Darcy Davenport on guidance revision
From $BRBR BellRing Brands Q2 2026 Earnings Conference Call · · EARNMOAR
“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.”
On , Darcy Davenport, Chief Executive Officer, President & Director at BELLRING BRANDS INC, spoke about guidance revision 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.