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Mar 31
Post Q2 2025 Earnings Report
Post Holdings reported Q2 2025 results with stable Adjusted EBITDA and raised its full-year guidance despite sales and earnings declines.
Key Takeaways
Post Holdings generated $2.0 billion in revenue and $62.6 million in net income in Q2 2025, with strong segment performance in Foodservice and Weetabix partially offsetting declines in Consumer Brands and Refrigerated Retail; Adjusted EBITDA reached $346.5 million.
Net sales reached $1.95 billion, down 2.3% YoY, impacted by category declines and timing shifts.
Net income was $62.6 million with Adjusted EBITDA of $346.5 million.
Post raised FY25 Adjusted EBITDA guidance to $1.43–$1.47 billion.
Foodservice sales grew 9.6% YoY driven by shake volumes; Refrigerated Retail declined due to seasonal shifts.
Post
Post
Post Revenue by Segment
Revenue by Segment
Post Consumer Brands Revenue
CapyFin.comWeetabix Revenue
CapyFin.comFoodservice Revenue
CapyFin.comRefrigerated Retail Revenue
CapyFin.com Forward Guidance
Post raised its full-year Adjusted EBITDA outlook and remains confident in recovery from short-term cost and volume pressures.
Positive Outlook
- FY25 Adjusted EBITDA guidance raised to $1.43–$1.47 billion.
- Cost recovery from avian flu impact expected by year-end.
- Foodservice segment growth driven by protein shake volumes.
- SG&A expenses reduced 7.8% YoY in Q2.
- Strong free cash flow of $241.6 million reported.
Challenges Ahead
- Q2 revenue declined 2.3% YoY due to volume declines and holiday timing.
- Net earnings fell 35.6% YoY due to higher swap expenses and lower gross margin.
- Weetabix and Refrigerated Retail segments posted sales and profit declines.
- Adjusted EPS declined YoY to $1.41 from $1.51.
- Gross margin declined from 29.0% to 28.0% YoY.
Revenue & Expenses
Visualization of income flow from segment revenue to net income