The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

POST

Concerning the House

Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail segments. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brands; hot cereal; peanut butter under the Peter Pan brand; and branded and private label pet food under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brands. The Weetabix segment manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; private label cereals; and protein-based shakes under the UFIT brand, and nutritional snacks. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese and other dairy products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri.

United States · www.postholdings.com

The Long Run

FY 2012–2024 · 13 years

LineLatestCAGRTrend
Revenue$7.92B+19.2%
Gross profit$2.34B+29.0%
Operating income$799.30M+15.4%
Net income$301.30M+48.4%
Cash from ops$931.70M+16.8%
Quotation

$80.54

-0.04 (-0.0%)

52w hi$114.61
52w lo$76.23
Vol704.45K
As ofAug 13
The Verdict

Sell

Our score -0.59

Short-0.39
Medium-0.72
Long-0.75

computed 2026-08-13

By the Numbers

Post Holdings, Inc.

Consumer Defensive · Packaged Foods

Market cap$3.65B
Enterprise value$10.92B
Trailing P/E14.64x
Forward P/E11.19x
EV / EBITDA7.53x
P / S (ttm)0.43x
Profit margin3.5%
Return on equity8.3%
Revenue growth-1.8%
Earnings growth-27.9%
Debt / equity247.07
Risk Metrics
Beta vs SPX0.11
Corr SPX0.07
Annual vol25.8%
Annual ret-13.4%
Sharpe-0.52
Max DD-36.9%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.02
Sector+0.02
Technical-0.25
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$81.14$81.85$80.00$80.54704.45K
Aug 12$77.32$80.59$76.99$80.58829.40K
Aug 11$76.50$79.44$75.40$78.491.08M
Aug 10$77.89$78.75$75.70$76.231.72M
Aug 7$85.44$85.60$77.60$78.693.90M