Latest news with #PostHoldings
Yahoo
09-07-2025
- Business
- Yahoo
Post Holdings (POST) Upgraded to Buy: Here's Why
Investors might want to bet on Post Holdings (POST), as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time. As such, the Zacks rating upgrade for Post Holdings is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price. The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock. Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Post Holdings imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher. As empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions. The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> . For the fiscal year ending September 2025, this cereal maker is expected to earn $6.63 per share, which is unchanged compared with the year-ago reported number. Analysts have been steadily raising their estimates for Post Holdings. Over the past three months, the Zacks Consensus Estimate for the company has increased 3.4%. Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term. You can learn more about the Zacks Rank here >>> The upgrade of Post Holdings to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Post Holdings, Inc. (POST) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
28-06-2025
- Business
- Yahoo
Balanced Take on POST's FY25 EBITDA Outlook: Will It Hit the Target?
Post Holdings, Inc. POST modestly raised its full-year fiscal 2025 adjusted EBITDA guidance during the most recent earnings call, projecting the metric to be in the range of $1.43 billion to $1.47 billion, up from the prior estimated range of $1.42 billion to $1.46 billion. This development stands out as a key signal amid persistent industry and macroeconomic headwinds. The guidance raise reflects management's confidence in recovering previously incurred costs related to avian influenza within its Foodservice segment, a $30 million headwind now anticipated to be recouped by fiscal earnings call made clear that pricing adjustments instituted in April are expected to backfill earlier cost pressures from the fiscal second quarter related to avian influenza, assuming no further outbreaks. The Foodservice team prioritized maintaining customer supply throughout the disruption, even as it navigated elevated egg costs. This approach highlights Post's operational focus on protecting relationships while executing price-cost alignment to stabilize margins in the second half of fiscal across key categories such as cereal, pet food and refrigerated retail remains challenged, with continued softness in consumer consumption. Instead, the guidance revision underscores POST's reliance on execution levers, price realization, cost discipline and supply-chain stabilization to support profitability in a volatile this context, the EBITDA guidance increase sends a signal of internal momentum, particularly in supply-constrained categories like eggs and refrigerated sides, where the company has historically faced restrictions. However, investors should remain cautious. The revised guidance is contingent upon the containment of avian influenza and sustained pricing power. Any disruption to these assumptions could jeopardize the anticipated in an industry where many peers are revising downward or holding flat due to demand erosion and margin compression, the company's ability to revise its forecast upward, however slightly, indicates a differentiated level of execution. The outlook positions the company as better equipped to weather volatility and stabilize earnings despite ongoing top-line pressure. Shares of this Zacks Rank #3 (Hold) company have lost 5.8% in the past three months compared with the industry's 5.1% decline. POST underperformed the broader Consumer Staples sector's decline of 0.4% and the S&P 500 index's growth of 9.4%, during the same period. Image Source: Zacks Investment Research Post Holdings currently trades at a forward 12-month P/E ratio of 14.84, which is slightly below the industry average of 15.69 and notably down from the sector average of 17.31. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector. Image Source: Zacks Investment Research BRF S.A. BRFS raises, produces and slaughters poultry and pork for the processing, production and sale of fresh meat, processed products, pasta, margarine, pet food and other products. It currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks Zacks Consensus Estimate for BRF S.A.'s current fiscal-year sales and earnings implies growth of 11.1% and 8.3%, respectively, from the prior-year levels. BRFS delivered a trailing four-quarter earnings surprise of 5.4%, on International MDLZ manufactures, markets and sells snack food and beverage products. It presently has a Zacks Rank of 2. MDLZ delivered a trailing four-quarter earnings surprise of 9.8%, on consensus estimate for Mondelez's current fiscal-year sales implies growth of 5.3% from the year-ago Group AB OTLY, an oatmilk company, provides a range of plant-based dairy products made from oats. It presently has a Zacks Rank of 2. OTLY delivered a trailing four-quarter earnings surprise of 25.1%, on consensus estimate for Oatly Group's current fiscal-year sales and earnings implies growth of 2.3% and 63.8%, respectively, from the year-ago figures. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report BRF S.A. (BRFS) : Free Stock Analysis Report Mondelez International, Inc. (MDLZ) : Free Stock Analysis Report Post Holdings, Inc. (POST) : Free Stock Analysis Report Oatly Group AB Sponsored ADR (OTLY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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 Wire
24-06-2025
- Business
- Business Wire
Crystal Farms Unveils Bold New Cheese Offerings Just in Time for Summer
MINNEAPOLIS--(BUSINESS WIRE)--This summer, Crystal Farms Dairy Co. is turning up the flavor with the launch of bold new cheese offerings crafted to meet consumers' growing appetite for exciting, recipe-ready options. Hitting shelves throughout the Midwest, the new lineup includes the Seasoned Collection of shredded cheeses—featuring Garlic & Herb, a low-moisture part-skim mozzarella cheese seasoned with garlic and herbs, and Zesty Ranch, a white sharp cheddar cheese with ranch seasoning—along with Carolina Reaper Cheese Slices for those craving heat. The new products are a direct response to consumer feedback about evolving tastes. According to Andrew Cannon, associate director of marketing at Crystal Farms, the company took a hands-on approach to innovation. 'We conducted consumer surveys, analyzed market trends and even sat down with people in their own kitchens to understand where cheese could do more,' Cannon said. 'The desire for bold flavors and convenient, recipe-ready products came through loud and clear. That inspired us to explore new ways to bring crave-worthy flavor directly into the cheese itself.' Leveraging its seasoning application capabilities, Crystal Farms developed its Seasoned Collection to seamlessly add bold flavor to tacos, pasta, casseroles, salads and more—all without the need for extra sauces or seasonings. Meanwhile, the Carolina Reaper Slices offer a fiery twist on cheese that's perfect for burgers, sandwiches or straight from the fridge. 'We're incredibly excited to bring these delicious and unique products to consumers' tables,' Cannon said. 'They're fun, flavorful and make it easy to elevate everyday meals.' These new items will be available at Midwest grocers like Cub, Piggly Wiggly, Woodman's, Festival and more this summer. For more information and product availability, visit About Crystal Farms Founded in 1926, Crystal Farms is a longstanding supplier of dairy from the heart of dairy country: the Midwest. Offering dairy from farmers and co-ops across the region, ensuring high quality products for your family. Crystal Farms is a subsidiary of Post Holdings, Inc. For more information, visit About Post Holdings, Inc. Post 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 ready-to-eat cereal and pet food categories and also markets Peter Pan ® peanut butter. 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. Post participates in the private brand food category through its ownership interest in 8th Avenue Food & Provisions, Inc. For more information, visit
Business Wire
24-06-2025
- Business
- Business Wire
Crystal Farms Brings the Zing With Limited-Time Dill Pickle Shredded Cheese
MINNEAPOLIS--(BUSINESS WIRE)--Crystal Farms Dairy Co. is getting boldly briny this summer with the launch of a limited-time Dill Pickle flavor in its Seasoned Collection of shredded cheeses. Available exclusively at Target stores across the Upper Midwest for a limited time, this tangy twist is designed for adventurous eaters looking to punch up their favorite meals with bold, crave-worthy flavor. The Dill Pickle Seasoned Shreds variety joins an innovative lineup, which includes Garlic & Herb and Zesty Ranch. It delivers the distinct, zesty tang of dill pickles blended with the creamy goodness of Crystal Farms Monterey Jack shredded cheese—perfect for burgers, wraps, dips, potato salads, mac and cheese, or straight out of the bag. 'Our consumers have been asking for more unique and bold flavors—and they're especially excited about anything pickle,' said Andrew Cannon, associate director of marketing at Crystal Farms. 'Through consumer research, kitchen visits and market analysis, it became clear that shoppers want bold, recipe-ready cheeses. Dill Pickle delivers on that in a fun and flavorful way.' Crystal Farms leveraged its in-house seasoning capabilities to bring the new flavor to life, building on its track record of delivering inventive, on-trend cheese flavors made with high-quality dairy from the Midwest. 'This flavor is everything summer should be—bright, tangy and a little unexpected,' Cannon said. 'We're thrilled to offer it at Target so fans can discover something new on shelves during their next grocery run.' Crystal Farms Dill Pickle Seasoned Shreds will be available for a limited time beginning this summer at Target locations in the Upper Midwest. For more information and product availability, visit About Crystal Farms Founded in 1926, Crystal Farms is a longstanding supplier of dairy from the heart of dairy country: the Midwest. Offering dairy from farmers and co-ops across the region, ensuring high quality products for your family. Crystal Farms is a subsidiary of Post Holdings, Inc. For more information, visit About Post Holdings, Inc. Post 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 ready-to-eat cereal and pet food categories and also markets Peter Pan ® peanut butter. 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. Post participates in the private brand food category through its ownership interest in 8th Avenue Food & Provisions, Inc. For more information, visit
Yahoo
24-06-2025
- Business
- Yahoo
Crystal Farms Unveils Bold New Cheese Offerings Just in Time for Summer
New Seasoned Collection Shreds and Carolina Reaper Slices Deliver Flavor-Forward Twists on Everyday Favorites MINNEAPOLIS, June 24, 2025--(BUSINESS WIRE)--This summer, Crystal Farms Dairy Co. is turning up the flavor with the launch of bold new cheese offerings crafted to meet consumers' growing appetite for exciting, recipe-ready options. Hitting shelves throughout the Midwest, the new lineup includes the Seasoned Collection of shredded cheeses—featuring Garlic & Herb, a low-moisture part-skim mozzarella cheese seasoned with garlic and herbs, and Zesty Ranch, a white sharp cheddar cheese with ranch seasoning—along with Carolina Reaper Cheese Slices for those craving heat. The new products are a direct response to consumer feedback about evolving tastes. According to Andrew Cannon, associate director of marketing at Crystal Farms, the company took a hands-on approach to innovation. "We conducted consumer surveys, analyzed market trends and even sat down with people in their own kitchens to understand where cheese could do more," Cannon said. "The desire for bold flavors and convenient, recipe-ready products came through loud and clear. That inspired us to explore new ways to bring crave-worthy flavor directly into the cheese itself." Leveraging its seasoning application capabilities, Crystal Farms developed its Seasoned Collection to seamlessly add bold flavor to tacos, pasta, casseroles, salads and more—all without the need for extra sauces or seasonings. Meanwhile, the Carolina Reaper Slices offer a fiery twist on cheese that's perfect for burgers, sandwiches or straight from the fridge. "We're incredibly excited to bring these delicious and unique products to consumers' tables," Cannon said. "They're fun, flavorful and make it easy to elevate everyday meals." These new items will be available at Midwest grocers like Cub, Piggly Wiggly, Woodman's, Festival and more this summer. For more information and product availability, visit About Crystal Farms Founded in 1926, Crystal Farms is a longstanding supplier of dairy from the heart of dairy country: the Midwest. Offering dairy from farmers and co-ops across the region, ensuring high quality products for your family. Crystal Farms is a subsidiary of Post Holdings, Inc. For more information, visit About Post Holdings, Inc. Post 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 ready-to-eat cereal and pet food categories and also markets Peter Pan® peanut butter. 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. Post participates in the private brand food category through its ownership interest in 8th Avenue Food & Provisions, Inc. For more information, visit View source version on Contacts Andrew Miller612-819-7000
