Preview: $POST FQ1 - Strong Organic Sales Growth

Using our updated Odyssey2 panel, our data science team has analyzed 2023 FQ1 sales of $POST brands to arrive at a preview of Post Food's upcoming earnings call.

---

Commentary

DecaData’s data panel showed a significant acceleration of ~370 bps in Organic Sales YoY for Post Holdings’ Consumer Brands segment, for 2023 FQ1 as compared to 2022 FQ4. We observed a mild deceleration of ~50 bps in Pricing YoY, which was more than offset by a resurgence in the pace of Volume YoY by ~420 bps.

The performance of Volume YoY appeared very strong during the holiday season, with only a slight cutback in the pace of Pricing YoY. During the month-to-date Jan 2023, Volume YoY has continued to maintain its strength while Pricing YoY has decelerated slightly further.

Subscribe for updates

We‘ll never share your email with anyone else.

Subscribe

---

Forecast Data

​​Odyssey 2 data best lends itself to measuring and modeling POST Consumer Brands segment. We are forecasting strong acceleration in organic sales year-on-year, driven strong acceleration of Volume YoY despite a small deceleration in Pricing YoY.

Ticker POST

Segment	Metric	Actual 2022 FQ4	ODY 23FQ1 Lower Est.	ODY 23FQ1 Midpoint Est.	ODY 23FQ1 Upper Est.	Direction
Consumer Brands	Organic sales YoY	12.6%	15.8%	16.3%	16.8%	Accel
Consumer Brands	Pricing YoY	10.5%	9.5%	10.0%	10.5%	Decel
Consumer Brands	Volume YoY	2.1%	5.8%	6.3%	6.8%	Accel

---

Post Consumer Brands Segment Organic Sales Chart