Premier Protein and Dymatize "Growth Storm" is Gaining Strength

Bellring Brands (NYSE: BRBR) growth storm has further strengthened from the recent performance of Dymatize Nutrition, but what takes the active nutrition brand portfolio to the next level? BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, Joint Juice, and Supreme Protein (recently shuttered), which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. In this latest podcast 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. Because Premier Protein makes up 84% of the portfolio’s total revenue, I’ll dive deeper into that brand, but also provide more commentary on the turnaround story that's happening at Dymatize Nutrition. Finally, I run through the four strategic pillars of Bellring Brands that will unlock organic growth. Only time will tell how this plays out, but Bellring Brands will certainly be an interesting name to pay close attention to in the near-term.