Have you noticed the rocket ship that is the Dymatize Nutrition brand? If you are a hardcore sports nutrition consumer, I would guess you haven't and that's by design with the strategic shift that made a few years ago. In this latest episode, I'll utilize the recent BellRing Brands (NYSE: BRBR) earnings report, earnings call, and publicly disclosed news as the backdrop to discuss what it could mean to the overall active nutrition market in the liquids, powders, and bars formats. 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. We are in the midst of a health and wellness revolution that's 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 FY22Q1 with net sales reaching $306.5 million, which was up 8.5% YoY. Premier Protein (82% of BellRing Brands total revenue) grew 4.5% YoY off demand and pricing increases. Dymatize Nutrition was up strongly at 40.6% YoY stemming from volume increases and excellent pricing benefits. That being said, is it crazy to think that BellRing Brands could have actually grown quicker this quarter if it wasn't for supply chain shortages?

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