Dymatize continues to carry the bigger heavier Premier Protein on its back, but are things set to change in the back-half of BellRing Brands’ fiscal year? As I normally do with my performance update content of publicly-traded functional CPG brands, I will use the recently filled earnings report, earnings conference call, and any relevant publicly disclosed news, in this case it’s Bellring Brands (NYSE: BRBR) 2022 Q2 earnings release, to obviously update you on the performance of brands in that portfolio, but also use it as the backdrop to discuss market insights within the active nutrition formats of the liquids, powders, and bars. BellRing Brands is a portfolio that owns a collection of convenient nutrition brands like Premier Protein, Dymatize Nutrition, Powerbar, and Joint Juice, which was previously wholly-owned by Post Holdings. A fast-paced and busy lifestyle is pushing consumers to switch to quick and healthy meal options. This has resulted in the increased household penetration of RTD protein shakes that promote active lifestyles. Bellring Brands had a strong 2022 Q2 with net sales reaching $315.2 million, which was up 11.7% YoY. Premier Protein (81% of BellRing Brands total revenue) grew 6.5% YoY because it was able to exercise pricing power on the market. Dymatize Nutrition was up strongly at 54.9% YoY stemming from both strong volume increases and excellent pricing benefits. I'll update you on some additional strategic decisions on the Dymatize brand that should help further grow their ecommerce sales. Finally, I provide an update on the Post Holdings spin-off distribution and explain what that could mean for BellRing Brands.

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