Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Post Holdings, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Grain Mill Products
Prev close 77.19 · gapped above the open, then crossed back over prior close. High/low 81.97 at 4:00 am ET, 77.11 at 12:45 pm ET.
Post Holdings, Inc. has 1 disclosed supplier and 8 disclosed customers. Each one is named in an SEC filing, either Post Holdings, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of POST revenue | Skew |
|---|---|---|---|
| SYYSysco | 4.01% | 41.20% | 10× |
| USFDUS Foods | 8.28% | 41.20% | 5.0× |
| KRKroger | 1.92% | 35.70% | 19× |
| WMTWalmart | 0.40% | 35.70% | 90× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 41.2% of the segment's net sales in fiscal 2024.”
$3.3B relationship10× more of POST’s book than SYY’s
basisPOST fy2024 · closed 2024-09 $7.9BSYY fy2025 · closed 2025-06 $81.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001530950-24-000365cik 0001530950
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 41.2% of the segment's net sales in fiscal 2024.”
$3.3B relationship5.0× more of POST’s book than USFD’s
basisPOST fy2024 · closed 2024-09 $7.9BUSFD fy2025 · closed 2025-12 $39.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Additionally, the largest customers of our Refrigerated Retail segment, Walmart and Kroger, accounted for 35.7% of the segment's net sales in fiscal 2024.”
$2.8B relationship19× more of POST’s book than KR’s
basisPOST fy2024 · closed 2024-09 $7.9BKR fy2025 · closed 2026-01 $148B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Additionally, the largest customers of our Refrigerated Retail segment, Walmart and Kroger, accounted for 35.7% of the segment's net sales in fiscal 2024.”
$2.8B relationship90× more of POST’s book than WMT’s
basisPOST fy2024 · closed 2024-09 $7.9BWMT fy2026 · closed 2026-01 $713B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“The largest customers of our Weetabix segment, Tesco and Asda, accounted for 30.2% of Weetabix's net sales in fiscal 2024.”
$2.4B relationship
basisPOST fy2024 · closed 2024-09 $7.9B
FILING10-K0001530950-24-000365
“The largest customers of our Weetabix segment, Tesco and Asda, accounted for 30.2% of Weetabix's net sales in fiscal 2024.”
$2.4B relationship
basisPOST fy2024 · closed 2024-09 $7.9B
FILING10-K0001530950-24-000365
“In connection with the Pet Food acquisition, we entered into a transition services agreement with Smucker (the "TSA") pursuant to which Smucker provided certain Pet Food support services to us for a transition period of 18 months following the close of the acquisition based on the terms set forth in the TSA, which ended in the first quarter of fiscal 2025.”
FILING10-K0001530950-24-000365cik 0001530950
“Following our IPO, we continued to receive some of these services pursuant to a master services agreement with Post, and in connection with the Spin-off, we, Post, Old BellRing and BellRing LLC entered into an amended and restated master services agreement, which was further amended in fiscal 2023.”
FILING10-K0001772016-25-000153cik 0001772016disclosed by BRBR
“In addition, our Foodservice segment has a facility that manufactures protein-based shakes as a third-party manufacturer for BellRing.”
FILING10-K0001530950-25-000260cik 0001530950
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001530950-24-000365cik 0001530950
FILING10-K0001530950-24-000365cik 0001530950
FILING10-K0001530950-24-000365cik 0001530950
POST (Post Holdings, Inc.) has 1 disclosed suppliers and 8 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: SYY −4.72%, in consumer.