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Post Holdings (POST) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKSยท 2025-05-09 00:30
Core Insights - Post Holdings reported revenue of $1.95 billion for the quarter ended March 2025, a decrease of 2.4% year-over-year, and EPS of $1.41, down from $1.51 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $1.98 billion, resulting in a surprise of -1.28%, while the EPS exceeded expectations by 19.49% compared to the consensus estimate of $1.18 [1] Financial Performance Metrics - Net Sales for Weetabix were $131.70 million, below the estimated $133.10 million, reflecting a year-over-year decline of 4.6% [4] - Net Sales for Post Consumer Brands were reported at $987.90 million, compared to the average estimate of $1.02 billion, marking a 7.3% decrease year-over-year [4] - Net Sales for Foodservice reached $607.90 million, surpassing the average estimate of $584.58 million, with a year-over-year increase of 9.6% [4] - Net Sales for Refrigerated Retail were $224.60 million, below the average estimate of $237.73 million, indicating a 6.6% decline year-over-year [4] Adjusted EBITDA Performance - Adjusted EBITDA for Post Consumer Brands was $203.80 million, slightly below the average estimate of $204.92 million [4] - Adjusted EBITDA for Weetabix was $30.30 million, exceeding the estimated $27.17 million [4] - Adjusted EBITDA for Foodservice was $96 million, significantly above the average estimate of $75.40 million [4] - Adjusted EBITDA for Corporate/Other was -$18.30 million, better than the average estimate of -$23.60 million [4] - Adjusted EBITDA for Refrigerated Retail was $34.70 million, below the average estimate of $39.89 million [4] Stock Performance - Over the past month, shares of Post Holdings have returned -4.2%, contrasting with the Zacks S&P 500 composite's increase of +11.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]