Post Holdings reported fiscal fourth‑quarter net sales of $2.247 billion, up 11.8% from $2.000 billion a year earlier. The figure fell slightly short of the consensus estimate of $2.25 billion, a miss that investors cited as a key driver of the muted market reaction. The shortfall was largely due to a 0.2% decline in the Post Consumer Brands segment, where pet‑food and cereal volumes slipped, partially offset by a 3.6% rise in Weetabix sales and a 20.4% jump in Foodservice revenue driven by higher egg and protein product demand.
Adjusted EBITDA for the quarter reached $425.4 million, a 22% increase from $348.7 million a year earlier, and the full‑year adjusted EBITDA climbed to $1.539 billion, up 9.6% from $1.404 billion. The earnings beat—adjusted EPS of $2.09 versus the consensus estimate of $1.92—was driven by disciplined cost management and the integration of the 8th Avenue acquisition, which added $145 million in net sales and $30 million in EBITDA. Management noted that pricing power in Foodservice, bolstered by avian influenza‑related price adjustments, helped offset margin pressure from raw‑material cost inflation.
Segment‑level performance highlights include Foodservice net sales of $718.0 million, up 20.4%; Weetabix net sales of $145.0 million, up 3.6%; Post Consumer Brands net sales of $1,158.8 million, up 10.6%; and Refrigerated Retail net sales of $228.2 million, up 0.8%. While the Post Consumer Brands segment faced volume declines, the company’s strategic focus on high‑margin protein‑based shakes and the divestiture of underperforming pet‑food lines are expected to stabilize the segment in the coming quarters.
For fiscal year 2026, Post Holdings guided for adjusted EBITDA in the range of $1.500 billion to $1.540 billion, a slight flattening from the prior year’s $1.539 billion. CEO Robert V. Vitale emphasized confidence in the company’s “diversified portfolio and strategic initiatives,” noting that the 8th Avenue pasta business would be sold to sharpen focus on core high‑margin categories. CFO Matthew J. Mainer highlighted that excluding the 8th Avenue contribution, net sales would have declined, underscoring the importance of the acquisition to the company’s growth trajectory.
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