21% ST. LOUIS, Nov. 26, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced its Board of Directors has approved a new $500 million share repurchase authorization. Share repurchases under the new authorization may begin on November 27, 2025. As of November 25, 2025, Post had repurchased approximately $275.2 million under its previous $500 million share repurchase authorization, which became effective on August 29, 2025 and was cancelled effective N ...

Key Takeaways POST's Q4 adjusted EPS beat estimates while net sales rose 11.8% with acquisition-driven gains.Growth in Foodservice and Weetabix helped offset volume declines in Post Consumer Brands.POST sees FY26 adjusted EBITDA of $1,500-$1,540M and plans continued investment in egg facilities.Post Holdings, Inc. ((POST) reported fourth-quarter fiscal 2025 results, wherein the top line came in line with the Zacks Consensus Estimate, while the bottom line beat the same. Both metrics showed year-over-year gr ...

Accessibility StatementSkip Navigation ST. LOUIS, Nov. 20, 2025 /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, 2025. Highlights: *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" ...

Consolidated revenues of the subsidiaries of AB Akola Group (the Group) for the three months of the financial year 2025/2026 amounted to EUR 394 million, 3% higher than in the corresponding period of the previous year. The Group sold 791 thousand tons of various products, or 7% more than in the same period last year. Gross profit increased by 27% to EUR 56 million and operating profit by 43% to EUR 27 million. Consolidated earnings before interest, taxes, depreciation and amortization (EBITDA) amounted to E ...

Core Insights - Generating cash is crucial for businesses, but effective cash allocation is essential for investment potential [1] - StockStory identifies companies that utilize cash flow effectively, highlighting companies to avoid and better alternatives [1] Company Summaries J. M. Smucker (SJM) - Trailing 12-Month Free Cash Flow Margin is 7.7% [2] - Current stock price is $105.60, trading at 11.1x forward P/E [4] Mohawk Industries (MHK) - Trailing 12-Month Free Cash Flow Margin is 5.5% [5] - Current stock price is $107.56, implying a valuation ratio of 11x forward P/E [7] Champion Homes (SKY) - Trailing 12-Month Free Cash Flow Margin is 7.6% [8] - Estimated sales growth of 2.2% for the next 12 months indicates a slowdown in demand [9] - Organic revenue growth has underperformed benchmarks, suggesting a need for product and strategy improvements [10] - Operating margin has decreased by 27.1 percentage points due to rising day-to-day expenses relative to revenue [10] - Return on Invested Capital (ROIC) is 2.2%, indicating management challenges in identifying attractive investment opportunities [10]

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 Insights - Investors are currently lacking confidence in Central Garden & Pet (NASDAQ: CENT), as evidenced by a 17% decline in the company's stock price over the past month [1] Company Performance - Central Garden & Pet is experiencing a decline in sales, which contributes to the negative sentiment among investors [1]

Core Insights - Investors are currently lacking confidence in Central Garden and Pet (NASDAQ: CENT), as evidenced by a 17% decline in the company's stock price over the past month [1] Company Performance - Central Garden and Pet is experiencing a decline in sales, which is contributing to the negative sentiment among investors [1]

Group 1 - Chewy is disrupting traditional brick-and-mortar pet stores by offering pet food online, leveraging lower pricing through warehouse deliveries [1] - The company competes with physical stores by providing better pricing options, which is a common strategy among online retailers [1] Group 2 - The article is authored by a freelance business writer with a focus on long-term investment opportunities in sectors like restaurants, retailers, and food manufacturers [1]

Summary of Conference Call Notes Industry Overview - The conference call discusses the **China Consumer** sector, focusing on consumption trends and market dynamics in **2Q25** and the outlook for **2H25** [1][2]. Key Points and Arguments 1. **Consumption Trends**: - Demand softened in **2Q25**, with unexciting demand continuing into **3Q25**. Some categories like restaurants, sportswear, prepared food, and spirits showed minor sequential improvements in August, attributed to normalizing policy impacts [1][2]. - Companies maintain a prudent outlook due to demand uncertainty, with expectations for significant demand-side stimulus being unlikely in the near term [1]. 2. **Pricing Dynamics**: - There are downside risks to pricing in categories such as sportswear and spirits due to demand softness. The restaurant sector is experiencing intensified pricing activities driven by food delivery subsidies and market education on new categories [1][2]. 3. **Structural Growth Opportunities**: - Continued demand for experience-based consumption, particularly in IP retailers, freshly made drinks, and pet foods [2]. - Opportunities for category expansion and penetration in beverages, cosmetics, and pet foods, with companies like Laopu experiencing upward brand cycles [2]. - Overseas expansion remains a growth opportunity, especially in home appliances, despite demand uncertainties [2]. - Lower-tier cities present untapped potential for various categories [2]. 4. **Sector Preferences**: - Preferred sectors include sports brands, diversified retailers, beverages, and pet food. Least preferred sectors are apparel/footwear OEM, furniture, projectors, and non-super-premium spirits [3][8]. 5. **Stock Recommendations**: - Buy recommendations include companies like Anta, Eastroc, Midea, and WH Group, while jewelry has been upgraded to Neutral due to stabilized sentiment [8]. 6. **Market Sentiment**: - The market is showing interest in turnaround themes, with shareholder returns supporting stock prices [2]. Additional Important Content - The macroeconomic environment remains resilient, but consumption-related indicators are muted. The GS macro team anticipates limited significant demand-side stimulus due to the stable GDP numbers [1][9]. - The report highlights a divergence in performance among companies, with stronger brands gaining market share while weaker ones struggle [9]. - The conference call also touches on the impact of policy changes, including temporary interest and childbirth subsidies, which may influence consumer behavior [1]. Conclusion - The China Consumer sector is navigating a challenging landscape with softer demand and pricing pressures. However, structural growth opportunities and strategic sector preferences present potential investment avenues. The outlook remains cautious, with companies focusing on prudent strategies to manage uncertainties in demand and pricing.