Mizuho Trims BellRing (BRBR) Price Target, Maintains Outperform Rating

BellRing Brands, Inc. (NYSE:BRBR) is one of 10 consumer defensive stocks to buy now. 

Mizuho analyst has adjusted the price target on BellRing Brands, Inc. (NYSE:BRBR) to $75 from $85, while maintaining an Outperform rating. The revision comes amid an industry-wide valuation reset in the food producer sector, prompting the firm to recalibrate its expectations for BellRing alongside peers.

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

Despite the lower target, Mizuho remains positive about BellRing’s prospects. The company’s recent expansion efforts, particularly increased distribution across retail channels, continue to support near-term growth. Analysts also noted the buoyancy of the nutrition category, where BellRing Brands, Inc. (NYSE:BRBR) holds a strong position with its core brands. Additionally, the company has limited exposure to private-label competition, bolstering its pricing power and margin resilience.

Mizuho’s industry review prompted valuation adjustments across several food stocks, but the analyst emphasized that BellRing retains structural advantages. The diversified flavor-infusion portfolio and robust growth in categories like shake-based nutrition offerings provide a foundation for sustained performance. BellRing’s ability to expand shelf presence and execute within fast-growing segments aligns well with Mizuho’s top-pick criteria, even as general sector sentiment softens.

Analysts expect BellRing to outperform the broader sector in volume and revenue growth, with the valuation adjustment offering a more compelling entry point. Mizuho’s maintained Outperform rating indicates sustained confidence in BellRing’s business model amidst evolving market valuations.

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