Post Holdings

Post Holdings, Inc. operates as a consumer packaged goods holding company. The firm engages in the operation of center-of-the-store, refrigerated, food service, food ingredient, active nutrition, and private brand food categories. It operates through the following segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. The Weetabix segment focuses on the marketing and distribution of branded and private label RTE cereal products. The Foodservice segment includes egg and potato products. The Refrigerated Retail segment produces and/or distributes egg products, sausage, side dishes, cheese, and other refrigerated products to retail and foodservice customers. The BellRing Brands segment consists of ready-to-drink (RTD) protein shakes, other RTD beverages, powders, and nutrition bars. The company was founded by Charles William Post in 1895 and is headquartered in St. Louis, MO.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Post Holdings posts solid Q1 earnings, faces Weetabix margin pressure

Post Holdings had a strong quarter with margin expansion and solid performance in Foodservice and Refrigerated retail segments. Challenges include margin pressure on Weetabix and competition from private label launches. Opportunities lie in continued EBITDA growth in Foodservice and managing competition effectively.

Post Holdings posts strong Q2 earnings, eyes M&A opportunities

Post Holdings delivered a strong performance in Q2, driven by sales growth in key segments. While facing challenges in Refrigerated Retail, the company remains optimistic about future prospects. With a focus on operational efficiency and strategic acquisitions, Post Holdings is poised for continued success.

Post Holdings excels in Q3 earnings, eyes growth opportunities

Post Holdings' Q3 performance showcased strong sales and EBITDA, driven by successful acquisitions and marketing efforts. While facing challenges in certain categories, the company is poised for modest EBITDA growth in the upcoming fiscal year. Opportunities lie in leveraging Pet results, strategic investments, and pricing strategies to drive future growth.

Post Holdings reports strong Q4 earnings, plans brand investments

Post Holdings' Q4 earnings call highlighted strong performance in key categories, challenges in certain segments, and a focus on investments for future growth. The company remains confident in navigating challenges and driving brand expansion.

Post Holdings reports robust Q1 earnings, raises guidance significantly

Post Holdings delivered a strong performance in Q1 '24 with improved manufacturing and disciplined cost management.
While facing challenges in branded retail businesses, the company capitalized on strengths in Grocery, Pet, and Foodservice divisions.
Opportunities lie in expanding margins in the pet category, raised guidance, and share repurchase authorization.
Overall, Post Holdings is well-positioned for growth with a balanced outlook for the year ahead.

Post Holdings reports strong Q2 performance and capitalizes on growth opportunities

Post Holdings' Q2 earnings call highlighted strong performance, growth in key segments, and effective cost management strategies.
Despite challenges in certain segments and concerns about inflation, the company remains confident in its diversified portfolio and strategic initiatives.
Opportunities for sustained growth in the Pet category, capital allocation flexibility, and focus on key segments position Post Holdings for future success.

Post Holdings posts solid Q3 results amidst consumer challenges

Post Holdings delivered a strong performance in Q3 2024, showcasing resilience and operational strength.
Challenges in the consumer environment and Foodservice segment were acknowledged, with a focus on addressing them.
The company's strategic initiatives, including M&A opportunities and capital allocation, position it for future growth.
Overall, Post Holdings remains optimistic about its outlook, emphasizing productivity and margin progress.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Post Holdings, Inc. is a consumer-packaged goods holding company, which engages in the operation of center-of-the-store, refrigerated, foodservice, food ingredient, active nutrition, and private brand food categories. It operates through the following segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. The Weetabix segment focuses on the marketing and distribution of branded and private label RTE cereal products. The Foodservice segment includes egg and potato products. The Refrigerated Retail segment involves the production and distribution of egg products, sausage, side dishes, cheese, and other refrigerated products to retail and foodservice customers. The company was founded by Charles William Post in 1895 and is headquartered in St. Louis, MO.

Post Holdings (POST) is benefiting from effective pricing actions and contributions from its prudent acquisitions.

Post Holdings (POST) Up More Than 20% in 3 Months: Here's Why

ST. LOUIS, Feb. 15, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST) (the “Company” or “Post”) today announced it intends to redeem 100%, or $459.3 million in aggregate principal amount, of its outstanding 5.75% senior notes due March 2027 (CUSIPS: 737446AM6, U7318UAL6 and U7318UAM4) (the “2027 Notes”) on March 1, 2024 (the “redemption date”). The 2027 Notes will be redeemed at a redemption price of 100.958% of the principal amount thereof, plus the accrued and unpaid interest to, but excluding, the redemption date (the “redemption amount”). Beginning on the redemption date, the 2027 Notes will no longer be deemed outstanding and interest will no longer accrue on such securities. Computershare Trust Company, N.A. is the trustee for the 2027 Notes.

Post Holdings Announces Redemption of $459.3 Million 5.75% Senior Notes Due March 2027

Dillard's

Griffon

REX American Resources

Invest in companies like REX American Resources (REX), Dillard's (DDS), Post Holdings (POST) and Griffon (GFF) to tap their high-efficiency levels.

4 Top-Rated Efficient Stocks to Boost Your Portfolio Returns

Casey's General Stores

Many strict rules apply to insiders. Notably, they have a longer holding period than most, a critical aspect that investors should be aware of.

3 Stocks Seeing Insider Activity

Post Holdings (POST) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Post Holdings, Inc. (POST) Hit a 52 Week High, Can the Run Continue?

ACM Research

Inhibikase Therapeutics

POST, IKT and ACMR made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 8, 2023.

Best Momentum Stocks to Buy for February 8th

Asana

Henkel AG & Co KGaA

IKT, POST, ASAN, ACMR and HENKY have been added to the Zacks Rank #1 (Strong Buy) List on February 8, 2023.

New Strong Buy Stocks for February 8th

Post Holdings is expected to experience favorable growth in the snacks segment due to consumer behavior and increased snacking occasions. The US population's love for snacking and the growing penetration of private labels are positive factors for Post Holdings. The company's venture into the pet food industry has shown promising results, with potential for margin expansion and growth in a faster-growing industry.

Post Holdings: Positive Growth Tailwinds; Petfood Acquisitions Working Well

ST. LOUIS, Feb. 05, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST) (the “Company” or “Post”) today announced the pricing of its previously announced senior notes offering. The Company priced $1,000.0 million in aggregate principal amount of 6.250% senior notes due 2032 at par (the “Notes”), representing an increase from the original offering size of $875.0 million. The Notes offering is expected to close on February 20, 2024, subject to customary closing conditions. The Notes will be secured obligations of the Company and will be guaranteed on a senior secured basis by each of the Company's existing and subsequently acquired or organized wholly-owned domestic subsidiaries that guarantee the Company's credit agreement or certain of its other indebtedness; however, immaterial subsidiaries, receivables finance subsidiaries and subsidiaries the Company designates as unrestricted subsidiaries will not be required to guarantee the Notes.

Post Holdings Announces Pricing of Senior Secured Notes Offering

ST. LOUIS, Feb. 05, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST) (the “Company” or “Post”) today announced it intends to commence a private offering to eligible purchasers, subject to market and other conditions, of $875.0 million in aggregate principal amount of senior secured notes due 2032 (the “Notes”). The Notes will be secured obligations of the Company and will be guaranteed on a senior secured basis by each of the Company's existing and subsequently acquired or organized wholly-owned domestic subsidiaries that guarantee the Company's credit agreement or certain of its other indebtedness; however, immaterial subsidiaries, receivables finance subsidiaries and subsidiaries the Company designates as unrestricted subsidiaries will not be required to guarantee the Notes.

Post Holdings Announces Commencement of Senior Secured Notes Offering

Post Holdings (POST) reports strong Q1 fiscal 2024 results, with sales and earnings increasing and beating estimates. Adjusted EBITDA rises, with positive outlook ahead.

Post Holdings (POST) Q1 Earnings Beat Estimates, Sales Up Y/Y

Post Holdings, Inc. (POST) Q1 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Post Holdings (POST) Reports Q1 Earnings: What Key Metrics Have to Say

Post Holdings (POST) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.08 per share a year ago.

Post Holdings (POST) Q1 Earnings and Revenues Top Estimates

ST. LOUIS, Feb. 01, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2023.

Post Holdings Reports Results for the First Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook

Post Holdings (POST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Post Holdings (POST) Beat Estimates Again in Its Next Earnings Report?

ST. LOUIS, Jan. 30, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE: Post) (“Post”), a consumer packaged goods holding company, today announced that Robert V. Vitale will end his medical leave and continue his full duties as President and Chief Executive Officer, effective January 30, 2024. Jeff A. Zadoks, who has served as interim CEO, will continue his position as Executive Vice President and Chief Operating Officer.

Post Holdings' President and CEO Rob Vitale to Return from Medical Leave

Post Holdings' (POST) first-quarter fiscal 2024 earnings are likely to reflect gains from strategic buyouts and effective pricing actions.

Things to Note Before Post Holdings' (POST) Q1 Earnings

Beyond analysts' top -and-bottom-line estimates for Post Holdings (POST), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2023.

Unveiling Post Holdings (POST) Q1 Outlook: Wall Street Estimates for Key Metrics

Post owns dozens of cereal brands and makes most of its money selling them. In recent years, it's also enjoyed sales and profit growth from another category.

Post Makes Some of My Favorite Breakfast Cereals Including Fruity Pebbles, Honeycomb, and Oreo O's. But 33% of the Business Revolves Around 1 Segment That Has Nothing to Do With Cereal.

Kimberly-Clark

PepsiCo

The combination of higher prices, lower quality and smaller packaging in recent years has made consumer stocks and their shareholders a lot of money.  However, if Fortune‘s recent reporting of events unfolding in Europe is any indication, these companies are about to receive some karma for their greediness.

3 Consumer Stocks Resorting to Shrinkflation Tactics. Signal to Sell?

ST. LOUIS, Jan. 11, 2024 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, February 2, 2024 at 9:00 a.m. ET to discuss financial results for the first quarter of fiscal year 2024 and fiscal year 2024 outlook and to respond to questions. Robert V. Vitale, President and Chief Executive Officer, Jeff A. Zadoks, Executive Vice President and Chief Operating Officer, and Matthew J. Mainer, Senior Vice President, Chief Financial Officer and Treasurer, will participate in the call.

Post Holdings Schedules First Quarter Fiscal Year 2024 Conference Call

Post Holdings' (POST) strategic pricing and focus on acquisitions keep it well-positioned in the face of cost inflation.

Post Holdings (POST) Appears Well-Positioned for Growth in 2024

POST has continued to deleverage and buy back shares in recent months. Post Holdings' latest acquisition of a private-label pet food business is a favorable move, as the US private-label pet food market has good growth potential. I maintain my Buy rating for POST in view of positive corporate developments.

Post Holdings: Positive Developments

Abbott Labs

BellRing Brands Inc

Hershey

WK Kellogg Co

Mondelez

Medtronic

Insulet

J. M. Smucker

Stryker

Utz Brands

Zimmer Biomet Hlds

Investors have such high hopes for popular weight-loss medications like Wegovy and Ozempic, the wonder drugs have sent shock waves through the stock market.

News for Post Holdings Stock (POST)