Packaged foods company Post (NYSE: POST) will be reporting earnings this Thursday afternoon. Here’s what to expect.
Post beat analysts’ revenue expectations by 1.9% last quarter, reporting revenues of $1.98 billion, up 1.9% year on year. It was a strong quarter for the company, with a beat of analysts’ EPS estimates and a decent beat of analysts’ EBITDA estimates.
Is Post a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Post’s revenue to grow 11.8% year on year to $2.25 billion, improving from the 3.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.88 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Post has missed Wall Street’s revenue estimates four times over the last two years.
Looking at Post’s peers in the shelf-stable food segment, some have already reported their Q3 results, giving us a hint as to what we can expect. SunOpta delivered year-on-year revenue growth of 16.6%, beating analysts’ expectations by 5.2%, and Hershey reported revenues up 6.5%, topping estimates by 2.2%. SunOpta traded down 28.3% following the results while Hershey was also down 3.2%.
Read our full analysis of SunOpta’s results here and Hershey’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the shelf-stable food stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 6.7% on average over the last month. Post’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $126.56 (compared to the current share price of $106.01).
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