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Post Holdings
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Latest analysis
Updated Aug 7, 2026
Post Holdings narrows FY2026 guidance while projecting flat FY2027 EBITDA amid volume pressure and higher refinancing costs.
Post Holdings reported Q3 2026 results slightly ahead of expectations, driven by Foodservice strength, and is maintaining its FY2026 adjusted EBITDA guidance while narrowing the range. Management projects FY2027 adjusted EBITDA of approximately $1.48 billion — essentially flat relative to the comparable FY2026 base — citing volume headwinds across retail categories, anticipated inflation, and disciplined pricing actions expected to flow mostly in the second half. The company is prioritizing debt reduction over share repurchases in response to elevated refinancing rates, shifting capital allocation to protect leverage in the mid-4x range. Pet food stabilization at 3% market share and selective cost initiatives in cereal and peanut butter are positioned as near-term margin offsets.
Tone: cautiousRevenue
$8.2B
POST 10-K · FY 2025
Employees
13,180
Revenue FY2024
$7.9B
Founded
2011
Profile
POST 10-K Item 1 · Nov 21, 2025Post Holdings is a Missouri-based consumer packaged goods holding company operating across four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Its product portfolio spans ready-to-eat cereals, pet food, nut butters, egg and potato products, side dishes, cheese, and sausage, sold through grocery, foodservice, and eCommerce channels. The company pursues a decentralized, acquisition-driven growth model with operations primarily in the U.S., U.K., and Canada.
Read filing description ↓ Collapse description ↑
We are a consumer packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. We operate in four reportable segments: Post Consumer Brands, which includes branded and private label ready-to-eat cereals and granola, peanut butter, nut butters, pasta, dried fruit and nut products and pet food; Weetabix, which produces and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products and muesli primarily outside of North America; Foodservice, which primarily produces and distributes egg and potato products in the foodservice and food ingredient channels; and Refrigerated Retail, which produces and distributes side dishes, eggs and egg products, sausage, cheese and other dairy and refrigerated food products to retail customers. We operate a decentralized, adaptive business model, which provides us with flexibility to pursue acquisitions and other strategic transactions. Since our formation, we have expanded and established new platforms through numerous acquisitions. Our acquisition strategy has focused on businesses with product offerings that can strengthen our current portfolio, enable us to expand into complementary categories, geographic regions or distribution channels or provide diversification of cash flows in similar channels. Our Post Consumer Brands segment's core brands include Honey Bunches of Oats, Pebbles, Malt-O-Meal, Nutrish, 9Lives, Kibbles 'n Bits and Peter Pan. Our Weetabix segment's core brands are Weetabix and Alpen. Our products are sold through grocery, club and drug stores, mass merchandisers, foodservice, food ingredient and eCommerce channels.
Primary products
- ready-to-eat cereal
- granola
- hot cereal
- nut butters
- dog and cat food
- pasta
Business segments
End markets
Geographies
Named customers
Our largest customer, Walmart, accounted for 17.4% of our consolidated net sales in fiscal 2025. No other customer accounted for more than 10% of our fiscal 2025 consolidated net sales, but each of our segments depends on sales to large customers.
Named competitors
“The human and pet food categories in which we operate are highly competitive. Competition is based on, among other things, price, brand appeal, recognition and loyalty, taste, product quality and safety, nutritional profile, ingredients, effective promotional activities, product-related certifications, sourcing practices, product availability, variety, innovation, distribution, shelf space and product visibility, packaging, convenience and the ability to identify and satisfy dynamic, emerging consumer preferences.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Net sales increased $235.4 million, or 3%, during the year ended September 30, 2025, driven by higher net sales within the Foodservice segment, partially offset by lower net sales within Post Consumer Brands, Refrigerated Retail and Weetabix.
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