Summary
Post Holdings: A Re-Rating Story With Double-Digit Buybacks On Top
Post Holdings remains a Strong Buy, driven by robust free cash flow, aggressive buybacks, and a resilient portfolio despite macro headwinds. POST's H1 '26 free cash flow rose to $270.3 million, with a projected FY26 FCF that could reach ~$698 million, for a P/FCF ratio near 5.6x. Management is prioritizing high-yield buybacks over debt repayment, recently authorizing an additional $600 million program after retiring ~15% of shares in H1.
How Is Post Holdings Navigating Through Inflation & Cost Pressures?
POST is balancing selective pricing, cost savings and private-label strength to manage inflation and support profitability.
Should Value Investors Buy Post Holdings (POST) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Post Holdings Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,253 | $226,768.56 | $193,374.99 | -$33,393.57 | -14.73% |
| CE Curtis Ellergodt Rothschild Investment LLC | 16 | $1,652.5 | $1,373.28 | -$279.22 | -16.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16 | $1,584.8 | $1,373.44 | -$211.36 | -13.34% |
 Bridgewater Associates LP Bridgewater Associates LP | 58,852 | $6.02M | $5.04M | -$982,980.79 | -16.32% |
 Point72 Asset Management LP Point72 Asset Management LP | 427,198 | $42.95M | $36.63M | -$6.31M | -14.7% |
Post Holdings Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AL Andrew Lazar Barclays | 582 | $53,232.06 | $51,292.05 | -$1,940.01 | -3.64% |
Post Holdings Inc. (POST) FAQ
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Post Holdings Inc. Profile
| Food Products Industry | Consumer Staples Sector | Robert V. Vitale CEO | NYSE Exchange | 737446104 CUSIP |
| US Country | 11,480 Employees | - Last Dividend | 11 Mar 2022 Last Split | 27 Jan 2012 IPO Date |
Overview
Post Holdings, Inc. stands out as a notable consumer packaged goods holding company with an expansive operational reach both within the United States and internationally. It boasts a broad portfolio that spans across four significant segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. This diversification allows Post Holdings to meet a wide range of consumer needs, from morning cereals to refrigerated side dishes. The company prides itself on its longstanding history, having been established in 1895, and operates with a strong foundation from its headquarters located in Saint Louis, Missouri. Post Holdings serves a diverse clientele that covers various retail and foodservice channels including grocery stores, mass merchandise customers, club stores, as well as engaging in sales through e-commerce and military channels.
Products and Services
- Post Consumer Brands: This segment commands a significant presence in the ready-to-eat (RTE) cereals market, offering popular branded and private label products. Notable brands include Honey Bunches of Oats, Pebbles, and Malt-O-Meal for RTE cereals. Additionally, they produce hot cereal varieties, Peter Pan brand peanut butter, plus a range of dog and cat food products under brands like Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits, and Gravy Train.
- Weetabix: Specializes in both branded and private label RTE cereals prominently under the Weetabix and Alpen brands. The segment doesn't stop at cereals; it encompasses hot cereals, other cereal-based food products, breakfast drinks, protein-based shakes under the UFIT brand, and nutritional snacks like muesli.
- Foodservice: This segment is dedicated to producing and distributing egg products chiefly under the Papetti's and Abbotsford Farms brands, along with potato products. Moreover, the segment contributes meat products to its diverse portfolio, catering primarily to foodservice channels and food ingredient markets.
- Refrigerated Retail: Under this segment, Post Holdings crafts a variety of products including side dishes, potato, and sausage products that bear the Bob Evans, Bob Evans Farms, and Simply Potatoes brands. Additionally, it offers eggs and egg products under labels like Bob Evans Egg Whites and Egg Beaters, alongside cheese, other dairy, and refrigerated products under the Crystal Farms brand. The segment's diverse product range aims to satisfy a spectrum of consumer needs in the refrigerated products category.
