最新ニュース Post Hldgs (NYSE:POST) 株価情報

Post Hldgs

Post Holdings Inc is an consumer packaged goods holding company. It operates in Post Consumer Brands which Includes branded and private label ready-to-eat cereals, Weetabix it Includes the businesses of Weetabix Limited, which Post acquired in July 2017 and which produces and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, Foodservice which Includes primarily egg and potato products in the foodservice and food ingredient channels from the businesses of MFI Holding Corporation, lastly Refrigerated Retail segment Provides refrigerated retail products, inclusive of side dishes, eggs and egg products, sausage, cheese and other dairy and refrigerated products.

Post Holdings Inc

POST HOLDINGS ORD

POSTNL ORD

PostNL NV

POSTROCK ENERGY CORP by PostRock Energy Corp

PostRock Energy Corp

Postal Realty Trust, Inc. Class A Common Stock

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Postmedia Network Canada Corp

Outlook
Post management expects Adjusted EBITDA for fiscal year 2025 to be between $1,410-$1,460 million. Post management expects fiscal year 2025 capital expenditures to range between $380-$420 million, which includes Post Consumer Brands investment in network optimization and pet food safety and capacity, for aggregate expenditures of $90-$100 million. This also includes Foodservice investment in the completion of the Norwalk, Iowa precooked egg facility expansion and continued cage-free egg facility expansion, for aggregate expenditures of $80-$90 million.
Post provides Adjusted EBITDA guidance only on a non-GAAP basis and does not provide a reconciliation of its forward-looking Adjusted EBITDA non-GAAP guidance measure to the most directly comparable GAAP measure due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliation, including adjustments that could be made for income/expense on swaps, net, gain/loss on extinguishment of debt, net, integration and transaction costs, mark-to-market adjustments on commodity and foreign exchange hedges, mark-to-market adjustments and impairments on equity securities and investments, equity method investment adjustment and other charges reflected in Post's reconciliations of historical numbers, the amounts of which, based on historical experience, could be significant. For additional information regarding Post's non-GAAP measures, see the related explanations presented under "Use of Non-GAAP Measures."

News

Guidance

POST

Post Management Expects Adjusted EBITDA For FY25 To Be Between $1.410B-$1.460B; Capital Expenditures To Range Between $380M-$420M

Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) reported quarterly earnings of $1.53 per share which beat the analyst consensus estimate of $1.23 by 24.39 percent. This is a 6.13 percent decrease over earnings of $1.63 per share from the same period last year. The company reported quarterly sales of $2.01 billion which beat the analyst consensus estimate of $1.97 billion by 2.29 percent. This is a 3.34 percent increase over sales of $1.95 billion the same period last year.

Earnings

Earnings Beats

Post Hldgs Q4 Adj $1.53 Beats $1.23 Estimate, Sales $2.01B Beat $1.97B Estimate

Signs of a waning Trump-led rally emerged Thursday as investors assessed the economic outlook and awaited potential signals on the interest-rate path from the upcoming Fed Chair Jerome Powell&#8216;s speech in <a href="https://www.benzinga.com/topic/jerome-powell">Dallas at 3 p.m. ET. </a>
Inflation data from the past two days provided mixed signals: consumer prices met expectations, while producer prices slightly exceeded forecasts, with both indicators showing a year-over-year uptick in October.
Despite this inflation data, markets remain confident the Fed will continue easing, pricing in an 80% likelihood of a December rate cut.
Wall Street&#8217;s major indices were in the red by midday, with the S&amp;P 500 down 0.3% and small-cap stocks lagging behind large-caps.
The U.S. dollar index ticked up 0.1%, even as Treasury yields declined. Bonds outperformed equities, with the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) climbing 1.2%.
Gold edged 0.2% lower, while oil rose 0.2%. Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) saw its rally stall, dropping 1.8%.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg % (1 day)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,884.60</td>
<td>-0.2%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,986.66</td>
<td>-0.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,969.78</td>
<td>-0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,345.60</td>
<td>-1.0%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:55 p.m. ET </figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent111424&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) fell 0.3% to $595.18.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;eased 0.2% to $438.76.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) slipped 0.4% to $510.28.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) tumbled 1% to $232.71.</li>
<li>The&nbsp;Consumer Staples Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) outperformed, rising 0.2%. The&nbsp;Industrials Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) lagged, down 1.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul>
<li>Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) rose 7% after reporting better-than-expected quarterly results. </li>
</ul>
Other stocks reacting to earnings reports included: 
<ul>
<li>Cisco Systems Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), down over 2%, </li>
<li>Brookfield Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BN#NYSE">BN</a>), up 0.9%, </li>
<li>Talen Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>), up 0.9%, </li>
<li>Nu Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>), down 7.5%, </li>
<li>Tetra Tech Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTEK#NASDAQ">TTEK</a>), down over 10%, </li>
<li>StandardAero Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SARO#NYSE">SARO</a>), down 5.5%. </li>
</ul>
Companies slated to report their earnings after Thursday&#8217;s close include Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), Globant S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLOB#NYSE">GLOB</a>), AST SpaceMobile Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>), Post Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>). 
Read now: 
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41979935/golden-years-for-ma-deals-ahead-under-trump-analysts-highlight-top-10-large-cap-candidates">Golden Years For M&amp;A Deals Ahead Under Trump? Analysts Highlight Top 10 Large-Cap Candidates</a></li>
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Earnings Scheduled For November 14, 2024

Post Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) (the "Company" or "Post") today announced it intends to commence a private offering to eligible purchasers, subject to market and other conditions, of $500.0 million in aggregate principal amount of senior notes due 2034 (the "Notes"). The Notes will be unsecured, senior obligations of the Company and will be guaranteed by the Company's existing and subsequently acquired or organized domestic subsidiaries (other than immaterial subsidiaries, certain excluded subsidiaries and subsidiaries designated as unrestricted subsidiaries).
The Company intends to use the net proceeds from the Notes offering to pay the costs, fees and expenses associated with the Notes offering and to redeem all of the Company's outstanding 5.625% senior notes due 2028, including payment of any premiums, fees, costs and expenses associated therewith. To the extent there are any remaining net proceeds, the Company intends to use such proceeds for general corporate purposes, which could include, among other things, acquisitions, share repurchases, retirement or repayment of existing debt, capital expenditures and working capital. The final terms and amounts of the Notes are subject to market and other conditions and may be materially different than expectations. The offering is not conditioned upon the consummation of the redemption of the Company's 5.625% senior notes due 2028, which is expected to occur on or after December 1, 2024.

Offerings

Post Holdings Intends To Commence A Private Offering To Eligible Purchasers $500M In Aggregate Principal Amount Of Senior Notes Due 2034

Post Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>), a consumer packaged goods holding company, today affirmed its non-GAAP Adjusted EBITDA guidance for fiscal year 2024.
Fiscal Year 2024 Outlook
Post management affirmed its outlook for fiscal year 2024 Adjusted EBITDA of $1,370-$1,390 million.

Post Holdings Affirms FY24 Adjusted EBITDA Outlook Of $1.37B-$1.39B

Post Holdings, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/post#NYSE">POST</a>) is propelled by strategic initiatives amid a volatile consumer landscape marked by inflation, evolving preferences, and heightened competition in the staples sector. The company&#39;s established brand presence enables it to maintain a stable market position in the sector known for steady demand, as consumer staples are essential in daily life.
A major factor behind this success was the Post Consumer Brands segment, which experienced a 15.7% year-over-year increase in net sales, largely driven by $428.9 million from acquisitions.
Over the past three months, POST&#39;s stock has gained 12%, outpacing the industry&#39;s growth of 7.3%.
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<h2>Factors Driving Post Holdings&#39; Momentum</h2>
Post Holdings has been capitalizing on strategic pricing actions to offset inflationary pressures, a trend that persisted in the third quarter of fiscal 2024. The company&#39;s top and bottom lines experienced growth, driven by higher average net selling prices, particularly in the Post Consumer Brands segment. This pricing strategy has played a critical role in bolstering the company&#39;s performance and is likely to remain a key driver of growth in the coming quarters.
Moving on to the Weetabix segment, it recorded notable growth of 1.4% in net sales, supported by the Deeside acquisition and a modest foreign currency tailwind of 80 basis points from a stronger British pound. This growth reflects the positive impact of strategic acquisitions and favorable currency movements.
Strategic acquisitions have been crucial for Post Holdings in broadening its market reach and solidifying its market position. In December 2023, Post Holdings acquired Perfection Pet, integrating it into its Post Consumer Brands segment. Additionally, on April 28, 2023, Post Holdings acquired a select pet food brand from The J.M. Smucker Co. This acquisition provides Post Holdings with a strategic entry into the burgeoning and lucrative pet food market, enhancing its presence in this growing category.
The third quarter of 2024 was marked by strong sales of branded and big cereal products, notable outperformance in the pet category against our underwriting case, and a substantial improvement in the value-added egg mix. It is envisioned that these favorable trends will continue throughout fiscal 2025.
<h2>POST Faces Some Concerns in the Near Term</h2>
Post Holdings has experienced a rise in SG&amp;A costs over recent quarters. In the third quarter of fiscal 2024, SG&amp;A expenses grew by 7.8%. This increase was due to ongoing targeted marketing investments in retail businesses. This increase was significantly influenced by the inclusion of Pet Food in the company&#39;s portfolio.
The Refrigerated Retail segment of Post Holdings reported a 7.1% decrease in net sales in the third quarter of fiscal 2024. Volumes decreased by 0.5%, and average net prices dropped due to increased trade promotions and a portfolio shift towards dinner sides. Adjusted EBITDA decreased by 37%, impacted by lower net pricing and higher selling costs.
While Post Holdings has demonstrated strong performance in certain areas, such as strategic pricing and acquisitions, challenges persist in segments like Refrigerated Retail. Maintaining positions in the stock appears prudent as it allows investors to stay engaged with the company while monitoring its ability to address current challenges and capitalize on growth opportunities.
Post Holdings currently carries a Zacks Rank #3 (Hold).
<h2>3 Staple Stocks to Consider</h2>
Here, we have highlighted three better-ranked food stocks, namely, The Chef&#39;s Warehouse (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/chef#NASDAQ">CHEF</a>), Pilgrim&#39;s Pride (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ppc#NASDAQ">PPC</a>) and Ollie&#39;s Bargain Outlet (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/olli#NASDAQ">OLLI</a>).
The Chef&#39;s Warehouse, which engages in the distribution of specialty food products, currently sports a Zacks Rank #1 (Strong Buy).
CHEF has a trailing four-quarter earnings surprise of 33.7%, on average. The Zacks Consensus Estimated figure for The Chef&#39;s Warehouse&#39;s current fiscal year sales and earnings indicates growth of 9.7% and 12.6%, respectively, from the year-ago reported numbers.
Pilgrim&#39;s Pride, which produces, processes, markets and distributes fresh, frozen and value-added chicken and pork products, currently sports a Zacks Rank #1. PPC delivered a positive earnings surprise of 27.3% in the trailing four quarters, on average.
The Zacks Consensus Estimated figure for Pilgrim&#39;s Pride&#39;s current financial-year earnings indicates growth of 183.43%, respectively, from the prior-year reported level.
Ollie&#39;s Bargain, the extreme-value retailer of brand-name merchandise, currently carries a Zacks Rank #2 (Buy). OLLI has a trailing four-quarter earnings surprise of 7.9%, on average.
The Zacks Consensus Estimated figure for Ollie&#39;s Bargain&#39;s current financial-year sales and earnings indicates a rise of around 8.7% and 12.71%, respectively, from the year-earlier levels.
<a href="https://www.zacks.com/stock/news/2333524/post-holdings-drives-growth-with-strategic-moves-and-strong-brands?cid=CS-BENZ-FT-analyst_blog|rank_focused-2333524">To read this article on Zacks.com click here.</a>

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Post Holdings Drives Growth With Strategic Moves and Strong Brands

Conagra Brands, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cag#NYSE">CAG</a>) remains focused on transforming into a branded, pure-play consumer packaged goods food organization. The company looks forward to enlarging its food businesses, buoyed by innovation and organic growth, along with expansion into adjacent categories, comprising acquisitions. It has also been making divestitures to boost its overall portfolio.
In the latest development, the company revealed that it has concluded its earlier announced transaction regarding the divestiture of its 51.8% ownership stake in Agro Tech Foods Limited.
<h2>The Latest Divestiture to Boost CAG&#39;s Portfolio</h2>
Management informed that all the conditions for the sale (by one of its subsidiaries) of its 51.8% interest in Agro Tech Foods, which is an Indian-based food company, have been fulfilled. CAG intended to sell this stake in the second quarter of fiscal 2024.
The completion highlights an important strategic move to redesign Conagra&#39;s portfolio in a bid to enrich shareholders&#39; value. This is a majority-owned subsidiary consolidated within the company&#39;s International segment. Post the sale, Agro Tech Foods&#39; results will no longer be consolidated in CAG&#39;s financial statements.
<h2>Conagra&#39;s Other Strategic Moves</h2>
Prudent innovations have been helping the company to modernize its portfolio and meet consumers&#39; changing needs. It maintains its focus on investing in innovation, considering it the primary asset in its strategic approach and essential for enhancing its brands and fostering sustainable growth.
The company&#39;s actions, focused on re-engaging consumers with existing products and introducing them to new innovations, give it confidence in driving momentum through multifaceted brand-building investments. Conagra has been making advertising investments in major brands like Birds Eye and Healthy Choice, showcasing its commitment to building and promoting through innovative campaigns.
Conagra has been experiencing solid momentum in the International business. Segment net sales increased 6.4% year over year in fourth-quarter fiscal 2024, reflecting higher organic net sales and positive currency effects. Organic sales growth was driven by volumes, which rose 4.1% due to strength in Mexico and the global export business. The Mexico business has been witnessing volume growth for the past few quarters now. The continuation of these trends will continue to bolster the&nbsp; International unit.
Conagra has been seeing market share gains in the key frozen and snacks categories.&nbsp; The strength of the frozen category reflects the forte of its brands and the effective execution of the Conagra Way playbook. Conagra has made several investments in the innovation of key brands of the frozen business, which are yielding a favorable response. It has been seeing unit share gains in frozen sides, frozen single-serve meals and frozen vegetables.
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<h2>Challenges CAG is Facing Now</h2>
Despite the positives, Conagra is not immune to the operating challenges. The company has been witnessing tough industry trends, including a slowdown in consumption. During the fiscal fourth quarter, volumes dropped 1.8% year over year due to the continuation of the industry-wide slowdown in consumption and the recent changes in consumer behavior. Industry-wide macroeconomic challenges have adversely impacted consumer purchasing patterns.
The company has also been struggling with cost inflation for a while now, though the trend has been moderating of late. In the fiscal fourth quarter, the adjusted gross margin was partly hurt by the inflated cost of goods sold, soft organic sales and adverse operating leverage. The company anticipates cost of goods sold inflation to continue in the next fiscal year.
CAG&#39;s Foodservice unit has been under pressure due to sluggish consumption trends, reflecting broader industry challenges. The segment&#39;s organic sales declined 3.9% year over year in the fiscal fourth quarter. The persistence of this trend remains a concern as the segment continues to navigate a tough operating environment with ongoing pressures on consumer demand and dining-out behavior.
<h2>What&#39;s Next for CAG&#39;s Investors?</h2>
Despite the operating challenges, this Zacks Rank #4 (Sell) company&#39;s shares have been performing well on the bourses. CAG stock has gained 8.2% over the past three months compared with the industry&#39;s 3.1% growth.
The company has also been making prudent moves to tackle the operating challenges. Potential investors should weigh these hurdles carefully, as volatile consumer behavior and cost inflation cannot be ignored. However, the latest divestiture should help maintain the stock&#39;s solid performance in the near term.
<h2>Stocks to Consider</h2>
Freshpet, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/frpt#NASDAQ">FRPT</a>), a pet food company, has a trailing four-quarter average earnings surprise of 118.2%. FRPT currently sports a Zacks Rank #1 (Strong Buy).
The Zacks Consensus Estimate for Freshpet&#39;s current financial-year sales and earnings per share indicates growth of 24.8% and 177.1%, respectively, from the prior-year reported levels.
Vital Farms (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/vitl#NASDAQ">VITL</a>), which provides pasture-raised products, currently sports a Zacks Rank of 1. The Zacks Consensus Estimate for Vital Farms&#39; current financial-year sales and EPS indicates growth of 24.9% and 66.1%, respectively, from the prior-year reported levels.
VITL has a trailing four-quarter earnings surprise of 102.1%, on average.
Post Holdings (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/post#NYSE">POST</a>), a consumer-packaged goods company, is involved in the production of refrigerated, foodservice and nutrition product categories. It currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for POST&#39;s current financial-year sales and EPS indicates growth of 14.2% and 6.9%, respectively, from the year-ago reported figures.
<a href="https://www.zacks.com/stock/news/2329170/how-will-the-sale-of-51-8-interest-in-agro-tech-foods-aid-cag-stock?cid=CS-BENZ-FT-analyst_blog|company_news_corporate_actions-2329170">To read this article on Zacks.com click here.</a>

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How Will the Sale of 51.8% Interest in Agro Tech Foods Aid CAG Stock?

Post Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) (the "Company" or "Post") today announced the consideration payable, as set forth in the table below, for the previously announced cash tender offer (the "Tender Offer") to purchase up to $475.0 million in aggregate principal amount (subject to increase, the "Maximum Tender Amount") of its 5.625% senior notes due 2028 (the "Notes").

Post Holdings Announces Consideration For Cash Tender Offer To Purchase Up To $475M Of Its 5.625% Senior Notes Due 2028

JP Morgan analyst Ken Goldman maintains Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) with a Overweight and raises the price target from $118 to $125.

Price Target

JP Morgan Maintains Overweight on Post Hldgs, Raises Price Target to $125

Evercore ISI Group analyst David Palmer maintains Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) with a Outperform and raises the price target from $122 to $123.

Evercore ISI Group Maintains Outperform on Post Hldgs, Raises Price Target to $123

Stifel analyst Matthew Smith maintains Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) with a Buy and raises the price target from $120 to $130.

Stifel Maintains Buy on Post Hldgs, Raises Price Target to $130

Wells Fargo analyst Marc Torrente maintains Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) with a Equal-Weight and raises the price target from $108 to $120.

Wells Fargo Maintains Equal-Weight on Post Hldgs, Raises Price Target to $120

Post Holdings Raises FY24 Adjusted EBITDA Outlook From $1.335B-$1.375B To $1.37B-$1.39B

Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) reported quarterly earnings of $1.54 per share which beat the analyst consensus estimate of $1.25 by 23.2 percent. This is a 1.32 percent increase over earnings of $1.52 per share from the same period last year. The company reported quarterly sales of $1.947 billion which missed the analyst consensus estimate of $2.020 billion by 3.59 percent. This is a 4.73 percent increase over sales of $1.859 billion the same period last year.

Earnings Misses

Post Hldgs Q3 2024 Adj. EPS $1.54 Beats $1.25 Estimate, Sales $1.947B Miss $2.020B Estimate

Post Holdings, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/post#NYSE">POST</a>) has shown impressive performance lately, with shares gaining 20.9% year to date, marking a significant contrast to the industry&#39;s decline of 4.9%. The leading consumer-packaged goods company has adeptly managed pricing strategies to mitigate the impact of inflationary pressures, particularly sugar and labor costs.
Strategic acquisitions are further expanding Post Holdings&#39; market reach and have been pivotal in enhancing the company&#39;s market position and diversifying its revenue streams. Notable acquisitions, such as Perfection Pet, have strengthened the company&#39;s portfolio and contributed to its growth trajectory.
Thanks to its robust performance across segments, this Zacks Rank #3 (Hold) company has managed to surpass both the Zacks Consumer Staples sector and the S&amp;P 500&#39;s respective gains of 2% and 17%, respectively, in the year-to-date period.
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<h3>Decoding the Stock&#39;s Rally</h3>
Post Holdings is experiencing significant momentum driven by strategic initiatives and robust performance in its Post Consumer Brands segment. During the second quarter of fiscal 2024, this segment showcased a remarkable 77.9% rise in revenues, bolstered significantly by $460.7 million in sales from acquisitions. Furthermore, the company&#39;s pet food and grocery business delivered impressive results within this segment, driven by the successful expansion of its value offerings.
Buoyed by exceptional manufacturing performance, and strategic carryover pricing, Post Holdings&#39; pet food and grocery business not only met but exceeded market demands, contributing significantly to the company&#39;s overall performance. These factors underscore the effectiveness of Post Holdings&#39; growth strategies and its ability to capitalize on market opportunities.
The acquisition of Perfection Pet in December 2023 has significantly benefited Post Holdings, expanding its customer base and strengthening its position in the market. Additionally, other notable acquisitions such as Lacka Foods Limited, PL RTE Cereal Business, Almark Foods, Conagra&#39;s Peter Pan peanut butter brand, and select pet food brands from The J.M. Smucker Co have further supported Post Holdings&#39; growth strategy.
These acquisitions have not only expanded the company&#39;s brand lineup but also diversified its product offerings, enhancing its competitive edge in the consumer-packaged goods sector.
<h3>Unlocking Shareholder Value</h3>
Post Holdings&#39; robust cash flows enable it to engage in shareholder-friendly actions. In the second quarter of fiscal 2024, it repurchased 0.1 million shares for $103.88 million. This demonstrates the company&#39;s commitment to returning value to shareholders through buybacks.
Overall, these actions underscore Post Holdings&#39; strategic capital allocation approach focusing on enhancing shareholder returns while maintaining financial flexibility for future growth initiatives.
<h3>Hiccups on the Path</h3>
Despite the positive performance indicators, Post Holdings faces challenges in a tough macroeconomic environment. Escalated SG&amp;A expenses, inflationary pressures, intense competition, declines in restaurant foot traffic, and inventory reductions remain significant concerns for the company. These factors underline the importance of prudent management and strategic decision-making to navigate challenges effectively and maintain sustainable growth amid external pressures.
Additionally, Post Holdings stock is trading at a significant premium compared to the Zacks Food - Miscellaneous industry. Its forward 12-month P/E of 17.48X is higher than the industry&#39;s 15.42X.
While Post Holding&#39;s strategic initiatives keep it well positioned for further growth, investors might want to wait for a better entry point, given the near-term hurdles and stretched valuation. Post Holdings currently carries a Zacks Rank #3 (Hold).
<h3>3 Picks You Can&#39;t Miss</h3>
Here, we have highlighted three better-ranked stocks, namely, Colgate-Palmolive (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/cl#NYSE">CL</a>), Church &amp; Dwight Co., Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/chd#NYSE">CHD</a>) and Ollie&#39;s Bargain Outlet (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/olli#NASDAQ">OLLI</a>).
Colgate-Palmolive, which manufactures and sells consumer products, currently carries a Zacks Rank #2 (Buy). CL delivered an earnings surprise of 4.4% in the trailing four quarters, on average.
The Zacks Consensus Estimate for Colgate-Palmolive&#39;s current fiscal-year sales and earnings suggests growth of 3.8% and nearly 9.3%, respectively, from the year-ago reported numbers.
Church &amp; Dwight Co. develops, manufactures and markets a broad range of household, personal care and specialty products. The company currently carries a Zacks Rank #2. CHD has a trailing four-quarter earnings surprise of 9.6%, on average.
The Zacks Consensus Estimate for Church &amp; Dwight&#39;s current fiscal-year sales and earnings suggests growth of 4.6% and 9.1%, respectively, from the year-ago reported numbers.
Ollie&#39;s Bargain, the extreme-value retailer of brand-name merchandise, currently carries a Zacks Rank #2. OLLI has a trailing four-quarter earnings surprise of 10.4%, on average.
The Zacks Consensus Estimate for Ollie&#39;s Bargain&#39;s current financial-year sales and earnings indicates a rise of around 7.9% and 12.0%, respectively, from the year-earlier levels.
<a href="https://www.zacks.com/stock/news/2302640/post-holdings-post-rallies-21-ytd-how-to-play-the-stock?cid=CS-BENZ-FT-analyst_blog|rank_focused-2302640">To read this article on Zacks.com click here.</a>

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Barclays analyst Andrew Lazar maintains Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) with a Overweight and raises the price target from $115 to $120.

Barclays Maintains Overweight on Post Hldgs, Raises Price Target to $120

Stifel analyst Matthew Smith maintains Post Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) with a Buy and raises the price target from $115 to $120.

Stifel Maintains Buy on Post Hldgs, Raises Price Target to $120

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Post Holdings Q4 2024 Earnings Preview

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Analysts Offer Insights on Consumer Goods Companies: Post Holdings (POST) and Nestlé SA (OtherNSRGF)

In a report released today, Andrew Lazar from Barclays maintained a Buy rating on Post Holdings (POST – Research Report), with a price target of $1...

Post Holdings (POST) Gets a Buy from Barclays

Here are the major earnings after the close today

Post Holdings Non-GAAP EPS of $1.53 beats by $0.31, revenue of $2B beats by $30M

Post Holdings ( ($POST) ) just unveiled an announcement. Post Holdings, Inc. reported impressive financial results for fiscal year 2024, with net s...

Post Holdings Reports Strong Fiscal Year 2024 Results

Reports Q4 revenue $2.0B, consensus $1.96B . Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. ...

Post Holdings reports Q4 adjusted EPS $1.53, consensus $1.19

Sees FY25 CapEx $380M-$420M. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See In...

Post Holdings sees FY25 adjusted EBITDA $1.41B-$1.46B

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