BRBR - BellRing Brands: Growth Efficiency A Lot Of Debt And A Reasonable Price

2024-02-10 05:21:07 ET

Summary

• BellRing is a market leader in the protein powder and RTD market, with a strong track record and a loyal customer base.
• The company's flagship brand, Premier Protein, dominates the RTD market with a 21% market share and has room for further growth.
• Concerns include high debt, intense competition in the market, and a valuation that may not be cheap.

Opener

BellRing ( BRBR ) possesses several traits I seek in a business: it's a market leader with a great track record, loyal and satisfied customers, a history of past growth and a promising future growth path, operates in a growing industry, and achieves great returns on capital....

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