Dec 29, 2025 • MEAT+POULTRY
NEUTRAL
Post Holdings promotes Kristin Kaplan to VP of food safety, environmental health
Post Holdings Inc. has promoted Kristin Kaplan to vice president of food safety and environmental health, effective December 1st. Kaplan, who previously served as associate general counsel of food regulatory for the company, brings nearly 20 years of experience in food, drug, and advertising law. In her new role, she will continue to advise on quality, environmental, health and safety concerns, food safety, and regulatory matters.
Dec 27, 2025 • Baking Business
BULLISH
Post highlights use of certified ingredients
Post Holdings, Inc. announced in its latest annual sustainability report that it uses 100% certified ingredients, including mass-balanced, Roundtable on Sustainable Palm Oil (RSPO) certified palm oil and third-party certified cocoa. The company is also committed to significant reductions in greenhouse gas emissions and improved water conservation and waste management. These efforts are part of Post's broader sustainability goals, which include robust supply chain traceability and engagement with major suppliers on their environmental commitments.
Dec 26, 2025 • Simply Wall Street
SOMEWHAT-BEARISH
Will Post Holdings’ (POST) Margin Pressures and Costlier Debt Shift Its Capital Allocation Narrative?
Post Holdings (NYSE: POST) recently proposed corporate changes, issued higher-cost debt, and launched a share repurchase program amidst rising revenue but falling gross margins. The company's strategy involves leveraging acquisitions and financial engineering while facing increased interest burdens and existing leverage concerns. This article examines how these developments, including a refinancing of debt, might reshape Post's investment narrative and impact its future earnings power and fair value.
Dec 25, 2025 • Simply Wall Street
SOMEWHAT-BEARISH
Will Post Holdings’ (POST) Margin Pressures and Costlier Debt Shift Its Capital Allocation Narrative?
Post Holdings recently announced a new debt issuance and share repurchase program, alongside revenue growth that was offset by significant gross margin shortfalls. This article examines how higher interest costs and existing leverage, combined with margin pressures, may impact the company's long-term investment narrative and capital allocation strategy. It also highlights the importance of evaluating various viewpoints on Post's valuation given these evolving financial conditions.
Dec 23, 2025 • Yahoo Finance
SOMEWHAT-BEARISH
Does Revenue Beat And Margin Miss Change The Bull Case For Post Holdings (POST)?
Post Holdings recently reported revenue outperforming expectations but a significant gross margin miss. This mixed outcome raises questions about the company's ability to translate sales growth into sustained profitability, particularly after a debt refinancing at a higher interest rate and an ongoing buyback program. The article explores how this impacts Post's investment narrative and future risk-reward balance amidst its goal of achieving $9.2 billion in revenue and $537.3 million in earnings by 2028.
Dec 20, 2025 • Investing.com Nigeria
SOMEWHAT-BULLISH
Post Holdings issues $1.3 billion in senior notes and redeems 2029 notes
Post Holdings, Inc. has issued $1.3 billion in 6.50% senior notes due 2036 and completed the redemption of all outstanding 5.50% senior notes due 2029. This strategic financial maneuver, detailed in a recent SEC filing, aims to restructure the company's debt profile. The new notes come with specific redemption terms and covenants, while the redemption of the 2029 notes involved approximately $1.25764 billion plus accrued interest.