Q1 2025 Post Holdings Inc Earnings Call Transcript
Key Points
- Post Holdings Inc (POST) reported strong Q1 financial results driven by effective cost management and benefits from a diversified portfolio.
- Successful execution of major ERP conversions at PCB, PET, and Weetabix during the quarter, demonstrating strong team performance.
- Improved gross margins in the grocery segment due to better cost performance and plant efficiencies.
- Continued volume growth in egg and potato products, with higher value-added products leading the way.
- Strong cash flow generation, allowing for significant share repurchases and maintaining leverage neutrality.
- The cereal category experienced a 3.2% decline in volume, slightly more than planned assumptions.
- PET category consumption was down approximately 1%, with POST's portfolio declining 5% due to lost distribution points and price elasticity.
- Avian influenza outbreaks caused supply imbalances, leading to sourcing and cost challenges expected to impact fiscal Q2.
- Refrigerated Retail segment saw a significant decline in adjusted EBITDA due to lower volumes and increased costs.
- Weetabix business performance was down as expected, with a pullback on promotions and increased input costs.
Welcome to the Post Holdings First Quarter 2025 Earnings Conference Call and Webcast. (Operator instructions)
I would now like to turn the call over to Daniel O'Rourke, Investor Relations.
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Thank you for joining us today from Post First Quarter Fiscal 2025 earnings call. I'm joined this morning by just Radix are still low in that manner, our CFO and Treasurer, Jeff and that will make prepared remarks. And afterwards I will answer your questions. The press release that supports these remarks is posted on both the investors and the SEC filings portions of our website and is also available on the SEC's website. (Operator instructions)
I'd like to remind you that this call will contain forward looking statements which are subject to risks and uncertainties should be carefully considered by investors as actual results could differ materially from these statements. These forward looking statements are current as of the date of this call, and management undertakes no obligation
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