<p>2026 年 5 月 6 日東部時間上午 11:14（MT Newswires）-- BellRing Brands（BRBR）報告了疲軟的 2026 財年第二季度業績，準備飲用（RTD）奶昔增長放緩，促銷活動增加，以及成本壓力上升影響了利潤率，BofA 證券在週三的一份報告中表示。</p>
<p>RTD 奶昔類別的增長已放緩至約 8%，相比之前的青少年增長率，整體對小型和中型消費品公司的情緒也有所減弱，該公司表示，並補充説對近期收入或利潤率的恢復可見性有限。</p>
<p>該公司表示，第二季度促銷活動急劇增加，約 27% 的 RTD 奶昔類別銷量以折扣出售，同比上升 8%。與此同時，成本上升，尤其是運輸和蛋白質的成本，這些壓力預計將持續到 2027 財年，儘管可能會有所緩解。</p>
<p>展望未來，整體對蛋白質產品的需求仍然強勁，該公司表示，並補充道：“如果 BellRing 能夠有效執行其創新管道、定價紀律和成本優化，BellRing 與該類別之間的差距有可能縮小，並使我們朝着更積極的態度邁進。”</p>
<p>BofA 將 BellRing Brands（BRBR）的評級從中性下調至表現不佳，並將其目標價從 19 美元下調至 10 美元。</p>
<p>價格：10.89，變動：+0.26，百分比變動：+2.45</p>
<p>MT Newswires 不提供投資建議。未經授權的複製是嚴格禁止的。</p>

BRBR

美國消費品 ETF - iShares

納斯達克食品飲料 ETF - First Trust

食品飲料 ETF - PowerShares

日常消費品 ETF - SPDR

<p>根據美銀證券的報告，BellRing Brands (BRBR) 發佈了疲軟的 2023 財年第二季度業績，現成飲用奶昔的增長放緩以及促銷活動的增加影響了利潤率。現成飲用奶昔的增長已放緩至 8%，促銷活動增加，27% 的銷售額為折扣銷售。預計運輸和蛋白質等成本上升將持續到 2027 財年。美銀將 BellRing 的評級下調至表現不佳，並將其目標價從 19 美元下調至 10 美元，同時指出對蛋白質產品的強勁需求，以及如果公司有效執行，改善的潛力</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 日東部時間上午 11:14（MT Newswires）-- BellRing Brands（BRBR）報告了疲軟的 2026 財年第二季度業績，準備飲用（RTD）奶昔增長放緩，促銷活動增加，以及成本壓力上升影響了利潤率，BofA 證券在週三的一份報告中表示。</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 奶昔類別的增長已放緩至約 8%，相比之前的青少年增長率，整體對小型和中型消費品公司的情緒也有所減弱，該公司表示，並補充説對近期收入或利潤率的恢復可見性有限。</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>該公司表示，第二季度促銷活動急劇增加，約 27% 的 RTD 奶昔類別銷量以折扣出售，同比上升 8%。與此同時，成本上升，尤其是運輸和蛋白質的成本，這些壓力預計將持續到 2027 財年，儘管可能會有所緩解。</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>展望未來，整體對蛋白質產品的需求仍然強勁，該公司表示，並補充道：“如果 BellRing 能夠有效執行其創新管道、定價紀律和成本優化，BellRing 與該類別之間的差距有可能縮小，並使我們朝着更積極的態度邁進。”</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 將 BellRing Brands（BRBR）的評級從中性下調至表現不佳，並將其目標價從 19 美元下調至 10 美元。</p>
</div><p>Price: 10.89, Change: +0.26, Percent Change: +2.45</p>
<div class="lb-trans"><p>價格：10.89，變動：+0.26，百分比變動：+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 不提供投資建議。未經授權的複製是嚴格禁止的。</p>
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BellRing Brands Sees Weaker Fiscal Q2 on Rising Promotions, Costs, BofA Says

Fidelity

Bellring Brands

美國銀行

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

美國銀行表示，BellRing Brands 由於促銷活動增加和成本上升，預計其第二財季業績將較為疲軟