POSTNYSEGrain Mill ProductsUS GAAP · USD

Post Holdings, Inc.

Post Holdings, Inc. is a U.S.-based consumer packaged goods holding company organized around four reportable segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Its businesses sell cereals, granola, pet food, nut butters, egg products, potato products, side dishes, cheese, sausage, and other refrigerated foods across North America and the United Kingdom.

Kysy yhtiöstä
Liikevaihto8 158milj. USD
+3,0 %v/v
Liikevoitto (EBIT)799milj. USD
+0,7 %v/v
EBIT-marginaali9,8%
−0,2 %-yks.v/v
Nettotulos336milj. USD
−8,5 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

02 0004 0006 0008 00010 000milj. USD2020: 5 699 milj. USD2020: EBIT 701 milj. USD20202021: 6 227 milj. USD2021: EBIT 488 milj. USD20212022: 5 851 milj. USD2022: EBIT 416 milj. USD20222023: 6 991 milj. USD2023: EBIT 599 milj. USD20232024: 7 923 milj. USD2024: EBIT 794 milj. USD20242025: 8 158 milj. USD2025: EBIT 799 milj. USD20258 158799
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Post Holdings, Inc.

Liiketoiminta

Osuus liikevaihdosta
Post Consumer Brands35 %

Branded and private label RTE cereal, granola, pet food, nut butters and related dry grocery products.

Weetabix15 %

Branded and private label cereal, hot cereal, muesli and protein-based shakes sold mainly in the U.K. and other non-North American markets.

Foodservice25 %

Egg and potato products sold into foodservice and food ingredient channels.

Refrigerated Retail25 %

Refrigerated retail foods including side dishes, eggs, cheese, sausage and other dairy products.

Tuotteet

Raportoitu · osuus liikevaihdosta
32,4%29,6%19,2%9,2%FY2025100 %
  • Cerealand Granola32,4 %
  • Eggand Egg Products29,6 %
  • Pet Food19,2 %
  • Side Dishes9,2 %
  • Peanut Butter2,2 %
  • Muut7,4 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Post sells through a mix of large retail, club, mass merchandise, grocery, foodservice and ingredient channels. Its customer base is concentrated in a limited number of large accounts, including Walmart, Tesco, Asda, Sysco, US Foods and Kroger, which makes shelf space, pricing and distribution relationships strategically important.

Large retail chains

Walmart, Kroger, Tesco, Asda and similar chains buy cereal, refrigerated foods and pet products for broad consumer distribution.

Foodservice distributors and restaurant chains

Sysco, US Foods and national restaurant chains buy egg and potato products for menu use and institutional supply.

Club, mass merchandise and discount channels

Club stores, supercenters, mass merchandisers and discounters buy value-oriented packaged foods in large volumes.

Pet supply retailers

Retailers focused on pet care buy branded and private label pet food products.

eCommerce and convenience channels

Online and convenience customers buy packaged foods and cereal products for convenience and household replenishment.

Strategia

Post’s strategy centers on owning a portfolio of branded and private label food businesses across center-store, refrigerated, foodservice and ingredient categories. The company uses acquisitions, portfolio management and channel diversification to broaden its product mix and deepen relationships with large retail and foodservice customers.

Integrate acquired businesses into core segmentsLyhyt aikaväli

Integration can improve operating coordination and capture expected synergies across manufacturing, sourcing and distribution.

Maintain shelf space and customer relationshipsKeskipitkä aikaväli

Large retailers and foodservice accounts are concentrated, so preserving distribution is essential to volume stability.

Optimize portfolio mix across branded and private labelKeskipitkä aikaväli

A mixed portfolio helps address different price points and consumer occasions across channels.

Use divestitures and portfolio pruning where appropriateLyhyt aikaväli

Selective exits can simplify the portfolio and focus capital on higher-priority categories.

Maantiede

Post is headquartered in the United States and generates most of its business in North America, with a meaningful U.K. and broader international presence through Weetabix. Its operating footprint spans U.S. and U.K. manufacturing and distribution networks, which matters because customer demand, input costs and currency exposure differ by region.

Riskit

Post faces concentration risk because a limited number of large customers account for a meaningful share of sales, and those customers can change shelf space, pricing or sourcing decisions quickly. The business is also exposed to commodity, packaging, freight and energy inflation, food safety and supply chain disruptions, and integration risk from acquisitions. Goodwill and brand values are sensitive to demand trends, pricing pressure and category competitiveness, especially in businesses with branded and private label overlap.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer concentration1Input cost inflation and supply availability2Goodwill and intangible asset impairment3Integration risk from acquisitions4Cybersecurity and technology disruption5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A few large retailers and foodservice customers represent a significant share of sales and can shift purchasing patterns.

    KohdistuuWalmartTescoAsdaSyscoUS FoodsKroger
  2. Input cost inflation and supply availabilityVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company depends on agricultural inputs, packaging, energy and freight, which can be volatile.

    KohdistuuCereal grainsEggsPotatoesPackagingFreight
  3. Goodwill and intangible asset impairmentVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Brand and reporting unit values depend on future cash flow assumptions and category competitiveness.

    KohdistuuCheese and Dairy reporting unitTrademarksBrands
  4. Integration risk from acquisitionsVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Combining acquired businesses can create operational, cultural and systems challenges.

    Kohdistuu: 8th Avenue integration into Post Consumer Brands

  5. Cybersecurity and technology disruptionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Manufacturing, logistics and customer interfaces rely on IT systems and third-party providers.

Kysy Clarifolta: Post Holdings, Inc.

Kirjanpito

Harkinnanvaraiset erät
Goodwill impairment

Management uses discounted cash flow and market multiples to test reporting units, so small assumption changes can create large charges.

Vaikutus: Cheese and Dairy goodwill was written down in fiscal 2025

Indefinite-lived intangible assets

Brands and trademarks are not amortized but must be tested for impairment, affecting reported asset values.

Vaikutus: Annual valuation of trademarks and brands

Acquisition accounting

Recent acquisitions change segment composition and create fair value step-ups in assets and liabilities.

Vaikutus: 8th Avenue and PPI integration into operating segments

Derivative and hedge accounting

Economic hedges are marked to market, creating gains and losses in corporate expenses and other.

Vaikutus: Can add volatility to quarterly results

Restructuring and accelerated depreciation

Facility closures and portfolio changes can accelerate expense recognition ahead of cash effects.

Vaikutus: Impacts comparability across periods

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

The Kroger Company

KR · Retail-Grocery Stores

Graphic Packaging Holding Company

GPK · Paperboard Containers & Boxes

US Foods Holding Corp.

USFD · Wholesale-Groceries & Related Products

PepsiCo, Inc

PEP · Beverages

Grocery Outlet Holding Corp.

GO · Retail-Grocery Stores

General Mills, Inc

GIS · Grain Mill Products

Päivitetty: 24.9.2026

Post Holdings, Inc. (NYSE) – Grain Mill Products | Analyysi – Clarifo