Financial Data and Key Metrics Changes - Consolidated net sales for Q3 were $2 billion, with adjusted EBITDA at $397 million, reflecting a 2% increase in sales driven by avian influenza pricing and volume growth in cold chain businesses, partially offset by lower pet food and cereal volumes [17][19] - Adjusted EBITDA guidance for the fiscal year was increased to a range of $1.5 billion to $1.52 billion, suggesting Q4 will be approximately flat to Q3 [22] Business Line Data and Key Metrics Changes - Post Consumer Brands (PCB) net sales decreased by 9%, with cereal volumes down 6% and pet volumes down 13% [17][18] - Foodservice net sales increased by 19%, with volumes up 7%, driven by avian influenza pricing and improved customer foot traffic [19] - Refrigerated Retail net sales increased by 9%, with volumes up 1%, benefiting from the timing of Easter [20] Market Data and Key Metrics Changes - Cereal category volumes were down 4.1% year over year, with the branded portfolio declining by 4.9% [12] - Pet volume consumption decreased by 3.7% year over year, while the category remained flat [12] - Weetabix saw a 2.4% increase in consumption volumes, contrasting with a 1.8% decline in the category [14] Company Strategy and Development Direction - The company is focusing on cost optimization and targeted investments to drive volume growth despite a challenging macro environment [15] - The acquisition of Eighth Avenue is expected to create synergies within nut butter and granola, with integration planned for FY 2026 [7] - The company remains open to M&A opportunities while balancing share buybacks, having repurchased 8% of the company fiscal year to date [8][43] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the overall state of the portfolio, despite challenges from tariffs and regulatory changes [9] - The foodservice business is expected to normalize by the end of Q4, with a projected adjusted EBITDA run rate of approximately $115 million [14] - Management acknowledged the need for a longer recovery timeline for the Nutrish brand due to larger-than-anticipated volume challenges [12] Other Important Information - The company is experiencing a transition in its pet portfolio, with plans to address consumption trends and optimize costs [11] - A severance charge of $5 million was taken to align the workforce with a smaller cereal footprint [19] Q&A Session Summary Question: Insights on fiscal 2026 guidance - Management indicated that they are still in the planning process for fiscal 2026 and acknowledged various factors that could impact performance, including foodservice normalization and contributions from Eighth Avenue [25][28] Question: Cereal category performance - Management noted that private label underperformance in the cereal category is somewhat of a mystery, possibly due to pricing dynamics [29][30] Question: Foodservice pricing recovery - Management clarified that pricing increases in foodservice were driven by recovering costs from Q2 and elevated egg markets [34][35] Question: M&A appetite and market challenges - Management expressed a cautious but open-minded approach to M&A opportunities, noting current market uncertainties and low multiples [41][44] Question: Eighth Avenue acquisition impact - Management confirmed no material changes to the expected contribution from Eighth Avenue for the fiscal year and indicated a path to improvement for next year [68] Question: Portfolio adjustments in Pet - Management highlighted opportunities for portfolio changes but emphasized the need to stabilize the Nutrish brand before making significant adjustments [78] Question: Input costs and product reformulations - Management plans to take a pragmatic approach to product reformulations and innovation in response to regulatory changes [61][63]

Group 1: Earnings Performance - Post Holdings reported quarterly earnings of $2.03 per share, exceeding the Zacks Consensus Estimate of $1.67 per share, and up from $1.54 per share a year ago, representing an earnings surprise of +21.56% [1] - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter ended June 2025 was $1.98 billion, surpassing the Zacks Consensus Estimate by 1.70%, and up from $1.95 billion year-over-year [2] Group 2: Stock Performance and Outlook - Post Holdings shares have declined approximately 10.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.95 on revenues of $2.27 billion, and for the current fiscal year, it is $6.73 on revenues of $8.14 billion [7] Group 3: Industry Context - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Post Holdings was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6]

Highlights: Exhibit 99.1 *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under "Use of Non-GAAP Measures" later in this release. Post provides Adjusted EBITDA guidance only on a non-GAAP basis and does not provide a reconciliation of its forward-looking Adjusted EBITDA non-GAAP guidance measure to the most directly comparable GAAP measure due ...

Core Points - Jeff Zadoks, the Chief Operating Officer of Post Holdings, Inc., will retire in January 2026, and Nicolas Catoggio, the President and CEO of Post Consumer Brands, will take over as COO [1][5] - Zadoks has been with Post since 2011, serving in various roles including Chief Financial Officer and COO, contributing significantly to the company's growth [2] - Under Catoggio's leadership since September 2021, Post Consumer Brands has expanded into multiple categories beyond ready-to-eat cereals, including pet food, peanut butter, and pasta [2][3] Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories including center-of-the-store, refrigerated, foodservice, and food ingredients [3] - The company includes brands such as Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, with Post Consumer Brands being a leader in the North American cereal market [3]

Core Viewpoint - Post Holdings, Inc. reported a mixed performance for the third fiscal quarter ended June 30, 2025, with net sales increasing slightly but challenges in specific segments, particularly in Post Consumer Brands, while raising its Adjusted EBITDA outlook for the fiscal year 2025 [4][10][30]. Financial Performance - Net sales for the third quarter were $1,984.3 million, a 1.9% increase from $1,947.7 million in the prior year, including $8.4 million from the acquisition of Potato Products of Idaho [4][10]. - Gross profit rose to $596.2 million, representing 30.0% of net sales, up from 29.6% in the prior year [4]. - Selling, general and administrative expenses decreased by 3.8% to $312.1 million, or 15.7% of net sales [5]. - Operating profit increased by 15.5% to $234.6 million compared to $203.2 million in the prior year [5]. - Net earnings were $108.8 million, a 9.0% increase from $99.8 million in the prior year, with diluted earnings per share rising to $1.79 from $1.53 [6]. Segment Performance - Post Consumer Brands experienced a 9.3% decline in net sales to $914.0 million, primarily due to a 10.3% decrease in volumes [14]. - Weetabix saw a slight increase in net sales to $137.9 million, aided by favorable foreign currency exchange rates, despite a 2.5% volume decrease [16]. - Foodservice segment net sales increased by 18.6% to $698.5 million, driven by distribution increases and the acquisition of PPI [18]. - Refrigerated Retail segment net sales rose by 9.1% to $233.9 million, with significant profit growth [21]. Adjusted EBITDA and Outlook - Adjusted EBITDA for the third quarter was $397.0 million, a 13.4% increase from $350.2 million in the prior year [7]. - The company raised its fiscal year 2025 Adjusted EBITDA outlook to a range of $1,500-$1,520 million, up from $1,460-$1,500 million [10][30]. Share Repurchases and Capital Expenditures - During the third quarter, Post repurchased 0.6 million shares for $62.1 million, with a remaining authorization of $231.4 million [27]. - Capital expenditures for fiscal year 2025 are expected to range between $450-$480 million, focusing on network optimization and facility expansions [31].

分组1 - Laird Superfood, Inc. reported a quarterly loss of $0.03 per share, better than the Zacks Consensus Estimate of a loss of $0.07, representing an earnings surprise of +57.14% [1] - The company posted revenues of $11.99 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 5.58%, but showing an increase from $10 million in the same quarter last year [2] - Laird Superfood shares have underperformed the market, losing about 10% since the beginning of the year compared to the S&P 500's gain of 7.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is -$0.01 on revenues of $14.5 million, and for the current fiscal year, it is -$0.16 on revenues of $53.4 million [7] - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Core Viewpoint - Post Holdings (POST) is expected to report quarterly earnings of $1.67 per share, an increase of 8.4% year-over-year, with revenues projected at $1.95 billion, reflecting a 0.2% increase compared to the previous year [1] Earnings Projections - The consensus EPS estimate has been revised upward by 7.7% over the past 30 days, indicating analysts have reassessed their initial projections [2] - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3] Key Metrics Estimates - Analysts predict 'Net Sales- Weetabix' will reach $139.47 million, a 2.5% increase year-over-year [5] - 'Net Sales- Refrigerated Retail' is expected to be $223.95 million, indicating a 4.5% year-over-year increase [5] - 'Net Sales- Post Consumer Brands' is projected at $945.47 million, reflecting a decrease of 6.2% year-over-year [5] - 'Net Sales- Foodservice' is forecasted to be $636.19 million, suggesting an 8% increase year-over-year [6] Adjusted EBITDA Estimates - 'Adjusted EBITDA- Post Consumer Brands' is expected to be $186.22 million, down from $193.50 million year-over-year [6] - 'Adjusted EBITDA- Weetabix' is projected at $34.38 million, slightly up from $34.20 million in the same quarter last year [6] - 'Adjusted EBITDA- Foodservice' is forecasted to reach $137.71 million, compared to $120.40 million in the previous year [7] - 'Adjusted EBITDA- Refrigerated Retail' is estimated at $33.34 million, up from $23.30 million year-over-year [7] Stock Performance - Over the past month, shares of Post Holdings have declined by 3.3%, while the Zacks S&P 500 composite has increased by 0.5% [7] - Post Holdings currently holds a Zacks Rank 1 (Strong Buy), indicating potential outperformance in the near future [7]

Company Overview - Post Holdings (POST) is expected to report earnings for the quarter ended June 2025, with a consensus estimate of $1.67 per share, reflecting a year-over-year increase of +8.4% [3] - Revenues are anticipated to be $1.95 billion, which is a slight increase of 0.2% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on August 7, and the stock price may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised 7.73% higher in the last 30 days, indicating a positive reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Post Holdings is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.16%, suggesting a bearish outlook from analysts [12] - Despite the negative Earnings ESP, Post Holdings holds a Zacks Rank of 1 (Strong Buy), complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Post Holdings had an earnings surprise of +19.49%, with actual earnings of $1.41 per share compared to the expected $1.18 [13] - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14] Industry Context - Another company in the Zacks Food - Miscellaneous industry, Nomad Foods (NOMD), is expected to report earnings of $0.44 per share, indicating a year-over-year decline of -6.4% [18] - Nomad Foods' revenues are projected to be $888.24 million, reflecting a year-over-year increase of 9.6% [19] - The consensus EPS estimate for Nomad Foods has been revised up by 3.5% in the last 30 days, but it currently has an Earnings ESP of -1.15% [19][20]

Core Viewpoint - Post Holdings, Inc. will hold a conference call on August 8, 2025, to discuss its third-quarter financial results for fiscal year 2025 and provide an outlook for the fiscal year [1][2]. Group 1: Conference Call Details - The conference call is scheduled for 9:00 a.m. ET on August 8, 2025, featuring key executives including the President and CEO, COO, and CFO [1]. - Financial results for the third quarter will be released after market close on August 7, 2025 [2]. - Interested parties can join the call by dialing specific numbers for the U.S. and international participants, with a conference identification number provided [2]. Group 2: Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories [4]. - The company includes brands such as Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, with a strong presence in ready-to-eat cereals, pet food, and refrigerated foods [4].

Core Insights - The article emphasizes the importance of efficiency levels in assessing a company's potential for profitability, suggesting that higher efficiency correlates with better price performance [1] Efficiency Ratios - Receivables Turnover measures a company's ability to extend credit and collect debts, with a higher ratio indicating better performance [2] - Asset Utilization indicates how effectively a company converts its assets into sales, with higher values suggesting greater efficiency [3] - Inventory Turnover assesses a company's ability to manage inventory relative to its cost of goods sold, where a higher ratio indicates better inventory management [4] - Operating Margin reflects a company's control over operating expenses, with higher margins indicating more efficient expense management [5] Screening Criteria - The screening process included efficiency ratios that surpassed industry averages, narrowing down over 7,906 stocks to 12 candidates [7] - A favorable Zacks Rank of 1 (Strong Buy) was also included to enhance the profitability of the strategy [6] Selected Stocks - Post Holdings (POST), CarGurus (CARG), and Koppers (KOP) were identified as top stocks based on strong efficiency metrics, each exceeding industry averages [8] - POST reported an average earnings surprise of 22.9%, CARG had 11.8%, and KOP achieved 6% [8][9][10][11]