Post Holdings Comes to the Rescue of BellRing Brands

What this episode covers

Is Post Holdings (NYSE: POST) bailing out its former wholly-owned Active Nutrition brand portfolio? BellRing Brands (NYSE: BRBR) is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice. Consumers are looking to purchase better nutritious products and improve their overall health. The “COVID-19 Effect” created a huge sedentary period that consumers are now trying to fight back against. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. In this latest episode, I'll utilize the recent BellRing Brands earnings report, earnings call, and publicly disclosed news as the backdrop to discuss what it could mean to the overall active nutrition market in the liquids, powders, and bars formats. Bellring Brands had a phenomenal FY21Q4 with net sales reaching $340 million, which was up 20.3% YoY. Premier Protein (83% of BellRing Brands revenue) grew 18.2% YoY off strong demand and pricing increases. Dymatize Nutrition was up strongly at 41.3% YoY stemming from both extremely strong volume and pricing. That being said, is it crazy to think that BellRing Brands could have actually grown quicker this quarter if it wasn't for supply chain shortages? How can BellRing Brands overcome these supply chain challenges and create strong growth above analyst expectations in FY2022? FOLLOW ME ON MY SOCIAL MEDIA ACCOUNTS LINKEDIN - https://www.linkedin.com/in/joshuaschallmba TWITTER - https://www.twitter.com/joshua_schall INSTAGRAM - https://www.instagram.com/joshua_schall FACEBOOK - https://www.facebook.com/jschallconsulting MEDIUM - https://www.medium.com/@joshuaschall

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