Core Insights - Post Holdings, Inc.'s Foodservice segment experienced significant growth, with net sales increasing by 20.4% year over year to $718 million in Q4 of fiscal 2025, driven by higher volumes and favorable pricing due to avian influenza impacts [2][4][9] Sales Performance - Excluding the Potato Products of Idaho acquisition, Foodservice volumes rose by 9.3% in Q4, attributed to expanded distribution in egg and potato products, normalization of customer egg inventories, and growth in protein-based shakes [3][9] - For the full fiscal year, Foodservice net sales increased by 14.5% to $2,641 million, indicating strong overall performance [4] Profitability - The Foodservice segment's adjusted EBITDA surged by 49.9% year over year in Q4, reflecting improved throughput and a favorable product mix, while for fiscal 2025, adjusted EBITDA increased by 22.4% [5][9] Market Dynamics - Management noted that while egg pricing benefits are expected to moderate, the fourth-quarter performance was supported by distribution gains and customer inventory normalization, highlighting the segment's contribution to overall operating performance [6] Stock Performance - Post Holdings shares gained 0.5% over the past month, outperforming the broader Consumer Staples sector and the S&P 500 index, which grew by 0.1% and 0.3%, respectively [7] Valuation - The company currently trades at a forward 12-month P/E ratio of 12.87, which is below the industry average of 15.22 and the sector average of 17.6, indicating a modest discount relative to peers [11]