We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
POST's Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?
Read MoreHide Full Article
Key Takeaways
POST benefited from strong Foodservice volumes, led by higher egg and potato demand.
POST saw Refrigerated Retail dinner sides grow as egg supply normalized after HPAI disruptions.
POST expects Q1 EBITDA pressure from egg normalization and seasonal cereal softness.
Post Holdings, Inc. (POST - Free Report) is set to unveil its first-quarter fiscal 2026 earnings on Feb. 5, after market close. Investors are eager to see if the company can beat market expectations.
The Zacks Consensus Estimate for revenues is pegged at $2.2 billion, implying 9.6% growth from the prior year. Meanwhile, the consensus mark for earnings has slipped by 11 cents over the past 30 days to $1.66 per share, suggesting a 4.1% decline from the year-ago period. POST has a trailing four-quarter earnings surprise of 16.5%, on average.
Post Holdings, Inc. Price, Consensus and EPS Surprise
Post Holdings’ quarterly performance is likely to have benefited from solid momentum across its core segments, particularly Foodservice and Refrigerated Retail, driven by favorable volume trends and improving supply conditions. Foodservice trends entering the quarter appear constructive, supported by higher egg and potato volumes exiting the fourth quarter of fiscal 2025. In Refrigerated Retail, dinner sides posted volume growth, which is likely to have provided a modest tailwind in the quarter to be reported. With egg supply back in balance, the company has entered the year planning for a more normalized operating environment, allowing management to refocus on driving volume growth across both Foodservice and Refrigerated Retail channels.
At its last earnings call, management indicated demand remains resilient, especially for higher value-added egg products. Egg supply previously affected by HPAI recovered as expected in the fourth quarter, allowing pricing dynamics to gradually normalize. The business appears well-positioned as operations transition toward a more normalized growth profile, with improving supply conditions and continued demand for premium egg products likely supporting overall performance. First-quarter results are expected to benefit from seasonal tailwinds in Refrigerated Retail. Additionally, the segment should receive incremental support from new private label products that began shipping toward the end of fiscal 2025, enabling the company to address demand across a wider range of price points and consumer segments.
However, HPAI normalization is expected to have pressured first-quarter EBITDA, along with typical seasonal declines in U.S. and U.K. cereal performance. Consequently, near-term profitability is likely to have moderated as the business transitions toward a more normalized operating environment.
What the Zacks Model Says About POST’s Q1 Earnings
As investors prepare for Post Holdings’ fourth-quarter announcement, the question looms regarding earnings beat or miss. Our proven model does not conclusively predict an earnings beat for POST this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here.
POST has an Earnings ESP of -2.82% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable Combination
Here are three companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
The Estee Lauder Company, Inc. (EL - Free Report) currently has an Earnings ESP of +6.62% and a Zacks Rank #2. The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings per share is pegged at 83 cents, implying 33.9% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for quarterly revenues is pegged at $4.22 billion, which indicates an increase of 5.3% from the figure reported in the prior-year quarter. EL has a trailing four-quarter earnings surprise of 82.6%, on average.
The Hershey Company (HSY - Free Report) has an Earnings ESP of +0.78% and currently carries a Zacks Rank of 1. The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings per share is pegged at $1.40, implying a 48% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $3 billion, which indicates an increase of 4% from the figure reported in the prior-year quarter. HSY has a trailing four-quarter earnings surprise of 15%, on average.
BJ’s Wholesale Club Holdings, Inc. (BJ - Free Report) has an Earnings ESP of +0.69% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings per share is pegged at 92 cents, implying a 1.08% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $5.6 billion, which indicates an increase of 6.2% from the figure reported in the prior-year quarter. BJ has a trailing four-quarter earnings surprise of 10.3%, on average.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
POST's Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?
Key Takeaways
Post Holdings, Inc. (POST - Free Report) is set to unveil its first-quarter fiscal 2026 earnings on Feb. 5, after market close. Investors are eager to see if the company can beat market expectations.
The Zacks Consensus Estimate for revenues is pegged at $2.2 billion, implying 9.6% growth from the prior year. Meanwhile, the consensus mark for earnings has slipped by 11 cents over the past 30 days to $1.66 per share, suggesting a 4.1% decline from the year-ago period. POST has a trailing four-quarter earnings surprise of 16.5%, on average.
Post Holdings, Inc. Price, Consensus and EPS Surprise
Post Holdings, Inc. price-consensus-eps-surprise-chart | Post Holdings, Inc. Quote
Key Factors to Observe for POST's Q1 Earnings
Post Holdings’ quarterly performance is likely to have benefited from solid momentum across its core segments, particularly Foodservice and Refrigerated Retail, driven by favorable volume trends and improving supply conditions.
Foodservice trends entering the quarter appear constructive, supported by higher egg and potato volumes exiting the fourth quarter of fiscal 2025. In Refrigerated Retail, dinner sides posted volume growth, which is likely to have provided a modest tailwind in the quarter to be reported. With egg supply back in balance, the company has entered the year planning for a more normalized operating environment, allowing management to refocus on driving volume growth across both Foodservice and Refrigerated Retail channels.
At its last earnings call, management indicated demand remains resilient, especially for higher value-added egg products. Egg supply previously affected by HPAI recovered as expected in the fourth quarter, allowing pricing dynamics to gradually normalize. The business appears well-positioned as operations transition toward a more normalized growth profile, with improving supply conditions and continued demand for premium egg products likely supporting overall performance.
First-quarter results are expected to benefit from seasonal tailwinds in Refrigerated Retail. Additionally, the segment should receive incremental support from new private label products that began shipping toward the end of fiscal 2025, enabling the company to address demand across a wider range of price points and consumer segments.
However, HPAI normalization is expected to have pressured first-quarter EBITDA, along with typical seasonal declines in U.S. and U.K. cereal performance. Consequently, near-term profitability is likely to have moderated as the business transitions toward a more normalized operating environment.
What the Zacks Model Says About POST’s Q1 Earnings
As investors prepare for Post Holdings’ fourth-quarter announcement, the question looms regarding earnings beat or miss. Our proven model does not conclusively predict an earnings beat for POST this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here.
POST has an Earnings ESP of -2.82% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable Combination
Here are three companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
The Estee Lauder Company, Inc. (EL - Free Report) currently has an Earnings ESP of +6.62% and a Zacks Rank #2. The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings per share is pegged at 83 cents, implying 33.9% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for quarterly revenues is pegged at $4.22 billion, which indicates an increase of 5.3% from the figure reported in the prior-year quarter. EL has a trailing four-quarter earnings surprise of 82.6%, on average.
The Hershey Company (HSY - Free Report) has an Earnings ESP of +0.78% and currently carries a Zacks Rank of 1. The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings per share is pegged at $1.40, implying a 48% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $3 billion, which indicates an increase of 4% from the figure reported in the prior-year quarter. HSY has a trailing four-quarter earnings surprise of 15%, on average.
BJ’s Wholesale Club Holdings, Inc. (BJ - Free Report) has an Earnings ESP of +0.69% and currently carries a Zacks Rank of 3. The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings per share is pegged at 92 cents, implying a 1.08% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $5.6 billion, which indicates an increase of 6.2% from the figure reported in the prior-year quarter. BJ has a trailing four-quarter earnings surprise of 10.3%, on average.