secwatch / observer

Post Holdings, Inc. — fact timeline

Source-grounded facts extracted from Post Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

POST Post Holdings, Inc. JSON
Earnings Releases

Post Holdings, Inc. reported second fiscal quarter ended March 31, 2026 results: revenue $2.0 billion, net income $81.9 million.

“Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2026. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $211.9 million; net earnings of $81.9 million and Adjusted EBITDA (non-GAAP)* of $395.0 million • Affirmed fiscal year 2026 Adjusted EBITDA (non-GAAP)*”

Nicolas Catoggio was appointed as President and Chief Executive Officer at Post Holdings, Inc..

“the Board also appointed Nicolas Catoggio, age 52, current Chief Operating Officer of the Company, to serve as President and Chief Executive Officer of the Company.”
Debt Financings

Post Holdings, Inc. incurred senior notes of $600.0 million with Computershare Trust Company, N.A. at 6.250% per year maturing October 15, 2034.

“On March 13, 2026, Post Holdings, Inc. (the “Company”) issued 6.250% senior notes due 2034 (the “New Notes”) at a price of 100.75% of the principal amount, plus accrued interest from October 15, 2025 in an aggregate principal amount of $600.0 million”
Governance Changes

Post Holdings, Inc.: Shareholders approved amendments to the Amended and Restated Articles of Incorporation to eliminate three supermajority voting requirements: for removal of directors, for approval of certain business combinations with interested shareholders, and for amendments to provisions regarding approval proce (effective 2026-01-29).

“As described in Item 5.07 of the Current Report, at the 2026 annual meeting of shareholders (the “2026 Annual Meeting”) of Post Holdings, Inc. (the “Company”) held on January 29, 2026, the Company’s shareholders approved three amendments (collectively, the “Articles Amendments”) to the Company’s prior Amended and Restated Articles of Incorporation (the “Prior Articles,” and the Prior Articles and the Revised Articles (defined below) are collectively referred to as the “articles of incorporation”) to lower certain supermajority voting thresholds”
Debt Financings

Post Holdings, Inc. incurred senior notes of $1,300.0 million with Computershare Trust Company, N.A. at 6.50% per year maturing March 15, 2036.

“On December 15, 2025, Post Holdings, Inc. (the “Company”) issued 6.50% senior notes due 2036 (the “New Notes”) at par in an aggregate principal amount of $1,300.0 million”
Governance Changes

Post Holdings, Inc.: Amended and restated bylaws to allow shareholders holding at least 25% of outstanding voting stock to call a special meeting (effective 2025-10-16).

“On October 16, 2025, the Board of Directors of Post Holdings, Inc. (the “Company”) amended and restated the Company’s Amended and Restated Bylaws (as amended and restated, the “ninth Amended and Restated Bylaws”), effective October 16, 2025. The ninth Amended and Restated Bylaws amended various provisions to allow shareholders holding at least 25% of the outstanding shares of voting stock of the Company to call a special meeting of the Company’s shareholders.”
Restructurings & Charges

Post Holdings, Inc. announced a restructuring with charges of approximately $63.5 to $67.5 million affecting cereal manufacturing facilities in Cobourg, Ontario and Sparks, Nevada (approximately 300 employees).

“and closure of the Facilities is currently expected to be completed by the end of December 2025. The Company currently expects to incur pre-tax charges of approximately $63.5 to $67.5 million in connection with the transfer of production capabilities to other Company locations and closure of the Facilities. Components of the pre-tax charges include”

Ellen F. Harshman retired as Director at Post Holdings, Inc..

“On November 12, 2024, Robert E. Grote and Ellen F. Harshman, members of the Company’s Board of Directors (the “Board”), notified the Company of their decisions to retire as directors of the Company.”

Robert E. Grote retired as Director at Post Holdings, Inc..

“On November 12, 2024, Robert E. Grote and Ellen F. Harshman, members of the Company’s Board of Directors (the “Board”), notified the Company of their decisions to retire as directors of the Company.”
Earnings Releases

Post Holdings, Inc. reported second fiscal quarter ended March 31, 2024 results: revenue $2.0 billion, net income $97.2 million. Guidance raised.

“Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2024. Highlights: • Second quarter net sales of $2.0 billion • Operating profit of $190.1 million; net earnings of $97.2 million and Adjusted EBITDA (non-GAAP)* of $345.2 million • Raised fiscal year 2024 Adjusted EBITDA (non-GAAP)*”
Debt Financings

Post Holdings, Inc. incurred senior notes of $1,000.0 million with Computershare Trust Company, N.A. at 6.25% per year maturing February 15, 2032.

“On February 20, 2024, the Company issued 6.25% senior secured notes due 2032 (the "Notes") at par in an aggregate principal amount of $1,000.0 million to certain persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), and to certain non-U.S. persons in transactions outside of the United States in reliance on Regulation S under the Securities Act.”
Earnings Releases

Post Holdings, Inc. reported first fiscal quarter ended December 31, 2023 results: revenue $2.0 billion, net income $88.1 million. Guidance raised.

“Post Holdings Reports Results for the First Quarter of Fiscal Year 2024; Raises Fiscal Year 2024 Outlook St. Louis - February 1, 2024 - Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2023. Highlights: • First quarter net sales of $2.0 billion • Operating profit of $209.3 million; net earnings of $88.1 million and Adjusted EBITDA (non-GAAP)* of $359.5 million • Raised fiscal year 2024 Adjusted EBITDA (non-GAAP)* outlook to $1,290-$1,340 million”

Jeff A. Zadoks changed role as Executive Vice President and Chief Operating Officer at Post Holdings, Inc..

“In addition, Jeff A. Zadoks, who had been serving as the Company’s interim President and Chief Executive Officer and principal executive officer, is no longer serving in those roles as of January 30, 2024 and continues to serve as the Company’s Executive Vice President and Chief Operating Officer.”

Robert V. Vitale was appointed as President and Chief Executive Officer at Post Holdings, Inc..

“the Company’s Board of Directors (the “Board”) reappointed Mr. Vitale as the Company’s principal executive officer effective January 30, 2024.”
Governance Changes

Post Holdings, Inc.: Corresponding amendment and restatement of bylaws to remove classified board references and make conforming changes (effective 2024-01-26).

“a corresponding amendment and restatement of the Company’s Amended and Restated Bylaws (as amended and restated, the “seventh Amended and Restated Bylaws”), which was previously approved by the Company’s Board of Directors, subject to shareholder approval of the Articles Amendment and to be effective upon filing of the Articles Amendment with the Secretary of State of the State of Missouri, became effective”
Governance Changes

Post Holdings, Inc.: Amendment to declassify the Board of Directors and provide for annual election of directors beginning at the 2025 annual meeting (effective 2024-01-26).

“shareholders approved an amendment to the Company’s Amended and Restated Articles of Incorporation (the “Articles Amendment”) to declassify the Company’s Board of Directors and provide for the annual election of directors commencing at the Company’s 2025 annual meeting of shareholders”
Shareholder Votes

Post Holdings, Inc. shareholders approved Approval of Amendment to the Articles of Incorporation to Declassify the Board of Directors at the 2024-01-25 meeting.

“Proposal 4 : The Company’s proposed amendment to the Company’s Amended and Restated Articles of Incorporation, as amended, to declassify the Company’s Board of Directors by eliminating its three classes and providing for the annual election of directors commencing at the Company’s 2025 annual meeting of shareholders was approved by the shareholders, by the votes set forth in the table below: For Against Abstain Broker Non-Votes Percentage of Outstanding Shares Approving the Articles Amendment 48,670,643 41,676 161,708 6,524,177 80.41%”
Shareholder Votes

Post Holdings, Inc. shareholders approved Advisory Vote on Executive Compensation at the 2024-01-25 meeting.

“Proposal 3 : The Company’s executive compensation, as described in the Company’s Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on December 11, 2023, was approved by the non-binding advisory votes of the shareholders set forth in the table below: For Against Abstain Broker Non-Votes Percentage of Votes Cast For 42,884,063 5,820,334 169,630 6,524,177 87.74%”
Shareholder Votes

Post Holdings, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2024-01-25 meeting.

“Proposal 2: The appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for fiscal year 2024 was ratified by the shareholders, by the votes set forth in the table below: For Against Abstain Uncast Percentage of Votes Cast For 54,935,790 305,937 156,472 5 99.17%”
Shareholder Votes

Post Holdings, Inc. shareholders approved Election of Directors at the 2024-01-25 meeting.

“Proposal 1: All of the nominees for director were elected to serve until the Company’s annual meeting of shareholders to be held in 2025 or until their respective successors are elected and qualified, by the votes set forth in the table below: Nominee For Against Abstain Broker Non-Votes Percentage of Votes Cast For William P. Stiritz 47,995,987 721,619 156,421 6,524,177 98.20% Thomas C. Erb 47,065,246 1,637,409 171,372 6,524,177 96.30% Jennifer Kuperman 48,410,256 310,103 153,668 6,524,177 99.05%”
Restructurings & Charges

Post Holdings, Inc. announced a restructuring with charges of pre-tax charges of approximately $49 to $55 million in connection with the transfer of production capabilities to other Company locations and closure of the Fac affecting cereal manufacturing facility in Lancaster, Ohio (approximately 200 employees).

“locations and closure of the Facility is currently expected to be completed by the end of September 2024. The Company currently expects to incur pre-tax charges of approximately $49 to $55 million in connection with the transfer of production capabilities to other Company locations and closure of the Facility. Components of the pre-tax charges include cash”
Earnings Releases

Post Holdings, Inc. reported fourth fiscal quarter and fiscal year ended September 30, 2023 results: revenue $1.9 billion, net income $65.7 million. Guidance initiated.

“consumer packaged goods holding company, today reported results for the fourth fiscal quarter and fiscal year ended September 30, 2023. Highlights: • Fourth quarter net sales of $1.9 billion; operating profit of $153.0 million; net earnings from continuing operations of $65.7 million and Adjusted EBITDA (non-GAAP)* of $349.0 million • Fiscal year net sales of $7.0”
Earnings Releases

Post Holdings, Inc. updated its fiscal year ending September 30, 2024 guidance (initiated).

“On November 6, 2023, Post Holdings, Inc. ("Post" or the "Company") issued a press release announcing certain preliminary results for its fourth fiscal quarter ended September 30, 2023, as well as its preliminary outlook for the fiscal year ending September 30, 2024.”
Earnings Releases

Post Holdings, Inc. reported fourth fiscal quarter ended September 30, 2023 results: revenue approximately $1.9 billion. Guidance initiated.

“Financial Data for the Fourth Quarter of Fiscal Year 2023 The following are preliminary estimates for the fiscal quarter ended September 30, 2023: • Net sales of approximately $1.9 billion • Adjusted EBITDA (non-GAAP)* of approximately $349 million driven by strong results from both cereal and pet food within Post Consumer Brands and continued outperformance in”

Jeff A. Zadoks was appointed as interim President and Chief Executive Officer at Post Holdings, Inc..

“the Company's Board of Directors appointed Jeff A. Zadoks, Executive Vice President and Chief Operating Officer, as interim President and Chief Executive Officer.”

Robert V. Vitale departed as President and Chief Executive Officer at Post Holdings, Inc..

“Robert V. Vitale, President and Chief Executive Officer of the Company, is taking a medical leave of absence.”
Earnings Releases

Post Holdings, Inc. reported third fiscal quarter ended June 30, 2023 results: revenue $1.9 billion, net income $89.6 million. Guidance raised.

“Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the third fiscal quarter ended June 30, 2023. Highlights: • Third quarter net sales of $1.9 billion • Operating profit of $158.3 million; net earnings from continuing operations of $89.6 million and Adjusted EBITDA (non-GAAP)* of $338.2 million • Raised Adjusted EBITDA”
Earnings Releases

Post Holdings, Inc. reported second fiscal quarter ended March 31, 2023 results: revenue $1.6 billion, net income $54.1 million. Guidance raised.

“Highlights: • Second quarter net sales of $1.6 billion • Operating profit of $137.7 million; net earnings from continuing operations of $54.1 million and Adjusted EBITDA (non-GAAP)* of $276.3 million • Completed the acquisition of select pet food brands • Raised Adjusted EBITDA (non-GAAP)* guidance range for fiscal year 2023 to $1,090-$1,130 million, inclusive of partial year pet food contribution”
M&A Transactions

Post Holdings, Inc. completed an acquisition involving The J. M. Smucker Company for $700.0 million, subject to inventory adjustments, in cash, and issued to Smucker the Smucker Shares (closed 2023-04-28).

“located in Bloomsburg, Pennsylvania and manufacturing facilities located in Meadville, Pennsylvania and Lawrence, Kansas. Upon completion of the Transaction, Post paid Smucker $700.0 million, subject to inventory adjustments, in cash, and issued to Smucker the Smucker Shares. Also, in connection with the consummation of the Transaction, the parties entered into”
Material Agreements

Post Holdings, Inc. entered into Joinder Agreement No. 4 with certain of Post’s subsidiaries, as guarantors, the institutions party to the Joinder Agreement as lenders (the “Lenders”) and Barclays Bank PLC, as the administrative agent valued at $400.0 million (effective 2023-04-26).

“On April 26, 2023, Post Holdings, Inc. (“Post”) entered into a Joinder Agreement No. 4 (the “Joinder Agreement”) by and among Post, as borrower, certain of Post’s subsidiaries, as guarantors, the institutions party to the Joinder Agreement as lenders (the “Lenders”) and Barclays Bank PLC, as the administrative agent.”
Material Agreements

Post Holdings, Inc. entered into Purchase Agreement with The J. M. Smucker Company valued at approximately $1.2 billion (effective 2023-02-08).

“On February 8, 2023, Post Holdings, Inc., a Missouri corporation (“Post”), and PCB Sub, LLC, a Delaware limited liability company and newly formed, wholly-owned, indirect subsidiary of Post (“PCB Sub”), entered into an asset purchase agreement (the “Purchase Agreement”) with The J. M. Smucker Company, an Ohio corporation (“Smucker”), pursuant to which Post, through PCB Sub, will acquire from Smucker certain assets related to Smucker’s pet food business, including brands such as Rachael Ray ® Nutrish ® , Nature’s Recipe ® , 9Lives ® , Kibbles ‘n Bits ® and Gravy Train ® , as well as private label pet food assets (the "Business"), for a purchase price of approximately $1.2 billion on a cash-free, debt-free basis, subject to an inventory adjustment as described in the Purchase Agreement (the “Transaction”).”
Earnings Releases

Post Holdings, Inc. reported first fiscal quarter ended December 31, 2022 results: revenue $1.6 billion, net income $91.9 million. Guidance raised.

“First quarter net sales of $1.6 billion • Operating profit of $149.9 million; net earnings from continuing operations of $91.9 million and Adjusted EBITDA of $269.9 million • Raised fiscal year 2023 Adjusted EBITDA (non-GAAP)* guidance to $1,025-$1,065 million”
Shareholder Votes

Post Holdings, Inc. shareholders approved The Company’s executive compensation, as described in the Company's Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on December 5, 2022, was approved by the non-binding advisory votes of the shareholders. at the 2023-01-26 meeting.

“Proposal 3 : The Company’s executive compensation, as described in the Company's Definitive Proxy Statement on Schedule 14A filed with the Securities and Exchange Commission on December 5, 2022, was approved by the non-binding advisory votes of the shareholders set forth in the table below: For Against Abstain Broker Non-Votes Percentage of Votes Cast For 45,710,004 6,747,845 53,056 2,450,109 87.05%”
Shareholder Votes

Post Holdings, Inc. shareholders approved The appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for fiscal year 2023 was ratified by the shareholders. at the 2023-01-26 meeting.

“Proposal 2: The appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for fiscal year 2023 was ratified by the shareholders, by the votes set forth in the table below: For Against Abstain Percentage of Votes Cast For 54,525,565 398,558 36,891 99.21%”
Shareholder Votes

Post Holdings, Inc. shareholders approved Election of Directors at the 2023-01-26 meeting.

“Proposal 1: All of the nominees for director were elected to serve until the Company’s annual meeting of shareholders to be held in 2026 or until their respective successors are elected and qualified, by the votes set forth in the table below: Nominee For Against Abstain Broker Non-Votes Percentage of Votes Cast For Dorothy M. Burwell 51,341,503 1,137,389 32,013 2,450,109 97.77% Robert E. Grote 49,537,543 2,940,307 33,055 2,450,109 94.34% David W. Kemper 49,576,278 2,901,276 33,351 2,450,109 94.41% Robert V. Vitale 51,303,283 1,171,815 35,807 2,450,109 97.70%”
Governance Changes

Post Holdings, Inc.: Revised the advance notice window for shareholder director nominations from 120-150 days to 90-120 days prior to the first anniversary of the prior year's annual meeting (effective 2023-01-15).

“The sixth Amended and Restated Bylaws revised the advance notice window for a shareholder to provide notice of the nomination of a director in Article II, Section 1(d) from not less than 120 days nor more than 150 days prior to the first anniversary of the prior year’s annual meeting to not less than 90 days nor more than 120 days prior to the first anniversary of the prior year’s annual meeting.”

Matthew J. Mainer changed role as Senior Vice President, Chief Financial Officer and Treasurer at Post Holdings, Inc..

“In addition, on November 16, 2022, Post promoted Matthew J. Mainer, currently the Company’s Senior Vice President and Treasurer, to Senior Vice President, Chief Financial Officer and Treasurer, effective on the Effective Date.”

Jeff A. Zadoks changed role as Executive Vice President and Chief Operating Officer at Post Holdings, Inc..

“On November 16, 2022, Post Holdings, Inc. (“Post” or the “Company”) promoted Jeff A. Zadoks, currently the Company’s Executive Vice President and Chief Financial Officer, to the role of Executive Vice President and Chief Operating Officer, effective on December 1, 2022”
Earnings Releases

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.

“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”
Governance Changes

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).

“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.”

Howard A. Friedman departed as other at Post Holdings, Inc..

“Howard A. Friedman will be leaving Post Holdings, Inc., effective December 15, 2022, to join Utz Brands, Inc.”

Nicolas Catoggio was named as President and Chief Executive Officer of the Company’s Post Consumer Brands segment at Post Holdings, Inc..

“the Company has named Nicolas Catoggio as the President and Chief Executive Officer of the Company’s Post Consumer Brands segment.”

Howard A. Friedman was named as Executive Vice President and Chief Operations Officer at Post Holdings, Inc..

“Howard A. Friedman, current President and Chief Executive Officer of the Company’s Post Consumer Brands segment, has been named Executive Vice President and Chief Operations Officer for Post Holdings.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.