<p>2026 年 5 月 6 日东部时间上午 11:14（MT Newswires）-- BellRing Brands（BRBR）报告了疲软的 2026 财年第二季度业绩，准备饮用（RTD）奶昔增长放缓，促销活动增加，以及成本压力上升影响了利润率，BofA 证券在周三的一份报告中表示。</p>
<p>RTD 奶昔类别的增长已放缓至约 8%，相比之前的青少年增长率，整体对小型和中型消费品公司的情绪也有所减弱，该公司表示，并补充说对近期收入或利润率的恢复可见性有限。</p>
<p>该公司表示，第二季度促销活动急剧增加，约 27% 的 RTD 奶昔类别销量以折扣出售，同比上升 8%。与此同时，成本上升，尤其是运输和蛋白质的成本，这些压力预计将持续到 2027 财年，尽管可能会有所缓解。</p>
<p>展望未来，整体对蛋白质产品的需求仍然强劲，该公司表示，并补充道：“如果 BellRing 能够有效执行其创新管道、定价纪律和成本优化，BellRing 与该类别之间的差距有可能缩小，并使我们朝着更积极的态度迈进。”</p>
<p>BofA 将 BellRing Brands（BRBR）的评级从中性下调至表现不佳，并将其目标价从 19 美元下调至 10 美元。</p>
<p>价格：10.89，变动：+0.26，百分比变动：+2.45</p>
<p>MT Newswires 不提供投资建议。未经授权的复制是严格禁止的。</p>

BRBR

美国消费品 ETF - iShares

纳斯达克食品饮料 ETF - First Trust

食品饮料 ETF - PowerShares

日常消费品 ETF - SPDR

<p>根据美银证券的报告，BellRing Brands (BRBR) 发布了疲软的 2023 财年第二季度业绩，现成饮用奶昔的增长放缓以及促销活动的增加影响了利润率。现成饮用奶昔的增长已放缓至 8%，促销活动增加，27% 的销售额为折扣销售。预计运输和蛋白质等成本上升将持续到 2027 财年。美银将 BellRing 的评级下调至表现不佳，并将其目标价从 19 美元下调至 10 美元，同时指出对蛋白质产品的强劲需求，以及如果公司有效执行，改善的潜力</p>

<p>11:14 AM EDT, 05/06/2026 (MT Newswires) -- BellRing Brands ( BRBR ) reported weaker fiscal Q2 results, with slowing ready-to-drink, or RTD, shake growth, rising promotional activity, and increasing cost pressures affecting margins, BofA Securities said in a note Wednesday.</p>
<div class="lb-trans"><p>2026 年 5 月 6 日东部时间上午 11:14（MT Newswires）-- BellRing Brands（BRBR）报告了疲软的 2026 财年第二季度业绩，准备饮用（RTD）奶昔增长放缓，促销活动增加，以及成本压力上升影响了利润率，BofA 证券在周三的一份报告中表示。</p>
</div><p>Growth in the RTD shake category has slowed to about 8%, compared to prior teens growth rates, while broader sentiment toward small- and mid-cap consumer staples companies has weakened, the firm said, adding there is limited visibility into near-term recovery in revenue or margins.</p>
<div class="lb-trans"><p>RTD 奶昔类别的增长已放缓至约 8%，相比之前的青少年增长率，整体对小型和中型消费品公司的情绪也有所减弱，该公司表示，并补充说对近期收入或利润率的恢复可见性有限。</p>
</div><p>The firm said promotional activity increased sharply in Q2, with about 27% of RTD shake category volume sold on discount, up 8% year-over-year. At the same time, costs are rising, particularly for freight and protein, and these pressures are expected to continue through fiscal 2027, though they may ease moderately.</p>
<div class="lb-trans"><p>该公司表示，第二季度促销活动急剧增加，约 27% 的 RTD 奶昔类别销量以折扣出售，同比上升 8%。与此同时，成本上升，尤其是运输和蛋白质的成本，这些压力预计将持续到 2027 财年，尽管可能会有所缓解。</p>
</div><p>Looking ahead, demand for protein products is still strong overall, the firm said, adding &#34;should BellRing effectively execute against its innovation pipeline, pricing discipline and cost optimization, there is potential for the gap between BellRing and the category to close and move us toward a more constructive stance.&#34;</p>
<div class="lb-trans"><p>展望未来，整体对蛋白质产品的需求仍然强劲，该公司表示，并补充道：“如果 BellRing 能够有效执行其创新管道、定价纪律和成本优化，BellRing 与该类别之间的差距有可能缩小，并使我们朝着更积极的态度迈进。”</p>
</div><p>BofA downgraded BellRing Brands ( BRBR ) to underperform from neutral and cut its price target to $10 from $19.</p>
<div class="lb-trans"><p>BofA 将 BellRing Brands（BRBR）的评级从中性下调至表现不佳，并将其目标价从 19 美元下调至 10 美元。</p>
</div><p>Price: 10.89, Change: +0.26, Percent Change: +2.45</p>
<div class="lb-trans"><p>价格：10.89，变动：+0.26，百分比变动：+2.45</p>
</div><p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p>
<div class="lb-trans"><p>MT Newswires 不提供投资建议。未经授权的复制是严格禁止的。</p>
</div>

BellRing Brands Sees Weaker Fiscal Q2 on Rising Promotions, Costs, BofA Says

Fidelity

Bellring Brands

美国银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

美国银行表示，BellRing Brands 由于促销活动增加和成本上升，预计其第二财季业绩将较为疲软