{"schema_version":"secwatch.filing_event.v1","accession":"0001530950-22-000374","form_type":"8-K","ticker":"POST","cik":"0001530950","company_name":"Post Holdings, Inc.","filed_at":"2022-11-17T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.044131+00:00","generated_at":"2026-06-21T16:39:25.843419+00:00","sec_items":["2.02","5.03","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Post Holdings reports Q4 net sales $1.58B, FY2022 Adj EBITDA $963.5M; guides FY2023 Adj EBITDA $990-1,040M","bullets":["Q4 net sales $1.58B (+16.5% YoY); operating profit $131.9M; diluted EPS from cont. ops $1.32 vs $0.06 prior year.","FY2022 net sales $5.85B (+17.5% YoY); Adj EBITDA $963.5M (+8.3% YoY); diluted EPS from cont. ops $11.75 vs $1.44.","FY2023 Adj EBITDA guidance $990M-$1,040M; capex expected $300-$325M including RTD shake and egg investments.","Repurchased 1.1M shares for $100M in Q4, $438.9M in FY2022; $283.3M remaining under authorization.","Foodservice segment net sales +36.9% YoY; Refrigerated Retail volumes declined 15% due to avian flu and inflation."],"urls":{"canonical":"https://secwatch.observer/filing/0001530950-22-000374","json":"https://secwatch.observer/filing/0001530950-22-000374.json","markdown":"https://secwatch.observer/filing/0001530950-22-000374.md","text":"https://secwatch.observer/filing/0001530950-22-000374.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1530950/000153095022000374/0001530950-22-000374-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1530950/000153095022000374/post-20221116.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T16:39:25.843419+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"e51916802ee5139cd7ff1490a753c0b819f59218","claim":"Post Holdings, Inc. reported fourth fiscal quarter and fiscal year ended September 30, 2022 results: revenue $1,579.1 million, net income $83.9 million, EPS $1.32 per diluted common share. Guidance initiated.","evidence_excerpt":"the BellRing business have been presented as discontinued operations in Post’s financial statements for all periods. Fourth Quarter Consolidated Operating Results Net sales were $1,579.1 million, an increase of 16.5%, or $223.2 million, compared to $1,355.9 million in the prior year period. Gross profit was $392.6 million, or 24.9% of net sales, an increase of 18.1%, or","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095022000374/0001530950-22-000374-index.htm","confidence":0.92,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth fiscal quarter and fiscal year ended September 30, 2022"},{"label":"Revenue","value":"$1,579.1 million"},{"label":"Net income","value":"$83.9 million"},{"label":"EPS","value":"$1.32 per diluted common share"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"351bd0a2bea6431072336ee12a0423c0a94d1a5a","claim":"Post Holdings, Inc.: Amended and restated bylaws to revise shareholder proposal and director nomination procedural requirements and remove director age restriction for reelection eligibility (effective 2022-11-16).","evidence_excerpt":"the fifth Amended and Restated Bylaws revised (i) certain information and procedural requirements for shareholders of the Company to submit proposals to be voted on by shareholders at a meeting in Article I, Section 8, (ii) certain information and procedural requirements for shareholders of the Company to submit director nominations to be voted on by shareholders at a meeting in Article II, Section 1 and (iii) Article II, Section 11 to remove the age restriction for director reelection eligibility.","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1530950/000153095022000374/0001530950-22-000374-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"bylaw amendment"},{"label":"Effective","value":"2022-11-16"}],"fact_type":"governance_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}