BellRing Brands, Inc. (BRBR) Q4 2024 Earnings Call Transcript Summary
BellRing Brands, Inc. (BRBR) Q4 2024 Earnings Call Transcript Summary
Gross profit for the year grew by 33%, with margins improving by 360 basis points over the previous year to 36.9% in Q4.The following is a summary of the BellRing Brands, Inc. (BRBR) Q4 2024 Earnings Call Transcript:
以下是BellRing Brands, Inc.（BRBR）2024年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
BellRing Brands reported strong Q4 results with net sales of $556 million and adjusted EBITDA of $117 million, reflecting year-over-year growth of 18% for both metrics.
Annual net sales almost reached $2 billion, marking a 20% increase year-over-year.
Gross profit for the year grew by 33%, with margins improving by 360 basis points over the previous year to 36.9% in Q4.
Adjusted EBITDA for the fiscal year grew 30% to $440 million, with a margin increase of 180 basis points.
BellRing Brands公佈了強勁的第四季度業績，淨銷售額爲5.56億美元，調整後的息稅折舊攤銷前利潤爲1.17億美元，這兩個指標同比增長了18％。
年淨銷售額接近20億美元，同比增長20％。
該年度的毛利增長了33％，利潤率比上年提高了360個點子，達到第四季度的36.9％。
本財年調整後的息稅折舊攤銷前利潤增長了30％，達到4.4億美元，利潤率增長了180個點子。
Business Progress:
業務進展：
The convenient nutrition category, particularly ready-to-drink shakes and ready-to-mix powders, grew by 6% in Q4.
Premier Protein's shake consumption grew by 14% in mass, food, and e-commerce channels.
BellRing is launching new product platforms in FY '25 and initiating a significant marketing campaign to support brand awareness and drive demand.
Dymatize's international business remains strong with net sales up by 30% this quarter.
Investment in marketing will increase with a focus on Premier Protein, expected to commence its national marketing campaign late in the first quarter of FY '25.
方便營養品類別，尤其是即飲奶昔和即溶粉末，在第四季度增長了6％。
Premier Protein在大衆、食品和電子商務渠道中的奶昔消費量增長了14％。
BellRing將在25財年推出新產品平台，並啓動一項重要的營銷活動，以提高品牌知名度並推動需求。
Dymatize的國際業務仍然強勁，本季度淨銷售額增長了30％。
Premier Protein預計將在25財年第一季度末開始其全國營銷活動，將以Premier Protein爲重點，將增加對營銷的投資。
Opportunities:
機會：
BellRing Brands is positioned to benefit from the burgeoning mainstream popularity of protein and functional foods, and the continuing rise of healthy convenient foods.
Expansion opportunities in the food and mass channels present significant potential for growth.
New product launches planned for the Premier Protein brand could further mainstream the powder category and drive business growth.
BellRing Brands有望從蛋白質和功能性食品的主流普及以及健康方便食品的持續興起中受益。
食品和大衆渠道的擴張機會帶來了巨大的增長潛力。
Premier Protein品牌計劃推出的新產品可能會進一步將粉末類別納入主流並推動業務增長。
Risks:
風險：
Premier Protein's growth might be constrained by necessary ramp-ups in powder production due to input cost inflation.
由於投入成本上漲，粉末產量的必要增加可能會限制Premier Protein的增長。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由 AI 生成。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
