Here’s Why BellRing Brands (BRBR) Slid in Q3

2 hours ago 3

Soumya Eswaran

Mon, December 15, 2025 astatine 7:57 AM CST 3 min read

Wasatch Global Investors, an plus absorption company, released its third-quarter 2025 “Wasatch Small Cap Growth Strategy” capitalist letter. A transcript of the missive tin beryllium downloaded here. US small-cap equities rallied powerfully successful the 3rd quarter. The Fed Reserve’s involvement complaint chopped supported the rally. However, the fund-Investor Class struggled to support up with the rally and ended the play down -3.17% vs. 12.19% summation for the Russell 2000 Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Wasatch Small Cap Growth Strategy highlighted stocks specified arsenic BellRing Brands, Inc. (NYSE:BRBR). Headquartered successful Saint Louis, Missouri, BellRing Brands, Inc. (NYSE:BRBR) provides assorted nutrition products. The one-month instrumentality of BellRing Brands, Inc. (NYSE:BRBR) was 24.71%, and its shares mislaid 59.00% of their worth implicit the past 52 weeks. On December 12, 2025, BellRing Brands, Inc. (NYSE:BRBR) banal closed astatine $31.95 per share, with a marketplace capitalization of $4.025 billion.

Wasatch Small Cap Growth Strategy stated the pursuing regarding BellRing Brands, Inc. (NYSE:BRBR) successful its 3rd 4th 2025 capitalist letter:

"BellRing Brands, Inc. (NYSE:BRBR) was the largest detractor from Fund show during the quarter. BellRing is simply a consumer-staples institution known for its Premier Protein enactment and different convenient-nutrition products. What’s weighed connected the banal astir is that 1 of BellRing’s nine transmission partners is expanding the level abstraction of the macromolecule shingle class and giving immoderate abstraction to different competitors. We spoke with absorption aft that quality and reevaluated the business. We came retired of that enactment with continued condemnation successful the company. We judge BellRing has maintained its enactment position, and that this level abstraction enlargement reflects the wellness of the category. Looking ahead, we proceed to judge BellRing has headroom to treble its business, supported by class growth, sourcing stock from incumbent brands, and remaining a class person successful its space."

Is Bellring Brands, Inc. (BRBR) the High Growth Food Stock to Buy?

BellRing Brands, Inc. (NYSE:BRBR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge money portfolios held BellRing Brands, Inc. (NYSE:BRBR) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of BellRing Brands, Inc. (NYSE:BRBR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.