Post’s Long-Term Outperformance Seems at Risk
Post Holdings has long defied gravity in packaged foods – but even its stellar acquisition record can’t outrun cereal’s decline. As M&A slows, investors are asking: has Post finally met its match?
Post Holdings has long defied gravity in packaged foods – but even its stellar acquisition record can’t outrun cereal’s decline. As M&A slows, investors are asking: has Post finally met its match?
Inflation, cocoa chaos, and Ozempic-fueled appetite shifts have battered Hershey and Mondelez, but investors still believe in their near-term outlook. A merger may be the lifeline that turns things around.
General Mills faces mounting challenges such as market volatility and cautious consumer behavior, as tariff pressures also begin to weigh on its performance. It begs the question: Can legacy brands reclaim their once-unshakable dominance?
A consumer shift toward healthier lifestyles and packaging innovations are boosting demand for packaged foods in the U.S. In fact, the U.S. packaged food market size is expected to grow at a CAGR of 4.1% …