AllAnalyst Report
logoMorningstarOctober 16, 2020

Post Holdings, Inc.: A Challenging Quarter for No-Moat Post, but Long-Term Trends Intact; Shares Undervalued

Symbols
POST
Sector(s)
Consumer Defensive
Rating
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Current Price
$93.52
Fair Value
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Economic Moat
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Stewardship
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Summary

Post Holdings is a packaged food company that primarily operates in North America and Europe. For fiscal 2019, 40% of the company’s revenue was composed of cereal, with brands such as Honeycomb, Grape-Nuts, Shredded Wheat, Pebbles, Honey Bunches of Oats, and Malt-O-Meal, to name a few. Refrigerated food makes up 45% of revenue, which services both retail (16% of company sales) and food-service channels (29%), providing value-added egg and potato products, prepared side dishes under brands Bob Evans and Simply Potatoes, cheese, and sausage. The stake in BellRing Brands makes up the remaining 15% of revenue, with protein-based shakes, powders, and bars that sell under the Premier Protein, PowerBar, and Dymatize brands.

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