Post Holdings Raises Q2 Sales 4.7% to $2.04B, Names New CEO for October

POSTPOST

Post Holdings reported Q2 net sales of $2.043 billion, up 4.7%, with operating profit rising 16.3% to $211.9 million and adjusted EBITDA climbing 14% to $395.0 million while affirming full-year EBITDA guidance of $1.55–1.58 billion. The board appointed Nicolas Catoggio as President and CEO effective October 1, 2026, as current CEO Robert Vitale transitions to Executive Chairman.

1. Q2 Financial Performance

For the quarter ended March 31, 2026, Post Holdings achieved net sales of $2,042.9 million, a 4.7% increase year-over-year driven by acquisitions and growth in Foodservice and Refrigerated Retail. Gross profit rose to $617.6 million (30.2% of sales), operating profit increased 16.3% to $211.9 million, net earnings climbed 30.8% to $81.9 million, and adjusted EBITDA grew 14% to $395.0 million.

2. Fiscal Year 2026 Outlook

Post affirmed its full-year adjusted EBITDA guidance range of $1,550–$1,580 million, reflecting confidence in sustained margin expansion and synergy realization from recent acquisitions including 8th Avenue Food & Provisions and Potato Products of Idaho. Management cited continued momentum in new product introductions and favorable currency impacts in its international segment.

3. Executive Leadership Transition

Effective October 1, 2026, Chairman and CEO Robert Vitale will become Executive Chairman to focus on strategic capital allocation, while Executive Vice President and COO Nicolas Catoggio will assume the roles of President and CEO. Catoggio, who led Post Consumer Brands since 2021 and joined as COO in January 2026, brings deep M&A and integration expertise from his prior tenure at Boston Consulting Group.

Sources

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