Latest news with #PostHoldings
Yahoo
7 days ago
- Business
- Yahoo
Post Holdings (POST) Fell in Q2 on Weaker Volumes
Diamond Hill Capital, an investment management company, released its 'Small-Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q2, the market surged uniformly for the rest of the quarter following a sharp decline in April due to President Trump's 'Liberation Day' tariffs announcement. The portfolio returned 5.60% (gross) and 5.37% (net) compared to an 8.59% return for the Russell 2500 Index. For more information on the fund's top picks in 2025, please check its top five holdings. In its second-quarter 2025 investor letter, Diamond Hill Small-Mid Cap Fund highlighted stocks such as Post Holdings, Inc. (NYSE:POST). Post Holdings, Inc. (NYSE:POST) is a consumer-packaged goods holding company. The one-month return of Post Holdings, Inc. (NYSE:POST) was 1.40%, and its shares lost 6.46% of their value over the last 52 weeks. On August 11, 2025, Post Holdings, Inc. (NYSE:POST) stock closed at $106.85 per share, with a market capitalization of $5.804 billion. Diamond Hill Small-Mid Cap Fund stated the following regarding Post Holdings, Inc. (NYSE:POST) in its second quarter 2025 investor letter: "Other bottom Q2 contributors included ICON, Post Holdings, Inc. (NYSE:POST) and Ashland. Food products manufacturer Post Holdings has faced weaker volumes in recent quarters, particularly in its cereal category — though management has emphasized volume weakness has been broad-based across the packaged foods industry, so Post is not alone on this front. Importantly, fundamentals in other areas of the business generally remain solid." A variety of grocery items in their respective aisles of a superstore representing the company brand. Post Holdings, Inc. (NYSE:POST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held Post Holdings, Inc. (NYSE:POST) at the end of the first quarter, which was 31 in the previous quarter. While we acknowledge the potential of Post Holdings, Inc. (NYSE:POST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Post Holdings, Inc. (NYSE:POST) and shared the list of best mid cap FMCG stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
08-08-2025
- Business
- Business Insider
Jefferies Reaffirms Their Buy Rating on Post Holdings (POST)
In a report released today, Scott Marks CFA from Jefferies reiterated a Buy rating on Post Holdings, with a price target of $131.00. The company's shares closed today at $102.90. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. According to TipRanks, Marks CFA is an analyst with an average return of -2.4% and a 30.00% success rate. Marks CFA covers the Consumer Defensive sector, focusing on stocks such as JM Smucker, Flowers Foods, and Kellanova. In addition to Jefferies, Post Holdings also received a Buy from Barclays's Andrew Lazar in a report issued today. However, on July 24, Truist Financial maintained a Hold rating on Post Holdings (NYSE: POST). Based on Post Holdings' latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $1.95 billion and a net profit of $62.6 million. In comparison, last year the company earned a revenue of $2 billion and had a net profit of $97.2 million Based on the recent corporate insider activity of 78 insiders, corporate insider sentiment is neutral on the stock. Most recently, in June 2025, William Stiritz, a Director at POST bought 186,740.00 shares for a total of $20,375,201.40.
Wall Street Journal
07-08-2025
- Business
- Wall Street Journal
Post Holdings Reports Higher Profit, Revenue
Post Holdings POST 0.45%increase; green up pointing triangle reported higher-than-expected profit and revenue in the third quarter. The St. Louis-based maker of consumer packaged goods reported profit of $108.8 million, or $1.79 a share, compared with $99.8 million, or $1.53 a share, a year earlier.
Yahoo
07-08-2025
- Business
- Yahoo
Post Holdings Announces Upcoming Executive Leadership Changes
Post Holdings Chief Operating Officer Jeff Zadoks Announces Retirement Post Consumer Brands President and CEO Nicolas Catoggio to Add Post Holdings COO Responsibilities upon Zadoks' Retirement ST. LOUIS, Aug. 7, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST), a consumer packaged goods holding company, today shared that Jeff Zadoks, EVP and Chief Operating Officer, has announced his retirement effective January 2026. Upon Zadoks' retirement, Post Consumer Brands President and Chief Executive Officer Nicolas Catoggio will expand his current role to include responsibilities as Post Holdings' Chief Operating Officer, beginning in January 2026. Until a longer term leader is selected, Catoggio will retain day-to-day responsibility for Post Consumer Brands. Zadoks joined Post in 2011. He was promoted to Chief Financial Officer in 2014 and to Chief Operating Officer in December 2022. "Jeff has been an integral part of our company's growth for the past 14 years," said Rob Vitale, Post Holdings' President and Chief Executive Officer. "His impact on our company is immeasurable, and he has been a valued friend and advisor. We are grateful to Jeff for the many ways he has contributed to Post's success and wish him the very best in his retirement." Catoggio joined Post Consumer Brands as President and Chief Executive Officer in September 2021. He joined Post from Boston Consulting Group, where he served as Managing Director and Senior Partner and advised Post for many years. Under Catoggio's leadership, Post Consumer Brands has expanded its position as a leading branded and private label ready-to-eat cereal provider into the pet food, peanut butter and pasta categories. During Catoggio's tenure, the company has successfully integrated a variety of acquired companies, manufacturing facilities, products and brands. "Nico is a strategic leader who has led Post Consumer Brands' growth from a ready-to-eat cereal company to a multi-category organization," Vitale said. "I am excited to work with him to continue Post's record of success." About Post Holdings, Holdings, Inc., headquartered in St. Louis, Missouri, is a consumer packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. Its businesses include Post Consumer Brands, Weetabix, Michael Foods and Bob Evans Farms. Post Consumer Brands is a leader in the North American branded and private label ready-to-eat cereal, pet food, peanut butter and pasta categories. Weetabix is home to the United Kingdom's number one selling ready-to-eat cereal brand, Weetabix®. Michael Foods and Bob Evans Farms are leaders in refrigerated foods, delivering innovative, value-added egg and refrigerated potato side dish products to the foodservice and retail channels. For more information, visit Contact:Media RelationsTara 865-9281 Investor RelationsDaniel O' 806-3959 View original content to download multimedia: SOURCE Post Holdings, Inc. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-08-2025
- Business
- Yahoo
BellRing Brands (NYSE:BRBR) Posts Better-Than-Expected Sales In Q2
Nutrition products company Bellring Brands (NYSE:BRBR) reported Q2 CY2025 results beating Wall Street's revenue expectations , with sales up 6.2% year on year to $547.5 million. The company expects the full year's revenue to be around $2.3 billion, close to analysts' estimates. Its non-GAAP profit of $0.55 per share was 9.9% above analysts' consensus estimates. Is now the time to buy BellRing Brands? Find out in our full research report. BellRing Brands (BRBR) Q2 CY2025 Highlights: Revenue: $547.5 million vs analyst estimates of $531.8 million (6.2% year-on-year growth, 3% beat) Adjusted EPS: $0.55 vs analyst estimates of $0.50 (9.9% beat) Adjusted EBITDA: $120.3 million vs analyst estimates of $112.6 million (22% margin, 6.8% beat) The company reconfirmed its revenue guidance for the full year of $2.3 billion at the midpoint EBITDA guidance for the full year is $485 million at the midpoint, below analyst estimates of $488 million Operating Margin: 8.2%, down from 21.7% in the same quarter last year Organic Revenue rose 6.2% year on year (15.6% in the same quarter last year) Sales Volumes rose 3.5% year on year (18.4% in the same quarter last year) Market Capitalization: $6.87 billion Company Overview Spun out of Post Holdings in 2019, Bellring Brands (NYSE:BRBR) offers protein shakes, nutrition bars, and other products under the PowerBar, Premier Protein, and Dymatize brands. Revenue Growth Reviewing a company's long-term sales performance reveals insights into its quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. With $2.22 billion in revenue over the past 12 months, BellRing Brands is a small consumer staples company, which sometimes brings disadvantages compared to larger competitors benefiting from economies of scale and negotiating leverage with retailers. On the bright side, it can grow faster because it has a longer list of untapped store chains to sell into. As you can see below, BellRing Brands's sales grew at an impressive 18.6% compounded annual growth rate over the last three years as consumers bought more of its products. This quarter, BellRing Brands reported year-on-year revenue growth of 6.2%, and its $547.5 million of revenue exceeded Wall Street's estimates by 3%. Looking ahead, sell-side analysts expect revenue to grow 12% over the next 12 months, a deceleration versus the last three years. Still, this projection is admirable and suggests the market is forecasting success for its products. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories. Volume Growth Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful staples business as there's a ceiling to what consumers will pay for everyday goods; they can always trade down to non-branded products if the branded versions are too expensive. To analyze whether BellRing Brands generated its growth from changes in price or volume, we can compare its volume growth to its organic revenue growth, which excludes non-fundamental impacts on company financials like mergers and currency fluctuations. Over the last two years, BellRing Brands's average quarterly volume growth of 20.1% has outpaced the competition by a long shot. In the context of its 19.5% average organic revenue growth, we can see that most of the company's gains have come from more customers purchasing its products. In BellRing Brands's Q2 2025, sales volumes jumped 3.5% year on year. This result was a meaningful deceleration from its historical levels. We'll be watching BellRing Brands closely to see if it can reaccelerate demand for its products. Key Takeaways from BellRing Brands's Q2 Results We enjoyed seeing BellRing Brands beat analysts' organic revenue growth, total revenue, and EBITDA expectations this quarter. That full-year revenue guidance was reaffirmed shows that the business is on track. Overall, we think this was a decent quarter with some key metrics above expectations. The stock remained flat at $54.00 immediately following the results. Indeed, BellRing Brands had a rock-solid quarterly earnings result, but is this stock a good investment here? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free.
