Post Holdings

Post Holdings, Inc. operates as a consumer packaged goods holding company. The firm engages in the operation of center-of-the-store, refrigerated, food service, food ingredient, active nutrition, and private brand food categories. It operates through the following segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. The Weetabix segment focuses on the marketing and distribution of branded and private label RTE cereal products. The Foodservice segment includes egg and potato products. The Refrigerated Retail segment produces and/or distributes egg products, sausage, side dishes, cheese, and other refrigerated products to retail and foodservice customers. The BellRing Brands segment consists of ready-to-drink (RTD) protein shakes, other RTD beverages, powders, and nutrition bars. The company was founded by Charles William Post in 1895 and is headquartered in St. Louis, MO.

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Earnings data Q1 2025

Post Holdings posts solid Q1 earnings, faces Weetabix margin pressure

Post Holdings had a strong quarter with margin expansion and solid performance in Foodservice and Refrigerated retail segments. Challenges include margin pressure on Weetabix and competition from private label launches. Opportunities lie in continued EBITDA growth in Foodservice and managing competition effectively.

Post Holdings posts strong Q2 earnings, eyes M&A opportunities

Post Holdings delivered a strong performance in Q2, driven by sales growth in key segments. While facing challenges in Refrigerated Retail, the company remains optimistic about future prospects. With a focus on operational efficiency and strategic acquisitions, Post Holdings is poised for continued success.

Post Holdings excels in Q3 earnings, eyes growth opportunities

Post Holdings' Q3 performance showcased strong sales and EBITDA, driven by successful acquisitions and marketing efforts. While facing challenges in certain categories, the company is poised for modest EBITDA growth in the upcoming fiscal year. Opportunities lie in leveraging Pet results, strategic investments, and pricing strategies to drive future growth.

Post Holdings reports strong Q4 earnings, plans brand investments

Post Holdings' Q4 earnings call highlighted strong performance in key categories, challenges in certain segments, and a focus on investments for future growth. The company remains confident in navigating challenges and driving brand expansion.

Post Holdings reports robust Q1 earnings, raises guidance significantly

Post Holdings delivered a strong performance in Q1 '24 with improved manufacturing and disciplined cost management.
While facing challenges in branded retail businesses, the company capitalized on strengths in Grocery, Pet, and Foodservice divisions.
Opportunities lie in expanding margins in the pet category, raised guidance, and share repurchase authorization.
Overall, Post Holdings is well-positioned for growth with a balanced outlook for the year ahead.

Post Holdings reports strong Q2 performance and capitalizes on growth opportunities

Post Holdings' Q2 earnings call highlighted strong performance, growth in key segments, and effective cost management strategies.
Despite challenges in certain segments and concerns about inflation, the company remains confident in its diversified portfolio and strategic initiatives.
Opportunities for sustained growth in the Pet category, capital allocation flexibility, and focus on key segments position Post Holdings for future success.

Post Holdings posts solid Q3 results amidst consumer challenges

Post Holdings delivered a strong performance in Q3 2024, showcasing resilience and operational strength.
Challenges in the consumer environment and Foodservice segment were acknowledged, with a focus on addressing them.
The company's strategic initiatives, including M&A opportunities and capital allocation, position it for future growth.
Overall, Post Holdings remains optimistic about its outlook, emphasizing productivity and margin progress.

Post Holdings posts robust Q4 results, eyes M&A opportunities

Post Holdings delivered strong financial results and cash flow generation, positioning them well for strategic initiatives and growth opportunities in FY '25.
While facing challenges in top-line growth and operating environment normalization, the company's focus on premium brands and debt management strengths offer a solid foundation for future success.
Opportunities in M&A, disciplined capital allocation, and segment optimization provide avenues for Post Holdings to drive sustained growth and profitability in the upcoming fiscal year.

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Post Holdings, Inc. is a consumer-packaged goods holding company, which engages in the operation of center-of-the-store, refrigerated, foodservice, food ingredient, active nutrition, and private brand food categories. It operates through the following segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. The Weetabix segment focuses on the marketing and distribution of branded and private label RTE cereal products. The Foodservice segment includes egg and potato products. The Refrigerated Retail segment involves the production and distribution of egg products, sausage, side dishes, cheese, and other refrigerated products to retail and foodservice customers. The company was founded by Charles William Post in 1895 and is headquartered in St. Louis, MO.

Lamb Weston Hlds

Post Holdings has generated solid performance due to successful M&A integration, resulting in strong free cash flow, despite recent share pullbacks from Lamb Weston deal rumors. Recent results highlight normalized margins driven by price stabilization and improved product mix, partially offset by increased marketing spending. Post's strategy focuses on buybacks, bolt-on M&A, and debt reduction, aiming for 3-4% EBITDA growth through portfolio optimization.

Post Holdings Stock: Pullback Is An Opportunity With A Lamb Weston Deal Unlikely

ST. LOUIS , Dec. 18, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today released its 2024 Sustainability report. The report details Post's enterprise-wide approach and progress with sustainability efforts across four strategic pillars: Sourcing, Operations, People and Products.

Post Holdings Issues 2024 Sustainability Report

Post Holdings agrees to take over Potato Products of Idaho, signaling its entry into the refrigerated and frozen potato market.

Post Holdings Makes Bold Move Into Potato Market With PPI Buyout

ST. LOUIS , Dec. 17, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE: Post) ("Post"), a consumer packaged goods holding company, announced today it has agreed to acquire Potato Products of Idaho, L.L.C. ("PPI"). Financial details of the transaction were not disclosed.

Post Holdings to Acquire Potato Products of Idaho

ST. LOUIS , Dec. 9, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST), a consumer packaged goods holding company, today provided information regarding an avian influenza incident at one of Michael Foods' third-party contracted egg-laying facilities. Post also affirmed its non-GAAP Adjusted EBITDA guidance for fiscal year 2025.

Post Holdings Reports Avian Influenza at Third-Party Contracted Facility and Affirms Fiscal Year 2025 Adjusted EBITDA Outlook

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ST. LOUIS , Nov. 15, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it intends to redeem the remaining $464.9 million in aggregate principal amount of its outstanding 5.625% senior notes due January 2028 (CUSIPS: 737446AN4 and U7318UAN2) (the "2028 Notes") on December 2, 2024 (the "redemption date"). The 2028 Notes will be redeemed at a redemption price of 100.938% of the principal amount thereof, plus the accrued and unpaid interest to, but excluding, the redemption date (the "redemption amount").

Post Holdings Announces Redemption of $464.9 Million 5.625% Senior Notes Due January 2028

Post Holdings, Inc. (NYSE:POST ) Q4 2024 Earnings Conference Call November 15, 2024 9:00 AM ET Company Participants Daniel O'Rourke - IR Robert Vitale - President and CEO Jeff Zadoks - EVP and COO Matt Mainer - SVP, CFO and Treasurer Conference Call Participants Andrew Lazar - Barclays Kenneth Goldman - JPMorgan Matthew Smith - Stifel Michael Lavery - Piper Sandler David Palmer - Evercore ISI John Baumgartner - Mizuho Securities Robert Dickerson - Jefferies Marc Torrente - Wells Fargo Securities Operator Welcome to the Post Holdings Fourth Quarter 2024 Earnings Conference Call and Webcast. At this time all participants have been placed on a listen-only mode, and the floor will be open for your questions following the presentation.

Post Holdings, Inc. (POST) Q4 2024 Earnings Call Transcript

POST's Q4 results reflect increased sales, including contributions from the Perfection Pet Foods acquisition, alongside growth in the operating profit.

Post Holdings Q4 Earnings Top, Perfection Buyout Aids Top Line

While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Post Holdings (POST) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Post Holdings (POST) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.63 per share a year ago.

Post Holdings (POST) Q4 Earnings and Revenues Beat Estimates

ST. LOUIS , Nov. 14, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the fourth fiscal quarter and fiscal year ended September 30, 2024. Highlights: Fourth quarter net sales of $2.0 billion; operating profit of $190.9 million; net earnings of $81.6 million and Adjusted EBITDA (non-GAAP)* of $348.7 million Fiscal year net sales of $7.9 billion; operating profit of $793.5 million; net earnings of $366.7 million and Adjusted EBITDA of $1,403.6 million Fiscal year 2025 Adjusted EBITDA (non-GAAP)* expected to range between $1,410-$1,460 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under "Use of Non-GAAP Measures" later in this release.

Post Holdings Reports Results for the Fourth Quarter and Fiscal Year 2024

POST's Q4 results are likely to reflect strength in the Post Consumer Brands segment while showing concerns in the Refrigerated Retail unit.

Post Holdings' Q4 Earnings on the Horizon: Factors to Watch for POST

Get a deeper insight into the potential performance of Post Holdings (POST) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Ahead of Post Holdings (POST) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics

ST. LOUIS , Oct. 24, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, November 15, 2024 at 9:00 a.m. ET to discuss financial results for the fourth quarter and fiscal year 2024 and fiscal year 2025 outlook and to respond to questions.

Post Holdings Schedules Fourth Quarter and Fiscal Year 2024 Conference Call

Post Holdings shares have risen 36% in the past year, driven by its pivot to pet food and non-cyclical business appeal. Recent results show strong performance with $1.54 EPS, beating estimates by $0.32, and adjusted EBITDA rising 3.5% to $350 million, aided by margin expansion. Despite limited margin expansion ahead, Post's substantial free cash flow and strategic buybacks support my bullish outlook with potential 20% upside.

Post Holdings: Strong Free Cash Flow Enables Further Upside

Post Holdings has aggressively grown through acquisitions and higher pricing, boosting revenue from $4.98 billion in 2021 to $6.99 billion in 2022, with continued growth in 2024. Despite high leverage, Post Holdings trades at low multiples, presenting a compelling investment opportunity with significant upside potential compared to peers. Management's focus on debt reduction and steady EBITDA growth is expected to improve the company's financial health, enhancing shareholder value over time.

Post Holdings: An Irresistible Treat For Your Portfolio

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Here's Why Post Holdings (POST) is a Strong Growth Stock

ST. LOUIS , Sept. 25, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced the pricing of its previously announced senior notes offering.

Post Holdings Announces Pricing of Senior Notes Offering

ST. LOUIS , Sept. 25, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it intends to commence a private offering to eligible purchasers, subject to market and other conditions, of $500.0 million in aggregate principal amount of senior notes due 2034 (the "Notes").

Post Holdings Announces Commencement of Senior Notes Offering

ST. LOUIS , Sept. 25, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today affirmed its non-GAAP Adjusted EBITDA guidance for fiscal year 2024.

Post Holdings Affirms Fiscal Year 2024 Adjusted EBITDA Outlook

POST has been benefiting from carryover pricing and operational efficiencies while navigating a challenging macroeconomic environment.

Post Holdings Up 13% in 3 Months: Should You Cash in or Stay Invested?

Why Post Holdings (POST) is a Top Growth Stock for the Long-Term

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POST is capitalizing on strategic acquisitions, effective pricing and a strong brand presence despite heightened competition in the staples sector.

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