Post Holdings Inc
NYSE:POST

Watchlist Manager
Post Holdings Inc Logo
Post Holdings Inc
NYSE:POST
Watchlist
Price: 74.775 USD -1.37% Market Closed
Market Cap: $3.4B

Post Holdings Inc
Investor Relations

Post Holdings is a packaged-food company that owns and markets branded foods sold mainly in grocery stores and club stores. Its products include ready-to-eat cereals, egg products, refrigerated side dishes and dairy items, protein and nutritional products, and pet food. The company does not usually sell directly to consumers; it sells through retailers, food distributors, and some foodservice customers. Post makes money by manufacturing these products and selling them under its own brands or through private-label and co-manufacturing relationships. Its customers are the grocery chains, wholesalers, and foodservice buyers that stock shelves and serve meals. In some parts of the business, it also supplies ingredients or finished products to other food companies. What makes Post different is that it is built as a collection of food brands and businesses rather than one single product line. That gives it exposure to several categories of everyday consumer food, while the company focuses on buying, improving, and managing brands that can earn steady shelf space and repeat purchases.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Aug 7, 2026
AI Summary
Q3 2026

Quarterly beat: Post said third-quarter results came in slightly ahead of expectations, helped by stronger-than-expected Foodservice performance.

Guidance: The company kept the midpoint of fiscal 2026 adjusted EBITDA guidance unchanged but narrowed the range, and it gave an early fiscal 2027 outlook that is roughly flat versus a comparable base of about $1.48 billion.

Capital allocation shift: Management said share repurchases will likely slow as higher refinancing rates make debt reduction more attractive, even though leverage is still in the target range.

Pet turnaround: Post said it is seeing encouraging signs in pet food and believes it has not yet fully captured the cost-saving opportunity there; it is also preparing more footprint and portfolio changes.

Pricing and inflation: The company expects to chase inflation with pricing, with much of the pricing action likely coming later in the year and especially in PCB.

Foodservice normalization: Management framed the Foodservice business as still strong, but running toward a more normal $500 million annual earnings level after HPAI-related distortions.

Cereal and pet mix: Cereal volumes should move closer to category trends next year, while dry dog remains a headwind because it is underperforming the category.

Key Financials
Comparable adjusted EBITDA base
$1.48 billion
Items affecting comparability
$80 million
Share repurchases
4% of outstanding shares repurchased
Foodservice run rate
$500 million
Pet market share
3%
Fiscal 2027 cereal volume trend
expected to decline probably 2.5%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Robert V. Vitale
President, CEO & Director
No Bio Available
Mr. Matthew J. Mainer
Senior VP, CFO & Treasurer
No Bio Available
Mr. Jeff A. Zadoks
Executive VP and Chief Operating Officer
No Bio Available
Ms. Diedre J. Gray
Executive VP, General Counsel, Chief Administrative Officer & Corporate Secretary
No Bio Available
Mr. Mark W. Westphal
President of Foodservice
No Bio Available
Mr. Nicolas Catoggio
President & CEO of Post Consumer Brands
No Bio Available
Mr. Bradly A. Harper
Senior VP & Chief Accounting Officer
No Bio Available
Mr. Steve Schonhoff
Senior Vice President of Integrated Supply Chain for Bob Evans Foods & Michael Foods
No Bio Available
Ms. Sally Abbott
Strategic Advisor
No Bio Available
Maureen Mazurek
Head of Environmental, Social & Governance
No Bio Available

Contacts

Address
MISSOURI
St. Louis
2503 S Hanley Rd
Contacts