Post Holdings: Long-Term Gain Is Worth This Short-Term Pain |
Post Holdings has shifted from aggressive growth to focusing on debt reduction and profitability, despite mixed financial results and recent stock underperformance. The company experienced revenue and net income growth from 2023 to 2024, but recent declines in key segments like Post Consumer Brands and Weetabix. Management remains optimistic for 2025, with plans to reduce debt using free cash flow and continued share buybacks, despite high leverage. |
seekingalpha.com |
2025-05-14 08:41:11 |
Czytaj oryginał (ang.) |
Post Holdings, Inc. (POST) Q2 2025 Earnings Call Transcript |
Post Holdings, Inc. POST) Q2 2025 Results Conference Call May 9, 2025 9:00 AM ET Company Participants Daniel O'Rourke - Investor Relations Rob Vitale - President and Chief Executive Officer Jeff Zadoks - Chief Operating Officer Matt Mainer - Chief Financial Officer and Treasurer Conference Call Participants Andrew Lazar - Barclays David Palmer - Evercore ISI Ken Goldman - JPMorgan Michael Lavery - Piper Sandler John Baumgartner - Mizuho Securities Scott Marks - Jefferies Marc Torrente - Wells Fargo Carla Casella - JPMorgan Operator Welcome to the Post Holdings Second Quarter 2025 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. |
seekingalpha.com |
2025-05-09 16:57:07 |
Czytaj oryginał (ang.) |
Post Holdings Q2 Earnings Beat Estimates, FY25 Outlook Raised |
POST's fiscal second-quarter results show a year-over-year sales decline, due to mixed segment trends. Management raises its 2025 outlook. |
zacks.com |
2025-05-09 14:25:40 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates |
Although the revenue and EPS for Post Holdings (POST) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-05-09 00:30:45 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Tops Q2 Earnings Estimates |
Post Holdings (POST) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.51 per share a year ago. |
zacks.com |
2025-05-08 23:25:40 |
Czytaj oryginał (ang.) |
Post Holdings Reports Results for the Second Quarter of Fiscal Year 2025; Raises Fiscal Year 2025 Outlook |
ST. LOUIS , May 8, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2025. Highlights: Second quarter net sales of $2.0 billion Operating profit of $182.2 million; net earnings of $62.6 million and Adjusted EBITDA (non-GAAP)* of $346.5 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,430-$1,470 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. |
prnewswire.com |
2025-05-08 21:00:00 |
Czytaj oryginał (ang.) |
Countdown to Post Holdings (POST) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS |
Evaluate the expected performance of Post Holdings (POST) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight. |
zacks.com |
2025-05-07 14:21:22 |
Czytaj oryginał (ang.) |
Post Holdings Set to Release Q2 Earnings: Key Insights for Investors |
POST's second-quarter results are likely to reflect avian flu impacts and cost headwinds, partly offset by Foodservice strength. |
zacks.com |
2025-05-05 14:40:35 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release |
Post Holdings (POST) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2025-05-01 15:06:38 |
Czytaj oryginał (ang.) |
Are Investors Undervaluing Post Holdings (POST) Right Now? |
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. |
zacks.com |
2025-04-29 14:45:52 |
Czytaj oryginał (ang.) |
Why Post Holdings (POST) is Poised to Beat Earnings Estimates Again |
Post Holdings (POST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report. |
zacks.com |
2025-04-21 17:15:39 |
Czytaj oryginał (ang.) |
Post Holdings Schedules Second Quarter Fiscal Year 2025 Conference Call |
ST. LOUIS , April 17, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, May 9, 2025 at 9:00 a.m. ET to discuss financial results for the second quarter of fiscal year 2025 and fiscal year 2025 outlook and to respond to questions. |
prnewswire.com |
2025-04-17 21:00:00 |
Czytaj oryginał (ang.) |
POST Stock Trades Above 50 & 200-Day SMA: What Should Investors Do? |
Post Holdings drives growth through acquisitions and pricing strength, while tackling cost pressures and soft volumes in key segments. |
zacks.com |
2025-04-17 16:15:31 |
Czytaj oryginał (ang.) |
Pilgrim's Pride & 3 Top Consumer Staples Stocks to Buy on Tariff Fears |
PPC leads with strong fundamentals and strategic investments. BYND, POST and UNFI also present compelling opportunities within the Consumer Staples space. |
zacks.com |
2025-04-11 16:15:16 |
Czytaj oryginał (ang.) |
Post Holdings Scales Back Cereal Production Amid Demand Weakness |
POST is closing two cereal plants by 2025-end to reduce production capacity amid declining cereal demand. |
zacks.com |
2025-04-10 13:45:25 |
Czytaj oryginał (ang.) |
Is Post Holdings (POST) Stock Undervalued Right Now? |
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. |
zacks.com |
2025-04-09 14:45:46 |
Czytaj oryginał (ang.) |
Honey Bunches of Oats Maker Post To Shut Two Plants as Cereal Demand Wanes |
Post Holdings (POST) said Wednesday that it is closing two of its plants, citing a decline in demand for “ready-to-eat” cereals. |
investopedia.com |
2025-04-09 14:36:23 |
Czytaj oryginał (ang.) |
Post Holdings to Close Two Cereal Plants, Cut 300 Jobs |
Post Holdings plans to close cereal manufacturing plants in Ontario and Nevada, putting about 300 employees out of work, as demand in the ready-to-eat cereal category continues to decline. |
wsj.com |
2025-04-09 12:30:00 |
Czytaj oryginał (ang.) |
Here's Why Post Holdings (POST) is a Strong Momentum Stock |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2025-03-27 12:50:27 |
Czytaj oryginał (ang.) |
Here's Why Post Holdings (POST) is a Strong Growth Stock |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2025-03-17 12:50:30 |
Czytaj oryginał (ang.) |
Why Post Holdings (POST) is a Top Momentum Stock for the Long-Term |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2025-02-27 12:50:35 |
Czytaj oryginał (ang.) |
4 Miscellaneous Food Stocks in Focus Despite Industry Hurdles |
The Zacks Food-Miscellaneous industry is facing a challenging consumer environment and escalating costs, but brand-strengthening efforts and cost-saving strategies position SYY, GIS, POST and FRPT well for growth. |
zacks.com |
2025-02-25 11:50:49 |
Czytaj oryginał (ang.) |
Are Investors Undervaluing Post Holdings (POST) Right Now? |
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. |
zacks.com |
2025-02-20 12:40:38 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Upgraded to Buy: Here's What You Should Know |
Post Holdings (POST) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term. |
zacks.com |
2025-02-12 15:01:14 |
Czytaj oryginał (ang.) |
Post Holdings, Inc. (POST) Q1 2025 Earnings Call Transcript |
Post Holdings, Inc. (NYSE:POST ) Q1 2025 Earnings Conference Call February 7, 2025 9:00 AM ET Company Participants Daniel O'Rourke - Investor Relations Jeff Zadoks - Executive Vice President and Chief Operating Officer Matt Mainer - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Andrew Lazar - Barclays David Palmer - Evercore ISI Ken Goldman - JPMorgan Matt Smith - Stifel Michael Lavery - Piper Sandler John Baumgartner - Mizuho Marc Torrente - Wells Fargo Operator Welcome to the Post Holdings First Quarter 2025 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. |
seekingalpha.com |
2025-02-07 21:30:56 |
Czytaj oryginał (ang.) |
Post Holdings Q1 Earnings Top, Foodservice Growth Aids Top Line |
POST's Q1 results reflect increased sales, including contributions from the Perfection Pet Foods acquisition, alongside growth in earnings. |
zacks.com |
2025-02-07 11:36:15 |
Czytaj oryginał (ang.) |
Compared to Estimates, Post Holdings (POST) Q1 Earnings: A Look at Key Metrics |
Although the revenue and EPS for Post Holdings (POST) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-02-06 21:31:07 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Q1 Earnings Top Estimates |
Post Holdings (POST) came out with quarterly earnings of $1.73 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.69 per share a year ago. |
zacks.com |
2025-02-06 21:11:09 |
Czytaj oryginał (ang.) |
Post Holdings Reports Results for the First Quarter of Fiscal Year 2025; Raises Fiscal Year 2025 Outlook |
ST. LOUIS , Feb. 6, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2024. Highlights: First quarter net sales of $2.0 billion Operating profit of $214.1 million; net earnings of $113.3 million and Adjusted EBITDA (non-GAAP)* of $369.9 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,420-$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. |
prnewswire.com |
2025-02-06 19:00:00 |
Czytaj oryginał (ang.) |
Countdown to Post Holdings (POST) Q1 Earnings: Wall Street Forecasts for Key Metrics |
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Post Holdings (POST), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2024. |
zacks.com |
2025-02-05 12:21:48 |
Czytaj oryginał (ang.) |
Post Holdings' Q1 Earnings on Deck: Key Factors to Understand |
POST's Q1 results are likely to reflect strength in the Foodservice segment while showing concerns related to escalated advertising costs. |
zacks.com |
2025-02-03 10:06:23 |
Czytaj oryginał (ang.) |
Analysts Estimate Post Holdings (POST) to Report a Decline in Earnings: What to Look Out for |
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. |
zacks.com |
2025-01-30 13:07:42 |
Czytaj oryginał (ang.) |
Is Post Holdings (POST) Stock Undervalued Right Now? |
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. |
zacks.com |
2025-01-15 12:41:07 |
Czytaj oryginał (ang.) |
Post Holdings Schedules First Quarter Fiscal Year 2025 Conference Call |
ST. LOUIS , Jan. 9, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, February 7, 2025 at 9:00 a.m. ET to discuss financial results for the first quarter of fiscal year 2025 and fiscal year 2025 outlook and to respond to questions. |
prnewswire.com |
2025-01-09 19:00:00 |
Czytaj oryginał (ang.) |
How Should You Play Post Holdings Stock at a P/S Multiple of 0.8X? |
While POST's long-term prospects remain supported by its growth initiatives, near-term concerns suggest a cautious outlook. |
zacks.com |
2025-01-07 11:06:11 |
Czytaj oryginał (ang.) |
Post Holdings Stock: Pullback Is An Opportunity With A Lamb Weston Deal Unlikely |
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. |
seekingalpha.com |
2024-12-19 10:30:00 |
Czytaj oryginał (ang.) |
Post Holdings Issues 2024 Sustainability Report |
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. |
prnewswire.com |
2024-12-18 18:05:00 |
Czytaj oryginał (ang.) |
Post Holdings Makes Bold Move Into Potato Market With PPI Buyout |
Post Holdings agrees to take over Potato Products of Idaho, signaling its entry into the refrigerated and frozen potato market. |
zacks.com |
2024-12-18 10:56:08 |
Czytaj oryginał (ang.) |
Post Holdings Reports Avian Influenza at Third-Party Contracted Facility and Affirms Fiscal Year 2025 Adjusted EBITDA Outlook |
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. |
prnewswire.com |
2024-12-09 10:30:00 |
Czytaj oryginał (ang.) |
Trump Tax Reforms: 7 Stocks That Could Benefit in 2025 |
The returning Trump administration will seek more tax reforms pending approval from Congress. They plan on making the 2017 Trump tax cuts permanent and even lower some rates. |
marketbeat.com |
2024-12-02 14:00:10 |
Czytaj oryginał (ang.) |
Post Holdings Announces Redemption of $464.9 Million 5.625% Senior Notes Due January 2028 |
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"). |
prnewswire.com |
2024-11-15 18:05:00 |
Czytaj oryginał (ang.) |
Post Holdings, Inc. (POST) Q4 2024 Earnings Call Transcript |
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. |
seekingalpha.com |
2024-11-15 13:13:30 |
Czytaj oryginał (ang.) |
Post Holdings Q4 Earnings Top, Perfection Buyout Aids Top Line |
POST's Q4 results reflect increased sales, including contributions from the Perfection Pet Foods acquisition, alongside growth in the operating profit. |
zacks.com |
2024-11-15 11:45:42 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates |
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. |
zacks.com |
2024-11-14 22:01:32 |
Czytaj oryginał (ang.) |
Post Holdings (POST) Q4 Earnings and Revenues Beat 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. |
zacks.com |
2024-11-14 21:16:14 |
Czytaj oryginał (ang.) |
Post Holdings Reports Results for the Fourth Quarter and Fiscal Year 2024 |
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. |
prnewswire.com |
2024-11-14 19:00:00 |
Czytaj oryginał (ang.) |
Post Holdings' Q4 Earnings on the Horizon: Factors to Watch for POST |
POST's Q4 results are likely to reflect strength in the Post Consumer Brands segment while showing concerns in the Refrigerated Retail unit. |
zacks.com |
2024-11-11 12:25:29 |
Czytaj oryginał (ang.) |
Ahead of Post Holdings (POST) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics |
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. |
zacks.com |
2024-11-11 12:15:20 |
Czytaj oryginał (ang.) |
Post Holdings Schedules Fourth Quarter and Fiscal Year 2024 Conference Call |
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. |
prnewswire.com |
2024-10-24 21:00:00 |
Czytaj oryginał (ang.) |
Post Holdings: Strong Free Cash Flow Enables Further Upside |
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. |
seekingalpha.com |
2024-10-04 03:08:00 |
Czytaj oryginał (ang.) |
Post Holdings: An Irresistible Treat For Your Portfolio |
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. |
seekingalpha.com |
2024-10-03 17:46:16 |
Czytaj oryginał (ang.) |
Here's Why Post Holdings (POST) is a Strong Growth Stock |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2024-10-01 14:45:19 |
Czytaj oryginał (ang.) |
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 the pricing of its previously announced senior notes offering. |
prnewswire.com |
2024-09-25 20:05:00 |
Czytaj oryginał (ang.) |
Post Holdings Announces Commencement 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"). |
prnewswire.com |
2024-09-25 12:16:00 |
Czytaj oryginał (ang.) |
Post Holdings Affirms Fiscal Year 2024 Adjusted EBITDA Outlook |
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. |
prnewswire.com |
2024-09-25 12:15:00 |
Czytaj oryginał (ang.) |