BellRing Brands announces CEO Darcy Davenport's retirement and plans to search for a new CEO by September 2026.
Quiver AI Summary
BellRing Brands, Inc. announced the retirement of its President and CEO, Darcy Davenport, effective at the earlier of the appointment of a new CEO or September 30, 2026. Davenport will continue to serve in her current role until the transition and will assist in an advisory capacity afterward. The Board of Directors is conducting an external search for her replacement. Chairman Robert V. Vitale praised Davenport for her significant contributions to the company, noting her role in driving substantial sales growth and establishing a strong product portfolio. Davenport expressed pride in her time at BellRing and emphasized her focus on meeting fiscal 2026 goals during the transition period. BellRing Brands is known for its proactive wellness products, including Premier Protein and Dymatize, and operates in over 90 countries.
Potential Positives
- Darcy Davenport has successfully led the company through significant growth, increasing sales from $140 million to over $2.3 billion and establishing a strong foundation for future growth.
- Ms. Davenport will serve in an advisory role during the leadership transition, ensuring continuity and stability for the company’s strategic direction.
- The Board has initiated a comprehensive search for a new CEO, indicating proactive governance and a commitment to leadership transition.
- BellRing Brands emphasizes its strong company culture and established roadmap for future success, which may bolster investor confidence.
Potential Negatives
- The announcement of the CEO’s retirement may raise concerns about potential instability in leadership and strategic direction during the transition period.
- The need for the Board to conduct a comprehensive external search for a new CEO might indicate a lack of internal succession planning.
- The mention of forward-looking statements introduces risk factors that could imply uncertainty regarding the company's future performance and objectives.
FAQ
Who is retiring from BellRing Brands, Inc.?
Darcy Davenport, the President and Chief Executive Officer, is retiring from the Company.
When will Darcy Davenport's retirement take effect?
Her retirement will take effect upon the appointment of a new CEO or by September 30, 2026.
What will Darcy Davenport's role be after her retirement?
She will serve in an advisory role to ensure a smooth transition of leadership responsibilities.
What has been Darcy Davenport's impact on BellRing Brands?
Under her leadership, the company grew significantly from $140 million to over $2.3 billion in sales.
What brands does BellRing Brands focus on?
BellRing Brands focuses on proactive wellness and includes brands like Premier Protein and Dymatize.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$BRBR Insider Trading Activity
$BRBR insiders have traded $BRBR stock on the open market 7 times in the past 6 months. Of those trades, 4 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $BRBR stock by insiders over the last 6 months:
- SHAWN CONWAY has made 2 purchases buying 4,016 shares for an estimated $65,922,393 and 0 sales.
- DOUGLAS J CORNILLE (CHIEF GROWTH OFFICER) has made 0 purchases and 2 sales selling 7,940 shares for an estimated $289,651.
- ELLIOT JR STEIN purchased 2,663 shares for an estimated $99,835
- CRAIG L ROSENTHAL (CLO & SECRETARY) purchased 2,600 shares for an estimated $96,957
- PAUL A RODE (CFO & TREASURER) sold 308 shares for an estimated $8,932
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$BRBR Revenue
$BRBR had revenues of $648.2M in Q4 2025. This is an increase of 16.62% from the same period in the prior year.
You can track BRBR financials on Quiver Quantitative's BRBR stock page.
$BRBR Hedge Fund Activity
We have seen 225 institutional investors add shares of $BRBR stock to their portfolio, and 288 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 4,740,349 shares (+inf%) to their portfolio in Q3 2025, for an estimated $172,311,686
- HOLOCENE ADVISORS, LP removed 3,928,395 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $142,797,158
- CITADEL ADVISORS LLC removed 2,998,138 shares (-91.4%) from their portfolio in Q3 2025, for an estimated $108,982,316
- ALYESKA INVESTMENT GROUP, L.P. added 2,721,986 shares (+inf%) to their portfolio in Q3 2025, for an estimated $98,944,191
- AQR CAPITAL MANAGEMENT LLC added 2,689,664 shares (+253.9%) to their portfolio in Q3 2025, for an estimated $97,769,286
- ROUTE ONE INVESTMENT COMPANY, L.P. added 2,302,856 shares (+inf%) to their portfolio in Q3 2025, for an estimated $83,708,815
- UBS GROUP AG removed 1,595,856 shares (-56.6%) from their portfolio in Q4 2025, for an estimated $42,657,230
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BRBR Analyst Ratings
Wall Street analysts have issued reports on $BRBR in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 11/24/2025
- DA Davidson issued a "Buy" rating on 11/20/2025
- Morgan Stanley issued a "Overweight" rating on 11/19/2025
- Barclays issued a "Overweight" rating on 11/19/2025
- Evercore ISI Group issued a "Outperform" rating on 11/19/2025
- Stifel issued a "Buy" rating on 11/19/2025
To track analyst ratings and price targets for $BRBR, check out Quiver Quantitative's $BRBR forecast page.
$BRBR Price Targets
Multiple analysts have issued price targets for $BRBR recently. We have seen 11 analysts offer price targets for $BRBR in the last 6 months, with a median target of $32.0.
Here are some recent targets:
- Brian Holland from DA Davidson set a target price of $32.0 on 01/28/2026
- Megan Alexander from Morgan Stanley set a target price of $32.0 on 01/16/2026
- Peter Grom from UBS set a target price of $26.0 on 01/14/2026
- Robert Moskow from TD Cowen set a target price of $27.0 on 01/08/2026
- Bryan Spillane from B of A Securities set a target price of $32.0 on 12/19/2025
- John Baumgartner from Mizuho set a target price of $40.0 on 11/24/2025
- David Palmer from Evercore ISI Group set a target price of $35.0 on 11/19/2025
Full Release
ST. LOUIS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) (the “Company”) today announced that its President and Chief Executive Officer Darcy Davenport has decided to retire from the Company, effective upon the earlier of the appointment of a new Chief Executive Officer or September 30, 2026, the end of the Company’s fiscal year.
Ms. Davenport will continue to serve as President and Chief Executive Officer and as a member of the Board until the effective date of the transition, after which she will serve in an advisory role to ensure a smooth transition of leadership responsibilities and provide strategic support. The Board has commenced a comprehensive external search to identify the Company’s next CEO.
“On behalf of the BellRing Board, I want to thank Darcy for her leadership and incredible contributions to the Company,” said Robert V. Vitale, Chairman of the Board of Directors. “Darcy started with Premier Nutrition as Vice President, Marketing in 2011 and became the leader of Premier Nutrition Company after Post Holdings acquired it in 2014. Managing the integration of Dymatize and PowerBar into Premier Nutrition, she led sales growth from $140 million to over $2.3 billion and helped create a pure-play company focused on proactive wellness. Under Darcy’s leadership, BellRing has built a portfolio of category-leading products, expanded key customer relationships and laid a strong foundation for long-term growth. We appreciate her continued leadership through this transition and look forward to working with her in an advisory capacity to continue to help shape our strategy.”
Ms. Davenport said, “It has been an honor to lead BellRing and work alongside such a talented team. I am proud of what we have accomplished together, the company culture of good energy that we have created and the roadmap we have established for the future. As the Board conducts its search, I remain focused on achieving our fiscal 2026 objectives and continuing to execute on our strategic priorities. The foundation of BellRing is strong, and I look forward to helping the Board and the Company’s new CEO advance toward its next chapter of growth.”
Forward-Looking Statements
Forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, are made in this press release. These forward-looking statements are sometimes identified from the use of forward-looking words such as “believe,” “should,” “could,” “potential,” “continue,” “expect,” “project,” “estimate,” “predict,” “anticipate,” “aim,” “intend,” “plan,” “forecast,” “target,” “is likely,” “will,” “can,” “may” or “would” or the negative of these terms or similar expressions elsewhere in this press release. All forward-looking statements are subject to a number of important factors, risks, uncertainties and assumptions that could cause actual results to differ materially from those described in any forward-looking statements. These factors and risks include, but are not limited to, financial, operational and legal risks and uncertainties detailed from time to time in BellRing’s cautionary statements contained in its filings with the Securities and Exchange Commission. These forward-looking statements represent BellRing’s judgment as of the date of this press release. BellRing disclaims, however, any intent or obligation to update these forward-looking statements.
About BellRing Brands, Inc.
BellRing Brands, Inc. (NYSE: BRBR) is a dynamic and fast-growing consumer brands business with the purpose of Changing Lives with Good Energy. Focused on growing the proactive wellness category, the company’s brands include Premier Protein , the #1 ready-to-drink protein and proactive wellness brand, and Dymatize , the brand behind the #1 hydrolyzed protein powder. A culture-driven, pure-play company, BellRing Brands believes nutrition is at the core of a healthy world and produces products with best-in-class nutritional profiles and exceptional flavors. Its products are distributed in over 90 countries across club, mass, food, eCommerce, specialty, drug and convenience. To learn more visit www.bellring.com .
Contact:
Investor Relations
Jennifer Meyer
[email protected]
(415) 814-9388