POST Earnings Prediction
The chart below shows how POST performed 10 days before and after its earnings report, based on data from the past quarters. Typically, POST sees a -1.51% change in stock price 10 days leading up to the earnings, and a +2.66% change 10 days following the report. On the earnings day itself, the stock moves by +0.04%. This data can give you a slight idea of what to expect for the next quarter's release.
POST Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.97B
25.51%
1.05%
Gross Margin
26.80%
10.88%
3.00%
Operating Margin
11.12%
16.08%
10.87%
Net Margin
4.48%
-25.08%
32.94%
EPS
1.31
-6.43%
35.05%
No Data Available
POST Earnings Analysis
Post Holdings Inc Corporation (POST.N) Earnings Conference Call
Positive
Strong Q1 Performance: First quarter consolidated net sales reached $2 billion, with adjusted EBITDA of $370 million, reflecting strong operational performance despite challenges in certain segments.
Pet Category EBITDA Growth: Segment adjusted EBITDA for the pet category increased by 8% year-over-year, driven by the successful integration of Perfection Pet and strong cost performance in manufacturing and supply chain.
Foodservice Sales Growth: Foodservice net sales increased by 9%, with volumes up 3%, attributed to favorable pricing and distribution gains in egg and potato products, showcasing resilience in this segment.
Strong Cash Flow Performance: Cash flow from operations was robust at $310 million, with free cash flow of approximately $170 million net of capital expenditures, indicating strong liquidity and financial health.
Share Repurchase Activity: Post Holdings repurchased 1.6 million shares at an average price of approximately $114 per share, representing over 4% of shares outstanding, while maintaining a flat net leverage ratio.
Negative
Cereal Volume Decline: Cereal category volumes declined by 3.2%, exceeding planned assumptions, indicating a downward trend in consumer demand.
Pet Category Consumption Decline: Pet category consumption decreased by approximately 1%, with the portfolio declining by 5% due to lost distribution points and price elasticity issues.
Refrigerated Retail Decline: Refrigerated retail net sales fell by 5% and volumes decreased by 4%, with adjusted EBITDA down 22% primarily due to lower side dish volumes and increased manufacturing costs.
Sales Decline Analysis: Weetabix's net sales decreased by 1%, and on a currency-neutral basis, sales dropped by 7% with volumes down 12%, reflecting challenges in the cereal market and promotional pullbacks.
Avian Influenza Cost Impact: The estimated cost impact from avian influenza for Q2 is projected to be between $30 million to $50 million, indicating significant financial pressure due to supply chain disruptions.
POST FAQs
How does POST typically perform around its earnings report dates?
Is Post Holdings Inc (POST) Q1 2024 Earnings Call Summary positive or negative?
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POST Earning Call Sentiment
Earnings call transcript: Post Holdings Q1 2024 beats EPS expectations
POST.N
1.17%Positive
The earnings call highlights several challenges: supply chain issues due to avian influenza, competitive pressures in the pet category, and a decline in cereal volumes. Despite a share repurchase program, financial performance is mixed, with flat net sales and decreased volumes in key areas. Management's unclear responses in the Q&A add uncertainty. The negative sentiment is compounded by cost impacts and competitive pressures, outweighing positive elements like share repurchases and foodservice growth.
