#United States #St. Louis #Fiscal 2025 #Post Holdings #Consumer Packaged Goods

Post Holdings Reports Strong Q3 Results

On August 7, 2025, Post Holdings, Inc. (NYSE: POST) unveiled its financial performance for the third quarter ending June 30, 2025. The results indicate substantial growth in net sales and an increase in adjusted earnings, prompting the company to elevate its forecast for the fiscal year.

Financial Highlights

The quarter yielded net sales of approximately $2.0 billion, which represents a year-over-year increase of 1.9% over the previous year's figures of $1.947 billion. The company also recorded an operating profit of $234.6 million, marking a significant growth of 15.5% compared to $203.2 million from last year.

Net earnings also followed this upward trend, achieving $108.8 million, which signifies a 9% increase over the prior quarter, where net earnings were $99.8 million. The performance has driven a rise in adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) to $397 million, up 13.4% from $350.2 million in the equivalent quarter of 2024.

In addition, Post Holdings raised its guidance for the fiscal year 2025 adjusted EBITDA outlook to $1.5 billion to $1.52 billion, reflecting optimism for ongoing growth.

Segment Performance

Breaking down the results, Post Consumer Brands reported net sales of $914 million, though it faced a decrease of 9.3% driven primarily by volume declines in ready-to-eat cereals and pet food. Despite these challenges, segment profit was recorded at $120.5 million, alongside adjusted EBITDA of $177.5 million.

In contrast, Weetabix saw a modest increase in net sales to $137.9 million, mainly due to favorable foreign currency exchange rates. However, segment profit fell to $19.3 million, a decrease of 19.9% compared to the previous year.

The Foodservice segment experienced substantial growth, achieving net sales of $698.5 million, which is an 18.6% increase year-over-year, bolstered by distribution improvements. The segment profit surged to $123.9 million, reflecting a 38.3% growth.

Looking at the Refrigerated Retail segment, net sales reached $233.9 million, attributed to increased holiday demand. The segment profit skyrocketed, rising 380.4% to $24.5 million, primarily due to effective cost management and operational efficiency.

Share Repurchase and Financial Outlook

Further illustrating the company's confidence, Post Holdings initiated share repurchases, completing the buyback of 0.6 million shares for approximately $62.1 million.

Management indicated expectations for capital expenditures between $450 million and $480 million during fiscal 2025, focusing on enhancements in operational capabilities.

The upcoming conference call scheduled for August 8, 2025, will provide further insights into Post's performance and strategic direction, with key executives addressing questions from stakeholders.

As Post Holdings demonstrates resilience and adaptability in the consumer packaged goods industry, this quarter serves not only as a snapshot of current performance but also a glimpse into a promising future for the company.