Post Holdings Inc (NYSE: POST) is a consumer packaged goods company that produces and distributes branded and private label food products across four operating segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Revenue comes from transactional sales of finished goods to retail grocers, foodservice operators, and food ingredient channels. Post Consumer Brands sells ready-to-eat cereals, pet food, peanut butter, pasta, and nut butters under brands including Honey Bunches of Oats, Grape-Nuts, Malt-O-Meal, Peter Pan, Kibbles 'n Bits, and licensed brands such as Pebbles and Premier Protein. The Weetabix segment operates in the U.K. and E.U. under the Weetabix, Alpen, and UFIT brands. The Foodservice segment produces egg and potato products under the Papetti's brand for foodservice and food ingredient customers. Post reported net sales of $8,158.1 million for the fiscal year ended September 30, 2025, up 3% from $7,922.7 million in fiscal 2024. The company employs 13,180 people as of November 1, 2025, and carries meaningful debt, with net interest expense of $361.4 million in fiscal 2025. CEO Robert V. Vitale serves as President and Chief Executive Officer.

Revenue model

Transactional sales of branded and private label food products to retail grocery, foodservice, and food ingredient customers. Revenue is recognized through product shipments across four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. No subscription or licensing revenue model disclosed in the filing.

Products and services

Ready-to-eat cereals (Honey Bunches of Oats, Grape-Nuts, Malt-O-Meal, Weetabix, Alpen, Shreddies, Pebbles licensed brand), hot cereals, granola, private label RTE cereals, peanut butter (Peter Pan), private label nut butters, pasta (Ronzoni, Dreamfields, Dakota Growers Pasta Co.), dried fruit and nut products, branded and private label pet food (Kibbles 'n Bits, 9Lives, Nutrish, Nature's Recipe, Gravy Train), egg products (Papetti's brand), potato products, meat products, protein-based shakes (UFIT brand), and refrigerated retail egg and potato products.

Customers and end markets

Retail grocery chains and foodservice operators are the primary customer channels. End markets include retail consumers purchasing packaged cereals, pet food, and center-store grocery items; foodservice operators and food ingredient buyers for egg and potato products; and U.K. and E.U. retail consumers for Weetabix-branded products. No customer concentration disclosures or top-customer revenue percentages were provided in the excerpts reviewed.

Value-chain role

Manufacturer and distributor. Post operates owned manufacturing facilities, including thirteen egg products production facilities in the U.S. and four owned cereal manufacturing facilities in the U.K. for Weetabix. Distribution uses a combination of direct channels and third-party distributor networks, particularly for international markets. Co-manufacturing is used for some Weetabix protein-based shakes and nutritional snacks.

Geographic exposure

Primarily the United States, with additional operations in the U.K. (Weetabix segment, 1,210 employees as of November 1, 2025), Canada (450 employees as of November 1, 2025), and other international markets including the E.U., Mexico, and Africa through joint ventures. The Weetabix segment's main markets are the U.K. and E.U.

Source: SEC 10-K, filed 2025-11-21

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