Post Holdings, Inc.
postholdings.comWhat Do They Do?
Sells branded and private-label cereal and granola, pet food, and egg and potato products to retailers, foodservice distributors and food companies.
10-K for FY2024, filed Nov 21, 2025Our Post Consumer Brands segment manufactures, markets and sells a portfolio of branded and private label human and pet food products…View ↗
Through our Foodservice segment, we primarily produce and distribute egg and potato products in the foodservice and food ingredient…View ↗
We sell Post Consumer Brands products primarily to grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty…View ↗
How Do They Make Money?
Retailers and foodservice customers buy packaged food products; Post invoices them when goods are delivered under agreed credit terms.
10-K for FY2024, filed Nov 21, 2025
-
10-K for FY2024, filed Nov 21, 2025
FY2024 revenue by product or service ↗
$8.2B
-
10-K for FY2024, filed Nov 21, 2025
$8.2B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Cereal and granola
Sold outright
10-K for FY2024, filed Nov 21, 2025 |
32%
FY2021: 44%
|
Cereal and granola, FY2024
$2.6B Sources
|
Sold outright |
|
Eggs and egg products
Sold outright
10-K for FY2024, filed Nov 21, 2025 |
30%
FY2021: 35%
|
Eggs and egg products, FY2024
$2.4B Sources
|
Sold outright |
|
Side dishes (including potato products)
Sold outright
|
9.2%
FY2021: 11%
|
Side dishes (including potato products), FY2024
$748.9M Sources
|
Sold outright |
|
Pet Food
Sold outright
10-K for FY2024, filed Nov 21, 2025 |
19%
FY2021: 0.0%
|
Pet Food, FY2024
$1.6B Sources
|
Sold outright |
|
Cheese and dairy
Sold outright
|
1.9%
FY2021: 3.7%
|
Cheese and dairy, FY2024
$155M Sources
|
Sold outright |
|
Sausage
Sold outright
|
2.0%
FY2021: 2.9%
|
Sausage, FY2024
$166.4M Sources
|
Sold outright |
|
Nut butters
Sold outright
|
2.2%
FY2021: 1.9%
|
Nut butters, FY2024
$179.3M Sources
|
Sold outright |
|
Protein-based products
Sold outright
|
1.3%
FY2021: 0.2%
|
Protein-based products, FY2024
$103.6M Sources
|
Sold outright |
|
Other
Sold outright
|
2.2%
FY2021: 1.2%
|
Other, FY2024
$178.9M Sources
|
Sold outright |
|
Product Eliminations
|
0.0%
FY2021: 0.0%
|
Product Eliminations, FY2024
−$3M Sources
|
Who Are Their Customers?
Post Consumer Brands and Weetabix sell to retailers, wholesalers and convenience stores through sales teams, brokers and distributors. Foodservice and Refrigerated Retail sell to foodservice distributors, restaurant chains, food companies and retailers, mainly through internal sales teams and brokers.
10-K for FY2024, filed Nov 21, 2025
10-K for FY2024, filed Nov 21, 2025
During the years ended September 30, 2025, 2024 and 2023, one customer, including its affiliates, accounted for 17.4%, 19.9% and 17.3%…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 4 cents of every revenue dollar as net income in FY2024 and turned 6 cents into free cash flow.
10-K for FY2024, filed Nov 21, 2025
$799.3MView ↗
10-K for FY2024, filed Nov 21, 2025
$335.7MView ↗
10-K for FY2024, filed Nov 21, 2025
$488.1MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q3 FY2026, filed Aug 6, 2026
$63.4MView ↗
- ▼ −42%
- vs $108.8M in Q3 FY2025
10-Q for Q3 FY2026, filed Aug 6, 2026
Open tableView ↗
-
Aug 6, 2026
Post narrowed its fiscal 2026 Adjusted EBITDA outlook
The company narrowed its outlook to $1,560-$1,570 million.
Sources
8-K, filed Aug 6, 2026
Third quarter net sales of $1.9 billion Operating profit of $189.3 million; net earnings of $63.4 million and Adjusted EBITDA (non-GAAP)*…View ↗
-
May 7, 2026
Post announced a CEO transition
Robert Vitale becomes Executive Chairman and Nicolas Catoggio becomes President and CEO effective October 1, 2026.
Sources
8-K, filed May 7, 2026
Mr. Vitale’s appointment as Executive Chairman and Mr. Catoggio’s appointment as President and Chief Executive Officer will both be…View ↗
-
Feb 5, 2026
Post raised its fiscal 2026 Adjusted EBITDA outlook
The company raised the outlook to $1,550-$1,580 million.
Sources
8-K, filed Feb 5, 2026
First quarter net sales of $2.2 billion Operating profit of $238.4 million; net earnings of $96.8 million and Adjusted EBITDA (non-GAAP)*…View ↗
Growing. Revenue grew 64% in 4 years, from $5B in FY2020 to $8.2B in FY2024, about 13% a year.
Pet food added
The older report describes Post Consumer Brands around cereal and nut butters; the latest report includes branded and private-label pet food in its products.
10-K for FY2021, filed Nov 19, 2021 10-K for FY2024, filed Nov 21, 2025Post Consumer Brands: Includes branded and private label ready-to-eat (“RTE”) cereals from the businesses of Post Foods, LLC, MOM Brands…View ↗
Our Post Consumer Brands segment manufactures, markets and sells a portfolio of branded and private label human and pet food products…View ↗
Active nutrition exited
The older report includes BellRing Brands as a segment offering convenient nutrition products; the latest report says Post divested its historical active nutrition business.
10-K for FY2021, filed Nov 19, 2021 10-K for FY2024, filed Nov 21, 2025Post Consumer Brands: Includes branded and private label ready-to-eat (“RTE”) cereals from the businesses of Post Foods, LLC, MOM Brands…View ↗
We operate a decentralized, adaptive business model, which provides us with flexibility to pursue acquisitions and other strategic…View ↗
Private-brand business brought in-house
The older report describes a private-brand food business held with third parties; the latest report says Post acquired the remaining equity and reports the business within Post Consumer Brands.
10-K for FY2021, filed Nov 19, 2021 10-K for FY2024, filed Nov 21, 2025On October 1, 2018, 8th Avenue was separately capitalized by Post and third parties through a series of transactions (the “8th Avenue…View ↗
In October 2018, 8th Avenue was separately capitalized by Post and third parties through a series of transactions (the “8th Avenue…View ↗
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