Dafinchi AI

EWCZ

Consumer

Adjusted EBITDA increased 4.7% to $21.6 million, with margin expansion of 420 basis points to 38.7%.
Gross margin improved modestly to 74.6%, driven by higher royalty, marketing fees, and product margin improvements.
Net interest expense rose slightly to $6.6 million, and adjusted net income increased 5.6% to $11.8 million.
Q2 ended with 1,059 centers, a net decrease of 3 centers, better than anticipated closures.
Same-store sales grew 30 basis points year-over-year, showing modest improvement.
SG&A expenses increased by $1.6 million to $14.5 million, influenced by payroll, professional fees, and stock-based compensation.
System-wide sales decreased 1% year-over-year to $257.6 million in Q2 2025.
Total revenue declined 6.6% to $55.9 million, mainly due to lower wholesale product and retail sales.

POST

Consumer

Adjusted EBITDA reached $397 million, approaching $400 million, with segment adjusted EBITDA down 8% at Post Consumer Brands (PCB) due to volume declines in grocery and pet segments.
Foodservice segment net sales increased 19% with a 32% rise in adjusted EBITDA, driven by AI pricing and volume growth in eggs and potatoes.
Post Holdings reported Q3 2025 consolidated net sales of $2 billion, a 2% increase year-over-year, driven by Avian Influenza (AI) pricing and volume growth in cold chain businesses.
Refrigerated Retail net sales grew 9% with a 94% increase in adjusted EBITDA, benefiting from AI pricing adders and Easter-driven volume increases.
Weetabix net sales increased 1% with a 4% decrease in adjusted EBITDA, impacted by volume declines and inflation-driven costs.

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