|8-KFeb 3, 7:04 AM ET

BELLRING BRANDS, INC. 8-K

Research Summary

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BellRing Brands Reports Q1 FY2026 Results; CEO Davenport to Retire

What Happened

  • BellRing Brands, Inc. filed an 8‑K on February 3, 2026 announcing results for its first fiscal quarter ended December 31, 2025. The company issued a press release and posted a supplemental presentation on its Investor Relations website the same day (exhibits to the 8‑K).
  • Separately, the company announced that CEO Darcy H. Davenport notified the Board on February 2, 2026 that she will retire as President and Chief Executive Officer, effective upon the appointment of a new CEO or September 30, 2026, whichever occurs earlier. The filing states her retirement was not due to any disagreement with the company.

Key Details

  • Quarter covered: first fiscal quarter ended December 31, 2025; announcement dated February 3, 2026.
  • Materials filed: press release (Exhibit 99.1) and supplemental presentation (Exhibit 99.2) contain the detailed quarterly results; leadership transition press release is included as Exhibit 99.3.
  • CEO transition: Darcy H. Davenport notified the Board on Feb 2, 2026; effective upon successor appointment or Sept 30, 2026; no disagreement with the company reported.
  • Form 8‑K signed by CFO Paul A. Rode on February 3, 2026.

Why It Matters

  • Quarterly results provide the latest operating and financial performance snapshot for BellRing; investors should review the press release and supplemental presentation for revenue, earnings, guidance and other metrics.
  • A planned CEO retirement with a defined effective date (or upon successor appointment) is a material governance event. The filing’s statement that the retirement did not result from a disagreement may ease some investor concerns about leadership stability.
  • Action for investors: read the attached press release and supplemental presentation for the actual financial figures and any management commentary, and monitor company updates on CEO succession plans.