Post Holdings, Inc.: insider trades · United States · SEC (Form 4)

About Post Holdings, Inc.

Post Holdings, Inc. is a U.S.-based consumer packaged goods holding company listed on the NYSE under the ticker POST, with headquarters in St. Louis, Missouri, United States. The company traces its public-company origins to 2012, when it was spun off from Ralcorp Holdings and initially built around a cereal heritage that dates back more than a century. Since then, Post has evolved from a single-line cereal business into a diversified food platform through a steady sequence of acquisitions, portfolio reshaping and selective divestitures. Today, Post operates through four reportable segments: Post Consumer Brands, Weetabix, Foodservice and Refrigerated Retail. That structure gives investors exposure to multiple defensive food categories rather than a single end market. Post Consumer Brands includes ready-to-eat cereals, hot cereal, peanut butter and, more recently, selected pet food and private-label businesses. Weetabix provides an important international footprint, anchored by the Weetabix breakfast cereal franchise in the United Kingdom. Foodservice focuses primarily on egg-based and related products sold to operators and institutional customers. Refrigerated Retail covers refrigerated grocery products such as side dishes, eggs and other dairy- and protein-related items, depending on the current portfolio. From a competitive standpoint, Post is best understood as a portfolio operator. Its edge comes from scale, brand recognition, distribution breadth and disciplined capital allocation rather than from a single blockbuster consumer franchise. The company sells through grocery, club, drug, mass-merchandise, foodservice, food ingredient and e-commerce channels, giving it broad access to the U.S. market and a meaningful presence in the U.K. through Weetabix. That channel diversification helps support resilience, although Post still faces familiar packaged-food pressures such as private-label competition, commodity volatility and category maturity in cereal. Key brands across the portfolio include Honey Bunches of Oats, Pebbles, Malt-O-Meal, Peter Pan, Rachael Ray Nutrish, Nature’s Recipe, 9Lives, Kibbles ’n Bits, Gravy Train and Weetabix. The company’s historical development has been shaped by acquisitions such as Bob Evans Farms, Michael Foods, TreeHouse Foods’ ready-to-eat cereal business, Peter Pan peanut butter and 8th Avenue Food & Provisions. Recent developments are notable. In 2025, Post completed the acquisition of the remaining interest in 8th Avenue Food & Provisions, then later sold the pasta business of that unit, while retaining nut butters, fruit and nut products, and granola. It also acquired Potato Products of Idaho in early 2025 and continued active capital management, including debt refinancing and share repurchases. These moves underscore Post’s ongoing effort to streamline its portfolio, improve strategic focus and support earnings quality over time.