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Post Holdings Inc POST Stock Quote

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Morningstar‘s Stock Analysis POST

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Is it the right time to buy or sell?

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With a Brand Intangible Asset Eluding Post, We Think the Business Is at Risk of Consumer Trade Down

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 where volume growth has proved elusive. 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 continues to evade Post, as it 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 2022 (restated for the separation of BellRing Brands), 44% 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 54% of sales and services the retail (18% of company sales) and food-service channels (36%), 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 3%-4% 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.

2503 South Hanley Road
St. Louis, MO, 63144
T +1 314 644-7600
Industry Packaged Foods
Most Recent Earnings Sep 30, 2022
Fiscal Year End Sep 30, 2023
Employees 10,420