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BellRing Brands Dymatize Sales Jump 27%: What Is Driving Growth?
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Key Takeaways
Dymatize's fiscal Q3 sales rose 26.7%, driven by a 20.7% price/mix gain and 6% volume growth.
Dymatize consumption grew 2.7%, with eCommerce and RTD shakes driving demand growth in the quarter.
Overseas distribution gains and stronger international demand provided additional volume support for Dymatize.
BellRing Brands, Inc.’s (BRBR - Free Report) Dymatize delivered a sharp acceleration in the third quarter of fiscal 2026, with net sales rising 26.7% year over year. This increase was built on both higher volume and substantially stronger price/mix. Dymatize volume advanced 6%, while price/mix contributed a much larger 20.7% increase. The pricing benefit reflected inflation-driven price increases taken earlier in the year, making higher average net selling prices the biggest contributor to the brand’s quarterly sales growth.
Demand also provided support. Dymatize consumption (tracked and untracked channels) increased 2.7% in the fiscal third quarter. The supplemental presentation shows that eCommerce and ready-to-drink (“RTD”) shakes were the key drivers of consumption growth. This demand pattern was also reflected in quarterly sales, with stronger consumer demand concentrated primarily in eCommerce and international channels. Distribution gains in overseas markets provided an additional boost, helping Dymatize generate positive volume growth alongside the substantial pricing contribution.
The quarterly performance also stands out against the fiscal year-to-date trend. For the first nine months of fiscal 2026, Dymatize net sales increased 13.7%, driven by a 9% rise in volume and 4.7% growth in price/mix. In the fiscal third quarter, that growth mix changed considerably, with price/mix becoming the much larger contributor.
Overall, the quarterly sales jump reflected a combination of inflation-driven pricing, volume growth, stronger eCommerce and international demand, RTD shake consumption and broader overseas distribution. Pricing was the dominant numerical driver, while demand and distribution gains supplied additional volume support.
Shares of this Zacks Rank #3 (Hold) company have fallen 28.7% in the past month compared with the broader Consumer Staples sector and the industry’s 4% and 7.6% decline, respectively. BRBR also underperformed the S&P 500 index growth of 0.4% at the same time.
BRBR Stock's Past Month Performance
Image Source: Zacks Investment Research
Is BellRing Brands a Value Play Stock?
BellRing Brands currently trades at a forward 12-month P/E ratio of 5.9, below the industry’s average of 14.11 and the sector average of 16.69. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.
BRBR P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to Consider
The Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 10.6% and 33.7%, respectively, from the year-ago reported figures. Chefs' Warehouse delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Luckin Coffee Inc. (LKNCY - Free Report) offers retail services of freshly brewed drinks and pre-made food and beverage items in the People's Republic of China. The company currently sports a Zacks Rank of 1. LKNCY delivered a trailing four-quarter earnings surprise of 6.6%, on average.
The Zacks Consensus Estimate for Luckin Coffee’s current financial-year sales and earnings indicates growth of 33.3% and 40.8%, respectively, from the prior-year reported levels.
Utz Brands (UTZ - Free Report) engages in the manufacture, marketing and distribution of snack foods in the United States. It presently carries a Zacks Rank of 2 (Buy). UTZ delivered a trailing four-quarter earnings surprise of 1.8%, on average.
The Zacks Consensus Estimate for Utz Brands’ current financial-year sales indicates growth of 3.7% from the year-ago numbers.
View the Zacks #1 Rank List
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BellRing Brands Dymatize Sales Jump 27%: What Is Driving Growth?
Key Takeaways
BellRing Brands, Inc.’s (BRBR - Free Report) Dymatize delivered a sharp acceleration in the third quarter of fiscal 2026, with net sales rising 26.7% year over year. This increase was built on both higher volume and substantially stronger price/mix. Dymatize volume advanced 6%, while price/mix contributed a much larger 20.7% increase. The pricing benefit reflected inflation-driven price increases taken earlier in the year, making higher average net selling prices the biggest contributor to the brand’s quarterly sales growth.
Demand also provided support. Dymatize consumption (tracked and untracked channels) increased 2.7% in the fiscal third quarter. The supplemental presentation shows that eCommerce and ready-to-drink (“RTD”) shakes were the key drivers of consumption growth. This demand pattern was also reflected in quarterly sales, with stronger consumer demand concentrated primarily in eCommerce and international channels. Distribution gains in overseas markets provided an additional boost, helping Dymatize generate positive volume growth alongside the substantial pricing contribution.
The quarterly performance also stands out against the fiscal year-to-date trend. For the first nine months of fiscal 2026, Dymatize net sales increased 13.7%, driven by a 9% rise in volume and 4.7% growth in price/mix. In the fiscal third quarter, that growth mix changed considerably, with price/mix becoming the much larger contributor.
Overall, the quarterly sales jump reflected a combination of inflation-driven pricing, volume growth, stronger eCommerce and international demand, RTD shake consumption and broader overseas distribution. Pricing was the dominant numerical driver, while demand and distribution gains supplied additional volume support.
BellRing Brands’ Zacks Rank & Share Price Performance
Shares of this Zacks Rank #3 (Hold) company have fallen 28.7% in the past month compared with the broader Consumer Staples sector and the industry’s 4% and 7.6% decline, respectively. BRBR also underperformed the S&P 500 index growth of 0.4% at the same time.
BRBR Stock's Past Month Performance
Image Source: Zacks Investment Research
Is BellRing Brands a Value Play Stock?
BellRing Brands currently trades at a forward 12-month P/E ratio of 5.9, below the industry’s average of 14.11 and the sector average of 16.69. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.
BRBR P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to Consider
The Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 10.6% and 33.7%, respectively, from the year-ago reported figures. Chefs' Warehouse delivered a trailing four-quarter earnings surprise of 30.4%, on average.
Luckin Coffee Inc. (LKNCY - Free Report) offers retail services of freshly brewed drinks and pre-made food and beverage items in the People's Republic of China. The company currently sports a Zacks Rank of 1. LKNCY delivered a trailing four-quarter earnings surprise of 6.6%, on average.
The Zacks Consensus Estimate for Luckin Coffee’s current financial-year sales and earnings indicates growth of 33.3% and 40.8%, respectively, from the prior-year reported levels.
Utz Brands (UTZ - Free Report) engages in the manufacture, marketing and distribution of snack foods in the United States. It presently carries a Zacks Rank of 2 (Buy). UTZ delivered a trailing four-quarter earnings surprise of 1.8%, on average.
The Zacks Consensus Estimate for Utz Brands’ current financial-year sales indicates growth of 3.7% from the year-ago numbers.