Consumer Defensive
Post Holdings, Inc.(POST)
Live Price
Offline$88.41
-0.62% today
1Y Change
-21.46%
Window
Jun 23, 2025 โ Jun 18, 2026
- Market Cap
- $4.96B
- Revenue Growth
- +3.0%
- EPS Growth
- -2.3%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 23, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Post Holdings, Inc. (POST) is a Consumer Defensive stock with a market cap of $4.96B and listed on NYSE. The stock last traded around $88.41 and down 21.5% across the available one-year price window (Jun 23, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +3.0%, EPS growth of -2.3%, a dividend yield of 0.0%. What stands out right now is revenue +3.0%, EPS -2.3%, free cash flow -2.8% with operating margin 10.4% and ROIC 5.5%. Valuation is more restrained than many high-expectation growth names at P/E 16.7 and price/sales 0.6. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines POST price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+3.0% vs +1.7% peer median
Operating Margin
Above sector median
+10.4% vs +6.6% peer median
P/E
Above sector median
16.7 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 14, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +3.0% and EPS is at -2.3%, with operating margin around 10.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.8% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 14, 2026 | โ | -1.7% | -5.4% | -9.4% |
2026 Feb 5, 2026 | +28.3% | +9.8% | +5.7% | +1.1% |
2025 Nov 20, 2025 | +11.8% | -7.2% | -2.8% | -5.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
POST
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
POST Max Drawdown
-22.86%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for POST and SPY.
Company Overview
Post Holdings, Inc.
New York Stock Exchange
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. The BellRing Brands segment markets and distributes ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. It serves club stores, food, drug and mass customers, and online retailers, as well as specialty retailers, convenience stores, and distributors. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.
- Leadership
- Robert V. Vitale
- IPO Date
- Jan 27, 2012
- Employees
- 11.5k
- Street Address
- 2503 South Hanley Road
- Mailing
- Saint Louis, MO, 63144
- Region
- Saint Louis, MO, US
- Reporting Currency
- USD
- Investor Line
- 314 644 7600
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 16.7
- EV/EBITDA
- 8.9
- Price/Sales
- 0.6
- Price/Book
- 1.5
Growth
- Revenue
- +3.0%
- EPS
- -2.3%
- Free Cash Flow
- -2.8%
Profitability
- Gross Margin
- 26.3%
- Operating Margin
- 10.4%
- Net Margin
- 3.8%
- ROE
- 8.5%
- ROIC
- 5.5%
Balance Sheet
- Debt/Equity
- 2.16
- Current Ratio
- 1.90
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.