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POST US​

Post Holdings, Inc.(POST US)

$80.56-1.441.76%Ext:$73.81-6.758.37%(Market Closed · 00:00:02 UTC)

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Post Holdings, Inc. — Company Profile

Post Holdings, Inc. functions as a prominent holding company within the consumer packaged goods (CPG) industry, conducting business both domestically in the United States and across international markets. Its diverse operations are structured into five key segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands division is dedicated to manufacturing, marketing, and selling a variety of branded and private-label ready-to-eat (RTE) and hot cereal products. Its extensive distribution network reaches a wide array of retail outlets, including traditional grocery stores, mass merchandisers, supercenters, club stores, natural and specialty retailers, and drug stores. Furthermore, it supplies products through military channels, e-commerce platforms, and the foodservice industry. Weetabix concentrates on promoting and distributing a broad selection of branded and private-label cereal items, encompassing RTE and hot cereals, other cereal-based foods, breakfast beverages, and muesli. Its clientele includes grocery stores, discount retailers, wholesalers, convenience stores, and online sales channels. The Foodservice unit specializes in the production and supply of egg and potato-based items, catering specifically to the foodservice sector and as ingredients for other food manufacturers. Key customers include major foodservice distributors and nationwide restaurant chains. Refrigerated Retail is responsible for manufacturing and distributing various chilled products, such as side dishes, eggs and egg-based items, sausages, cheese, and other dairy and refrigerated goods. These are supplied primarily to grocery stores and large retail chains. Finally, BellRing Brands focuses on the marketing and distribution of health and wellness products, including ready-to-drink (RTD) protein shakes, other RTD beverages, nutritional powders, protein bars, and dietary supplements. Its extensive reach covers club stores, a wide range of food, drug, and mass market retailers, online platforms, specialized health stores, convenience outlets, and various distributors. Established in 1895, Post Holdings, Inc. maintains its corporate headquarters in Saint Louis, Missouri.

Exchange
UN
CEO
Robert V. Vitale
Headquarters
Saint Louis, MO, US
IPO Date
Jan 27, 2012
Employees
13,180
Website
www.postholdings.com

Key Metrics

Price
$72.56
Market Cap
$3.29B
Revenue (TTM)
$2.04B
Net Income (TTM)
$81.80M
EPS (TTM)
1.71
P/E (TTM)
9.72
P/B (TTM)
1.03
Dividend Yield
0.00%
ROE (TTM)
2.56%
ROA (TTM)
0.63%
Operating Margin
10.94%
Beta
0.06

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Post Holdings, Inc. functions as a prominent holding company within the consumer packaged goods (CPG) industry, conducting business both domestically in the United States and across international markets. Its diverse operations are structured into five key segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands division is dedicated to manufacturing, marketing, and selling a variety of branded and private-label ready-to-eat (RTE) and hot cereal products. Its extensive distribution network reaches a wide array of retail outlets, including traditional grocery stores, mass merchandisers, supercenters, club stores, natural and specialty retailers, and drug stores. Furthermore, it supplies products through military channels, e-commerce platforms, and the foodservice industry. Weetabix concentrates on promoting and distributing a broad selection of branded and private-label cereal items, encompassing RTE and hot cereals, other cereal-based foods, breakfast beverages, and muesli. Its clientele includes grocery stores, discount retailers, wholesalers, convenience stores, and online sales channels. The Foodservice unit specializes in the production and supply of egg and potato-based items, catering specifically to the foodservice sector and as ingredients for other food manufacturers. Key customers include major foodservice distributors and nationwide restaurant chains. Refrigerated Retail is responsible for manufacturing and distributing various chilled products, such as side dishes, eggs and egg-based items, sausages, cheese, and other dairy and refrigerated goods. These are supplied primarily to grocery stores and large retail chains. Finally, BellRing Brands focuses on the marketing and distribution of health and wellness products, including ready-to-drink (RTD) protein shakes, other RTD beverages, nutritional powders, protein bars, and dietary supplements. Its extensive reach covers club stores, a wide range of food, drug, and mass market retailers, online platforms, specialized health stores, convenience outlets, and various distributors. Established in 1895, Post Holdings, Inc. maintains its corporate headquarters in Saint Louis, Missouri.

Website
www.postholdings.com
Location
Saint Louis, MO, US
Phone314 644 7600
Employees13,180
CEORobert V. Vitale
IPO DateJan 27, 2012

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Latest Documents

SEC Filings(2.5K)

Expand
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers16 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership2 Oct
  • 4Statement of changes in beneficial ownership3 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 4Statement of changes in beneficial ownership2 Sep
  • 144STIRITZ WILLIAM P31 Aug
  • 4Statement of changes in beneficial ownership27 Aug

News

  • Post Holdings Schedules Fourth Quarter and Fiscal Year 2026 Conference Call22 Oct
  • Post Holdings' Pet E-Commerce Growth Outpaces Brick-and-Mortar20 Oct
  • Post (NYSE:POST) Stock Price Breaks Below 50 Day Moving Average – Here’s What Happened17 Oct
  • Smithfield Foods (NASDAQ:SFD) and Post (NYSE:POST) Head to Head Review6 Oct
  • Post Holdings, Inc. (NYSE:POST) Stock Has Average Price Target of $109.0028 Sep
  • Post Holdings: The 2027 Earnings Decline Looks Worse Than It Is21 Sep
  • Post Holdings: A Cheap Food Stock The Market Keeps Ignoring21 Sep
  • 19,232 Shares in Post Holdings, Inc. $POST Acquired by Engineers Gate Manager LP17 Sep
  • Can Post Holdings' Foodservice Growth Counter Retail Headwinds?16 Sep
  • AXQ Capital LP Decreases Stock Holdings in Post Holdings, Inc. $POST10 Sep
  • Post Holdings' Premium Cereal Gains Share Amid Category Pressure8 Sep
  • Armlogi (NASDAQ:BTOC) & Österreichische Post (OTCMKTS:OERCF) Head-To-Head Contrast29 Aug
  • Post Holdings Q3 Earnings Beat: Can Foodservice Drive 2027?24 Aug
  • Post Holdings Stock Plunges 11.8% in 1 Month: Is It a Buy Now?24 Aug
  • Post Holdings Stock: Buy, Hold or Wait as Growth Meets Value24 Aug
  • Empowered Funds LLC Has $782,000 Position in Post Holdings, Inc. $POST18 Aug
  • Comparing Österreichische Post (OERCF) and Its Rivals11 Aug
  • Post (NYSE:POST) Hits New 52-Week Low – Should You Sell?9 Aug
  • Post Q3 Earnings Call Highlights8 Aug
  • POST Q3 Earnings Beat Estimates on Foodservice Strength7 Aug

Mentions in Filings

  • … Companies Inc. EL General Mills, Inc. GIS The Hershey Company HSY Hormel Foods Corporation HRL The J.M. Smucker Company SJM Kellanova K Keurig Dr Pepper Inc. KDP McCormick & Company, Inc. MKC Newell Brands Inc. NWL <strong>Post Holdings, Inc.</strong> POST Reynolds Consumer Products Inc. REYN S.C. Johnson & Son Inc. (private) At the time of our regular compensation peer group review in May 2025, Clorox was at the 48th percentile for market capitalization and 23r …
    CLOROX CO /DE/Post Holdings, Inc.·DEF 14A - Definitive proxy statement·Q2 27·7 Oct
  • … his appointment to Chief Executive Officer in December 2022. Prior to his role at Utz, Mr. Friedman gained over 25 years of experience in the food and beverage industry, including serving as Chief Operating Officer of <strong>Post Holdings</strong>, an American consumer packaged goods holding company (NYSE: POST), from July 2021 to December 2022, and as President and Chief Executive Officer of Post Consumer Brands, Post Holdings’ flagship cereal business, from Ju …
    Utz Brands, Inc.Post Holdings, Inc.·DEFM14A - Definitive proxy statement (merger)·Q3 27·2 Oct
  • … aphy Name & Title Age Tenure Biography • Appointed to Chairperson in May 2023 Dylan Lissette • Joined the company in December 2022 • Serves as a member of the Board of Chairman, 53 5 • Previously, served as the COO of <strong>Post Holdings</strong> Directors of Athletic Brewing Company Director Howard 2+ and President and CEO of Post Consumer Brands (1) Friedman• Previously served as CEO at Kraft Heinz Roger Deromedi Years• Spent over 20 years at The Kraft Heinz …
    Utz Brands, Inc.Post Holdings, Inc.·EX-99.16(C)(II) - SC 13E3 - Going private transaction statement·Q3 27·24 Aug
  • … ve Valuation Delta – Last 90 Days (March 30, 2025 – March 30, 2026) (December 30, 2025 – March 30, 2026) Mid-Cap Food Mid-Cap Food (0.0x) (1.3x) (1.3x) (0.2x) (0.5x) (0.6x) (0.9x) (4.3x) (4.5x) (5.2x) (7.3x) (2.2x) (2.3x) (2.9x) (2.9x) (14.0x) Ulysses Ulysses 7 Source: FactSet. Market data as of March 30, 2026. (1) Mid-Cap Food index includes <strong>Post Holdings</strong>, Marzetti, Flowers Foods, BellRing, B&G Foods, Simply Good Foods, and J&J Snack Foods. ---
    Utz Brands, Inc.Post Holdings, Inc.·EX-99.16(C)(XX) - SC 13E3 - Going private transaction statement·Q3 27·24 Aug
  • … 026) 40.0% 18.4% Mid-Cap Food 11.0% Mid-Cap Food 20.0% 0. 0% (1.2%) (2.7%) (20.0%) (5.3%) (10.2%) (10.4%) (19.2%) (40.0%) (35.6%) (39.7%) (24.6%) (26.5%) (26.7%) (45.4%) (60.0%) (48.9%) (34.5%) (80.0%) (66.8%) (78.8%) (100.0%) Ulysses S&P 500 Ulysses S&P 500 8 Source: FactSet. Market data as of July 17, 2026. Note: Mid-Cap Food index includes <strong>Post Holdings</strong>, Flowers Foods, Marzetti, BellRing, B&G Foods, J&J Snack Foods, and Simply Good Foods. ---
    Utz Brands, Inc.Post Holdings, Inc.·EX-99.16(C)(XXV) - SC 13E3 - Going private transaction statement·Q3 27·24 Aug
  • … $35 11/02/2021: Announced 10/03/2022: Announced 5/1/2025: UTZ trades 30x trades down acquisition of R.W. Garcia appointment of Howard Friedman as down (8.7%) following (6.5%) following for $56mm CEO, previously COO of <strong>Post Holdings</strong> Q1’25 earnings $30 Q2’25 earnings 25x $25 20x FV 19.2x / Price  $20 15x NTM $18.40 Stock $15 10x 11/12/2020: Announced acquisition of 9.2x EBITDA $10 On The Border Chips (“Truco 1/24/2022: Acquired assets 1/31/2024: An …
    Utz Brands, Inc.Post Holdings, Inc.·EX-99.16(C)(IV) - SC 13E3 - Going private transaction statement·Q3 27·24 Aug

Key Stats

Trading

Px/Chg 1D$72.56 / -0.37%
Avg Volume784.09K
Beta0.06
Mkt Cap3.29B
FD Mkt Cap3.86B

Float

Shrs Out/Float45.32M / 35.40M
Short Float0.17%
Days to Cover6.59
Stock Repurchased$335.50M

Current Valuation

EV10.66B
EV/EBITDA7.51
EV/Sales1.26
P/B1.03
P/S0.39
FCF Yield4.59%
ROE2.56%
ROA0.63%
Current Ratio1.85

Estimates

P/E9.72
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgFeb '23Feb '24Feb '25Feb '26Oct '26
PRICE-BASED RATIOS
Price / Earnings38.917.5718.6817.29110.8240.20
Price / Sales1.340.980.810.802.521.61
Price / Book Value1.461.761.471.551.511.03
Price / Free Cash Flow25.7444.4412.5812.6337.2821.78
ENTERPRISE VALUE METRICS
Enterprise Value11,961.411,557.011,777.612,625.513,186.610,660.5
Enterprise Value / Sales3.271.981.681.595.875.22
Enterprise Value / EBITDA19.837.2510.729.9841.0930.11
Enterprise Value / EBIT33.499.5317.0216.0175.4849.40

Financials

Full Financials
Millions USD5Yr CAGR (%)Sep '21Sep '22Sep '23Sep '24Sep '25
INCOME STATEMENT
Revenue13.1%4,980.75,851.26,991.07,922.78,158.1
Gross Income15%1,230.51,260.81,756.22,157.62,151.4
EBITDA9.9%913.11,593.31,099.11,265.51,329.7
EBIT10.2%546.61,213.1692.0788.6805.4
Net Income19.1%166.7756.6301.3366.7335.7
EPS (Diluted)21.2%2.5512.094.825.645.51
BALANCE SHEET
Cash & ST Inv-28.2%664.5681.3103.9787.4176.7
Total Assets2.2%12,414.711,308.011,646.712,854.213,528.4
Total Liabilities1.1%9,355.57,735.77,795.48,752.99,764.6
Total Shareholder Equity8.2%2,742.43,254.03,842.14,090.63,753.1
CASH FLOW
Net Operating Cash Flow14.1%588.2382.6750.3931.7998.3
Cap Ex27.6%-192.5-255.3-303.0-429.5-510.2
Free Cash Flow5.4%395.7128.9447.3502.2488.1

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)80.56
Basic Shares45.32
Market Cap3,651.2
Diluted Shares54.10
Fully Diluted Shares Outstanding54.10
Fully Diluted Market Cap4,358.3
+Consolidated Debt7,630.4
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-269.4
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest10.9
+Pension Liabilities—
Enterprise Value11,023.1

Segment data

Revenue

by Products and services

  • Cereal And Granola32%
  • Egg And Egg Products30%
  • Pet Food19%
  • Side Dishes9%
  • Peanut Butter2%

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