- Post Holdings‘ fourth-quarter net sales were $2.25 billion, marking a 12% increase year-over-year and matching estimates.
- Post Consumer Brands reported net sales of $1.16 billion, an 11% increase compared to the previous year, but fell short of the $1.24 billion estimate.
- Weetabix’s net sales reached $145.0 million, a 3.6% rise year-over-year, surpassing the estimate of $140.9 million.
- Foodservice division’s net sales were $718.0 million, up 20% year-over-year, exceeding the $646.6 million estimate.
- Refrigerated Retail’s net sales were $228.2 million, representing a 0.8% increase, but below the $231.8 million estimate.
- Adjusted EPS stood at $2.09, compared to $1.53 in the previous year.
- Gross profit was $602.1 million, up 4.6% year-over-year, yet below the estimate of $651.8 million.
- Net income was $51.0 million, reflecting a 38% decrease year-over-year, missing the $111.8 million estimate.
- Adjusted EBITDA was $425.4 million, up 22% year-over-year, surpassing the $402 million estimate.
- For fiscal year 2026, Adjusted EBITDA is projected to range from $1,500 to $1,540 million.
- Capital expenditures for fiscal year 2026 are expected to be between $350 and $390 million, with investments in foodservice and egg facility expansions totaling $80 to $90 million.
- Analyst recommendations for Post Holdings include 7 buys, 3 holds, and no sells.
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Post Holdings on Smartkarma
Analysts on Smartkarma, like Baptista Research, are closely following Post Holdings, a company known for its ready-to-eat cereals and refrigerated foods. In a recent report titled “Post Holdings: Ready-to-Drink (RTD) Shakes Expansion As A Key Contributor To The Company’s Greater Portfolio Performance!”, Baptista Research highlighted the company’s second-quarter fiscal performance. Despite facing challenges in the market, Post Holdings reported consolidated net sales of $2 billion and adjusted EBITDA of $347 million, marking a 2% decline compared to previous periods. This analysis sheds light on the company’s financial standing and strategic direction, providing valuable insights for investors.
The report by Baptista Research on Smartkarma emphasizes Post Holdings‘ focus on expanding its ready-to-drink (RTD) shakes as a key driver for its overall portfolio performance. Through navigating through complex market conditions, Post Holdings showcased its resilience and strategic initiatives during the earnings call. With top independent analysts like Baptista Research providing in-depth coverage on companies like Post Holdings, investors gain access to valuable research that can help them make informed investment decisions in the ever-evolving market landscape.
A look at Post Holdings Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 1 | |
| Growth | 3 | |
| Resilience | 3 | |
| 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 specializing in ready-to-eat cereal products, has received a mix of Smartkarma Smart Scores indicating its long-term outlook. With a strong Value score of 4 and Momentum score of 4, Post Holdings showcases promising attributes in terms of its perceived value and market performance. However, the company’s Dividend score of 1 suggests lower attractiveness for dividend-seeking investors. While Growth and Resilience scores stand at 3, reflecting moderate potential for expansion and ability to withstand market fluctuations, Post Holdings seems to have a balanced outlook for the future.
In summary, Post Holdings Inc. holds a diversified profile according to the Smartkarma Smart Scores. The company’s strengths lie in its perceived value and market momentum, which could bode well for investors seeking stable returns and growth opportunities. However, the lower Dividend score indicates that those prioritizing dividend income may find Post Holdings less appealing. With moderate scores in Growth and Resilience, Post Holdings appears positioned for gradual expansion and resilience in the face of market challenges.
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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