Post Holdings, Inc. (NYSE: POST)

Post Holdings, Inc. is a consumer packaged goods holding company with businesses operating in the center of the store refrigerated foodservice and food ingredient categories.

The company generates revenue by manufacturing marketing and selling a wide range of branded and private label food and beverage products Its core offerings include ready to eat cereals granola peanut butter pet food egg products potato products and refrigerated retail items These products are sold to grocery stores mass merchandisers club stores natural specialty stores dollar stores discount stores wholesalers convenience stores drug stores pet supply retailers ecommerce platforms foodservice distributors and restaurant chains.

Post Holdings, Inc. operates through the following segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail.

• Post Consumer Brands manufactures markets and sells branded and private label human and pet food products primarily in ready to eat cereals granola hot cereal nut butters and dog and cat food predominantly in North America Core brands include Honey Bunches of Oats Pebbles Nutrish 9Lives Kibbles n Bits and Peter Pan peanut butter.

• Weetabix primarily markets and distributes branded and private label ready to eat cereal hot cereal and other cereal based food products and muesli primarily outside of North America Core brands are Weetabix and Alpen Also offers protein based shakes and nutritional snacks Manufactured at four owned facilities in the United Kingdom Some products also made in Africa through joint ventures Main markets are the United Kingdom and European Union Distributed via third party distributors worldwide.

• Through our Foodservice segment we primarily produce and distribute egg and potato products in the foodservice and food ingredient channels We provide a broad portfolio of egg products under brands such as Papetti s and potato products Our operations include thirteen egg products production facilities in the United States three potato processing facilities and two meat products processing and production facilities Several of these facilities also produce products for our Refrigerated Retail segment In addition the segment has a facility that manufactures protein based shakes as a third party manufacturer for BellRing.

• Through our Refrigerated Retail segment we produce and distribute side dishes eggs and egg products sausage cheese and other dairy and refrigerated food products to retail customers Refrigerated side dish potato and sausage products are sold primarily under the Bob Evans Bob Evans Farms and Simply Potatoes brands Private label egg products are sold as well as branded egg products primarily under the Bob Evans Egg Whites and Egg Beaters brands Cheese and other dairy case products are sold principally under the Crystal Farms brand Products are manufactured across eleven facilities three of which are egg products processing facilities and two of which are potato processing facilities previously referenced under the Foodservice segment discussion In addition Egg Beaters products are manufactured under a co manufacturing agreement at a third party facility and we also use third party manufacturers for many of our cheese and other dairy case products and certain of our sausage products.

Post Holdings, Inc. holds a strong position in the packaged foods market competing with large multinational firms such as Kellogg Company General Mills Campbell Soup Company and Conagra Brands Its competitive advantages include a diversified product portfolio across multiple food categories a history of strategic acquisitions and a decentralized operating model that allows rapid integration of new businesses.

The company sells its products to a broad range of customers including grocery stores mass merchandisers club stores natural specialty stores dollar stores discount stores wholesalers convenience stores drug stores pet supply retailers ecommerce platforms foodservice distributors and restaurant chains Its largest customer Walmart accounted for seventeen point four percent of consolidated net sales in fiscal 2025 Additional major customers include Tesco and Asda for the Weetabix segment Sysco and US Foods for the Foodservice segment and Walmart and Kroger for the Refrigerated Retail segment.