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.

Earnings data Q2 2021

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Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Post Holdings is benefiting from strategic acquisitions, effective cost management and solid operational performance, despite tough market conditions.

Post Holdings Surges 31% YTD: What Lies Ahead for the Stock?

ST. LOUIS , Aug. 22, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced the consideration payable, as set forth in the table below, for the previously announced cash tender offer (the "Tender Offer") to purchase up to $475.0 million in aggregate principal amount (subject to increase, the "Maximum Tender Amount") of its 5.625% senior notes due 2028 (the "Notes"). The consideration of $1,008.84 per $1,000 principal amount (the "Early Tender Consideration") for Notes that were validly tendered at or prior to the Early Tender Time (as defined below) and are accepted for purchase pursuant to the Tender Offer was determined in the manner described in the Offer to Purchase, dated August 8, 2024 (as it may be amended or supplemented, the "Offer to Purchase"), by reference to the fixed spread for the Notes (the "Fixed Spread") specified in the table below, plus the yield to maturity based on the bid-side price of the U.S. Treasury Reference Security specified in the table below as quoted on the Bloomberg Reference Page specified in the table below at 10:00 a.m.

Post Holdings Announces Consideration for Cash Tender Offer for 5.625% Senior Notes Due 2028

ST. LOUIS , Aug. 22, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST) (the "Company" or "Post") today announced the early tender results of the previously announced cash tender offer (the "Tender Offer") to purchase up to $475.0 million in aggregate principal amount (the "Maximum Tender Amount") of its 5.625% senior notes due 2028 (the "Notes"). Early Tender Results As of 5:00 p.m.

Post Holdings Announces Early Tender Results of Cash Tender Offer for 5.625% Senior Notes Due 2028

ST. LOUIS , Aug. 8, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it has commenced a cash tender offer (the "Tender Offer") to purchase up to $475.0 million in aggregate principal amount (subject to increase, the "Maximum Tender Amount") of its 5.625% senior notes due 2028 (the "Notes").  Offer to Purchase up to $475.0 million in Aggregate Principal Amount of the Notes Listed Below:   Title of Security CUSIP Nos.

Post Holdings Announces Cash Tender Offer for 5.625% Senior Notes Due 2028

Post Holdings, Inc. (NYSE:POST ) Q2 2024 Earnings Conference Call August 2, 2024 9:00 AM ET Company Participants Daniel O'Rourke - Investor Relations Robert Vitale - President and Chief Executive Officer Jeff Zadoks - Executive Vice President and Chief Operating Officer Matt Mainer - Senior Vice President, Chief Financial Officer and Treasurer Conference Call Participants Andrew Lazar - Barclays David Palmer - Evercore ISI Kenneth Goldman - JPMorgan Matthew Smith - Stifel Michael Lavery - Piper Sandler John Baumgartner - Mizuho Securities Robert Dickerson - Jefferies Marc Torrente - Wells Fargo Securities Carla Casella - JP Morgan Operator Welcome to the Post Holdings Third Quarter 2024 Earnings Conference Call and Webcast. [Operator Instructions] I would now like to turn the call over to Daniel O'Rourke, Investor Relations for Post.

Post Holdings, Inc. (POST) Q2 2024 Earnings Call Transcript

Post Holdings (POST) fiscal third-quarter results reflect sales growth in Post Consumer Brands and Weetabix, counterbalanced by declines in the Foodservice and Refrigerated Retail segments.

Post Holdings (POST) Tops Q3 Earnings, Raises FY24 Outlook

The headline numbers for Post Holdings (POST) give insight into how the company performed in the quarter ended June 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Post Holdings (POST) Reports Q3 Earnings: What Key Metrics Have to Say

Post Holdings (POST) came out with quarterly earnings of $1.54 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $1.52 per share a year ago.

Post Holdings (POST) Q3 Earnings Surpass Estimates

ST. LOUIS , Aug. 1, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the third fiscal quarter ended June 30, 2024. Highlights: Third quarter net sales of $1.9 billion Operating profit of $203.2 million; net earnings of $99.8 million and Adjusted EBITDA (non-GAAP)* of $350.2 million Raised fiscal year 2024 Adjusted EBITDA (non-GAAP)* outlook to $1,370-$1,390 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 Third Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook

Post Holdings' (POST) value offerings, solid manufacturing and effective pricing strategies position it well for Q3 earnings amid escalated SG&A expenses and inflationary headwinds.

Post Holdings (POST) to Report Q3 Earnings: What to Expect?

Post Holdings (POST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Post Holdings (POST) to Report a Decline in Earnings: What to Look Out for

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Post Holdings (POST) is a Top-Ranked Momentum Stock: Should You Buy?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Should Value Investors Buy Post Holdings (POST) Stock?

Post Holdings has a great track record of strategic M&A where the company expands the acquired businesses accretively, while the organic performance is overall stable. The expansion into pet food marks Post Holdings' newest continuation of the story with two reasonably priced acquisitions. Earnings turbulence should be expected due to a recent Influenza outbreak, but the turbulence shouldn't disturb the long-term strategy and earnings.

Post Holdings: Expansion Into Pet Food Continues Great M&A Track Record

Managed pricing strategies, exceptional manufacturing performance, and strategic carryover pricing have been driving Post Holdings' (POST) growth amid the ongoing challenges.

Post Holdings (POST) Rallies 21% YTD: How to Play the Stock?

ST. LOUIS , July 11, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, August 2, 2024 at 9:00 a.m. ET to discuss financial results for the third quarter of fiscal year 2024 and fiscal year 2024 outlook and to respond to questions.

Post Holdings Schedules Third Quarter Fiscal Year 2024 Conference Call

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

Post Holdings' (POST) strategic initiatives in optimizing supply chain and warehouse distribution, coupled with well-timed debt refinancing, position the company favorably.

Post Holdings (POST) Marches Ahead of the Industry in 6 Months

Post Holdings said there had been bird-flu outbreaks among two of its third-party contracted egg-laying flocks, as the disease continues to spread among dairy cows.

Post Holdings Reports Bird Flu Among Third-Party Poultry Flocks

ST. LOUIS, May 29, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today provided information regarding avian influenza incidents at two of Michael Foods' third-party contracted egg-laying facilities. Post also affirmed its non-GAAP Adjusted EBITDA guidance for fiscal year 2024.

Post Holdings Reports Avian Influenza at Third-Party Contracted Facilities and Affirms Fiscal Year 2024 Adjusted EBITDA Outlook

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

Post Holdings (POST) reports robust Q2 2024 results, with sales and earnings increasing. Adjusted EBITDA rises, with a positive outlook ahead.

Post Holdings (POST) Raises FY24 View on Q2 Earnings Beat

Although the revenue and EPS for Post Holdings (POST) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Post Holdings (POST) Reports Q2 Earnings: What Key Metrics Have to Say

ST. LOUIS, May 02, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2024.

Post Holdings Reports Results for the Second Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook

Post Holdings (POST) has been benefiting from strategic pricing actions undertaken to counter inflationary headwinds. Management is strengthening its business on the back of strategic acquisitions.

News for Post Holdings Stock (POST)