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Post Holdings Inc (NYSE: POST) |
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Post Holdings Inc's Customers Performance
POST
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POST's Source of Revenues |
Post Holdings Inc's Corporate Customers have recorded an advance in their cost of revenue by 7.29 % in the 1 quarter 2025 year on year, sequentially costs of revenue were trimmed by -25.71 %. During the corresponding time, Post Holdings Inc saw a revenue deteriorated by -2.35 % year on year, sequentially revenue fell by -1.14 %. While revenue at the Post Holdings Inc 's corporate clients recorded rose by 2.63 % year on year, sequentially revenue fell by -15.18 %.
• List of POST Customers
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Post Holdings Inc's Customers have recorded an advance in their cost of revenue by 7.29 % in the 1 quarter 2025 year on year, sequentially costs of revenue were trimmed by -25.71 %, for the same period Post Holdings Inc revnue deteriorated by -2.35 % year on year, sequentially revenue fell by -1.14 %.
• List of POST Customers
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| Post Consumer Brands |
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 50.61 % |
of total Revenue |
| Weetabix |
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6.75 % |
of total Revenue |
| Foodservice |
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31.14 % |
of total Revenue |
| Refrigerated Retail |
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11.51 % |
of total Revenue |
| Cereal |
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33.6 % |
of total Revenue |
| Eggs and egg products |
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28.16 % |
of total Revenue |
| Side dishes including potato products |
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8.74 % |
of total Revenue |
| Pet Food |
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22.19 % |
of total Revenue |
| Cheese and dairy |
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1.9 % |
of total Revenue |
| Sausage |
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2.05 % |
of total Revenue |
| Peanut butter |
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1.06 % |
of total Revenue |
| Protein-based products and supplements |
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1.53 % |
of total Revenue |
| Other |
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0.78 % |
of total Revenue |
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Customers Net Income fell in Q1 by |
Customers Net margin fell to % |
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-29.69 % |
4.2 % |
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Customers Net Income fell in Q1 by -29.69 % |
Customers Net margin fell to 4.2 % 4.2 % |
Post Holdings Inc's Comment on Sales, Marketing and Customers
We sell Post Consumer Brands products primarily to grocery, mass merchandise,
supercenters, club store and drug store customers. We also sell to military, internet
and foodservice channels. Our Michael Foods Group’s primary customers include
foodservice distributors, national restaurant chains, retail grocery stores and
major food manufacturers and processors. Our Active Nutrition segment’s
customers are predominately warehouse club stores, grocery stores, drug stores,
convenience stores and supplement stores. Our Private Brands segment’s products
are sold to the natural/specialty and conventional grocery stores and foodservice
and food ingredient customers.
Our largest customer, Walmart, accounted for approximately 13% of our consolidated
net sales. No other customer accounted for more than 10% of our consolidated net
sales, but certain of our segments depend on sales to large customers. For example,
the largest customer of our Post Consumer Brands segment, Walmart, accounted for
approximately 29% of Post Consumer Brands’ net sales. Additionally, the
largest customers of our Michael Foods Group segment, Sysco and US Foods, accounted
for approximately 27% of the segment’s net sales, and the largest customers
of our Active Nutrition business, Costco and Sam’s Club, accounted for approximately
48% of the Active Nutrition segment’s net sales. The largest customers of
our Private Brands segment, Whole Foods and Trader Joe’s, accounted for
approximately 25% of Private Brands’ net sales.
Post Holdings Inc's Comment on Sales, Marketing and Customers
We sell Post Consumer Brands products primarily to grocery, mass merchandise,
supercenters, club store and drug store customers. We also sell to military, internet
and foodservice channels. Our Michael Foods Group’s primary customers include
foodservice distributors, national restaurant chains, retail grocery stores and
major food manufacturers and processors. Our Active Nutrition segment’s
customers are predominately warehouse club stores, grocery stores, drug stores,
convenience stores and supplement stores. Our Private Brands segment’s products
are sold to the natural/specialty and conventional grocery stores and foodservice
and food ingredient customers.
Our largest customer, Walmart, accounted for approximately 13% of our consolidated
net sales. No other customer accounted for more than 10% of our consolidated net
sales, but certain of our segments depend on sales to large customers. For example,
the largest customer of our Post Consumer Brands segment, Walmart, accounted for
approximately 29% of Post Consumer Brands’ net sales. Additionally, the
largest customers of our Michael Foods Group segment, Sysco and US Foods, accounted
for approximately 27% of the segment’s net sales, and the largest customers
of our Active Nutrition business, Costco and Sam’s Club, accounted for approximately
48% of the Active Nutrition segment’s net sales. The largest customers of
our Private Brands segment, Whole Foods and Trader Joe’s, accounted for
approximately 25% of Private Brands’ net sales.
POST's vs. Customers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
| COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
| Post Holdings Inc |
6,725.20 |
7,884.60 |
357.50 |
11,480 |
| Big Lots Inc |
14.73 |
4,514.02 |
-469.46 |
30,300 |
| Berkshire Hathaway Inc |
489,087.87 |
371,289.00 |
81,401.00 |
392,400 |
| Costco Wholesale Corp |
422,946.42 |
268,776.00 |
15,151.00 |
333,000 |
| The Campbells Company |
9,263.02 |
10,225.00 |
454.00 |
14,400 |
| Dollar General Corp |
24,234.66 |
41,133.64 |
1,153.86 |
194,200 |
| Kroger Co |
47,402.96 |
149,888.00 |
2,081.00 |
409,000 |
| Target Corporation |
47,229.49 |
105,881.00 |
4,185.00 |
440,000 |
| Treehouse Foods Inc |
1,006.50 |
3,324.60 |
6.80 |
7,400 |
| Walmart Inc |
765,247.55 |
652,226.00 |
15,602.00 |
2,100,000 |
| SUBTOTAL |
1,806,433.20 |
1,607,257.25 |
119,565.21 |
3,920,700 |
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2.42 % 