Darcy Davenport on competitive landscape
From $BRBR BellRing Brands Q2 2026 Earnings Conference Call · · EARNMOAR
“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 because we are right now have the highest awareness, repeat, household penetration.”
On , Darcy Davenport, Chief Executive Officer, President & Director at BELLRING BRANDS INC, spoke about competitive landscape during $BRBR BellRing Brands Q2 2026 Earnings Conference Call on EARNMOAR.
About Darcy Davenport
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.