Post Holdings Inc (POST) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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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

 
BellRing    1.32 % of total Revenue
Eliminations    -0.04 % of total Revenue
Cereal and granola    33.5 % of total Revenue
Eggs and egg products    27.11 % of total Revenue
Pet Food    16.97 % of total Revenue
Side dishes including potato products    9.51 % of total Revenue
Nut butters    4.96 % of total Revenue
Sausage    2.01 % of total Revenue
Cheese and dairy    1.75 % of total Revenue
Protein-based products    1.9 % of total Revenue
Other    2.33 % of total Revenue
Post Consumer Brands    51.15 % of total Revenue
Foodservice    30.71 % of total Revenue
Refrigerated Retail    11.52 % of total Revenue
Weetabix    6.66 % of total Revenue
Corporate and eliminations    -0.04 % of total Revenue

Q2 three months ended (Mar 31 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
BellRing 27.00 1.32 %
Eliminations -0.80 -0.04 %
Cereal and granola 684.40 33.5 %
Eggs and egg products 553.80 27.11 %
Pet Food 346.70 16.97 %
Side dishes including potato products 194.30 9.51 %
Nut butters 101.30 4.96 %
Sausage 41.10 2.01 %
Cheese and dairy 35.70 1.75 %
Protein-based products 38.80 1.9 %
Other 47.60 2.33 %
Post Consumer Brands 1,044.90 51.15 %
Foodservice 627.40 30.71 %
Refrigerated Retail 235.30 11.52 %
Weetabix 136.10 6.66 %
Corporate and eliminations -0.80 -0.04 %
Total 2,042.90 100 %




Q2 three months ended (Mar 31 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
BellRing 35.68 % -
Eliminations - -
Cereal and granola 4.35 % 4.55 %
Eggs and egg products 0.75 % -6.02 %
Pet Food -19.95 % -3.8 %
Side dishes including potato products 13.83 % -12.28 %
Nut butters 391.75 % -4.25 %
Sausage 2.75 % -22.6 %
Cheese and dairy -3.51 % -13.56 %
Protein-based products 29.77 % 32.42 %
Other 213.16 % -61.02 %
Post Consumer Brands 5.77 % -5.34 %
Foodservice 3.21 % -6.23 %
Refrigerated Retail 4.76 % -11.74 %
Weetabix 3.34 % -1.31 %
Corporate and eliminations - -
Total 4.65 % -6.06 %




Q2 three months ended (Mar 31 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 82.00 4.01 %




Q2 three months ended (Mar 31 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total 30.99 % -15.46 %




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