u/No-Temporary-8222

Reddit r/ValueInvesting
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
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30d 0
90d 1
Best Calls
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Worst Calls
BRBR long -45.3%
Most Mentioned
BRBR ×1
Recent Calls
BRBR long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -45.3% Long Return -45.3% Short Return -
Average Return
7d +6.2%
30d -46.9%
90d —
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BRBR BellRing... BellRing Brands, Inc.
Long
Apr 24
$16.20
-45.3%
Stock down ~80% while revenue remains ~$2.3B; valuation at 8x NTM EBITDA and 1.3x NTM revenue suggests deep pessimism. If the business is not structurally broken and cyclical headwinds (whey, tariffs, competition) ease, the multiple could re-rate higher, providing upside. A contrarian value play on a de-rated staple brand with resilient distribution and revenue. Sustained whey inflation, tariff escalation, or loss of club channel shelf space could undermine the thesis.
Stock down ~80% while revenue remains ~$2.3B; valuation at 8x NTM EBITDA and 1.3x NTM revenue suggests deep pessimism. If the business is not structurally broken and cyclical headwinds (whey, tariffs, competition) ease, the multiple could re-rate higher, providing upside. A contrarian value play on a de-rated staple brand with resilient distribution and revenue. Sustained whey inflation, tariff escalation, or loss of club channel shelf space could undermine the thesis.
Consumer
REDDIT
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