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Maker of breakfast cereal, refrigerated foods and foodservice egg/protein products sold under multiple brands.
Maker of breakfast cereal, refrigerated foods and foodservice egg/protein products sold under multiple brands.
Run as a buyer and integrator of food brands: it buys sleepy brands, takes costs out, and uses the cash to buy the next, which is why it spans cereal, eggs, refrigerated foods and the UK's Weetabix. Egg prices, driven by avian flu, move earnings in its egg business. It spun off sports-nutrition arm BellRing Brands in 2022.
Moat: narrow (brand, scale). Portfolio of legacy cereal/food brands with retail shelf presence, in a mature, competitive category.
Headquarters: St. Louis, Missouri, US · Founded: 2012 · Employees: 13,180
Size Post (POST) is a United States Consumer Staples company (Food: Specialty/Candy) with a market value of $3.65B, the 1404th largest of 3,117 United States companies the cockpit tracks. Shares closed at $83.05 on 6 Nov 2026.
Performance Over six months the shares fell 18.6%, against +1.2% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 21 in its peer set.
Growth Revenue grew 6.2% over the last twelve months (peer median +9.5%); the operating margin is 10.3% (peer median 9.3%).
Valuation It trades at 11.8× forward earnings against a peer median of 18.1× (2nd cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.6 points above its cost of capital (5.9% WACC).
Credit Post has 6 bonds outstanding ($6.44B), rated B+ by the agencies and trading like BB+ at a weighted spread of 210 bp.
Short interest Short interest is 12.9% of the free float (15 Oct 2026).
Next results Next results expected around 19 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $8.41B | $8.16B | $7.92B | $6.99B | $5.85B |
| Revenue growth | — | +3% | +13% | +19% | — |
| Gross profit | $2.21B | $2.15B | $2.16B | $1.76B | $1.26B |
| EBITDA | $1.44B | $1.38B | $1.31B | $1.10B | $764M |
| Net income | $293M | $336M | $367M | $301M | $757M |
| Free cash flow | $553M | $488M | $502M | $447M | $127M |
| Capital expenditure | $440M | $510M | $430M | $303M | $255M |
| Total debt | $7.63B | $7.70B | $7.06B | $6.23B | $6.10B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Post POST | $3.65B | -19% | +6% | 10% | 11.8× | -2.1% |
| General Mills GIS | $19.0B | +2% | -4% | 15% | 11.4× | -6.7% |
| Kinross Gold K.TO | $26.4B | -25% | +30% | 51% | 8.5× | -3.9% |
| Conagra Brands CAG | $7.28B | +8% | -2% | 11% | 10.6× | -4.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | POST | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +11.9% | +3.6% | 3rd highest of 21 |
| 6-month return | -18.6% | +1.2% | 5th lowest of 21 |
| Distance from 52-week high | -29.2% | -15.6% | 5th lowest of 21 |
| Revenue growth (TTM) | +6.2% | +9.5% | 9th lowest of 21 |
| Operating margin | 10.3% | 9.3% | 10th highest of 21 |
| Forward P/E | 11.8× | 18.1× | 2nd cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -2.1% | 5.2% | 6th least demanding of 18 |
| Growth delivered (Del g) | +7.4% | +9.2% | 6th lowest of 18 |
| Hurdle (Req g minus delivered) | -9.5 pp | -6.0 pp | 6th least demanding of 18 |
| ROIC minus cost of capital | +0.6 pp | +3.2 pp | 8th lowest of 21 |
| EV / EBITDA | 7.7× | 12.0× | 4th cheapest of 17 |
| Net debt / EBITDA | 5.1× | 0.7× | most indebted of 17 |
| Bond spread | 210 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Post POST | United States | $3.65B | -19% | +6% | 10% | 11.8× | -2.1% | +7.4% |
| Vita Coco COCO | United States | $3.56B | -13% | +26% | 20% | 30.2× | 8.4% | +14.4% |
| Ashland ASH | United States | $3.51B | +39% | +2% | 7% | 18.0× | 12.3% | -2.5% |
| Anjoy Foods 603345.SS | China | $3.82B | -20% | +19% | 12% | 17.3× | -4.3% | +18.4% |
| Jinan Shengquan Group Share 605589.SS | China | $3.46B | -30% | +12% | 8% | 19.7× | n/a | n/a |
| Orion 271560.KS | South Korea | $3.45B | -18% | +11% | 17% | 9.9× | -17.1% | +8.4% |
| Tate & Lyle TATE.L | United Kingdom | $3.34B | +53% | +16% | 9% | 15.2× | 10.8% | +10.6% |
| Greencore GNC.L | United Kingdom | $3.23B | +31% | +26% | 6% | 14.3× | 22.4% | +9.0% |
| Greggs GRG.L | United Kingdom | $3.20B | +42% | +7% | 9% | 18.1× | 10.5% | +21.5% |
| Freshpet FRPT | United States | $3.09B | +21% | +12% | 9% | 34.9× | 28.5% | +28.2% |
| MeiHua 600873.SS | China | $2.99B | -27% | -3% | 4% | 14.5× | n/a | n/a |
| Tootsie Roll Industries TR | United States | $2.92B | -8% | +2% | 12% | n/a | 14.1% | +9.2% |
| Marzetti MZTI | United States | $2.86B | -8% | -1% | 11% | 15.6× | -2.4% | +5.6% |
| Kotobuki Spirits 2222.T | Japan | $2.81B | +41% | +10% | 25% | 29.3× | 5.2% | +27.7% |
| Aak AAK.ST | Sweden | $4.88B | -30% | -1% | 10% | 13.6× | -6.0% | +10.5% |
| Angel Yeast 600298.SS | China | $4.97B | +2% | +15% | 11% | 19.1× | 4.1% | +13.4% |
| Sensient Technologies SXT | United States | $5.07B | +1% | +10% | 15% | 25.0× | n/a | n/a |
| Yamazaki Baking 2212.T | Japan | $5.08B | +21% | +5% | 5% | 18.0× | -3.3% | +5.3% |
| House Foods 2810.T | Japan | $2.58B | +49% | 0% | 6% | 27.2× | 5.0% | +4.9% |
| Suedzucker SZU.DE | Germany | $2.57B | -5% | -5% | -3% | 34.2× | 0.7% | +4.6% |
| Balchem BCPC | United States | $5.54B | +8% | +9% | 22% | 30.9× | 14.5% | +8.1% |
Post has 6 bonds outstanding with $6.44B face value. The agencies rate it B+; its bonds trade like BB+. Weighted yield 6.82%, a spread of 210 bp over government bonds.