v3.26.1
Segments
 9 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segments SEGMENTS
At June 30, 2026, the Company managed and reported operating results through the following four reportable segments:
•Post Consumer Brands: primarily North American RTE cereal and granola, pet food and nut butters;
•Foodservice: primarily egg and potato products;
•Refrigerated Retail: primarily side dish, egg and sausage products and prior to the sale of the Crystal Farms Business, cheese products (see Note 6); and
•Weetabix: primarily U.K. RTE cereal, muesli and protein-based shakes.
The Company’s chief operating decision maker (“CODM”), who is the Company’s President and Chief Executive Officer, utilizes segment profit to assess segment performance and allocate segment resources. Segment profit for all segments is its earnings/loss before income taxes and equity method earnings/loss before impairment of property, goodwill and other intangible assets, facility closure related costs, restructuring expenses, loss on amounts held for sale, gain/loss on sale of businesses, demolition and site remediation costs related to unused facilities, gain on/adjustment to bargain purchase, interest expense and other unallocated corporate income and expenses. Segment profit is used during the Company’s annual planning process and is utilized by the CODM to monitor monthly segment results compared to prior periods, the annual plan and periodic forecasts.
The following tables present net sales, significant segment expenses (cost of goods sold and selling, general and administrative expenses) and segment profit by reportable segment. Certain inter-segment sales are presented on a gross basis by reportable segment to the CODM and eliminated within consolidated net sales.
Three Months Ended June 30, 2026
Post Consumer BrandsFoodservice Refrigerated RetailWeetabixTotal
Net Sales
Segment
$974.2 $652.9 $184.5 $137.1 $1,948.7 
Corporate and eliminations
(0.7)
Total
$1,948.0 
Less:
Cost of goods sold665.3 497.8 133.5 80.6 
Selling, general and administrative expenses 156.1 41.2 32.8 29.2 
Other segment expenses, net (a)
25.5 13.1 8.7 1.2 
Segment Profit127.3 100.8 9.5 26.1 263.7 
General corporate expenses and other
72.2 
Interest expense, net
108.2 
Income on swaps, net(3.3)
Earnings before income taxes and equity method earnings$86.6 
(a)Other segment expenses, net included (i) amortization of intangible assets for all segments, (ii) gain/loss on sale and/or disposal of equipment for all segments and (iii) certain pension and other postretirement plan adjustments for the Post Consumer Brands and Weetabix segments.
Three Months Ended June 30, 2025
Post Consumer BrandsFoodservice Refrigerated RetailWeetabixTotal
Net Sales
Segment
$914.0 $698.5 $233.9 $137.9 $1,984.3 
Corporate and eliminations
— 
Total
$1,984.3 
Less:
Cost of goods sold614.7 528.0 160.3 88.9 
Selling, general and administrative expenses 156.6 33.6 38.3 29.1 
Other segment expenses, net (a)
22.2 13.0 10.8 0.6 
Segment Profit120.5 123.9 24.5 19.3 288.2 
General corporate expenses and other
53.8 
Interest expense, net
88.5 
Expense on swaps, net
2.6 
Earnings before income taxes and equity method earnings$143.3 
(a)Other segment expenses, net included (i) amortization of intangible assets for all segments, (ii) gain/loss on sale and/or disposal of equipment for the Post Consumer Brands, Foodservice and Refrigerated Retail segments and (iii) certain pension and other postretirement plan adjustments for the Post Consumer Brands and Weetabix segments.
Nine Months Ended June 30, 2026
Post Consumer BrandsFoodservice Refrigerated RetailWeetabixTotal
Net Sales
Segment
$3,122.9 $1,949.4 $686.4 $411.1 $6,169.8 
Corporate and eliminations
(4.3)
Total
$6,165.5 
Less:
Cost of goods sold2,167.0 1,458.4 480.4 248.3 
Selling, general and administrative expenses 487.1 123.8 114.5 91.1 
Other segment expenses, net (a)
75.2 39.1 29.5 3.1 
Segment Profit393.6 328.1 62.0 68.6 852.3 
General corporate expenses and other
203.9 
Interest expense, net317.3 
Loss on extinguishment of debt, net17.5 
Income on swaps, net(6.9)
Earnings before income taxes and equity method earnings$320.5 
(a)Other segment expenses, net included (i) amortization of intangible assets for all segments, (ii) gain/loss on sale and/or disposal of equipment for all segments and (iii) certain pension and other postretirement plan adjustments for the Post Consumer Brands and Weetabix segments.
Nine Months Ended June 30, 2025
Post Consumer BrandsFoodservice Refrigerated RetailWeetabixTotal
Net Sales
Segment
$2,865.8 $1,923.0 $725.1 $397.2 $5,911.1 
Corporate and eliminations
— 
Total
$5,911.1 
Less:
Cost of goods sold1,918.11,506.5507.2250.6
Selling, general and administrative expenses 489.4106.4121.292.2
Other segment expenses, net (a)
67.238.631.81.0
Segment Profit391.1271.564.953.4780.9
General corporate expenses and other
151.7
Interest expense, net
259.6
Loss on extinguishment of debt, net5.8
Income on swaps, net
(7.3)
Earnings before income taxes and equity method earnings$371.1 
(a)Other segment expenses, net included (i) amortization of intangible assets for all segments, (ii) gain/loss on sale and/or disposal of equipment for all segments and (iii) certain pension and other postretirement plan adjustments for the Post Consumer Brands and Weetabix segments.
The following tables present additions to property and intangibles, depreciation and amortization and total assets by reportable segment. Additions to property and intangibles exclude any additions through business acquisitions (see Note 4). Due to the level of integration between the Foodservice and Refrigerated Retail segments, it is impracticable to present additions to property and intangibles and total assets separately for each segment. As such, an allocation has been made between the two segments for depreciation based on inventory costing.
Three Months Ended
June 30,		Nine Months Ended
June 30,
2026202520262025
Additions to property and intangibles
Post Consumer Brands$36.0 $65.9 $146.9 $195.6 
Foodservice and Refrigerated Retail37.3 55.2 115.3 139.8 
Weetabix8.7 9.9 25.8 25.1 
Corporate0.1 — 1.8 — 
Total$82.1 $131.0 $289.8 $360.5 
Depreciation and amortization
Post Consumer Brands$62.4 $55.4 $192.6 $173.0 
Foodservice36.0 33.5 107.3 97.3 
Refrigerated Retail17.1 18.9 54.8 54.4 
Weetabix11.3 13.2 34.1 37.0 
Total segment depreciation and amortization126.8 121.0 388.8 361.7 
Corporate6.7 11.2 35.4 16.4 
Total$133.5 $132.2 $424.2 $378.1 
AssetsJune 30,
2026		September 30,
2025
Post Consumer Brands$5,626.8 $6,290.2 
Foodservice and Refrigerated Retail 4,956.0 5,028.1 
Weetabix1,917.2 1,924.9 
Corporate352.7 285.2 
Total assets$12,852.7 $13,528.4 
The following table presents net sales by product.
Three Months Ended
June 30,		Nine Months Ended
June 30,
2026
2025
2026
2025
Net sales by product
Cereal and granola$651.5 $651.3 $1,990.5 $1,952.2 
Eggs and egg products569.5 648.1 1,712.6 1,756.8 
Pet food318.8 364.9 1,025.9 1,206.9 
Side dishes (including potato products)183.5 182.9 599.3 566.2 
Nut butters92.0 23.3 299.1 72.0 
Sausage33.0 36.2 127.2 126.9 
Cheese and dairy10.3 37.0 87.3 116.7 
Protein-based products40.5 28.3 108.6 71.8 
Other49.6 12.3 219.3 41.6 
Eliminations (0.7)— (4.3)— 
Total$1,948.0 $1,984.3 $6,165.5 $5,911.1