How has Post Holdings's refrigerated retail — cost of goods sold changed year-over-year?

Post Holdings's refrigerated retail — cost of goods sold decreased by 16.7% year-over-year, from $160.3M to $133.5M.

What does refrigerated retail — cost of goods sold mean?

This represents the direct costs attributable to the production of goods sold within the Refrigerated Retail segment, including raw materials, labor, and manufacturing overhead. It is a primary driver of the segment's gross margin. Analyzing this helps investors evaluate the segment's production efficiency and exposure to commodity price inflation.

Post Holdings (POST) Refrigerated Retail — Cost of goods sold

Screener

Other segment segments

Foodservice Segment

$2.04B+13.1%

Post Consumer Brands

$665.3M+8.2%

Refrigerated Retail Segment

$665M-1.4%

Foodservice

$497.8M-5.7%

Weetabix Segment

$343.3M+1.4%

Weetabix

$80.6M-9.3%

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$13.16M+0.8%

BLBDBus — Cost of goods sold

$400.62M+34.0%

SPBGPC — Cost of goods sold

$116.2M-25.1%

SPBHPC — Cost of goods sold

$138.8M-19.9%

Other financials

Income statement

See full

Revenue$1.9B-1.8%

Gross profit$566.3M-5.0%

Operating income$189.3M-19.3%

Net income$63.4M-41.7%

EPS (diluted)$1.29-27.9%

Balance sheet

See full

Cash & equivalents$272.5M-74.4%

Total debt$7.7B+4.0%

Total equity$3.1B-23.0%

Total assets$12.9B-3.9%

Cash flow

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Operating cash flow$213.3M-5.6%

CapEx$82.1M-37.3%

Free cash flow$131.2M+38.3%

Valuation

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Market cap$4.09B-28.4%

Enterprise value$11.49B-4.4%

P/E14×-1.6×

P/S0.5×-0.2×

Profitability

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Gross margin28.8%-0.4pp

Operating margin9.6%-0.8pp

Net margin3.5%-1.1pp

FCF margin6.6%+1.1pp

Returns & leverage

See full

Return on equity8.3%-0.9pp

Debt / equity2.5×+0.6×

Current ratio1.9×-0.7×

Where this comes from

Reported directly by Post Holdings in its filing.

Tagged under the XBRL concept us-gaap:CostOfRevenue.

The source filing: Post Holdings’s 10-Q, filed August 6, 2026.

Filed: Aug 6, 2026, 4:23 PM EDT
Fiscal quarter: Q3 FY2026
Calendar quarter: Q2 2026
Accession: 0001530950-26-000077

Line item	Three Months Ended June 30, 2026 / Post Consumer Brands	Three Months Ended June 30, 2026 / Foodservice	Three Months Ended June 30, 2026 / Refrigerated Retail	Three Months Ended June 30, 2026 / Weetabix	Total
Corporate and eliminations					(0.7)
Total					$1,948.0
Less:
Cost of goods sold	665.3	497.8	133.5	80.6
Selling, general and administrative expenses	156.1	41.2	32.8	29.2
Other segment expenses, net (a)	25.5	13.1	8.7	1.2
Segment Profit	127.3	100.8	9.5	26.1	263.7
General corporate expenses and other					72.2

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED).

FAQ

What is Post Holdings's refrigerated retail — cost of goods sold?: Post Holdings (POST) reported refrigerated retail — cost of goods sold of $133.5M in Q2 2026.
How has Post Holdings's refrigerated retail — cost of goods sold changed year-over-year?: Post Holdings's refrigerated retail — cost of goods sold decreased by 16.7% year-over-year, from $160.3M to $133.5M.
What does refrigerated retail — cost of goods sold mean?: This represents the direct costs attributable to the production of goods sold within the Refrigerated Retail segment, including raw materials, labor, and manufacturing overhead. It is a primary driver of the segment's gross margin. Analyzing this helps investors evaluate the segment's production efficiency and exposure to commodity price inflation.