BRBR → $25.00 by Sep 15, 2026.

(Posted this idea here a while ago, but cleaned up and made my writing more concise. Hope that’s ok. Enjoy!) Historically, BellRing traded at premium multiples as it combined high growth, strong margins and an asset-light business model. However, revenue stagnation and cost inflation in recent quarters led to a sharp sell-off, causing the stock to lose 85% of its value year-to-datee. The main factors behind margin compression are intensifying competition (insurgent brands) and freight/protein inflation and greater promotional pricing. …