Nutrition products company Bellring Brands (NYSE: BRBR) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 6.2% year on year to $547.5 million. The company expects the full year’s revenue to be around $2.3 billion, close to analysts’ estimates. Its non-GAAP profit of $0.55 per share was 9.9% above analysts’ consensus estimates.

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Company Overview

Spun out of Post Holdings in 2019, Bellring Brands (NYSE: BRBR) offers protein shakes, nutrition bars, and other products under the PowerBar, Premier Protein, and Dymatize brands.

Revenue Growth

Reviewing a company’s long-term sales performance reveals insights into its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years.

With $2.22 billion in revenue over the past 12 months, BellRing Brands is a small consumer staples company, which sometimes brings disadvantages compared to larger competitors benefiting from economies of scale and negotiating leverage with retailers. On the bright side, it can grow faster because it has a longer list of untapped store chains to sell into.

As you can see below, BellRing Brands’s sales grew at an impressive 18.6% compounded annual growth rate over the last three years as consumers bought more of its products.

This quarter, BellRing Brands reported year-on-year revenue growth of 6.2%, and its $547.5 million of revenue exceeded Wall Street’s estimates by 3%.

Looking ahead, sell-side analysts expect revenue to grow 12% over the next 12 months, a deceleration versus the last three years. Still, this projection is admirable and suggests the market is forecasting success for its products.

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Volume Growth

Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful staples business as there’s a ceiling to what consumers will pay for everyday goods; they can always trade down to non-branded products if the branded versions are too expensive.

To analyze whether BellRing Brands generated its growth from changes in price or volume, we can compare its volume growth to its organic revenue growth, which excludes non-fundamental impacts on company financials like mergers and currency fluctuations.

Over the last two years, BellRing Brands’s average quarterly volume growth of 20.1% has outpaced the competition by a long shot. In the context of its 19.5% average organic revenue growth, we can see that most of the company’s gains have come from more customers purchasing its products.

In BellRing Brands’s Q2 2025, sales volumes jumped 3.5% year on year. This result was a meaningful deceleration from its historical levels. We’ll be watching BellRing Brands closely to see if it can reaccelerate demand for its products.

Key Takeaways from BellRing Brands’s Q2 Results

We enjoyed seeing BellRing Brands beat analysts’ organic revenue growth, total revenue, and EBITDA expectations this quarter. That full-year revenue guidance was reaffirmed shows that the business is on track. Overall, we think this was a decent quarter with some key metrics above expectations. The stock remained flat at $54.00 immediately following the results.

BellRing Brands may have had a good quarter, but does that mean you should invest right now? We think that the latest quarter is only one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it’s free.