u/Ill-Quail-3218 · 4d agono track record yet
BellRing Brands ($BRBR): My valuation is 3x as sensitive to pricing as to volume
BRBR is undervalued at ~$9.40 versus the author's probability-weighted estimate of $10.50 per share. The company's business is highly sensitive to pricing: a 10% price increase boosts gross profit per bottle 38% and can absorb up to 27% volume loss. December quarter list price increases should yield early February evidence of pricing power, with recovery to historical 16.6–23.2% EBITDA margins if the hike sticks.
At post $9.51Now $9.55+0.4% since postedas of Oct 23, 4:45 PM ET
1d-3.9%
3d+0.4%
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