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Post Holdings Inc POST Stock Quote

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Morningstar‘s Stock Analysis POST

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Economic Moat

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Labor Shortages Posing Challenges for Post, but Migration Back to Private Label Cereal Is Helping

Rebecca Scheuneman, CFA Senior Equity Analyst

Business Strategy and Outlook

| Rebecca Scheuneman, CFA |

Post has a unique portfolio of businesses. After spinning off its majority stake in the fast-growing BellRing Brands in March 2022, nearly half of its sales mix is cereal, which is highly profitable, but experiencing declining volumes. The other half of its portfolio consists primarily of egg and potato products, which possess better growth profiles but carry low profit margins. We believe a competitive edge remains elusive, as Post has not demonstrated strong brand equities, preferred relationships with customers, or a cost advantage, which are the most likely moat sources for a packaged food company.

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Key Statistics POST

Company Profile POST

Business Description

Post Holdings operates in North America and Europe. For fiscal 2021 (restated for the separation of BellRing Brands), 47% of the company’s revenue came from cereal, with brands such as Honeycomb, Grape-Nuts, Pebbles, Honey Bunches of Oats, Malt-O-Meal, and Weetabix. Refrigerated food made up 52% of sales and services the retail (20% of company sales) and food-service channels (32%), providing value-added egg and potato products, prepared side dishes, cheese, and sausage under brands Bob Evans and Simply Potatoes. Post also holds a 60% stake in 8th Avenue, a private brands entity and a 14% stake in BellRing Brands, with protein-based products under the Premier Protein and Dymatize brands. Post launched a special purpose acquisition corp in 2021, but has not yet executed a transaction.

Contact
2503 South Hanley Road
St. Louis, MO, 63144
T +1 314 644-7600
Industry Packaged Foods
Most Recent Earnings Jun 30, 2022
Fiscal Year End Sep 30, 2022
Stock Type Slow Growth
Employees 10,735