Chief Executive Officer, President & Director, Bellring Brands
Search every verified Darcy Davenport interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During BellRing Brands' second quarter fiscal 2026 earnings call on May 5, 2026, Darcy Davenport said the company's results "came in below our expectations" and that the company faced a "challenging operating environment." Davenport attributed the pressure to a negative sales mix, higher-than-expected freight costs, and an isolated inventory-related charge. The company revised its full-year 2026 net sales growth outlook to flat to up 2%, with an adjusted EBITDA margin of 14% inclusive of the inventory charge. Davenport announced plans to launch new products in the fourth quarter, including Premier Protein Ultimate, a 42-gram shake, and Premier Protein Sparkling Soda. He stated that the company sees "scaled players with deep category expertise, mainstream appeal, and high repeats" as likely winners as retailers consolidate shelf space. Davenport also noted that consumer affordability issues were impacting the category, calling the effect "transitory," and said that due to increased inflation in whey protein and freight costs, "pricing has to follow" over the next 12-plus months.
“Our second quarter results came in below our expectations, and we are disappointed with our results. We faced a challenging operating environment as multiple dynamics pressured our financial results. The combination of negative sales mix, higher than expected freight costs, and an isolated inventory related charge weig...”
“We are also seeing protein-driven commodity inflation running above our expectations, which will impact us in the second half. Against this backdrop, we are making a deliberate choice to continue to invest in promotion and advertising to defend share and support our long-term growth.”
“We now expect full year 26 net sales growth of flat to up 2%. Our updated adjusted EBITDA margin outlook is 14% inclusive of 50 basis points of impact from the Q2 inventory related charge. This assumes that price mix and freight cost headwinds continue in the second half of the year.”
“I think that when I step back and I think of the long-term potential of the category and Premier as a leader, you know, we truly believe that there is going to be a shakeout. Retailers are going to consolidate the shelf around the most successful brands and we will be them and we will be in that consideration set becau...”
05/05/2026 Q&A: 20:06 BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United ...
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11/18/2025 Q&A: 24:20 BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United ...
05/06/2025 Q&A: 14:30 BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United ...
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