Balanced Take on POST's FY25 EBITDA Outlook: Will It Hit the Target?

Key Takeaways POST raised FY25 EBITDA outlook to $1.43B-$1.47B, up from $1.42B-$1.46B on cost recovery progress. The Foodservice unit expects to recoup $30M in avian flu-related costs by fiscal year-end. Volume remains soft across key categories, but pricing and supply actions support margin stability.Post Holdings, Inc. (POST) modestly raised its full-year fiscal 2025 adjusted EBITDA guidance during the most recent earnings call, projecting the metric to be in the range of $1.43 billion to $1.47 billion, ...