Post Holdings, Inc. operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. Post Holdings was founded in 1895 and is headquartered in Saint Louis, Missouri.
Post Holdings (POST) has been drawing attention after a sustained slide in performance, with the shares down 19.5% year to date and 21.7% over the past year, prompting fresh questions about valuation. Recent trading has been weak, with the share price slipping 5.3% over the past week and 13.2% over the last 90 days. This extends a fading momentum pattern that leaves Post Holdings with a 1-year total shareholder retur […]
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Post (NYSE:POST) and the rest of the shelf-stable food stocks fared in Q2.
POST's cereal business remains under pressure, but premium brands and assortment changes are helping close the gap with the category.
Shareholders of Post would probably like to forget the past six months even happened. The stock dropped 20.4% and now trades at $83.91. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Consumer staples stocks are solid insurance policies in frothy markets ripe for corrections. The flip side is that they frequently fall behind growth industries when times are good, and this perception became a reality over the past six months as the sector was down 5.2% while the S&P 500 was up 12.3%.
POST's 11.8% monthly dip reflects weak retail volumes and rising costs, while Foodservice growth and valuation offer some support.
POST beats Q3 earnings estimates as Foodservice strengthened, but fiscal 2027 EBITDA is expected to remain generally flat.
POST's low valuation and Foodservice growth offer support, but weak retail volumes, inflation and financing costs temper the case.