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Post Holdings POST Refrigerated Retail — Net Sales

Other segment segments

Post Consumer Brands
$974.2M+6.6%
Foodservice Segment
$718M+20.4%
Foodservice
$652.9M-6.5%
Refrigerated Retail Segment
$228.2M+0.8%
Weetabix Segment
$145M+3.6%
Weetabix
$137.1M-0.6%

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MZTIRefrigerated dressings, dips and other — Net Sales
$41.56M+2.3%
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USFDRefrigerated and frozen grocery products — Net Sales
$1.74B+3.6%

Other financials

Income statement

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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

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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

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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:Revenues.

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 itemThree Months Ended June 30, 2026 / Post Consumer BrandsThree Months Ended June 30, 2026 / FoodserviceThree Months Ended June 30, 2026 / Refrigerated RetailThree Months Ended June 30, 2026 / WeetabixTotal
Net Sales
Segment$974.2$652.9$184.5$137.1$1,948.7
Corporate and eliminations(0.7)
Total$1,948.0
Less:
Cost of goods sold665.3497.8133.580.6
Selling, general and administrative expenses156.141.232.829.2
Other segment expenses, net (a)25.513.18.71.2

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED).

FAQ

What is Post Holdings's refrigerated retail — net sales?
Post Holdings (POST) reported refrigerated retail — net sales of $184.5M in Q2 2026.
How has Post Holdings's refrigerated retail — net sales changed year-over-year?
Post Holdings's refrigerated retail — net sales decreased by 21.1% year-over-year, from $233.9M to $184.5M.
What does refrigerated retail — net sales mean?
This measures the total revenue generated by the Refrigerated Retail segment after deducting returns, allowances, and discounts. It reflects the market demand and pricing power for the segment's refrigerated food products. Growth in this metric indicates successful product adoption and effective market penetration within the retail channel.

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