Post Holdings remains a Strong Buy, driven by robust free cash flow, aggressive buybacks, and a resilient portfolio despite macro headwinds. POST's H1 '26 free cash flow rose to $270.3 million, with a projected FY26 FCF that could reach ~$698 million, for a P/FCF ratio near 5.6x. Management is prioritizing high-yield buybacks over debt repayment, recently authorizing an additional $600 million program after retiring ~15% of shares in H1.

seekingalpha.com - 2026-07-15 08:45:49

POST is balancing selective pricing, cost savings and private-label strength to manage inflation and support profitability.

zacks.com - 2026-07-10 13:46:11

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

zacks.com - 2026-07-10 10:41:23

One of America's biggest inflation stories has quietly reversed. Wholesale egg prices have fallen back to levels not seen since before the bird flu-driven supply crunch, as inventories rebuild and production normalizes.

benzinga.com - 2026-07-08 13:13:02

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zacks.com - 2026-07-08 10:45:24

POST sees cereal demand improving as category trends stabilize, supported by disciplined portfolio and promotional execution.

zacks.com - 2026-07-01 13:10:45

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

zacks.com - 2026-06-18 10:45:35

POST's Foodservice business remains a key growth driver, supported by sticky customer relationships and value-added offerings.

zacks.com - 2026-06-17 12:16:11

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zacks.com - 2026-06-02 10:46:10

LONDON--(BUSINESS WIRE)--Palliser Capital (“Palliser”), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd (“JPH”), today responded to JPH's new Group Medium-Term Management Plan, “JP Plan 2028”. Palliser commends JPH for its constructive engagement with shareholders and the commitments it has outlined in its new Group Medium-Term Management Plan, which include: Improvements to transparency and accountability – Clearer disclosure on capital allocation, the st.

businesswire.com - 2026-05-21 03:21:00

Post Holdings is rated a "Buy," with shares offering ~20% upside to a ~$115 fair value target. POST's aggressive buyback program has reduced share count by 15% this year, supporting double-digit free cash flow yield. Foodservice and refrigerated retail units show strong growth, offsetting structural declines in cereal and pet food segments.

seekingalpha.com - 2026-05-20 14:40:54

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

zacks.com - 2026-05-15 10:51:25

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

zacks.com - 2026-05-14 10:46:09

Post NYSE: POST Holdings executives said the company's diversified portfolio delivered second-quarter adjusted EBITDA above expectations, but management maintained its prior full-year adjusted EBITDA guidance because of new cost pressures tied to the conflict in the Middle East.

marketbeat.com - 2026-05-14 05:10:28

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

zacks.com - 2026-05-11 10:40:39

Post Holdings, Inc. (POST) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-08 12:01:28

POST's Q2 profit beats estimates as Foodservice EBITDA jumps 47.9% and gross margin expands to 30.2%.

zacks.com - 2026-05-08 11:35:19

Post Holdings (POST) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.41 per share a year ago.

zacks.com - 2026-05-07 20:05:18

While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

zacks.com - 2026-05-07 20:00:26

ST. LOUIS, May 7, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced that Robert Vitale, Post's Chairman and CEO, will become Executive Chairman on October 1, 2026, and Nicolas Catoggio, Post's Executive Vice President and Chief Operating Officer, will transition to President and CEO of Post. During his tenure at Post, Vitale oversaw the expansion of the company into multiple new categories, into international markets and led over 50 unique capital markets and M&A transactions.

prnewswire.com - 2026-05-07 16:15:00

ST. LOUIS, May 7, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: Second quarter net sales of $2.0 billion Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)* outlook of $1,550-$1,580 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under "Use of Non-GAAP Measures" later in this release.

prnewswire.com - 2026-05-07 16:15:00

MDLZ, MKC, POST and CHEF navigate industry headwinds through innovation, cost controls and portfolio strategies amid cautious consumer spending.

zacks.com - 2026-05-07 11:40:13

Post Holdings' Q2 performance is likely to benefit from Foodservice strength and Pet recovery gains, while softer cereal and dog food demand may have tempered growth.

zacks.com - 2026-05-06 13:05:31

Post Holdings (POST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-04-30 11:01:35

KMB posts first-quarter earnings and sales beat, driven by organic growth and productivity gains, while margins slip and outlook signals steady 2026 growth.

zacks.com - 2026-04-28 12:15:56

SYY's Q3 FY26 EPS and sales miss estimates as incentive comp surges, even with accelerating volumes and gross margin expansion.

zacks.com - 2026-04-28 11:40:18

Here is how Archer Daniels Midland (ADM) and Post Holdings (POST) have performed compared to their sector so far this year.

zacks.com - 2026-04-27 10:43:32

Post (NYSE: POST - Get Free Report) and Greenlane (NASDAQ: GNLN - Get Free Report) are both consumer staples companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations. Profitability This table compares Post and Greenlane's net margins,

defenseworld.net - 2026-04-27 02:06:59

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

zacks.com - 2026-04-23 10:41:54

Sprouts Farmers, United Natural Foods and Post Holdings are in focus as health-conscious consumers fuel demand for organic, clean-label and ethically sourced foods.

zacks.com - 2026-04-21 11:32:06

Even in uncertain markets, everyday consumer brands like Post Holdings, Hormel Foods, and Clorox benefit from steady demand, making them resilient long-term holds when others panic. Companies like Bath & Body Works show that cheap valuations can come with real risks, so it pays to focus on businesses with durable demand and clear execution, not just discounted stock prices.

fool.com - 2026-04-18 19:21:00

ST. LOUIS, April 16, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, May 8, 2026 at 9:00 a.m. ET to discuss financial results for the second quarter of fiscal year 2026 and fiscal year 2026 outlook and to respond to questions.

prnewswire.com - 2026-04-16 17:00:00