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?
Tag: Post Holdings
BellRing, Simply Good Brands Illustrate Boundless Opportunities Within ‘Active Nutrition’ Category
Active nutrition brands BellRing and Simply Good Foods are thriving after acquisitions, providing a roadmap to success for other brands, too.
How Post Holdings Claimed the Best Packaged Food Stock in the Market
Since its spin-off from Ralcorp, Post has spent over $10 billion on acquisitions. It has taken impairment changes relative to acquired assets of less than $300 million. Meanwhile, off a cereal business worth about $2 billion, Post and Bellring are now worth over $20 billion combined (including the respective companies’ debt).
Food & Beverage Manufacturing M&A Quarterly Report: Q2 2023
Post Holdings Diversifies Portfolio with Acquisitions
After missing analyst forecasts in its fourth quarter earnings report, Post Holdings has made acquisitions to diversify its portfolio. The company reported net sales of $1.4 billion—a decrease of 2.2% over the last year and …