New York, January 5, 2026, 14:46 EST — Regular session
- BRBR down about 6% in afternoon trade, after touching $23.96 intraday
- Law firm Bleichmar Fonti & Auld said it opened a securities class action investigation
- Focus shifts to early-February results for an update on demand and margins
Shares of BellRing Brands fell 6.1% to $24.49 in afternoon trading on Monday, after touching an intraday low of $23.96.
The move left the stock within about $2 of its 52-week low and roughly 70% below its 52-week high, extending a steep slide that has kept investors wary of the company’s near-term outlook. StockAnalysis
That matters now because BellRing’s next quarterly update is approaching, and the stock is trading near levels that can force investors to reassess risk, especially after the company warned of a soft start to fiscal 2026.
Bleichmar Fonti & Auld LLP said in a Newsfile release that it is investigating BellRing Brands for potential violations of federal securities laws, a step that can precede a shareholder class action lawsuit. TMX Newsfile
BellRing’s drop outpaced the broader consumer-staples group: the Consumer Staples Select Sector SPDR fund was down about 0.2%, while packaged-food peer Simply Good Foods fell about 2.6% and Post Holdings slid about 2.3%.
BellRing, whose brands include Premier Protein and Dymatize, last set out its fiscal 2026 outlook in November, calling for net sales of $2.41 billion to $2.49 billion and adjusted EBITDA of $425 million to $455 million. Adjusted EBITDA is a profit measure that strips out interest, taxes and certain non-cash or one-time items to better show operating performance. Bellring
“We delivered strong results in 2025, with sales up 16%,” CEO Darcy Davenport said at the time, while noting the first quarter reflected “short-term challenges,” including an expected roughly 5% decline in net sales from a year earlier. Bellring
BellRing has also leaned on buybacks to support its stock. The company said its board approved a new $600 million share repurchase authorization over the next two years, replacing an earlier $400 million plan. Bellring
Still, the law-firm probe adds another overhang to a stock already sensitive to changes in demand signals and cost pressures, and any further reset in expectations could deepen the slide.
