Post Holdings Reports 2% Net Sales Increase to $1.98 Billion in Q3 Fiscal 2025

Post Holdings, Inc. reported its financial results for the third quarter of fiscal 2025, revealing a net sales increase of $36.6 million, or 2%, to $1,984.3 million compared to the same period last year. The growth was primarily driven by higher sales in the Foodservice, Refrigerated Retail, and Weetabix segments, although this was partially offset by a decline in the Post Consumer Brands segment. For the nine months ended June 30, 2025, net sales decreased slightly by $1.5 million to $5,911.1 million. The company’s operating profit rose by 15% to $234.6 million for the quarter, attributed to improved performance in the Foodservice and Refrigerated Retail segments.

In terms of profitability, Post Holdings reported net earnings of $108.8 million for the quarter, a 9% increase from $99.8 million in the prior year. Basic earnings per share increased to $1.95 from $1.66, while diluted earnings per share rose to $1.79 from $1.53. For the nine-month period, net earnings were $284.7 million, slightly down from $285.1 million in the previous year. The company’s interest expense also increased, reflecting higher average outstanding debt and interest rates, which rose to 5.3% from 5.1% year-over-year.

Strategically, Post Holdings has been active in acquisitions, completing the purchase of Potato Products of Idaho, L.L.C. for $120 million in March 2025, which is expected to enhance its Refrigerated Retail and Foodservice segments. Additionally, the company announced the acquisition of 8th Avenue Food & Provisions, Inc. for approximately $798.8 million, which will be consolidated into Post's financials starting July 1, 2025. This acquisition is anticipated to strengthen Post's position in the dry pasta and nut butter markets.

Operationally, the company reported a total asset increase to $13.37 billion as of June 30, 2025, up from $12.85 billion at the end of the previous fiscal year. The company’s cash and cash equivalents also rose significantly to $1.06 billion, compared to $787.4 million in September 2024. However, the Post Consumer Brands segment experienced a decline in sales, with net sales dropping 9% for the quarter, primarily due to reduced volumes in pet food and cereal products. The company’s employee headcount remained stable, reflecting its ongoing operational adjustments.

Looking ahead, Post Holdings anticipates continued challenges from inflationary pressures and supply chain disruptions, particularly in the Foodservice and Refrigerated Retail segments due to ongoing avian influenza outbreaks. The company is focused on mitigating these impacts while leveraging its recent acquisitions to drive growth. Management remains optimistic about generating positive cash flows and maintaining sufficient liquidity to support its operational and strategic initiatives in the coming quarters.