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Post Holdings Inc (POST)
NYSE:POST
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.17Last Year’s EPS
1.51Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 06, 2025
|% Change Since: 7.23%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call presents a mixed outlook. While there are strong performances in grocery, pet, and foodservice segments, and positive actions on share repurchases and capital allocation, challenges remain due to avian influenza, pet segment consumption decline, and refrigerated retail EBITDA drop.Company Guidance
In the earnings conference call for Post Holdings' first quarter of fiscal year 2025, several key performance metrics and guidance details were discussed. The company reported consolidated net sales of $2 billion and adjusted EBITDA of $370 million. For the Post Consumer Brands segment, net sales decreased by 6%, with volumes down by 9% but average net pricing increased by 3%. In the foodservice segment, net sales increased by 9% and volumes grew by 3%, driven by favorable volumes and elevated avian influenza-driven pricing. However, the company anticipates a headwind of $30 million to $50 million in the second fiscal quarter due to avian influenza impacts, although they are confident in recovering these costs throughout the fiscal year. Adjusted EBITDA for the refrigerated retail segment decreased by 22% due to lower volumes and increased costs. The company raised the bottom end of its FY 2025 adjusted EBITDA guidance by $10 million, projecting a range of $1.42 billion to $1.46 billion.Strong Start to Fiscal 2025
Fiscal 2025 is off to a good start with strong Q1 financial results driven by cost management and benefits from a diversified portfolio. Major ERP conversions were successfully executed at PCB, PET, and Weetabix.
Grocery and Pet Segments Performance
Grocery had a strong quarter with improved gross margin driven by cost performance and freight efficiencies. Pet segment benefited from improved cost and plant performance, with innovations like the relaunch of Nutrish underway.
Foodservice Volume Growth
Foodservice had a strong quarter driven by continued volume growth, ongoing avian influenza pricing from the May 2024 outbreak, and improved supply chain performance.
Share Repurchase and Capital Allocation
Post Holdings bought back over 4% of its shares while keeping net leverage flat, indicating strong liquidity and cash flow, well-positioned for potential M&A transactions.
Adjusted EBITDA Guidance Raised
The bottom end of FY 2025 adjusted EBITDA guidance was raised by $10 million to a range of $1.42 billion to $1.46 billion.
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POST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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POST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 06, 2025 | $105.86 | $112.55 | +6.32% |
| Nov 14, 2024 | $107.78 | $106.14 | -1.52% |
| Aug 01, 2024 | $110.42 | $113.71 | +2.98% |
| May 02, 2024 | $104.90 | $102.66 | -2.14% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Post Holdings Inc (POST) report earnings?
Post Holdings Inc (POST) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Post Holdings Inc (POST) earnings time?
Post Holdings Inc (POST) earnings time is at May 01, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is POST EPS forecast?
POST EPS forecast for the fiscal quarter 2025 (Q2) is 1.17.
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