Post Holdings’ pet sales fall 14% in Q3 due to lower volumes
Declines in private label and co-manufactured products drive a drop in segment revenue.
The pet portfolio of Missouri-based packaged foods company Post Holdings posted $364.9 million (€315M) in net sales for the third quarter of 2025.
This figure represents a 14% year-over-year (YoY) decline compared to $428.9 million (€370.1M) recorded during the same period in 2024.
According to the company, pet food volumes decreased by 13%, primarily driven by reductions in co-manufactured and private label products and distribution losses.
CFO Matt Mainer told investors that, despite improved cost performance in both grocery and pet, lower volumes ultimately outweighed the gains.
For the first 9 months of FY2025, net sales in the pet businesses dropped 8% YoY from US$1.32 billion (€1.1B) to US$1.2 billion (€1B).
Guidance and CEO transition
Post Holdings raised its FY2025 guidance range for adjusted EBITDA to $1,500 million (€1,294.5M) to $1,520 million (€1,311.7M) from $1,460 million (€1,259.9M) to $1,500 million (€1,294.5M).
The company also expects capital expenditures for the fiscal year to reach $450 million (€388.3M) to $480 million (€414.2M), including $130 million (€112.2M) to $140 million (€120.8M) for Post Consumer Brands’ network optimization, plant closures and pet food safety and capacity.
In addition, Post Holdings expects a COO transition next year after the announcement of the retirement of Jeff Zadoks. The current company’s President and Chief Executive Officer, Nicolas Catoggio, will expand his current role to include responsibilities as COO, beginning in January 2026.
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