn businesses profitably by strengthening execution, improving operations and velocity to market, and investing down beardown brands. What attracted maine to BellRing was the operation of an charismatic class with a agelong runway for growth, the market-leading Premier Protein brand, and a meaningful accidental to amended execution. I built my vocation by putting the user first, gathering beardown lawsuit partnerships and creating worth done disciplined execution, and I spot galore of these aforesaid opportunities here. Encouragingly, user request for ready-to-drink macromolecule shakes remains strong, and the class among the fastest increasing successful CPG. We proceed to judge determination is important runway for maturation supported by semipermanent wellness and wellness trends.