ST. LOUIS, Dec. 17, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today released its 2025 Sustainability report. The report details Post's enterprise-wide approach and progress with sustainability efforts across four strategic pillars: Sourcing, Operations, People and Products. Contact: Investor Relations Daniel O'Rourke [email protected] (314) 806-3959 Media Relations Tara Gray [email protected] (314) 644-7648 SOURCE Post Holdings, Inc. Received positive r ...

Core Insights - Foderbasker, a Danish pet care company, is entering the EU pet food market to expand its reach and provide quality pet products to more families [1][3][10] Company Overview - Foderbasker was founded with the mission to offer quality, care, and love for pets at affordable prices, providing a wide range of nutritious food for various animals [4][12] - The company emphasizes the careful sourcing of ingredients to meet high standards of functionality and durability in its pet foods [4][5] Product Offering - In addition to pet foods, Foderbasker offers a variety of accessories and care products, focusing on safety, quality, and pet welfare [5][9] - The product range is designed to cater to the evolving needs of pets at every life stage [4] Market Positioning - Foderbasker aims to address the rising demand for premium pet nutrition at affordable prices, filling a gap in the market for high-quality pet food [8][10] - The company is gaining traction in the EU market by offering high-quality products at competitive prices, with a focus on value, transparency, and customer trust [3][10] Customer Experience - Foderbasker provides an easy-to-navigate online shopping experience, secure payment options, and fast delivery, maintaining a 4.7-star customer rating [9][10] - The company is committed to offering products that have been tested with their own pets, ensuring quality and reliability [9]

Summary of the Pet Food Industry Conference Call Industry Overview - The report focuses on the **China Pet Food** industry, specifically analyzing domestic demand, average selling price (ASP) trends, competitive dynamics, and overseas demand for pet food products [1][2]. Key Insights 1. **Growth Performance**: - Domestic brands in the pet food sector experienced a **17% year-over-year (yoy)** growth in GMV for October and November combined, outperforming other local brands at **8% yoy** and global brands which saw a **9% yoy decline** [2]. - **China Pet Foods** achieved a remarkable **43% yoy growth** in GMV, driven by strong performances from **Wanpy** and **Toptree** [2]. - **Gambol** recorded a **15% yoy growth**, down from **22% in 3Q**, while **Petpal** and **Meatyway** saw a turnaround with **3% yoy growth** in November after a **-14% yoy decline** in October [2]. 2. **Sales Channels and Trends**: - The **premiumization trend** continues, with top brands like **Rosy Fresh** and **Toptrees** attracting more fans and sales compared to previous months [2]. - There was a noted improvement in the organic traffic mix in November, with a shift towards higher non-livestreaming sales across brands, except for **Pro Plan** [2]. 3. **Overseas Demand and Cost Trends**: - Imports into China saw a significant decline, with a **49% yoy drop** in August, worsening from **-18% yoy in July**, attributed to tariff impacts [3]. - Overall raw material costs decreased in November, particularly for **Duck**, **Starch**, and **PET**, although there was a slight rebound in **Chicken** costs [3]. 4. **Market Share Dynamics**: - **China Pet Foods** is rated positively with a "Buy" recommendation, indicating strong market confidence [4]. - Market share for local brands like **Gambol** and **Myfoodie** has shown fluctuations, with **Gambol** gaining market share in certain categories while **China Pet Foods** has seen a slight decline in dog treats market share [20][21]. 5. **Category Performance**: - The performance of various pet food categories on platforms like **Tmall** and **Taobao** showed mixed results, with **cat treats** and **dog staple food** categories experiencing declines of **-19%** and **-11%** respectively in November [13]. - The **baked/air-dried cat staple food** category has seen a significant increase in market share, indicating a shift in consumer preferences [22]. Additional Important Insights - The **Douyin channel** experienced a weakening in performance compared to October, affecting most brands negatively [17]. - The overall GMV for the pet food market is derived from the combined sales of **Tmall**, **Taobao**, and **Douyin**, highlighting the importance of these platforms in the industry [18]. - The report emphasizes the need for investors to consider potential conflicts of interest when interpreting the findings, as Goldman Sachs has business relationships with companies covered in the report [7]. This summary encapsulates the key points from the conference call regarding the current state and dynamics of the China Pet Food industry, providing insights into growth trends, market performance, and consumer behavior.

Core Insights - Chewy Inc. is a leading online retailer in the pet supplies market, focusing on customer service and a user-friendly platform to differentiate itself from competitors like Amazon and Petco [1] Financial Performance - Chewy reported third-quarter revenue of $3.12 billion, representing an 8.1% year-over-year increase, driven by strong demand and a rise in unit volume [3][6] - The number of active customers grew to 21.2 million, reflecting a nearly 5% year-over-year increase, supported by improved marketing efficiency and higher conversion rates [3][6] Sales Growth - Autoship sales, crucial for predictability and cost efficiency, increased by 13.6% year-over-year to $2.61 billion, indicating strong customer retention [4][6] - The performance of Chewy's mobile app also showed significant growth, with app customers and orders rising by 15% year-over-year due to enhanced functionality and increased direct traffic [4] Market Position and Outlook - Barclays maintained an "Overweight" rating for Chewy, raising its price target from $47 to $52 following the company's impressive earnings report and optimistic guidance for the fourth quarter [2][6] - Despite challenging macroeconomic conditions, Chewy continues to demonstrate resilience and growth, with the stock currently priced at $35.43 and a market capitalization of approximately $14.69 billion [5]

Core Points - Post Holdings, Inc. has announced a new share repurchase authorization of $500 million, effective from November 27, 2025 [1] - As of November 25, 2025, the company had repurchased approximately $275.2 million under its previous $500 million authorization, which was effective from August 29, 2025, and canceled on November 26, 2025 [1] Share Repurchase Details - Repurchases may occur in various forms, including open market transactions, private purchases, and other methods, with repurchased shares held as treasury stock [2] - The new authorization does not obligate the company to acquire a specific number of shares and allows for suspension or termination at the company's discretion [2] Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories [3] - The company's brands include Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, with a strong presence in ready-to-eat cereals, refrigerated foods, and pet food [3]

Core Insights - Post Holdings, Inc. reported fourth-quarter fiscal 2025 results with net sales in line with estimates and adjusted earnings exceeding expectations, both metrics showing year-over-year growth [1][2] Financial Performance - Adjusted earnings per share were $2.09, surpassing the Zacks Consensus Estimate of $1.92, and increased from $1.53 in the same quarter last year [2] - Net sales reached $2,247 million, an 11.8% increase year over year, including $249.4 million from acquisitions; excluding acquisitions, growth was offset by declines in Post Consumer Brands [3] - Gross profit was $602.1 million, a 4.6% year-over-year increase, while gross margin contracted to 26.8% from 28.6% [3] - SG&A expenses rose 2.5% to $350.1 million, representing 15.6% of net sales compared to 17% in the prior year; included $14.4 million in integration costs related to acquisitions [4] - Operating profit decreased 11.8% to $168.4 million, while adjusted EBITDA increased 22% to $425.4 million from $348.7 million in the previous year [4] Segment Performance - **Post Consumer Brands**: Net sales of $1,158.8 million, up 10.6% year over year, but missed estimates; volumes declined 11.5% excluding contributions from 8th Avenue [5] - **Weetabix**: Net sales of $145 million, up 3.6% year over year, exceeding estimates; volumes decreased 2.9% [6] - **Foodservice**: Net sales grew 20.4% to $718 million, beating estimates; segment profit surged 63.7% to $128.2 million [7] - **Refrigerated Retail**: Net sales of $228.2 million, up 0.8% year over year, but below estimates; segment profit rose 82.8% to $23.4 million [8] Future Outlook - For fiscal year 2026, Post Holdings expects adjusted EBITDA in the range of $1,500-$1,540 million, including contributions from 8th Avenue's pasta business; capital expenditures projected between $350 million and $390 million [9][12] - The company plans continued investment in cage-free egg facility expansion and completion of a precooked egg facility expansion in Norwalk, Iowa, totaling $80-$90 million [12] Share Repurchase Activity - In Q4, Post Holdings repurchased 2.5 million shares for $273.8 million; total repurchases for fiscal 2025 amounted to 6.4 million shares for $708.5 million [11]

Core Insights - Post Holdings, Inc. reported a 11.8% increase in net sales for the fourth fiscal quarter, reaching $2,247.0 million, compared to $2,010.1 million in the prior year period [5] - The company experienced a decrease in net earnings by 37.5%, totaling $51.0 million, down from $81.6 million in the previous year [7] - Adjusted EBITDA for the fourth quarter was $425.4 million, reflecting a 22.0% increase compared to $348.7 million in the prior year [8] Financial Performance - **Fourth Quarter Results**: - Net sales increased to $2,247.0 million, up $236.9 million from the previous year [5] - Gross profit was $602.1 million, representing 26.8% of net sales, an increase of 4.6% from the prior year [5] - SG&A expenses rose to $350.1 million, or 15.6% of net sales, an increase of 2.5% compared to the previous year [6] - Operating profit decreased to $168.4 million, down 11.8% from $190.9 million in the prior year [6] - **Fiscal Year 2025 Results**: - Total net sales reached $8,158.1 million, an increase of $235.4 million from $7,922.7 million in the prior year [9] - Gross profit was $2,339.4 million, or 28.7% of net sales, a slight increase from the previous year [9] - SG&A expenses decreased to $1,308.6 million, or 16.0% of net sales, down from 16.8% in the prior year [10] - Operating profit was $799.3 million, a marginal increase of 0.7% from the previous year [10] Segment Performance - **Post Consumer Brands**: - Fourth quarter net sales were $1,158.8 million, a 10.6% increase, but volumes decreased by 11.5% excluding acquisitions [15] - Fiscal year net sales were $4,024.6 million, a decrease of 2.1% from the prior year [16] - **Weetabix**: - Fourth quarter net sales increased to $145.0 million, a 3.6% rise, while fiscal year sales were $542.2 million, a slight decrease of 0.2% [18][19] - **Foodservice**: - Fourth quarter net sales reached $718.0 million, a 20.4% increase, with fiscal year sales at $2,641.0 million, up 14.5% [20][21] - **Refrigerated Retail**: - Fourth quarter net sales were $228.2 million, a modest increase of 0.8%, while fiscal year sales decreased to $953.3 million, down 0.9% [22][23] Acquisitions and Divestitures - Post completed the acquisition of 8th Avenue Food & Provisions on July 1, 2025, and plans to sell its pasta business by December 2025 [3][12] - The acquisition of Potato Products of Idaho was completed on March 3, 2025, contributing to the Refrigerated Retail and Foodservice segments [4] Shareholder Actions - In the fourth quarter, Post repurchased 2.5 million shares for $273.8 million, and for the fiscal year, 6.4 million shares were repurchased for $708.5 million [29]

Core Insights - AB Akola Group reported consolidated revenues of EUR 394 million for the first quarter of FY2025/2026, a 3% increase compared to the same period last year [1][3] - The Group's gross profit rose by 27% to EUR 56 million, while operating profit increased by 43% to EUR 27 million [2][3] - Net profit surged by 53% to nearly EUR 20 million, reflecting strong performance across various business segments [2][3] Financial Performance - Total trading volume increased by 7% year-on-year, reaching 791 thousand tons [2][3] - EBITDA for the quarter was EUR 36 million, a 34% increase from the previous year [2][3] - The revenue breakdown for the Partners for Farmers segment was EUR 275 million, with a gross profit of nearly EUR 30 million [4][7] Segment Analysis Partners for Farmers - Revenue decreased by 3% to EUR 274.7 million, but gross profit increased by 31.8% to EUR 29.6 million [7] - Operating profit rose by 51.2% to EUR 13.3 million, supported by a large Baltic harvest and the acquisition of SIA Elagro Trade [4][7] Food Production - Revenue increased by 15% to EUR 123 million, with gross profit of EUR 24 million [8][11] - Poultry operations remained stable, contributing to profitability despite market shifts [10][11] Farming - Revenue for the Farming segment was EUR 12 million, with a gross profit of EUR 1.5 million [12][15] - Crop production increased by 8.5%, with significant improvements in malting barley yields [13][14] Other Products and Services - Revenue grew by 15% to EUR 5.7 million, with a gross profit increase of 24.3% [18] - The veterinary pharmaceuticals business saw a 26% sales increase, while pest control revenues surged by 43% [16][18] Overall Group Performance - AB Akola Group is the largest agribusiness and food production group in the Baltics, with FY2024/2025 revenues of EUR 1.58 billion [18] - The Group sold 3.1 million tons of products, achieving a gross profit of EUR 194 million and a net profit of EUR 61 million [18]

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].