Added to YB: 2026-09-23
Pitch date: 2026-07-10
POST [bullish]
Post Holdings, Inc.
-12.78%
current return
Author Info
No bio for this author
Company Info
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally.
Market Cap
$3.4B
Pitch Price
$86.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.96
P/E
14.12
EV/Sales
1.28
Sector
Food Products
Category
value
Post Holdings, Inc. - $POST
POST: Post remains a large position after falling to roughly $85, where it trades just above 7x EV/EBITDA at a roughly 15% free-cash-flow yield. The thesis is that cereal declines will be gradual and Pet’s largely self-inflicted disruption will normalize, keeping consolidated EBITDA relatively stable. Management has reinforced that view by spending about $820M to retire 14% of shares, though 4.5x leverage and an uncertain Pet recovery remain key risks.
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