Post Holdings, Inc. (POST)

Post announced on 7 May 2026 that Robert Vitale was set to become Executive Chairman on 1 October 2026, with Nicolas Catoggio as president and chief executive 5.

A separate report says Post announced on 13 October 2026 that its chief accounting officer, Bradly Harper, is taking a temporary medical leave of absence 1.

Chief financial officer Matthew Mainer is serving as interim chief accounting officer during the leave 1. The same report says the board approved an updated Code of Conduct on 15 October 2026, effective 1 February 2027, adding content on artificial intelligence, prediction markets and fraud prevention 1.

The newest results are for the third quarter ended 30 June 2026, released on 6 August 2. Net sales were $1.9 billion, down 1.8 percent, and net earnings were $63.4 million 2.

Excluding 8th Avenue, Post Consumer Brands volumes fell 7.1 percent, with pet food down 7.8 percent and cereal and granola down 5.5 percent 2. Foodservice sales fell 6.5 percent as the year before had avian influenza pricing 2.

Management narrowed its fiscal 2026 adjusted EBITDA outlook, a profit measure outside standard accounting rules, to $1,560 to $1,570 million 2. It called fiscal 2027 generally flat against about $1.48 billion 2.

Post Holdings is a Missouri corporation incorporated on 22 September 2011 4. It was spun off from its former parent on 3 February 2012 and began trading on the New York Stock Exchange on 6 February 2012 4.

The company grew by buying businesses and describes its model as decentralized, meant to leave room for acquisitions and other deals 4. It bought Michael Foods (eggs) in June 2014, MOM Brands (cereal) in May 2015, Weetabix in July 2017 and Bob Evans Farms in January 2018 4.

More deals followed: Peter Pan peanut butter in January 2021, then pet food in April 2023 and December 2023 4.

Post also shed its active nutrition arm, BellRing 4. In March 2022 it distributed 80.1 percent of its BellRing shares to its own shareholders, and it moved the rest to lenders in August and November 2022 against debt 4.

Fiscal 2025 brought two purchases: Potato Products of Idaho on 3 March 2025 and the rest of 8th Avenue on 1 July 2025 4. Post had held 60.5 percent of 8th Avenue since October 2018 4.

Net sales rose 3 percent to $8,158.1 million that year, driven by Foodservice 4. Egg product sales rose 14 percent, mainly on extra pricing tied to avian influenza, a bird disease that cut the egg supply 4.

Packaged food was weaker 4. Pet food sales fell 11 percent on distribution losses and cereal and granola fell 4 percent on category declines 4. Net earnings slipped 8 percent to $335.7 million as net interest expense rose 14 percent 4.

Pruning began soon after 3. Post sold 8th Avenue's pasta business on 1 December 2025 for a preliminary $375.0 million 3. It sold the Crystal Farms cheese business on 1 May 2026 for a preliminary $50.0 million 3.

Post Consumer Brands

This segment sells cereal, granola, pet food and nut butters, mostly in North America 4. Its core brands include Honey Bunches of Oats, Pebbles and Malt-O-Meal cereals, Nutrish, 9Lives and Kibbles 'n Bits pet food, and Peter Pan peanut butter 4.

In the third quarter its net sales were $974.2 million, up 6.6 percent, helped by $141.8 million from 8th Avenue 2. Segment profit was $127.3 million 2.

Pet food was 19.2 percent of consolidated net sales in fiscal 2025, and its largest customer, Walmart, took 29.9 percent of the segment's sales 4.

Weetabix

Weetabix makes breakfast cereal, muesli and protein shakes, mainly for the United Kingdom and the European Union 4. Its core brands are Weetabix and Alpen 4.

Third-quarter net sales were $137.1 million, down 0.6 percent, as volumes fell 3.8 percent on weaker private label products 2. Tesco and Asda together took 33.0 percent of the segment's fiscal 2025 sales 4.

Foodservice

Foodservice makes egg and potato products for restaurants and food makers, under brands such as Papetti's 4. Sysco and US Foods took 42.0 percent of its fiscal 2025 sales 4.

Third-quarter net sales were $652.9 million, down 6.5 percent, while volumes rose 4.3 percent 2. Post links the decline to the prior year's avian influenza pricing 2.

Refrigerated Retail

This segment sells side dishes, eggs and sausage to grocery stores, under Bob Evans, Simply Potatoes and Egg Beaters 4. Third-quarter net sales were $184.5 million, down 21.1 percent, largely after the sale of Crystal Farms 2.

Plants, people and rivals

Post had 13,180 employees on 1 November 2025, of whom 16 percent were unionized 4. Its Weetabix cereal plants sit in Burton Latimer, Corby, Ashton-under-Lyne and Deeside in the United Kingdom 4.

Nicolas Catoggio led Post Consumer Brands from September 2021 and became chief operating officer in January 2026 5. Greg Pearson, from Compana Pet Brands, took over that segment effective 1 April 2026 6.

Post says it competes with widely advertised brands and with private label products, and that ready-to-eat cereal has seen weakness 4.

The umbrella, in words

Post Holdings is the parent of four reporting segments: Post Consumer Brands, Weetabix, Foodservice and Refrigerated Retail 4. It lists many trademarks, including Post, Honey Bunches of Oats, Grape-Nuts, Weetabix, Bob Evans and Michael Foods 4.

The Foodservice segment holds the businesses of Michael Foods, National Pasteurized Eggs, Bob Evans Farms, Henningsen Foods, Almark Foods and Potato Products of Idaho, each bought outright 4.

As a person's own stake, William Stiritz reports owning 10.3 percent of the common stock, directly and through a trust and his spouse, in a Schedule 13D amendment 8.

Post owns land and plants rather than leasing most of them: it owns its principal executive offices in St. Louis and many of its factories 4.

Post expects fiscal 2026 capital spending of $370 to $390 million, including $80 to $90 million on cage-free egg facilities and an egg plant expansion in Norwalk, Iowa 2.

Management expects fiscal 2027 growth in Foodservice, pricing actions and productivity work to largely offset inflation and soft volumes in some categories 2. It sets the comparison point at about $1.48 billion of adjusted EBITDA and called its preliminary view generally flat 2.

The company says it still had $490.7 million remaining under its share repurchase authorization as of 5 August 2026 2.

Its fiscal 2026 guidance includes about $60 million of Foodservice earnings above the segment's $500 million normalized annual run rate, plus about $20 million from divestitures 2. Post says these are the items to exclude when looking at fiscal 2027 2.

The annual report warned that avian influenza outbreaks are expected to keep egg supply volatile and might affect results into fiscal 2026 4.

Post plans to close the Ashton-under-Lyne Weetabix plant during fiscal 2026, according to its annual report 4.

The new Code of Conduct takes effect on 1 February 2027 1. Robert Vitale's role as Executive Chairman is to give strategic guidance on capital allocation 5.