What Happened?

Shares of packaged foods company Post (NYSE: POST) jumped 9.5% in the morning session after the company reported strong fourth-quarter 2025 results that surpassed analyst expectations and raised its full-year financial outlook. 

The consumer packaged goods company posted adjusted quarterly earnings of $2.13 per share, beating the $1.67 consensus estimate. Revenue for the quarter came in at $2.17 billion, an increase of 10.1% year-on-year, which was in line with expectations. Furthermore, the company boosted its adjusted EBITDA forecast for the full year to a midpoint of $1.57 billion, above analysts' projections of $1.54 billion.

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What Is The Market Telling Us

Post’s shares are not very volatile and have only had 2 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 2 months ago when the stock dropped 3% on the news that the company announced it intended to commence a private offering of $1.3 billion in senior notes due in 2036. 

The offering was subject to market and other conditions. Post planned to use the money raised to pay back all of its outstanding 5.50% senior notes that were due in 2029, covering any associated costs and fees. Any leftover funds could be used for general company purposes, such as acquisitions or other debt repayment. The move came as the broader stock market also started the month on a weak note, with major indices falling, which may have added to the negative investor sentiment.

Post is up 14.5% since the beginning of the year, and at $114.08 per share, it is trading close to its 52-week high of $118.46 from April 2025. Investors who bought $1,000 worth of Post’s shares 5 years ago would now be looking at an investment worth $1,160.

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