Post Holdings Reports Q1 2023 Earnings with Mixed Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy POST?
Source: seekingalpha
- Earnings Highlights: Post Holdings reported a Q1 2023 non-GAAP EPS of $0.37 and revenue of $537.3 million, indicating stability in revenue generation, although overall performance requires further scrutiny.
- Decline in Adjusted EBITDA: The adjusted EBITDA was $90.3 million, down $35 million from $125.3 million in the prior year, reflecting challenges in cost control and profitability that may impact investor confidence moving forward.
- Debt Redemption Plan: Post Holdings announced plans to redeem $1.24 billion of 2029 notes, aiming to optimize its capital structure and reduce interest burdens, potentially enhancing future financial flexibility.
- Senior Notes Offering: The company also announced the pricing of a senior notes offering, which will provide additional funding sources to support its competitiveness in future expansions and investments.
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Analyst Views on POST
Wall Street analysts forecast POST stock price to rise
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 110.410
Low
108.00
Averages
121.71
High
130.00
Current: 110.410
Low
108.00
Averages
121.71
High
130.00
About POST
Post Holdings, Inc. 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. Its segments include Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Post Consumer Brands segment manufactures, markets and sells human and pet food products, primarily in the ready-to-eat (RTE) cereal, granola, hot cereal, nut butter and dog and cat food categories in North America. Weetabix segment markets and distributes branded and private label RTE cereal products. Weetabix is a manufacturer's breakfast cereals category, with its brands being Weetabix and Alpen. Foodservice segment produces and distributes egg and potato products through the foodservice and food ingredient channels. Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausage, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Post Holdings Q1 2026 Earnings Call Highlights
- Strong Financial Performance: Post Holdings reported Q1 adjusted EBITDA significantly above expectations, although specific financial figures were not disclosed, indicating robust growth in its Foodservice business and boosting market confidence in future performance.
- Strategic M&A Opportunities: Management highlighted that as market valuations change, M&A becomes a more attractive strategic option, particularly as valuations for small-cap food companies decline, showcasing the company's flexibility and foresight in acquisitions.
- Growth in Foodservice Segment: The Foodservice segment experienced notable volume growth, especially in high-value egg products, with management expecting this growth to align more closely with historical rates of 3% to 4%, indicating enhanced market competitiveness in this area.
- Ongoing Share Repurchases: The company continued aggressive share repurchases in Q1 and completed the sale of the 8th Avenue Pasta business, successfully maintaining net leverage levels and enhancing capital allocation flexibility, reflecting a strong commitment to shareholder returns.
See More
U.S. Stocks Rise as Dow Jones Gains Over 700 Points
- Dow Jones Performance: The Dow Jones index rose over 700 points on Friday, indicating a strong market rebound that reflects investor optimism about economic recovery, which could further drive consumer spending and investment.
- Strategic Shares Surge: Strategy shares jumped 14.1% to $122.56 on Friday, signaling a positive market outlook for the company and potentially attracting more investor interest in its future growth prospects.
- Overall Market Trend: The overall rise in U.S. stocks suggests a restoration of investor confidence, which may lead to increased capital inflows into the stock market, thereby promoting economic growth and corporate earnings.
- Market Data Source: This market update is provided by Benzinga APIs, highlighting improved market information transparency that aids investors in making more informed decisions.
See More
Post Holdings Reports Strong Q1 Earnings
- Earnings Per Share Growth: Post Holdings reported a Q1 non-GAAP EPS of $2.13, indicating a significant improvement in profitability and reflecting enhanced competitiveness in the market.
- Strong Revenue Performance: The company achieved revenue of $2.2 billion in Q1, showing growth compared to the previous year, which underscores sustained strong demand for its products and further solidifies its market share.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, a 13.1% increase or $48.3 million more than the prior year, demonstrating the company's success in cost control and operational efficiency.
- Debt Redemption Plan: Post Holdings announced plans to redeem $1.24 billion of 2029 notes, aimed at optimizing its capital structure and reducing financial costs, thereby providing more funding flexibility for future growth.
See More
Post Holdings Reports Strong Q1 Results with Increased Sales and Adjusted EBITDA
- Significant Sales Growth: Post Holdings reported net sales of $2.1746 billion for Q1, a 10.1% increase year-over-year, with $224.6 million attributed to acquisitions, indicating strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, up 13.1% from the previous year, reflecting improved operational efficiency and profitability following the integration of the newly acquired 8th Avenue Food & Provisions.
- Net Earnings Decline: Despite sales growth, net earnings fell to $96.8 million, a 14.6% decrease, primarily due to increased debt extinguishment losses and interest expenses, highlighting financial management pressures.
- Share Repurchase Program: Post repurchased 3.7 million shares for $378.9 million in Q1 and received a new $500 million repurchase authorization, demonstrating confidence in future growth and commitment to enhancing shareholder value.
See More
Post Holdings Reports Strong Q1 Results with Increased EBITDA Guidance
- Significant Sales Growth: Post Holdings reported net sales of $2.175 billion for Q1, a 10.1% increase year-over-year, with acquisitions contributing $224.6 million, showcasing strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Increased Adjusted EBITDA Guidance: The company raised its fiscal year 2026 Adjusted EBITDA outlook to $1.55-$1.58 billion from $1.5-$1.54 billion, reflecting an optimistic view on future profitability driven by operational improvements.
- Net Earnings Decline: While operating profit rose 11.3% to $238.4 million, net earnings fell 14.6% to $96.8 million, primarily due to losses on debt extinguishment and increased interest expenses, indicating financial cost pressures on profitability.
- Share Repurchase Program: In Q1, Post repurchased 3.7 million shares for approximately $378.9 million, and the board approved a new $500 million repurchase authorization, demonstrating confidence in the company's stock value.
See More
POST HOLDINGS Q1 SALES REACH USD 2,174 MILLION, SLIGHTLY ABOVE IBES ESTIMATE OF USD 2,171 MILLION (AMOUNT CORRECTED)
- Sales Figures: Corrected Q1 sales amount to USD 2,174 million.
- Comparison with Estimates: This figure surpasses Ibes' estimate of USD 2,171 million.
- Correction Note: The reported sales figure corrects a previous amount.
- Financial Context: The sales data reflects the company's performance in the first quarter.
See More
Post Holdings Q1 2026 Earnings Call Highlights
- Strong Financial Performance: Post Holdings reported Q1 adjusted EBITDA significantly above expectations, although specific financial figures were not disclosed, indicating robust growth in its Foodservice business and boosting market confidence in future performance.
- Strategic M&A Opportunities: Management highlighted that as market valuations change, M&A becomes a more attractive strategic option, particularly as valuations for small-cap food companies decline, showcasing the company's flexibility and foresight in acquisitions.
- Growth in Foodservice Segment: The Foodservice segment experienced notable volume growth, especially in high-value egg products, with management expecting this growth to align more closely with historical rates of 3% to 4%, indicating enhanced market competitiveness in this area.
- Ongoing Share Repurchases: The company continued aggressive share repurchases in Q1 and completed the sale of the 8th Avenue Pasta business, successfully maintaining net leverage levels and enhancing capital allocation flexibility, reflecting a strong commitment to shareholder returns.
See More
U.S. Stocks Rise as Dow Jones Gains Over 700 Points
- Dow Jones Performance: The Dow Jones index rose over 700 points on Friday, indicating a strong market rebound that reflects investor optimism about economic recovery, which could further drive consumer spending and investment.
- Strategic Shares Surge: Strategy shares jumped 14.1% to $122.56 on Friday, signaling a positive market outlook for the company and potentially attracting more investor interest in its future growth prospects.
- Overall Market Trend: The overall rise in U.S. stocks suggests a restoration of investor confidence, which may lead to increased capital inflows into the stock market, thereby promoting economic growth and corporate earnings.
- Market Data Source: This market update is provided by Benzinga APIs, highlighting improved market information transparency that aids investors in making more informed decisions.
See More
Post Holdings Reports Strong Q1 Earnings
- Earnings Per Share Growth: Post Holdings reported a Q1 non-GAAP EPS of $2.13, indicating a significant improvement in profitability and reflecting enhanced competitiveness in the market.
- Strong Revenue Performance: The company achieved revenue of $2.2 billion in Q1, showing growth compared to the previous year, which underscores sustained strong demand for its products and further solidifies its market share.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, a 13.1% increase or $48.3 million more than the prior year, demonstrating the company's success in cost control and operational efficiency.
- Debt Redemption Plan: Post Holdings announced plans to redeem $1.24 billion of 2029 notes, aimed at optimizing its capital structure and reducing financial costs, thereby providing more funding flexibility for future growth.
See More
Post Holdings Reports Strong Q1 Results with Increased Sales and Adjusted EBITDA
- Significant Sales Growth: Post Holdings reported net sales of $2.1746 billion for Q1, a 10.1% increase year-over-year, with $224.6 million attributed to acquisitions, indicating strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, up 13.1% from the previous year, reflecting improved operational efficiency and profitability following the integration of the newly acquired 8th Avenue Food & Provisions.
- Net Earnings Decline: Despite sales growth, net earnings fell to $96.8 million, a 14.6% decrease, primarily due to increased debt extinguishment losses and interest expenses, highlighting financial management pressures.
- Share Repurchase Program: Post repurchased 3.7 million shares for $378.9 million in Q1 and received a new $500 million repurchase authorization, demonstrating confidence in future growth and commitment to enhancing shareholder value.
See More
Post Holdings Reports Strong Q1 Results with Increased EBITDA Guidance
- Significant Sales Growth: Post Holdings reported net sales of $2.175 billion for Q1, a 10.1% increase year-over-year, with acquisitions contributing $224.6 million, showcasing strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Increased Adjusted EBITDA Guidance: The company raised its fiscal year 2026 Adjusted EBITDA outlook to $1.55-$1.58 billion from $1.5-$1.54 billion, reflecting an optimistic view on future profitability driven by operational improvements.
- Net Earnings Decline: While operating profit rose 11.3% to $238.4 million, net earnings fell 14.6% to $96.8 million, primarily due to losses on debt extinguishment and increased interest expenses, indicating financial cost pressures on profitability.
- Share Repurchase Program: In Q1, Post repurchased 3.7 million shares for approximately $378.9 million, and the board approved a new $500 million repurchase authorization, demonstrating confidence in the company's stock value.
See More
POST HOLDINGS Q1 SALES REACH USD 2,174 MILLION, SLIGHTLY ABOVE IBES ESTIMATE OF USD 2,171 MILLION (AMOUNT CORRECTED)
- Sales Figures: Corrected Q1 sales amount to USD 2,174 million.
- Comparison with Estimates: This figure surpasses Ibes' estimate of USD 2,171 million.
- Correction Note: The reported sales figure corrects a previous amount.
- Financial Context: The sales data reflects the company's performance in the first quarter.
See More
