{"filings":[{"id":2133876,"accession_number":"0001530950-26-000079","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K/A","filed_at":"2026-08-07T20:28:19+00:00","items":["5.02","9.01"],"status":"ready","headline":"Post Holdings discloses CEO transition compensation: Vitale to Executive Chairman, Catoggio to CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Vitale becomes Executive Chairman Oct 1, 2026; base salary $1,287,500, STI target 50% of base.","Catoggio becomes President & CEO Oct 1, 2026; base salary $900,000, STI target 115% of base.","Vitale FY2027 LTI ~$2.07M: $1.034M RSUs + $1.034M TSR PRSUs (0-260% vesting).","Catoggio FY2027 LTI ~$6.815M: $3.4075M RSUs + $3.4075M PRSUs, plus $2.5M promotion grant.","Both remain eligible for SERP, Executive Severance Plan, health/welfare benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2106436,"accession_number":"0001530950-26-000076","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-08-06T20:22:23+00:00","items":["2.02","9.01"],"status":"ready","headline":"Post Holdings Q3 net sales $1.9B, net earnings $63.4M; narrows FY2026 EBITDA outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $1.9B, operating profit $189.3M, net earnings $63.4M.","Adjusted EBITDA (non-GAAP) $377.3M; narrowed FY2026 outlook to $1,560-$1,570M.","Provided preliminary fiscal year 2027 Adjusted EBITDA commentary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93470,"accession_number":"0001530950-26-000056","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Post Holdings Q2 net sales $2.0B, Adj EBITDA $395M; affirms FY outlook; CEO transition; $600M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net earnings $81.9M, Adj EBITDA $395M; affirms FY2026 Adj EBITDA outlook $1,550-1,580M.","Robert Vitale transitions to Executive Chairman; Nicolas Catoggio named President and CEO, effective Oct 1, 2026.","Board approved new $600M share repurchase authorization over two years, cancelling existing $500M authorization (approx $263M used).","Net sales $2.0B, operating profit $211.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":4217500000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105123,"accession_number":"0001530950-26-000041","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"Post Holdings issues additional $600M of 6.250% senior notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 6.250% senior notes due 2034 at 100.75% of par, plus accrued interest from Oct 15, 2025.","New notes form a single series with existing $600M of the same notes, bringing total outstanding to $1.2B.","Notes are senior unsecured, fully guaranteed by domestic subsidiaries, mature Oct 15, 2034, interest paid semi-annually.","Redemption: up to 40% before Oct 15, 2027 with equity offering proceeds; callable at specified premiums after that.","Change-of-control put at 101% of principal; covenants include limitations on debt, liens, dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105122,"accession_number":"0001530950-26-000038","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings prices $600M of 6.250% senior notes due 2034, upsized from $500M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal of 6.250% senior notes due 2034 priced at 100.75% (6.109% yield to worst).","Offering upsized from original $500M; expected close March 13, 2026.","Proceeds to repay revolving credit facility balance as of Dec 31, 2025 and for general corporate purposes.","Notes are unsecured senior obligations; part of same series as existing $600M 6.250% notes due 2034.","Offered to QIBs under Rule 144A and to non-U.S. persons under Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105121,"accession_number":"0001530950-26-000034","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-03-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings to offer $500M of 6.250% senior notes due 2034, proceeds to repay revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 6.250% senior notes due 2034 offered as additional notes under existing indenture with $600M outstanding.","Proceeds to pay offering costs, repay revolver balance as of Dec 31, 2025, and for general corporate purposes.","Notes are unsecured senior obligations guaranteed by certain domestic subsidiaries.","Offering is private to qualified institutional buyers (Rule 144A) and non-U.S. persons (Regulation S)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105120,"accession_number":"0001530950-26-000019","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Post Holdings Q1 net sales $2.2B, Adj. EBITDA $418.2M; raises FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $2.2B, operating profit $238.4M, net earnings $96.8M.","Adjusted EBITDA (non-GAAP) $418.2M; FY2026 outlook raised to $1,550-$1,580M.","Board appointed Michelle Atkinson and Jeff Zadoks as directors effective March 15, 2026.","New $500M share repurchase authorization approved, replacing prior plan; $377.9M repurchased under prior plan."],"consensus_eps_estimate":null,"consensus_eps_actual":1.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":2174600000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105119,"accession_number":"0001530950-26-000013","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Greg Pearson named CEO of Post Consumer Brands; Catoggio remains EVP and COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Greg Pearson appointed President and CEO of Post Consumer Brands, effective April 1, 2026.","Nicolas Catoggio will no longer lead Post Consumer Brands but continues as EVP and COO of Post Holdings.","Pearson joins from Compana Pet Brands, where he was CEO leading business transformation.","Catoggio and Pearson will work closely to ensure a smooth transition.","Pearson has 25 years of CPG experience including roles at Chewy, Conagra, and General Mills."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105118,"accession_number":"0001530950-26-000009","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["3.03","5.03","5.07","9.01"],"status":"ready","headline":"Post Holdings eliminates supermajority voting thresholds for director removal, business combinations","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three amendments passed to lower supermajority thresholds: director removal (90.68%), interested shareholder biz combos (90.65%), and related article amendments (90.65%).","Amendments effective Jan 29, 2026; amended articles filed with Missouri Secretary of State.","All seven director nominees elected with 97-99% votes cast; PwC ratified as FY2026 auditor with 99.31% for.","94.84% quorum at annual meeting; 48.9M shares represented of 51.6M outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121380,"accession_number":"0001530950-25-000289","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["2.03","8.01","9.01"],"status":"ready","headline":"Post Holdings issues $1.3B of 6.5% senior notes due 2036, redeems $1.235B of 5.5% notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.3B aggregate principal of 6.50% senior notes due March 15, 2036, at par.","Interest payable semi-annually on March 15 and September 15, first payment March 15, 2026.","Redeemed all outstanding $1.235B of 5.50% senior notes due 2029 at 101.833% of par plus accrued interest of ~$0.38M.","New notes rank equally with existing senior debt; covenants include restrictions on liens, dividends, and mergers.","Covenants may be suspended if notes rated at least BBB- by S&P or Baa3 by Moody's."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121379,"accession_number":"0001530950-25-000278","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings to redeem $1.235B 5.50% notes due 2029; prices $1.3B 6.50% notes due 2036","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of $1.235B 5.50% senior notes due 2029 at 101.833% of principal plus accrued interest.","Redemption expected Dec 17, 2025, subject to financing condition being satisfied or waived.","Company priced $1.3B 6.50% senior notes due 2036 on Dec 1, 2025, with expected closing Dec 15.","Net proceeds from 2036 notes will fund the redemption amount.","Coupon rate rises from 5.50% to 6.50%; maturity extended to 2036."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121378,"accession_number":"0001530950-25-000275","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings prices $1.3B of 6.50% senior notes due 2036 to refinance 5.50% notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $1.3B aggregate principal amount of 6.50% senior notes due 2036 at par; closes Dec 15, 2025.","Proceeds will redeem all outstanding 5.50% senior notes due 2029 plus associated premiums, fees, costs.","Any remaining net proceeds used for general corporate purposes, including acquisitions, share repurchases, capex.","Notes are unsecured senior obligations guaranteed by existing and future domestic subsidiaries.","Offered to QIBs under Rule 144A and non-U.S. persons under Regulation S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121377,"accession_number":"0001530950-25-000272","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Post Holdings to issue $1.3B senior notes due 2036, redeem 5.50% 2029 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Plans $1.3B private offering of senior notes maturing 2036; net proceeds to redeem all 5.50% notes due 2029 after Dec 15, 2025.","FY2025 net sales $8.158B, net earnings $335.7M, operating profit $799.3M.","FY2025 Adjusted EBITDA $1.538.8B; net debt (as adjusted) $7.345B, ratio 4.6x.","Two acquisitions closed in FY2025: PPI (Mar 2025, $124.4M) and 8th Avenue (Jul 2025, $795.9M).","Remaining proceeds may fund acquisitions, share repurchases, capex, or working capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121376,"accession_number":"0001530950-25-000269","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-11-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings announces new $500M share repurchase authorization; cancels previous after $275.2M used","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New $500M authorization approved by Board, effective Nov 27, 2025, for a two-year period.","Previous $500M authorization cancelled; $275.2M had been repurchased since Aug 29, 2025.","Repurchases may be made via open market, private transactions, or derivative contracts.","Authorization does not obligate Post to buy any shares; program may be suspended at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121375,"accession_number":"0001530950-25-000261","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Post Holdings grants 45,367 RSUs and PRSUs each to CEO; similar awards to four other NEOs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Robert Vitale receives 45,367 RSUs and 45,367 PRSUs; target vesting over three years.","CFO Matthew Mainer receives 17,338 RSUs and 17,338 PRSUs.","PRSUs tied to 3-year TSR vs. peer group; vesting from 0% (below 25th percentile) to 260% (≥85th).","Grants under the Amended and Restated 2021 Long-Term Incentive Plan, approved Nov 18, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121374,"accession_number":"0001530950-25-000256","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Post Holdings reports FY2025 results, Chairman Stiritz to retire; Vitale named Chairman","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 net sales $2.2B; operating profit $168.4M; net earnings $51.0M; Adjusted EBITDA $425.4M.","FY2025 net sales $8.2B; operating profit $799.3M; net earnings $335.7M; Adjusted EBITDA $1,538.8M.","FY2026 Adjusted EBITDA guidance of $1,500-$1,540M, below FY2025 actual.","Chairman William Stiritz, age 91, to retire Dec 16, 2025; President & CEO Robert Vitale to succeed as Chairman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121373,"accession_number":"0001530950-25-000250","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Post Holdings amends bylaws to allow 25% shareholders to call special meetings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board amended and restated bylaws effective October 16, 2025, as the Ninth Amended and Restated Bylaws.","New provision permits shareholders holding at least 25% of outstanding voting stock to call a special meeting.","Amendment is a governance change that could increase shareholder ability to influence corporate actions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138032,"accession_number":"0001530950-25-000238","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Post Holdings sells pasta business to Richardson for $375M cash; new $500M buyback authorized","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Richardson will pay $375M cash and assume ~$80M in leaseback liabilities for 8th Avenue's pasta business.","Transaction expected to close in Post's fiscal Q1 2026, subject to customary conditions.","Post retains 8th Avenue's nut butters, fruit/nut and granola businesses, expected to contribute $45-50M in Adj. EBITDA in FY2026.","Post expects ~$15M annual cost synergies from retained businesses by end of FY2026, yielding a synergized multiple below 7x.","New $500M share repurchase authorization approved; $304.8M had been used under previous authorization since Feb 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138031,"accession_number":"0001530950-25-000232","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Post Holdings Q3 net sales $2.0B, raises FY2025 EBITDA outlook; 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no financial terms disclosed in this press release.","Post Holdings (NYSE: POST) is a consumer packaged goods holding company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155428,"accession_number":"0001530950-25-000181","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Post Holdings to acquire remaining 8th Avenue equity for ~$880M; close expected July 1","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Net payment of ~$880M includes retiring 8th Avenue's debt (first lien, second lien, revolver) and assuming $111M finance leases.","No cash consideration for Class A or Class C common stock; payment only for Series A Preferred Stock.","Sellers include THL entities and management; Post already owns 100% of Class B common stock.","Closing expected July 1, 2025; condition only on receipt of certain deliverables.","Post will acquire 99.8% of Series A Preferred and Class A Common, and all Class C Common; remaining shares via short-form merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155427,"accession_number":"0001530950-25-000167","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Post Holdings to acquire 8th Avenue Food & Provisions; financial terms not disclosed","summary_kind":"llm","event_type":"m_and_a","confidence":"low","bullets":["Acquisition of 8th Avenue Food & Provisions announced; expected close July 1, 2025.","No purchase price, EBITDA, or multiple disclosed in the press release excerpt.","Deal described as expanding price-point diversification and accretive to free cash flow.","Post updated FY2025 outlook assuming completion on July 1, but specific guidance changes not provided.","Investor presentation filed as Exhibit 99.2 may contain further financial detail."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155426,"accession_number":"0001530950-25-000155","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Post Holdings Q2 net sales $2.0B; 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after that, CEO ineligible for future pay credits.","Amendment applies only to the President and Chief Executive Officer; other participants unaffected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155424,"accession_number":"0001530950-25-000133","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"Post Holdings to close two cereal plants; expects $63.5-$67.5M pre-tax charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Closure of Cobourg, Ontario and Sparks, Nevada facilities; ~300 employees affected; expected by end of Dec 2025.","Pre-tax charges of $63.5-67.5M, including cash severance ($20-22M), facility closure ($4-6M), and non-cash accelerated depreciation ($39.5M).","Annual cost savings of ~$21-23M starting in fiscal 2026; additional capex of $5-7M in FY2025.","Charges timing: ~$45.5M in FY2025 and ~$20M in FY2026.","Reason: decline in ready-to-eat cereal category; capacity reduction needed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155423,"accession_number":"0001530950-25-000122","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Post Holdings grants 10,373 PRSUs to CFO and 12,966 to Consumer Brands CEO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Matthew J. 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David Skarie received lowest support at 83.31% of votes cast.","Say-on-pay advisory vote passed with 68.39% support; board set future frequency as annual.","Amended and Restated 2021 Long-Term Incentive Plan approved with 97.69% of votes cast.","Management proposal to eliminate supermajority voting passed with 92.55% support; related shareholder proposal also passed (59.20%).","Shareholder proposal for director election resignation guideline rejected (14.37% for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190906,"accession_number":"0001530950-24-000447","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Post Holdings Reports Avian Flu at Contracted Facility, Affirms FY2025 Outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Avian influenza detected at Michael Foods third-party contracted egg-laying flock in Iowa, affecting approximately 4.5 million hens (12% of controlled supply).","Post affirms fiscal year 2025 Adjusted EBITDA guidance of $1,410-$1,460 million, stating the incident's financial impact is within the range.","Company will not update on additional avian flu incidents unless cumulative losses exceed another 5% of its controlled supply.","Press release dated December 9, 2024, includes forward-looking statements and non-GAAP financial measures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190905,"accession_number":"0001530950-24-000409","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Post Holdings completes redemption of $464.9M 5.625% senior notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeemed remaining $464.9M principal at 100.938% of par, total ~$469.3M.","Paid $10.0M in accrued interest to redemption date of December 2, 2024.","Redemption eliminates all outstanding 2028 Notes; reduces interest expense.","Financed with available cash; no new debt issued in connection with redemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190904,"accession_number":"0001530950-24-000375","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-11-18T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Post Holdings to redeem $464.9M of 5.625% senior notes due 2028 on Dec 2","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeeming $464.9M in aggregate principal of 5.625% notes at 100.938% of par plus accrued interest.","Redemption date expected December 2, 2024; funded with cash on hand including net proceeds from $600M 6.250% notes issued Oct 9, 2024.","Board approved amendment of 2021 LTIP to increase shares available and extend expiration to Nov 13, 2034; subject to shareholder vote.","Granted RSUs and PRSUs to named executive officers; CEO Vitale received 43,747 RSUs and 43,747 target PRSUs.","PRSUs vest based on 3-year TSR relative to peer group with sliding scale up to 260% of target at ≥85th percentile."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190903,"accession_number":"0001530950-24-000353","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Post Holdings Q4 net sales $2.0B, Adj EBITDA $348.7M; 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Grote and Ellen F. 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expected close Oct 9, 2024.","Net proceeds to redeem all outstanding 5.625% senior notes due 2028 and for general corporate purposes.","Notes are unsecured senior obligations guaranteed by domestic subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207386,"accession_number":"0001530950-24-000288","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-09-25T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Post Holdings to issue $500M senior notes due 2034 to refinance 2028 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Affirmed FY2024 Adjusted EBITDA guidance of $1,370-$1,390 million.","Plans $500M senior notes offering due 2034.","Net proceeds to redeem all outstanding 5.625% senior notes due 2028.","Redemption expected on or after December 1, 2024.","Remaining proceeds for acquisitions, share repurchases, debt repayment, capex."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207385,"accession_number":"0001530950-24-000262","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-08-27T23:59:59+00:00","items":["2.03","8.01","9.01"],"status":"ready","headline":"Post Holdings issues $1.2B of 6.375% senior notes due 2033 to refinance debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.2B in 6.375% senior notes due 2033 at par on August 22, 2024.","Used part of proceeds to repay $300M outstanding on revolving credit facility.","Used part to purchase $475M of 5.625% senior notes due 2028 via tender offer, with early settlement on August 23, 2024.","Tendered $760.9M of 2028 notes ($939.9M outstanding) subject to proration at ~62.47%.","Early tender consideration set at $1,008.84 per $1,000 principal, inclusive of $50 premium."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207384,"accession_number":"0001530950-24-000242","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings prices $1.2B of 6.375% senior notes due 2033","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1,200M aggregate principal of 6.375% senior notes due 2033 priced at par; closing expected August 22, 2024.","Proceeds to fund tender offer for up to $475M of its 5.625% notes due 2028 and repay revolver.","Remaining net proceeds for general corporate purposes, including acquisitions and share repurchases.","Notes are unsecured senior obligations guaranteed by domestic subsidiaries; exempt registration under Rule 144A/Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207383,"accession_number":"0001530950-24-000240","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Post Holdings launches $475M tender for 5.625% senior notes due 2028; plans $1.2B notes offering due 2033","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Cash tender offer for up to $475M of its 5.625% senior notes due 2028; early tender deadline Aug 21, 2024, expiration Sep 6, 2024.","Intends to privately offer $1.2B aggregate principal amount of senior notes due 2033 to finance tender and repay revolver borrowings.","TTM ended June 30, 2024: net sales $7.86B, net earnings from cont. ops $350.8M, adjusted EBITDA $1.404B.","Pro forma net debt (as adjusted) after offering $6.112B; acquisition adjusted EBITDA $1.413B for leverage ~4.3x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207382,"accession_number":"0001530950-24-000209","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Post Holdings Q3 net sales $1.9B, raises FY2024 EBITDA outlook to $1.37-$1.39B, approves $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales of $1.9B; operating profit $203.2M; net earnings $99.8M.","Adjusted EBITDA (non-GAAP) of $350.2M for the quarter.","FY2024 Adjusted EBITDA guidance raised to $1.37-$1.39B from prior range.","Board approved new $500M share repurchase authorization effective Aug 5, 2024, for two years.","Existing $400M authorization cancelled; ~$252.3M had been repurchased under it."],"consensus_eps_estimate":null,"consensus_eps_actual":4.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":5912600000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224798,"accession_number":"0001530950-24-000151","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Avian influenza hits 5.7M hens at Michael Foods contracted farms; FY2024 guidance affirmed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approximately 5.7M egg-laying hens (~14% of controlled supply) at contracted farms in Minnesota and Iowa tested positive for avian influenza.","Post affirms FY2024 Adjusted EBITDA guidance of $1,335-$1,375 million; management believes financial impact is within range tolerances.","Guidance does not assume significant expansion; cumulative effect beyond additional 5% of supply would trigger further disclosure.","No update on specific incidents unless additional 5% threshold is breached; APHIS/USDA track individual cases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224797,"accession_number":"0001530950-24-000141","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Post Holdings Q2 net sales $2.0B; raises FY2024 Adjusted EBITDA outlook to $1,335-$1,375M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 operating profit of $190.1M; net earnings of $97.2M; Adjusted EBITDA of $345.2M.","Raised fiscal 2024 Adjusted EBITDA outlook to $1,335-$1,375M from prior $1,310-$1,350M.","Net sales of $2.0B for the quarter ended March 31, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3964900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244067,"accession_number":"0001530950-24-000089","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-03-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Post Holdings completes $459.3M redemption of 5.75% senior notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption price of 100.958% of par – total ~$463.7M plus $13.2M accrued interest.","Notes originally due 2027; early redemption completed March 1, 2024.","Indenture dated 2017; multiple supplemental indentures with Computershare as trustee.","No new debt issuance or other financing disclosed in connection with the redemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244066,"accession_number":"0001530950-24-000077","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Post Holdings issues $1B 6.25% senior secured notes due 2032; upsizes revolver to $1B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1,000M aggregate principal of 6.25% senior secured notes due Feb 15, 2032.","Amended credit agreement: new $1,000M revolver (up from $750M), maturity Feb 20, 2029.","Administrative agent changed from Barclays to JPMorgan Chase.","Proceeds used to repay $300M revolver, $400M term loan, and fund redemption of $459.3M 5.75% notes due 2027.","Notes are secured senior unsubordinated obligations; equal in right of payment with senior debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244065,"accession_number":"0001530950-24-000075","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Post Holdings adopts SERP for top executives with opening credits up to $1.875M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Opening credits for NEOs: CEO $1.875M, COO $705.6K, GC $643.2K, CFO $352.4K, others $140.2K and $522K.","Pay credits: CEO 5%, other NEOs 4%, other eligible employees 3% of annualized base salary and target bonus.","Vesting: full at age 55/10 yrs or 65/5 yrs; opening credits vest over three years after effective date.","Accelerated vesting on change in control, death, or disability; forfeiture for cause or early separation.","Plan effective Feb 19, 2024; unfunded non-qualified plan for select management employees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244064,"accession_number":"0001530950-24-000073","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings calls $459.3M of 5.75% notes due 2027, funds with new 6.25% notes due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Conditional notice to redeem all $459.3M of 5.75% senior notes due 2027 on March 1, 2024.","Redemption price set at 100.958% of principal plus accrued interest; financing condition required.","Funds from $1.0B of 6.25% senior secured notes due 2032 (priced Feb 5, 2024) will partly fund redemption.","Company also expects to use revolver borrowing and cash on hand to satisfy the redemption amount."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244063,"accession_number":"0001530950-24-000058","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Post Holdings prices $1B of 6.25% senior notes due 2032; upsized from $875M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $1,000M aggregate principal of 6.250% senior notes due 2032 at par, increased from original $875M.","Net proceeds will repay $400M incremental term loan (borrowed Apr 2023) and redeem existing 5.75% notes due 2027.","Closing expected February 20, 2024; redemption of 5.75% notes expected on March 1, 2024.","Notes are secured obligations guaranteed by wholly-owned domestic subsidiaries that guarantee the credit agreement.","Remaining proceeds may be used for general corporate purposes, including acquisitions, share repurchases, or capex."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244062,"accession_number":"0001530950-24-000056","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Post Holdings announces $875M senior secured notes offering, refinances debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Private offering of $875M senior secured notes due 2032; proceeds to repay $400M term loan and redeem $459.3M 5.75% notes due 2027.","Redemption of 5.75% notes expected March 1, 2024 at 100.958% of principal plus accrued interest (~$13.2M).","Credit agreement amendment: new $1B revolver (up from $750M), 5-year maturity, administrative agent changed to JPMorgan.","Offering memo shows TTM Dec 31 2023: Net sales $7.39B, Net earnings $297.5M, Adjusted EBITDA $1.323B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244061,"accession_number":"0001530950-24-000051","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Post Holdings Q1 net sales $2.0B, raises adj. EBITDA guidance; CEO returns; $400M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $2.0B; net earnings $88.1M; Adj. EBITDA $359.5M; raised FY2024 Adj. EBITDA outlook to $1,290-$1,340M.","CEO Rob Vitale returned from medical leave effective Jan 30; interim CEO Jeff Zadoks resumes COO role.","Board approved new $400M share repurchase authorization effective Feb 5, 2024, for two years; prior auth had $234M utilized.","Existing $400M authorization cancelled; new auth allows open-market and derivative purchases."],"consensus_eps_estimate":null,"consensus_eps_actual":1.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1965900000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244060,"accession_number":"0001530950-24-000028","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["3.03","5.03","5.07","9.01"],"status":"ready","headline":"Post Holdings shareholders approve declassification of Board, annual elections start 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment eliminating classified board; all directors will stand for annual election starting at 2025 annual meeting.","Three director nominees elected with >96% of votes cast: Stiritz 98.2%, Erb 96.3%, Kuperman 99.05%.","PricewaterhouseCoopers ratified as independent auditor for FY2024 with 99.17% of votes cast.","Non-binding say-on-pay proposal approved with 87.74% of votes cast.","Quorum of 55.4M shares (91.52%) represented at the January 25, 2024 virtual annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244059,"accession_number":"0001530950-24-000026","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Post Holdings amends executive PRSU agreements to enhance death/disability vesting provisions","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amendment approved Jan 23, 2024 by Compensation Committee for TSR-based PRSUs with performance periods ending Sept 2024, 2025, and 2026.","Upon death or disability, vesting equals the greater of the Target Award or actual TSR performance through the last full trading day prior to the event.","Affects agreements for principal executive officer, principal financial officer, and other named executive officers under the 2021 Long-Term Incentive Plan.","Amendment modifies PRSU agreements originally filed as Exhibits 10.50 (FY2022), 10.2 (FY2023), and 10.1 (FY2024) for Post Holdings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4387679556.163411,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2024-01-26T23:59:59+00:00|244059"}