TacticScaleWhat Post Does & How It Makes Money (POST)
Updated October 2026 · reflects Post's latest reported financials
U.S. packaged foods holding company for cereal, eggs, potatoes and pet food. It makes money by manufacturing and selling branded and private label cereals, pet food, refrigerated foods and egg and potato products to retailers.
How Post makes money
It makes money by manufacturing and selling branded and private label cereals, pet food, refrigerated foods and egg and potato products to retailers. It also sells to foodservice distributors, restaurant chains and food ingredient buyers.
What Post does
Post Holdings is a St. Louis-based consumer packaged goods holding company with roots going back to 1895. It operates four segments. Post Consumer Brands sells ready-to-eat cereals (Honey Bunches of Oats, Pebbles, Malt-O-Meal), Peter Pan peanut butter and pet food (Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits, Gravy Train). Weetabix sells cereals under the Weetabix and Alpen brands, along with UFIT protein shakes and nutritional snacks. The Foodservice segment supplies egg products (Papetti's, Abbotsford Farms), potato products and certain meat products to foodservice and food ingredient customers. Refrigerated Retail sells Bob Evans side dishes and sausage, Simply Potatoes, Egg Beaters and Crystal Farms cheese. The company sells both branded and private label products through grocery stores, mass merchants, club stores, pet supply retailers, ecommerce, the military, foodservice distributors and national restaurant chains, in the U.S. and internationally.
Products & services
- Honey Bunches of Oats & Pebbles cereals
- Weetabix & Alpen cereals
- Peter Pan peanut butter
- Rachael Ray Nutrish & 9Lives pet food
- Bob Evans & Simply Potatoes refrigerated sides
- Papetti's egg products & Crystal Farms cheese
What is Post worth?
On an owner-earnings DCF, Post's most-likely value is about $145 versus a recent price near $75 (94% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$102) with a margin of safety — so the honest verdict here is “Deeply discounted.” Fair value earns its keep only at the extremes, not in the wide middle.
On the financials alone, $75 is below even the no-growth floor ($102); the market's discount — expectations and sentiment beyond the numbers — is pricing in ≈ -4.3%/yr. A bargain only if that pessimism is overdone.
⚠ High leverage — net debt is 13.5× annual cash flow. Net debt is subtracted from this fair value, but refinancing at higher rates, principal timing, and share dilution aren’t modeled — the equity can be worth far less if cash flow weakens.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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General Mills (GIS) · Graphic Packaging Holding (GPK) · Hormel Foods (HRL) · The J. M. Smucker (SJM) · Conagra Brands (CAG)