Post Holdings, Inc. (POST)

Post Holdings' stock has been impacted by several key events in the past six months. In Q1 Fiscal Year 2026, the company reported strong results with increased net sales and Adjusted EBITDA, raising its fiscal year outlook, and continued share repurchases, but reported lower than expected EPS and revenue. In fiscal year 2025, Post's share price declined due to a decline in food stock valuation multiples, although the company outperformed its peer group. Post acquired Potato Products of Idaho (PPI) in March 2025 and reacquired the 8th Avenue business in July 2025, integrating its nut butter business and later selling the pasta business of 8th Avenue.

Demand for Post Holdings, Inc. products exhibits seasonality, with the second fiscal quarter expected to experience typical seasonal offsets. The refrigerated retail segment is expected to see a decrease in demand compared to the first quarter. Holiday shutdowns across the company's portfolio can lead to deleveraging. The cereal category has recently returned to its historical low single-digit decline pace.

Post Holdings, Inc. is an American consumer packaged goods holding company based in St. Louis, Missouri, operating across center-of-the-store, refrigerated, foodservice, and food ingredients categories. Post Consumer Brands focuses on RTE cereals, granola, pet food, and nut butters. Refrigerated Retail offers egg and potato-based items, nut butters, snacks, cheese, and sausage products. Foodservice supplies value-added egg and refrigerated potato products. Weetabix concentrates on RTE cereal, muesli, and protein-based shakes, primarily in the United Kingdom. 8th Avenue Food & Provisions produces private-label snacks, side dishes, cheese, nut butters, fruit and nut products, and granola.

Post Holdings, Inc. is headquartered in St. Louis, Missouri, U.S. The company has manufacturing facilities in the United States, Canada, the United Kingdom, Spain, and the United Arab Emirates. The Weetabix business primarily focuses on the U.K. market.

In fiscal year 2025, Post Holdings, Inc. received positive recognition for its sustainability efforts, including being named among TIME's 2025 World's Best Companies, Forbes' 2025 Best Brands for Social Impact, Newsweek's 2026 America's Most Responsible Companies, and USA Today's 2025 America's Climate Leaders.

Post Holdings, Inc. has a significant number of institutional owners and shareholders, including Vanguard Group Inc., BlackRock, Inc., Route One Investment Company, L.P., Clarkston Capital Partners, LLC, Jpmorgan Chase & Co, Dimensional Fund Advisors Lp, London Co Of Virginia, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares and IJH - iShares Core S&P Mid-Cap ETF.