Post Holdings, Inc. (POST) Earnings Call Transcripts
Post Holdings, Inc.'s Latest Earnings Call - Q2 FY2026
In the second quarter of fiscal 2026, Post Holdings, Inc. reported strong performance driven by a diversified portfolio, with adjusted EBITDA exceeding expectations. Revenue figures were not explicitly stated, but management maintained previous adjusted EBITDA guidance due to new headwinds from the conflict in the Middle East. The company continues to execute aggressive share repurchases, reducing share count by 15% year-to-date, which may positively influence stock performance moving forward.
Reported metrics
| Metric | Value |
|---|---|
| Adjusted EBITDA | null (beat) |
| Share Count Reduction | 15% (positive) |
| Dry Dog Food Decline | -4% (negative) |
| Foodservice Profitability Run Rate | $125 million (neutral) |
| Cash on Balance Sheet | $150 million (neutral) |
| Cereal Category Decline | -3% (neutral) |
Guidance from management
Management maintained previous adjusted EBITDA guidance due to ongoing headwinds from the Middle East conflict, indicating caution moving forward.
What management said
Thanks, Daniel. Setting aside the business performance, I'm sure you all saw our announcement yesterday on our CEO succession plans. First of all, on behalf of our whole team, congratulations to Nico. Really well deserved. You've done a fantastic job leading PCB, and we are confident that will translate to more of the same as you transition into leading Post. So Rob, we have all learned from the best and truly apprec...
Thanks, Andrew. What I would say is it depends on where inflation falls. If it is in the low single digit, I think we'll see more of CPGs trying to absorb that within their P&L, and that could be in the form of maybe lower promotional intensity. If it is more than that, we will probably see more targeted pricing.
What analysts pressed on
Analysts expressed concerns about pricing strategies in light of potential inflation and the performance of the pet food segment, particularly dry dog food. There were also questions regarding the sustainability of foodservice profitability and the impact of rising costs on margins.
Main topics on the call
- Adjusted EBITDA Performance — Post Holdings delivered adjusted EBITDA above expectations, although specific figures were not disclosed. Management commented, 'given new headwinds from the conflict in the Middle East, we maintained our previous adjust...
- Share Repurchases — The company has aggressively repurchased shares, reducing its share count by 15% year-to-date. This strategy reflects strong cash flow and liquidity, which management highlighted as providing 'significant flexibility for...
- Pet Food Category Challenges — Management acknowledged challenges in the pet food segment, particularly in dry dog food, which saw a 4% decline in pounds. Nicolas Catoggio noted, '60% of our portfolio is dry dog food,' indicating a significant impact ...
- Inflation and Pricing Strategy — Management indicated that pricing strategies would depend on inflation levels. Catoggio stated, 'If it is in the low single digit, I think we'll see more of CPGs trying to absorb that within their P&L.' This suggests a c...
Read the full Post Holdings, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Post Holdings, Inc.
Post Holdings, Inc. (POST) is a publicly listed company in the Food Products industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 52 calls on record spanning February 7, 2020 to August 7, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 52 Post Holdings, Inc. earnings call transcripts on record, spanning February 7, 2020 to August 7, 2026. Based on this history, Post Holdings, Inc. reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- POST
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Industry
- Food Products
- Calls on record
- 52
- First call
- February 7, 2020
- Most recent
- August 7, 2026
- Reporting cadence
- quarterly