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Post Holdings (MX:POST)
:POST

Post Holdings (POST) Price & Analysis

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POST Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Cash Generation / FCF GrowthSizable and improving free cash flow (TTM FCF ~$0.82B; ~59% growth) provides durable internal funding for capex, portfolio actions, and debt paydown. Strong cash conversion reduces refinancing reliance and supports sustained capital allocation flexibility over 2–6 months.
Foodservice Normalization And Recurring Run-rateA normalized Foodservice run-rate (~$500M) diversifies revenue away from volatile retail cereal demand into stable B2B channels. This recurring, operational revenue base supports EBITDA resilience and smoother seasonality, aiding medium-term forecastability and planning.
Asset Optimization And Marketing EfficiencyActive footprint consolidation and plant closures, plus a durable shift to digital marketing, lower structural cost and improve ad ROI. These actions permanently reduce fixed costs and improve margin leverage as volumes stabilize, supporting sustainable margin improvement.
Bears Say
Elevated LeverageMaterial leverage (TTM debt ~$7.6B; D/E ~2.48x) constrains financial flexibility, increases interest expense sensitivity to higher rates, and limits ability to absorb shocks or invest aggressively. This elevates refinancing and covenant risk over the medium term.
Sharp Revenue Contraction And Thin MarginsA large TTM revenue decline (-43%) and compressed net margin (~3.5%) indicate structural demand or portfolio issues and limited earnings cushion. Low net profitability reduces internal deleveraging capacity and makes sustained investment or buybacks more contingent on recovery.
Ongoing Volume And Pricing HeadwindsPersistent category volume declines (cereal mid-single-digit down) and pricing lag versus inflation create structural top-line risk. Slow volume recovery forces promotional response and mix deterioration, pressuring margins and slowing durable revenue normalization.

Post Holdings News

POST FAQ

What was Post Holdings’s price range in the past 12 months?
Currently, no data Available
What is Post Holdings’s market cap?
Post Holdings’s market cap is $60.42B.
    When is Post Holdings’s upcoming earnings report date?
    Post Holdings’s upcoming earnings report date is Nov 12, 2026 which is in 58 days.
      How were Post Holdings’s earnings last quarter?
      Post Holdings released its earnings results on Aug 06, 2026. The company reported $30.508 earnings per share for the quarter, beating the consensus estimate of $29.171 by $1.337.
        Is Post Holdings overvalued?
        According to Wall Street analysts Post Holdings’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Post Holdings pay dividends?
          Post Holdings does not currently pay dividends.
          What is Post Holdings’s EPS estimate?
          Post Holdings’s EPS estimate is 30.73.
            How many shares outstanding does Post Holdings have?
            Post Holdings has 43,956,806 shares outstanding.
              What happened to Post Holdings’s price movement after its last earnings report?
              Post Holdings reported an EPS of $30.508 in its last earnings report, beating expectations of $29.171. Following the earnings report the stock price went same N/A.
                Which hedge fund is a major shareholder of Post Holdings?
                Currently, no hedge funds are holding shares in MX:POST
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Post Holdings

                  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.

                  Post Holdings (POST) Earnings & Revenues

                  POST Earnings Call

                  Q3 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The call presented a balanced mix of constructive operational progress (Foodservice normalization, asset optimization, material share repurchases YTD, early pet stabilization and improved marketing efficiency) and material near-term headwinds (ongoing volume pressures in cereal and pet value segments, higher-than-expected inflation, promotional dynamics, and higher interest rates prompting more debt focus). Management maintained guidance midpoint and narrowed the range, signaling confidence in near-term plans, but emphasized cautious assumptions for FY2027. Overall, the positives and negatives were roughly balanced.View all MX:POST earnings summaries

                  POST Stock 12 Month Forecast

                  Average Price Target

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