Carillon Eagle Small Cap Growth Fund Views BellRing Brands’ (BRBR) Growth Slowdown as Short-Term Blip

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, equity markets experienced one of their most turbulent periods in recent history. Small-cap stocks managed a rebound in the quarter, recovering from declines at the beginning of the year. Among style indexes, the Russell 2000® Growth Index led the way with an 11.96% gain, outpacing the Russell 2000® Value Index, which rose by 4.96%. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, the Carillon Eagle Small Cap Growth Fund highlighted stocks such as BellRing Brands, Inc. (NYSE:BRBR). Headquartered in Saint Louis, Missouri, BellRing Brands, Inc. (NYSE:BRBR) provides various nutrition products. The one-month return of BellRing Brands, Inc. (NYSE:BRBR) was -25.62%, and its shares lost 27.37% of their value over the last 52 weeks. On August 19, 2025, BellRing Brands, Inc. (NYSE:BRBR) stock closed at $40.77 per share, with a market capitalization of $5.136 billion.

Carillon Eagle Small Cap Growth Fund stated the following regarding BellRing Brands, Inc. (NYSE:BRBR) in its second quarter 2025 investor letter:

“BellRing Brands, Inc. (NYSE:BRBR) produces and sells protein-based nutritional beverages and bars for health- and fitness-oriented consumers. The stock delivered lackluster performance as guidance for the upcoming quarter came in below expectations. We feel the slower growth rate is temporary and a reflection of inventory adjustments at the company’s warehouse club channel partners, and not a sign of more pervasive slowing at BellRing or in the protein shake category.”

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

A wide shot of an aisle in a food store lined with different nutrition products.

BellRing Brands, Inc. (NYSE:BRBR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held BellRing Brands, Inc. (NYSE:BRBR) at the end of the first quarter, up from 42 in the previous quarter. In the fiscal third quarter of 2025, BellRing Brands, Inc. (NYSE:BRBR) reported net sales of $548 million, up 6% over prior year. While we acknowledge the risk and potential of BellRing Brands, Inc. (NYSE:BRBR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BellRing Brands, Inc. (NYSE:BRBR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered BellRing Brands, Inc. (NYSE:BRBR) and shared the list of oversold NYSE stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.