Post Holdings Inc (NYSE: POST) |
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Description of Post Holdings Inc's Business Segments
Post Consumer Brands Post Consumer Brands includes the cereal business which manufactures, markets
and sells branded and private label RTE cereal and hot cereal products. We have
leveraged the strength of our brands, category expertise, and over a century
of institutional knowledge to create a diverse portfolio of cereals. Post Consumer
Brands is the third largest seller of RTE cereals in the United States with
an 18.5% share of retail dollar sales and a 21.2% share of retail pound sales
for the 52-week period ending October 29, 2016, based on Nielsen’s xAOC
information. Nielsen’s xAOC is representative of food, drug and mass merchandisers
(including Walmart), some club retailers (including Sam’s Club and BJs),
some dollar retailers (including Dollar General, Family Dollar, and Fred’s
Super Dollar) and military.
Michael Foods Group
Through our Michael Foods Group segment, we produce and/or distribute egg products,
refrigerated potato products, cheese and other dairy case products and pasta
products. Our egg products business produces and distributes numerous egg products
under the Better’n Eggs, All Whites, Papetti’s, Abbotsford Farms,
Emulsa, EasyEggs, Table Ready, and Davidson’s Safest Choice brands, among
others. Through this business, we operate thirteen egg products production facilities
in the United States, some of which are fully integrated from the production
and maintenance of laying flocks through the processing of egg products. Refrigerated
potato products are marketed primarily under the Simply Potatoes and Diner’s
Choice brands; this business maintains a main processing facility in Minnesota,
with a smaller facility located in Nevada. Our cheese and other dairy-case products
are marketed principally under the Crystal Farms brand, and other trademarks
include Crescent Valley, Westfield Farms and David’s Deli. Through this
business, we operate a cheese packaging facility in Lake Mills, Wisconsin, which
processes and packages various cheese products for the Crystal Farms brand and
for various private label customers. Our pasta business, Dakota Growers, has
vertically integrated durum wheat milling and pasta production capabilities
and produces over 150 different shapes of pasta products at two manufacturing
plants. The Michael Foods Group sells products to the foodservice, food ingredient,
retail grocery and private label markets. Major customers include foodservice
distributors, restaurant chains, major retail grocery chains and other packaged
food manufacturers.
Active Nutrition
Our Active Nutrition segment markets and distributes premium protein beverages,
bars, powders and gels under the Premier Protein, Dymatize, Supreme Protein
and PowerBar brands, and ready-to-drink beverages under the Joint Juice brand.
The Active Nutrition segment’s products are primarily manufactured under
co-manufacturing agreements at various third party facilities located in the
United States and Europe. We also own a facility in Germany that primarily manufactures
products for our PowerBar brand. Our Active Nutrition products are primarily
sold in club, grocery, drug, specialty and convenience stores as well as online.
Private Brands
Our Private Brands segment manufactures and distributes organic and conventional
private label peanut butter and other nut butters, baking nuts, dried fruit,
and trail mixes, with sales to grocery retailers and customers in the food ingredient
and foodservice channels primarily in the United States and Canada. We also
co-manufacture peanut butter and other nut butters for national brands, private
label retail and industrial markets. Our Private Brands business also provides
peanut blanching, granulation and roasting services for the commercial peanut
industry.
Our Private Brands segment also includes the business of Attune Foods. Through
this business we manufacture and market branded premium natural and organic
cereals and snacks, including Uncle Sam high fiber cereals, Attune chocolate
probiotic bars and Erewhon gluten-free cereals. Attune Foods also includes the
Golden Temple, Peace Cereal, Sweet Home Farm and Willamette Valley Granola Company
brands as well as a private label granola business. Attune Foods’ products
are largely sold through the natural/specialty channels, as well as in the bulk
foods section of both conventional and natural/specialty retailers. Our manufacturing
facility in Eugene, Oregon provides us the ability to manufacture a wide variety
of product and package formats. Additionally, some products are manufactured
under co-manufacturing agreements at various third party facilities located
in the United States.
Composition of Post Holdings Inc Revenues by
Segments |
|
Post Consumer Brands |
|
50.61 % |
of total Revenue |
Weetabix |
|
6.75 % |
of total Revenue |
Foodservice |
|
31.14 % |
of total Revenue |
Refrigerated Retail |
|
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 |
|
8.74 % |
of total Revenue |
Pet Food |
|
22.19 % |
of total Revenue |
Cheese and dairy |
|
1.9 % |
of total Revenue |
Sausage |
|
2.05 % |
of total Revenue |
Peanut butter |
|
1.06 % |
of total Revenue |
Protein-based products and supplements |
|
1.53 % |
of total Revenue |
Other |
|
0.78 % |
of total Revenue |
Q2 three months ended (Mar 31 2025)
|
Revenues by Business Segments |
Revenues (in millions $) |
%
(of total Revenues) |
Post Consumer Brands |
987.90 |
50.61 % |
Weetabix |
131.70 |
6.75 % |
Foodservice |
607.90 |
31.14 % |
Refrigerated Retail |
224.60 |
11.51 % |
Cereal |
655.90 |
33.6 % |
Eggs and egg products |
549.70 |
28.16 % |
Side dishes including potato products |
170.70 |
8.74 % |
Pet Food |
433.10 |
22.19 % |
Cheese and dairy |
37.00 |
1.9 % |
Sausage |
40.00 |
2.05 % |
Peanut butter |
20.60 |
1.06 % |
Protein-based products and supplements |
29.90 |
1.53 % |
Other |
15.20 |
0.78 % |
Total |
1,952.10 |
100 % |
Q2 three months ended (Mar 31 2025) |
Revenue Growth rates by Segment |
Y/Y Revenue % |
Q/Q Revenue % |
Post Consumer Brands |
-7.28 % |
2.49 % |
Weetabix |
-4.57 % |
3.21 % |
Foodservice |
9.57 % |
-1.41 % |
Refrigerated Retail |
-6.57 % |
-15.75 % |
Cereal |
-7.18 % |
1.69 % |
Eggs and egg products |
6.32 % |
-1.66 % |
Side dishes including potato products |
-7.63 % |
-19.71 % |
Pet Food |
-5.99 % |
5.92 % |
Cheese and dairy |
-10.63 % |
-13.35 % |
Sausage |
-0.25 % |
-21.1 % |
Peanut butter |
-24.54 % |
-26.69 % |
Protein-based products and supplements |
255.95 % |
119.85 % |
Other |
19.69 % |
7.8 % |
Total |
-2.35 % |
-1.14 % |
Q2 three months ended (Mar 31 2025) |
Income by Business Segments |
Income (in millions $) |
% (Profit Margin) |
Total |
62.60 |
3.21 % |
Q2 three months ended (Mar 31 2025) |
Income Growth rates by Segment |
Y/Y Income % |
Q/Q Income % |
Total |
-35.66 % |
-44.8 % |
Annual Report on Post Holdings Inc Divisions, Sales by Country |
|
Cereal |
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34.77 % |
of total Revenue |
Eggs and egg products |
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26.78 % |
of total Revenue |
Side dishes including potato products |
|
9.53 % |
of total Revenue |
Pet Food |
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22.19 % |
of total Revenue |
Cheese and dairy |
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2.13 % |
of total Revenue |
Sausage |
|
2.09 % |
of total Revenue |
Peanut butter |
|
1.31 % |
of total Revenue |
Other |
|
0.64 % |
of total Revenue |
Post Consumer Brands Segment |
|
51.87 % |
of total Revenue |
Weetabix Segment |
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6.86 % |
of total Revenue |
Foodservice Segment |
|
29.12 % |
of total Revenue |
Refrigerated Retail Segment |
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12.14 % |
of total Revenue |
InterEliminations |
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0.01 % |
of total Revenue |
Protein-based products |
|
0.56 % |
of total Revenue |
Twelve months ended 2024
|
POST s Annual Revenue by Geography and Business Segments |
Sales (in millions $) |
% (of total Sales) |
Cereal |
2,754.60 |
34.77 % |
Eggs and egg products |
2,121.60 |
26.78 % |
Side dishes including potato products |
754.90 |
9.53 % |
Pet Food |
1,758.30 |
22.19 % |
Cheese and dairy |
168.80 |
2.13 % |
Sausage |
165.20 |
2.09 % |
Peanut butter |
104.00 |
1.31 % |
Other |
51.10 |
0.64 % |
Total |
7,922.70 |
100 % |
Post Consumer Brands Segment |
4,109.60 |
51.87 % |
Weetabix Segment |
543.20 |
6.86 % |
Foodservice Segment |
2,307.10 |
29.12 % |
Refrigerated Retail Segment |
962.20 |
12.14 % |
InterEliminations |
0.60 |
0.01 % |
Protein-based products |
44.20 |
0.56 % |
Twelve months ended 2024
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POST s Annual Income by Country and Business Segments |
Income (in millions $) |
% (Profit Margin) |
Total |
366.90 |
4.63 % |
Twelve months ended 2024
|
Annual Revenue and Income Growth by Country and Business Segments |
% Y/Y Sales Growth |
% Y/Y Income Growth |
Cereal |
0.87 % |
- |
Eggs and egg products |
-7.92 % |
- |
Side dishes including potato products |
3.13 % |
- |
Pet Food |
158.65 % |
- |
Cheese and dairy |
-11.85 % |
- |
Sausage |
0.98 % |
- |
Peanut butter |
3.48 % |
- |
Other |
-7.76 % |
- |
Post Consumer Brands Segment |
35.49 % |
- |
Weetabix Segment |
6.07 % |
- |
Foodservice Segment |
-4.9 % |
- |
Refrigerated Retail Segment |
-5.64 % |
- |
InterEliminations |
200 % |
- |
Protein-based products |
29.62 % |
- |
Product Eliminations |
- |
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