Core Viewpoint - Post Holdings, Inc. will hold a conference call on November 21, 2025, to discuss its fourth-quarter financial results for fiscal year 2025 and provide an outlook for fiscal year 2026 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for November 21, 2025, at 9:00 a.m. ET, featuring key executives including the CEO and CFO [1]. - Financial results for the fourth quarter will be released after market close on November 20, 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 [3]. Group 2: Replay Information - A replay of the conference call will be available until November 28, 2025, with specific dialing instructions for U.S. and international listeners [4]. - A webcast replay will also be accessible for a limited time on Post's website [4]. Group 3: Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories [5]. - 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 [5].

Core Viewpoint - Post Holdings, Inc. has announced the sale of its pasta business from 8th Avenue Food & Provisions to Richardson for $375 million in cash, along with assuming $80 million in leaseback liabilities, expected to close in the first fiscal quarter of 2026 [1] Group 1: Transaction Details - The transaction involves Richardson paying $375 million in cash and assuming approximately $80 million in leaseback financial liabilities [1] - Post acquired 8th Avenue on July 1, 2025, and will retain its nut butters, fruit and nut products, and granola businesses, which are expected to be integrated into the Post Consumer Brands segment [1] Group 2: Financial Expectations - The retained businesses are projected to contribute approximately $45-50 million in Adjusted EBITDA for fiscal year 2026 before realizing cost synergies, which are expected to reach an annual run rate of about $15 million by the end of fiscal year 2026 [2] - The synergized acquisition multiple for the remaining business is expected to be below 7 times synergized Adjusted EBITDA, consistent with Post's previous acquisition multiple [2] Group 3: Share Repurchase Authorization - On August 27, 2025, Post's Board of Directors approved a new $500 million share repurchase authorization, effective from August 29, 2025 [3] - As of August 27, 2025, Post had repurchased approximately $304.8 million under its previous $500 million authorization, which was canceled effective August 28, 2025 [3] Group 4: Non-GAAP Measures - Post uses non-GAAP measures such as Adjusted EBITDA and synergized acquisition multiple to provide transparency and assist investors in understanding the underlying operating performance [5][6] - Adjusted EBITDA represents earnings before interest, taxes, depreciation, and amortization, while the synergized acquisition multiple is calculated based on the net purchase price divided by post-synergies Adjusted EBITDA [5] Group 5: Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company with operations in various food categories, including ready-to-eat cereals, pet food, and refrigerated foods [12] - The company is a leader in the North American branded and private label markets, with notable brands such as Weetabix and Bob Evans Farms [12]

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].

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].