Post Holdings, Inc. (POST) is trading at an attractive valuation, considering its price-to-sales (P/S) multiple, which is lower than the Zacks Food – Miscellaneous industry and the broader Consumer Staples sector. POST’s forward 12-month P/S ratio is 0.79, lower than the industry average of 1.30 and the sector average of 7.67.This relative undervaluation, coupled with a strong Value Score of A, positions Post Holdings as a compelling choice for value-focused investors within the consumer staple space.Howeve ...

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.In fiscal year 2024, Post made meaningful progress in sustainability, including the following highlights: Developed an evolved framework and approach to sustainability. Outperformed h ...

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 rede ...

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 Wel ...

Financial Performance - Net sales increased by $931.7 million, or 13%, to $7,922.7 million for the year ended September 30, 2024, compared to $6,991.0 million in the prior year[146] - Operating profit rose by $194.6 million, or 32%, to $793.5 million for the year ended September 30, 2024, driven by higher segment profit in Post Consumer Brands, Weetabix, and Refrigerated Retail segments[148] - The company reported net earnings of $366.7 million for the year ended September 30, 2024, an increase of $65.4 million, or 22%, from the prior year[146] Segment Performance - Net sales for the Post Consumer Brands segment increased by $1,076.5 million, or 35%, for the year ended September 30, 2024, compared to the prior year[157] - Segment profit for Post Consumer Brands increased by $162.4 million, or 43%, driven by higher net sales, partially offset by increased product costs[159] - Weetabix segment net sales increased by $31.1 million, or 6%, for the year ended September 30, 2024, primarily due to the inclusion of ten months of Deeside net sales[160] - Foodservice segment net sales decreased by $118.8 million, or 5%, for the year ended September 30, 2024, primarily due to lower egg product sales[161] - Refrigerated Retail segment net sales decreased by $57.5 million, or 6%, for the year ended September 30, 2024, driven by lower average net selling prices across all product categories[163] Costs and Expenses - Interest expense increased by $37.4 million, or 13%, to $316.5 million for the year ended September 30, 2024, due to higher average outstanding principal amounts of debt and a higher weighted-average interest rate of 5.1%[149] - The company incurred increased costs due to outbreaks of highly pathogenic avian influenza, which impacted its Foodservice and Refrigerated Retail segments[144] - General corporate expenses decreased by $21.0 million, or 9%, for the year ended September 30, 2024, due to increased net gains related to mark-to-market adjustments[164] Acquisitions and Investments - The company completed the acquisition of Perfection Pet Foods, LLC and Deeside Cereals I Ltd on December 1, 2023, enhancing its product offerings in the pet food and cereal markets[142] - The company recorded a gain of $5.1 million related to its investment in BellRing Brands, Inc. during the year ended September 30, 2023[153] Tax and Compliance - The effective income tax rate decreased to 22.3% for fiscal 2024 from 24.1% in fiscal 2023[154] - The company continues to evaluate the impact of the OECD's global tax reform initiative, Pillar 2, but does not expect it to materially affect its effective income tax rate[155] - Compliance with a secured net leverage ratio not exceeding 4.25 to 1.00 as of September 30, 2024[181] Cash Flow and Financing - $931.7 million cash provided by operating activities for the year ended September 30, 2024, an increase of $181.4 million compared to $750.3 million in 2023[175] - Cash used in investing activities was $677.5 million in fiscal 2024, primarily due to capital expenditures of $429.5 million and net cash payments of $248.1 million related to acquisitions[176] - Cash provided by financing activities was $415.6 million in fiscal 2024, including proceeds of $1,200.0 million from the issuance of 6.375% senior notes and $1,000.0 million from 6.25% senior secured notes[178] - Total net repayments of debt amounted to $2,041.6 million in fiscal 2024, including repayments of $1,003.4 million on senior notes and $400.0 million on the Fourth Incremental Term Loan[178] Share Repurchase - $303.1 million spent on repurchasing 3.0 million shares of common stock at an average price of $101.74 per share[175] - $387.1 million spent on repurchasing 4.4 million shares of common stock in fiscal 2023 at an average price of $87.13 per share[179] Goodwill and Fair Value - No goodwill impairment charges were recorded for the year ended September 30, 2024, compared to a charge of $42.2 million in the prior year[165] - The estimated fair value of indefinite-lived trademarks and brands exceeded book value by 9% or greater at September 30, 2024[188] - Goodwill for the Cheese and Dairy and Weetabix reporting units exceeded carrying values by approximately 5.3% and 5.2%, respectively, as of September 30, 2024[190] - A goodwill impairment charge of $42.2 million was recorded in fiscal 2023 related to the Cheese and Dairy reporting unit due to narrowing pricing gaps and declining profitability[190] Market Conditions - The company experienced inflationary pressures on input costs and shifting consumer preferences towards private label products, impacting sales volumes in several segments[144] - Input cost inflation during fiscal 2023 pressured profit margins, which were largely mitigated through pricing actions, cost savings measures, and hedging programs[182] - The company expects inflationary pressures on certain input costs to ease in fiscal 2024, while others will continue to face inflation, impacting future operations[182] - Demand for certain products is influenced by holidays and seasons, impacting customer spending patterns and promotional activities[182] - Consolidated net sales were positively affected by foreign currency exchange rates by less than 1% during the year ended September 30, 2024[183]

Post Holdings, Inc. (POST) reported fourth-quarter fiscal 2024 results, wherein the top and bottom lines cruised ahead of the Zacks Consensus Estimate, and sales increased year over year.Post Holdings’ Q4 Metrics in DetailThe company posted adjusted earnings of $1.53 per share, surpassing the Zacks Consensus Estimate of $1.19. However, the bottom line declined from the adjusted earnings of $1.63 per share recorded in the year-ago quarter.Find the latest EPS estimates and surprises on Zacks Earnings Calendar ...

For the quarter ended September 2024, Post Holdings (POST) reported revenue of $2.01 billion, up 3.3% over the same period last year. EPS came in at $1.53, compared to $1.63 in the year-ago quarter.The reported revenue represents a surprise of +2.51% over the Zacks Consensus Estimate of $1.96 billion. With the consensus EPS estimate being $1.19, the EPS surprise was +28.57%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 28.57%. A quarter ago, it was expected that this cereal maker would post earnings of $1.21 per share when it actually produced earnings of $1.54, delivering a surprise of 27.27%.Over the last four quarters, the compa ...

Exhibit 99.1 Post Holdings Reports Results for the Fourth Quarter and Fiscal Year 2024 St. Louis - November 14, 2024 - 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 ...

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 ...