$BRBR

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (1y)

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Win rate (1y)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$BRBRr/ValueInvestingStock Analysisbullish

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%

1w—

1m—

3m—

6m—

1y—

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$BRBRr/wallstreetbetsDDbullish

u/christophbeatty · 145d agono track record yet

Long 1,500 shares of BRBR

The Great Protein Shortage of 2026 - DD

GLP-1 adoption by 50 million Americans drives 65% surge in protein intake, creating a supply shortage. BRBR's Premier Protein brand stands out for quality and safety—low heavy metal content vs. competitors—positioning it to capture market share and boom as demand outpaces supply.

At post $9.06Now $9.55+5.4% since postedas of Oct 23, 4:45 PM ET

1d-0.2%

3d-4.1%

1w-12.8%

1m+47.4%

3m+18.0%

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1y—

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