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 Q2 2021

Earnings data Q3 2021

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Earnings data Q1 2022

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

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.

Post Holdings posts robust Q4 results, eyes M&A opportunities

Post Holdings delivered strong financial results and cash flow generation, positioning them well for strategic initiatives and growth opportunities in FY '25.
While facing challenges in top-line growth and operating environment normalization, the company's focus on premium brands and debt management strengths offer a solid foundation for future success.
Opportunities in M&A, disciplined capital allocation, and segment optimization provide avenues for Post Holdings to drive sustained growth and profitability in the upcoming fiscal year.

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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.

ST. LOUIS, July 06, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced that Howard A. Friedman, currently President and CEO of Post Consumer Brands, has been appointed Executive Vice President and Chief Operations Officer for Post Holdings (“Post”). Mr. Friedman will serve on Post's executive management team, reporting to Post's President and Chief Executive Officer, Robert V. Vitale. In this newly created position, Mr. Friedman will work with each of Post's businesses to drive better collaboration, cost reduction and revenue opportunities across the portfolio, manage long tail projects, and support each business with respect to process improvement, M&A targeting and synergy evaluation and delivery.

Post Holdings Appoints Howard Friedman as EVP and Chief Operations Officer of Post Holdings; Nicolas Catoggio to join Post Consumer Brands as Chief Executive Officer

Post Holdings (POST) acquires the ready-to-eat ("RTE") cereal business from TreeHouse Foods. The acquisition is expected to augment Post Holdings' bottom line in fiscal 2022.

Post Holdings' (POST) RTE Cereal Business Buyout to Aid Growth

ST. LOUIS, June 01, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced that it has acquired the ready-to-eat (“RTE”) cereal business of TreeHouse Foods for $85 million, effective today. The acquisition includes two facilities located in Lancaster, Ohio and Sparks, Nevada, which feature a wide range of production capabilities across batch and extruded products, a research and development facility located in Sauget, Illinois as well as inventory valued at approximately $30 million. The financial results of the acquired RTE cereal business are expected to be reported in the Post Consumer Brands segment and are expected to be modestly dilutive to Post's Adjusted EBITDA for fiscal year 2021 and accretive in fiscal year 2022.

Post Holdings Acquires Ready-to-Eat Cereal Business from TreeHouse Foods

TreeHouse Foods

OAK BROOK, Ill., June 1, 2021 /PRNewswire/ -- TreeHouse Foods (NYSE: THS) today announced it has simultaneously signed a definitive agreement and completed the sale of its ready-to-eat (RTE) cereal business to Post Holdings, Inc. (NYSE: POST) for a purchase price of $85 million.

TreeHouse Foods Completes Sale of Ready-to-Eat Cereal Business to Post Holdings

ST. LOUIS, May 28, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST) (“Post”) and Post Holdings Partnering Corporation (NYSE:PSPC) (“PHPC”), a special purpose acquisition company formed for the purpose of effecting a partnering transaction between one or more businesses, today announced the closing of PHPC's previously announced initial public offering (the “IPO”) of 30,000,000 units at a price to the public of $10.00 per unit. In addition, PHPC has granted the underwriters a 45-day option to purchase up to an additional 4,500,000 units at the IPO price, less underwriting discounts and commissions. PHPC Sponsor, LLC, Post's affiliated entity and sponsor of PHPC, has purchased 4,000,000 of the 30,000,000 units in the IPO at the IPO price. Each unit consists of one share of PHPC's Series A common stock and one-third of one redeemable warrant. Each whole warrant entitles the holder thereof to purchase one share of PHPC's Series A common stock at a price of $11.50 per share. PHPC's units began trading on May 26, 2021 on the New York Stock Exchange (the “NYSE”) under the ticker symbol “PSPC.U”. Once the securities comprising the units begin separate trading, the shares of Series A common stock and warrants are expected to be listed on the NYSE under the symbols “PSPC” and “PSPC WS”, respectively.

Post Holdings Announces Closing of Post Holdings Partnering Corporation's Initial Public Offering

ST. LOUIS, May 25, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST) (“POST”) and Post Holdings Partnering Corporation (“PHPC”), a special purpose acquisition company formed for the purpose of effecting a partnering transaction between one or more businesses, today announced the pricing of PHPC's initial public offering (the “IPO”) of 30,000,000 units at a price to the public of $10.00 per unit. PHPC Sponsor, LLC has indicated that it or one of its affiliates has an interest in purchasing, directly or indirectly, 4,000,000 of the 30,000,000 units in the IPO at the IPO price. In addition, PHPC has granted the underwriters a 45-day option to purchase up to an additional 4,500,000 units at the IPO price, less underwriting discounts and commissions. Each unit consists of one share of PHPC's Series A common stock and one-third of one redeemable warrant. Each whole warrant entitles the holder thereof to purchase one share of PHPC's Series A common stock at a price of $11.50 per share. The units are expected to be listed on the New York Stock Exchange (the “NYSE”) and trade under the ticker symbol “PSPC.U” beginning on May 26, 2021. Once the securities comprising the units begin separate trading, the shares of Series A common stock and warrants are expected to be listed on the NYSE under the symbols “PSPC” and “PSPC WS”, respectively.

Post Holdings Announces Pricing of Post Holdings Partnering Corporation's Initial Public Offering

Post Holdings, Inc. (POST) CEO Rob Vitale on Q2 2021 Results - Earnings Call Transcript

Post Holdings' (POST) Q2 results reflect declines in the Post Consumer Brands and Foodservice businesses. Also, comparison with last year's increased pantry-loading due to the pandemic hurt results.

Post Holdings (POST) Q2 Earnings Miss, Sales Beat Estimates

Post Holdings (POST) delivered earnings and revenue surprises of -47.27% and 5.06%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

Post Holdings (POST) Q2 Earnings Miss Estimates

ST. LOUIS, May 06, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2021.

Post Holdings Reports Results for the Second Quarter of Fiscal Year 2021

ST. LOUIS, May 05, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced that Jennifer Kuperman and Thomas Erb have been appointed to its Board of Directors (the “Board”), effective May 4, 2021. With the addition of Ms. Kuperman and Mr. Erb, the Board now consists of eleven members.

Post Holdings Appoints Jennifer Kuperman and Thomas Erb to Board of Directors

Post Holdings' (POST) second-quarter numbers are likely to reflect continued softness in its Foodservice segment.

Factors Likely to Impact Post Holdings' (POST) Q2 Earnings

Post Holdings (POST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Post Holdings (POST) Q2 Earnings Expected to Decline

ST. LOUIS--(BUSINESS WIRE)--Hungry Planet, Inc., a leading plant-based meat company headquartered in St. Louis, Missouri, announced today that it closed an oversubscribed $25 million Series A financing round. This round of funding will be used to build capacity for Hungry Planet's breakthrough plant-based meats, and accelerate growth across retail, foodservice and e-commerce channels, both domestically and internationally. Post Holdings (NYSE: POST) led the round, joined by Singaporean investme

Hungry Planet® Announces Oversubscribed Series A Financing Round to Build Capacity for Breakthrough Plant-Based Meat Range

ST. LOUIS, April 14, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, May 7, 2021 at 9:00 a.m. EDT to discuss financial results for the second quarter of fiscal year 2021 and fiscal year 2021 outlook and to respond to questions. Robert V. Vitale, President and Chief Executive Officer, and Jeff A. Zadoks, Executive Vice President and Chief Financial Officer, will participate in the call.

Post Holdings Schedules Second Quarter Fiscal Year 2021 Conference Call

Post Holdings (POST) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Strength Seen in Post Holdings (POST): Can Its 3% Jump Turn into More Strength?

ST. LOUIS, Feb. 24, 2021 (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 $1,800.0 million in aggregate principal amount of 4.50% senior notes due 2031 at par (the “Notes”). The Notes offering is expected to close on March 10, 2021, subject to customary closing conditions. The Notes will be unsecured unsubordinated obligations of the Company and will be guaranteed by the Company's existing and subsequently acquired or organized domestic subsidiaries (other than immaterial subsidiaries, certain excluded subsidiaries and subsidiaries designated as unrestricted subsidiaries).

Post Holdings Announces Pricing of Senior Notes Offering and Redemption of 5.00% Senior Notes due August 2026

Cereal maker Post Holdings wants to join in the SPAC merger mania.

Is This the New SPAC Trend of the Future?

In the first of what could be a growing trend, a publicly-traded company is launching a special-purpose acquisition company to bring a private company public under a separate ownership structure. The SPAC: Post Holdings Inc (NYSE: POST) is launching Post Holdings Partnering Corporation, a SPAC that will target the consumer sector.

Post Holdings Launches $400M SPAC Targeting Consumer Sector

ST. LOUIS, Feb. 09, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST) (“Post”), a consumer packaged goods holding company, today announced that one of its subsidiaries, Post Holdings Partnering Corporation (“PHPC”), a newly formed special purpose acquisition company, filed a registration statement on Form S-1 with the Securities and Exchange Commission (“SEC”) in connection with a proposed initial public offering. The proposed offering is subject to, among other things, completion of the SEC review and comment process.

Post Holdings Launching Corporate-Sponsored SPAC

Post Holdings, Inc. (POST) CEO Rob Vitale on Q1 2021 Results - Earnings Call Transcript

Despite the pandemic woes, Post Holdings' (POST) Q1 results gain from solid product demand. However, weakness in the Foodservice unit is concerning.

Post Holdings (POST) Q1 Earnings Top Estimates on High Demand

Post Holdings (POST) delivered earnings and revenue surprises of 12.50% and 2.93%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Post Holdings (POST) Beats Q1 Earnings and Revenue Estimates

ST. LOUIS, Feb. 04, 2021 (GLOBE NEWSWIRE) -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2020.

Post Holdings Reports Results for the First Quarter of Fiscal Year 2021

Post Holdings (POST) announces the completion of Almark Foods acquisition. Almark's financial results are likely to be divided between the company's Foodservice and Refrigerated Retail segments.

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