BRBR
2 tracked calls · 0 long · 2 short · last 90d: 0L/2S
first called by TBPN 1mo ago
SHORT1mo ago
“Now there's $SNDK style price hikes.”Serenity
Historic whey input cost spike is crushing BellRing Brands' margins with no supply relief until late 2026 or 2027.
BRBRSHORT@ $9.50
$12.42-30.80%
since call Jun 21
SHORT1mo ago
“Record whey costs squeeze BellRing margins now while the retail price shock is still ahead, pressuring earnings.”TBPN
Record whey costs squeeze BellRing margins now while the retail price shock is still ahead, pressuring earnings.
BRBRSHORT@ $9.03
$12.42-37.60%
since call Jun 2