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Earnings transcript
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POST
Post Holdings, Inc.
$82.48
0.51
(0.62%)
| Exchange: | NYSE |
| Market Cap: | 3.738B |
| Shares Outstanding: | 34.5M |
Delayed data
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Packaged Foods | |||||
| CEO: | Robert V. Vitale | |||||
| Full Time Employees: | 13180 | |||||
| Address: |
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| Website: | https://www.postholdings.com |
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.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 6,991,000 | 7,922,700 | 8,158,100 |
| Gross Profit | 1,756,200 | 2,157,600 | 2,151,400 |
| EBITDA | 1,099,100 | 1,265,500 | 1,329,700 |
| Operating Income | 695,600 | 835,400 | 851,900 |
| Net Income | 301,300 | 366,700 | 335,700 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 11,646,700 | 12,854,200 | 13,528,400 |
| Total Liabilities | 7,795,400 | 8,752,900 | 9,764,600 |
| Total Stockholders Equity | 3,842,100 | 4,090,600 | 3,753,100 |
| Total Debt | 6,232,500 | 7,061,200 | 7,422,900 |
| Cash and Cash Equivalents | 93,300 | 787,400 | 176,700 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 750,300 | 931,700 | 0 |
| Capital Expenditure | -303,000 | -429,500 | 0 |
| Free Cash Flow | 447,300 | 502,200 | 0 |
| Net Income | 312,900 | 366,900 | 0 |
| Net Change in Cash | -472,900 | 673,700 | -608,100 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 7,913,803.976 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 8,254,428.240 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 8,031,600 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,480,782.671 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,544,518.203 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,502,823.944 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 529,649.458 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 568,404.665 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 549,027.062 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,220,556.370 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,273,091.298 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,238,724.206 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 8.670 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 9.040 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 8.420 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 3 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: Post Holdings reported consolidated net sales of $2 billion in Q1 2025, reflecting robust top-line growth as highlighted in the earnings call transcript. This performance underscores the company’s ability to maintain revenue streams across diverse segments.
- Segment-Specific Resilience: The earnings call emphasized positive momentum in the pet segment, indicating a strong competitive position in a potentially high-growth area within the consumer goods sector.
- Operational Efficiency: Key metrics such as gross profit margin (TTM) and net profit margin (TTM) from the provided data suggest effective cost management, supporting profitability despite market challenges.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates POST intrinsic value between $99.33 – $110.46 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about POST valuation
Is Post Holdings, Inc. (POST) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Post Holdings, Inc. (POST) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is POST a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether POST trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is POST’s P/E ratio?
You can see POST’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for POST?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is POST a good long-term investment?
Whether POST fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
POST
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Daily snapshot
0.62
Trading Metrics:
| Open: | 80.7 | Previous Close: | 81.97 | |
| Day Low: | 79.65 | Day High: | 82.67 | |
| Year Low: | 75.4 | Year High: | 117.28 | |
| Price Avg 50: | 86.72 | Price Avg 200: | 97.25 | |
| Volume: | 138062 | Average Volume: | 898856 |
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Welcome to MARKETSNAP’s SWOT analysis for Post Holdings! If you’re a long-term investor looking to build wealth and dig into the nitty-gritty of a solid consumer goods player, you’re in the right place. Today, we’re breaking down Post Holdings, a company that’s been a staple in the food and beverage space for years. Let’s dive into what makes this company tick, check out some recent developments, and run through a full SWOT analysis to see if it’s a worthy addition…
