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Post Holdings: The Liquid Egg Shift Is Gaining Traction—Will It Stay Sticky as Prices Normalize?

Post Holdings, a consumer packaged goods company, recently reported its fourth quarter results for fiscal year 2025, showcasing a notable performance amid a turbulent economic environment. The company demonstrated resilience in the face of challenges such as regulatory changes, the Avian Flu outbreak, and fluctuating consumer sentiment. The diversified portfolio of Post Holdings has allowed it to buffer these impacts, achieving strong financial outcomes in a challenging market. The company’s Foodservice division displayed robust volume growth, particularly within its high-value product segments, contributing significantly to the year’s success. This growth, coupled with strategic investments, helped Post Holdings leverage its market presence and sustain business momentum. The segment’s performance was underpinned by a 9% increase in volumes for higher-margin egg products during the quarter, and approximately 6% for the full fiscal year. The recovery of egg supply post-Avian Flu provided additional impetus, reflected in customer inventory replenishments.