{"filings":[{"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; 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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; raises FY2025 Adjusted EBITDA outlook to $1.43-1.47B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $2.0B for Q2 ended March 31, 2025.","Operating profit $182.2M; net earnings $62.6M.","Adjusted EBITDA (non-GAAP) $346.5M.","Raises FY2025 Adjusted EBITDA outlook to $1,430M-$1,470M."],"consensus_eps_estimate":1.6803,"consensus_eps_actual":2.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":3926800000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","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":155425,"accession_number":"0001530950-25-000136","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Post Holdings amends CEO SERP to cap account balance at $2.5M","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Effective April 9, 2025, no additional pay credits for CEO once aggregate account balance reaches $2.5M (net of FICA).","Pay Credit in February will be reduced to keep balance at or below $2.5M; 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. Mainer (EVP, CFO, Treasurer) awarded 10,373 performance-based RSUs.","Nicolas Catoggio (President/CEO, Post Consumer Brands) awarded 12,966 PRSUs.","Grants approved March 27, 2025 under the Amended and Restated 2021 LTIP."],"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":0.25,"calibrated_materiality_score":0.25,"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":173928,"accession_number":"0001530950-25-000071","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Post Q1 net sales $2.0B, Adj. EBITDA $369.9M; raises FY25 outlook; new $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $2.0B; operating profit $214.1M; net earnings $113.3M.","Adjusted EBITDA $369.9M; FY2025 outlook raised to $1,420-$1,460M.","Board approved new $500M share repurchase authorization effective Feb 10, 2025.","~$299.8M repurchased under prior $500M authorization as of Feb 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1974700000.0,"consensus_period":"2025-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":173927,"accession_number":"0001530950-25-000046","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Post Holdings shareholders approve amended 2021 LTIP, eliminate supermajority voting requirements","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 8 director nominees elected; 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; FY2025 guidance $1.41B-$1.46B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 FY2024 net sales $2.0B, operating profit $190.9M, net earnings $81.6M, Adj EBITDA $348.7M.","FY2024 net sales $7.9B, operating profit $793.5M, net earnings $366.7M, Adj EBITDA $1,403.6M.","FY2025 Adj EBITDA guidance $1.41B-$1.46B.","Board retirements: Robert E. Grote and Ellen F. Harshman retiring effective Jan 30, 2025, no disagreement."],"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":190902,"accession_number":"0001530950-24-000310","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"Post Holdings issues $600M of 6.250% senior notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal amount $600M, coupon 6.250%, maturity October 15, 2034.","Interest payable semi-annually on April 15 and October 15; first payment April 15, 2025.","Notes are senior unsecured obligations, fully and unconditionally guaranteed by subsidiary guarantors.","Up to 40% redeemable before Oct 15, 2027 with equity offering proceeds; make-whole call until Oct 15, 2029; then declining premiums.","Change of control triggers a put option at 101% of principal plus accrued interest."],"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":207387,"accession_number":"0001530950-24-000290","cik":1530950,"company_name":"Post Holdings, Inc.","ticker":"POST","form_type":"8-K","filed_at":"2024-09-25T23:59:59+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":["Priced $600M aggregate principal of 6.250% senior notes due 2034 at par.","Offering upsized from previously announced $500M; 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}],"next_cursor":null}