- Post Holdings‘ net sales for the fourth quarter were $2.01 billion, surpassing estimates of $1.97 billion, with a year-over-year increase of 3.3%.
- Post Consumer Brands saw net sales increase to $1.05 billion, a 3.9% rise compared to last year, beating the expected $1.03 billion.
- Weetabix’s net sales reached $140.0 million, exceeding the estimate of $136.2 million, marking a 3.8% year-over-year growth.
- The Foodservice segment achieved net sales of $596.1 million, a 4.7% increase from the previous year, outperforming the forecasted $564.9 million.
- Refrigerated Retail net sales experienced a decline of 2.9%, totaling $226.5 million but slightly surpassing the anticipated $224.8 million.
- Adjusted Earnings Per Share (EPS) were $1.53, down from $1.63 the previous year.
- The company’s gross profit rose by 4.4% year-over-year to $575.4 million, higher than the estimated $559 million.
- Net income climbed by 24% year-over-year to $81.6 million, above the estimate of $77.6 million.
- Adjusted EBITDA was $348.7 million, compared to $349.0 million a year earlier, surpassing the estimate of $327.4 million.
- For fiscal year 2025, Post Holdings expects Adjusted EBITDA to range between $1,410 million and $1,460 million.
- Projected fiscal year 2025 capital expenditures are between $380 million and $420 million, including a $90-$100 million investment in network optimization and pet food safety and capacity for Post Consumer Brands.
- The stock has analyst ratings consisting of 7 buys, 3 holds, and no sells.
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Post Holdings on Smartkarma
Post Holdings has caught the attention of analysts on Smartkarma, a platform where top independent analysts share their insights. Baptista Research, in their report “Post Holdings Inc.: These Are The 4 Biggest Challenges In Its Path! – Major Drivers,” highlighted the company’s strong performance in the Third Quarter fiscal 2024. President and CEO, Robert Vitale, expressed satisfaction with the progress, mentioning solid results and key acquisitions. Despite facing challenges like inflation and pricing changes, Post Holdings managed to deliver robustly.
In another report by Baptista Research titled “Post Holdings Inc.: Consumer Market Pricing Strategy & 3 Pivotal Factors Influencing Its Performance In 2025 & Beyond! – Major Drivers,” Post Holdings demonstrated robust performance in the second quarter of 2024, especially in core segments like Consumer Brands and Foodservices. Despite facing volume declines in some categories, the company’s proactive management through strategic price adjustments and cost control strategies helped navigate a complex economic environment. Baptista Research also delves into factors influencing the company’s pricing and conducts an independent valuation using a Discounted Cash Flow (DCF) methodology.
A look at Post Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 1 | |
| Growth | 4 | |
| Resilience | 2 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Post Holdings Inc., a food company renowned for its production and distribution of a diverse range of ready-to-eat cereal products, shows a promising long-term outlook based on Smartkarma Smart Scores. With strong ratings in Value, Growth, and Momentum, the company appears well-positioned for future success. Its high scores in Value and Growth indicate a solid foundation and potential for expansion, while its Momentum score suggests positive market performance.
However, Post Holdings faces challenges in terms of Dividend and Resilience scores, reflecting areas where improvements may be needed. Despite this, with a solid Value and Growth foundation combined with positive Momentum, Post Holdings shows potential for long-term growth and remains a notable player in the food industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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