What Happened?
Shares of packaged foods company Post (NYSE:POST)
fell 12.9% in the afternoon session after the packaged foods company reported second-quarter revenue that missed Wall Street's expectations and offered a weak forecast for the coming year. For the second quarter of 2026, Post's sales declined 1.8% year on year to $1.95 billion, falling short of analysts' consensus estimate of $2.02 billion.
While the company's adjusted earnings per share of $1.78 and adjusted EBITDA of $377.3 million both narrowly beat expectations, investors appeared to focus on the top-line miss and the outlook. Looking ahead, analysts expect the company's revenue to decline by 2.8% over the next 12 months, with full-year earnings per share projected to remain flat. The combination of a current revenue miss and a forecast for future sales decline signaled potential demand headwinds, leading to a negative reaction in the stock.
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What Is The Market Telling Us
Post’s shares are not very volatile and have only had 2 moves greater than 5% over the last year. Moves this big are rare for Post and indicate this news significantly impacted the market’s perception of the business.
The biggest move we wrote about over the last year was 6 months ago when the stock gained 9.5% on the news that the company reported strong fourth-quarter 2025 results that surpassed analyst expectations and raised its full-year financial outlook.
The consumer packaged goods company posted adjusted quarterly earnings of $2.13 per share, beating the $1.67 consensus estimate. Revenue for the quarter came in at $2.17 billion, an increase of 10.1% year-on-year, which was in line with expectations. Furthermore, the company boosted its adjusted EBITDA forecast for the full year to a midpoint of $1.57 billion, above analysts' projections of $1.54 billion.
Post is down 20.6% since the beginning of the year, and at $79.11 per share, it is trading 31% below its 52-week high of $114.61 from February 2026. Investors who bought $1,000 worth of Post’s shares 5 years ago would now be looking at only $721.02.
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