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POST 
Post Holdings Inc (POST)
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Upturn Advisory Summary
02/24/2026: POST (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $130.12
1 Year Target Price $130.12
| 4 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.52B USD | Price to earnings Ratio 19.46 | 1Y Target Price 130.12 |
Price to earnings Ratio 19.46 | 1Y Target Price 130.12 | ||
Volume (30-day avg) 11 | Beta 0.37 | 52 Weeks Range 95.06 - 119.85 | Updated Date 02/25/2026 |
52 Weeks Range 95.06 - 119.85 | Updated Date 02/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-02-05 | When - | Estimate 1.68 | Actual 0.37 |
Profitability
Profit Margin 3.82% | Operating Margin (TTM) 10.66% |
Management Effectiveness
Return on Assets (TTM) 4.2% | Return on Equity (TTM) 8.67% |
Valuation
Trailing PE 19.46 | Forward PE 28.74 | Enterprise Value 12095548450 | Price to Sales(TTM) 0.66 |
Enterprise Value 12095548450 | Price to Sales(TTM) 0.66 | ||
Enterprise Value to Revenue 1.53 | Enterprise Value to EBITDA 9.23 | Shares Outstanding 47956718 | Shares Floating 37752008 |
Shares Outstanding 47956718 | Shares Floating 37752008 | ||
Percent Insiders 15.22 | Percent Institutions 101.25 |
Upturn AI SWOT
Post Holdings Inc
Company Overview
History and Background
Post Holdings, Inc. was founded in 2012 as a spin-off from Ralston Purina. It has since grown through a series of strategic acquisitions and organic growth, evolving from a cereal-focused company to a diversified food and nutrition conglomerate.
Core Business Areas
- Active Nutrition: This segment focuses on protein-rich and performance-oriented nutrition products, including ready-to-drink beverages, powders, and bars. Key brands include Dymatize and Premier Protein.
- Consumer Brands: This segment encompasses a wide range of traditional cereal brands, including Honeycomb, Grape-Nuts, and Shredded Wheat, along with other breakfast cereals and snacks.
- Foodservice: This segment provides a variety of food products to foodservice customers, such as egg products, potato products, and baking mixes, often through its subsidiary, Michael Foods.
- Refrigerated Food: This segment includes a variety of refrigerated food products, such as prepared meals, sides, and appetizers.
Leadership and Structure
Post Holdings is led by a management team with experience in the food industry. The company operates through its various business segments, each with its own operational focus and leadership, all under the overarching corporate strategy.
Top Products and Market Share
Key Offerings
- Premier Protein Shakes: Ready-to-drink protein shakes known for their high protein content and various flavors. Competitors include Optimum Nutrition, Muscle Milk, and OWYN.
- Dymatize Protein Powders: A range of protein powders for athletes and fitness enthusiasts, offering various protein types and flavors. Competitors include Optimum Nutrition, MuscleTech, and Bodybuilding.com.
- Grape-Nuts Cereal: A highly durable and nutrient-dense breakfast cereal. Competitors include other whole-grain cereals and granola brands.
- Michael Foods Egg Products: A leading supplier of value-added egg products, including liquid eggs, dried eggs, and specialty egg products for foodservice and retail. Competitors include Cargill and Rose Acre Farms.
Market Dynamics
Industry Overview
Post Holdings operates in the highly competitive and mature food and beverage industry. Key trends include growing demand for health and wellness products, plant-based alternatives, convenient meal solutions, and direct-to-consumer models. The protein supplement market is experiencing significant growth.
Positioning
Post Holdings has strategically diversified its portfolio through acquisitions, moving beyond traditional cereals into higher-growth segments like active nutrition and foodservice. Its strength lies in its established brands and distribution networks, coupled with a willingness to acquire and integrate businesses that offer synergistic growth opportunities.
Total Addressable Market (TAM)
The TAM for Post Holdings is substantial, encompassing the global food and beverage market, which is valued in the trillions of dollars. Within specific segments, the active nutrition market is projected to continue its strong growth trajectory. Post Holdings is positioned to capture a significant portion of the US market in its core segments.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio across multiple food categories.
- Strong brand recognition in traditional cereal and growing presence in active nutrition.
- Proven track record of successful acquisitions and integration.
- Established distribution networks and relationships with retailers and foodservice providers.
Weaknesses
- Dependence on a few key brands for revenue in certain segments.
- Potential for integration challenges with new acquisitions.
- Exposure to fluctuating commodity prices impacting input costs.
Opportunities
- Continued growth in the global active nutrition and health supplement markets.
- Expansion into emerging markets and international territories.
- Development of new product innovations catering to evolving consumer preferences (e.g., plant-based, sustainable).
- Further strategic acquisitions to enhance market position or enter new segments.
Threats
- Intense competition from established players and emerging brands.
- Shifting consumer preferences away from traditional processed foods.
- Economic downturns impacting consumer discretionary spending on food products.
- Regulatory changes related to food safety and labeling.
- Supply chain disruptions and rising input costs.
Competitors and Market Share
Key Competitors
- General Mills Inc (GIS)
- Kellogg Company (K)
- Nestlu00e9 S.A. (NSRGY)
- PepsiCo, Inc. (PEP)
- Mondelez International, Inc. (MDLZ)
- Hain Celestial Group, Inc. (HAIN)
Competitive Landscape
Post Holdings faces intense competition across its diverse segments. Its competitive advantages lie in its diversified portfolio, established brands, and successful M&A strategy. However, it competes with larger, more diversified food giants and agile specialized brands. Its ability to innovate and adapt to changing consumer trends is crucial.
Major Acquisitions
BellRing Brands, Inc.
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: BellRing Brands, the parent company of Premier Protein and Dymatize, was spun out as a separate publicly traded entity, with Post Holdings retaining a significant stake, allowing for focused growth in the active nutrition segment.
Malt-O-Meal Company
- Year: 2010
- Acquisition Price (USD millions): 265
- Strategic Rationale: This acquisition significantly expanded Post's private-label cereal business and strengthened its branded cereal portfolio.
Michael Foods, Inc.
- Year: 2014
- Acquisition Price (USD millions): 2450
- Strategic Rationale: This acquisition was a transformative move, adding significant scale and diversification into value-added egg products and potato products for the foodservice and retail markets.
Growth Trajectory and Initiatives
Historical Growth: Post Holdings has exhibited strong historical growth, largely fueled by its aggressive acquisition strategy. The company has successfully integrated numerous businesses, expanding its footprint and product offerings.
Future Projections: Future growth is expected to be driven by continued expansion in the active nutrition segment, potential for further strategic acquisitions, and organic growth through product innovation and market penetration. Analyst projections would offer specific revenue and earnings growth estimates.
Recent Initiatives: Recent initiatives have focused on integrating acquired businesses, optimizing operational efficiencies, and driving growth in key segments like active nutrition. The company continues to explore strategic partnerships and potential acquisition targets.
Summary
Post Holdings Inc is a diversified food conglomerate with a strong presence in traditional cereals and rapidly growing active nutrition and foodservice segments. Its historical growth has been heavily driven by strategic acquisitions, and its future success hinges on continued integration, innovation, and expansion in higher-margin categories. While facing intense competition, its established brands and strategic agility position it well for continued performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Website
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Financial Data Providers (e.g., Refinitiv, FactSet)
- Industry Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Financial data and market share figures are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Post Holdings Inc
Exchange NYSE | Headquaters Saint Louis, MO, United States | ||
IPO Launch date 2012-01-27 | President, CEO & Chairman of the Board Mr. Robert V. Vitale | ||
Sector Consumer Defensive | Industry Packaged Foods | Full time employees 13180 | Website https://www.postholdings.com |
Full time employees 13180 | Website https://www.postholdings.com | ||
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail segments. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brands; hot cereal; peanut butter under the Peter Pan brand; and branded and private label pet food under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brands. The Weetabix segment manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; private label cereals; and protein-based shakes under the UFIT brand, and nutritional snacks. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese and other dairy products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri.
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