Post Holdings to Announce Financials, Officer Changes

TL;DR

**Post Holdings is about to drop financial results and leadership news.**

AI Summary

Post Holdings, Inc. filed an 8-K on February 1, 2024, reporting on events that occurred on January 30, 2024. The filing indicates that the company will be disclosing its financial results and operational condition, as well as information regarding changes in its directors or officers and their compensation. This matters to investors because it signals upcoming financial disclosures and potential leadership changes, which can significantly impact the company's future performance and stock valuation.

Why It Matters

This filing signals that Post Holdings, Inc. is preparing to release important financial results and details about potential changes in its leadership team, both of which are critical for investors to assess the company's health and future direction.

Risk Assessment

Risk Level: medium — The filing indicates upcoming disclosures about financial results and potential officer changes, which could introduce volatility depending on the nature of the news.

Analyst Insight

An investor should prepare for upcoming announcements from Post Holdings, Inc. regarding their financial performance and potential changes in executive leadership, as these will be key drivers for the stock's short-term movement. Reviewing past performance and leadership changes for context would be prudent.

Key Players & Entities

• Post Holdings, Inc. (company) — the registrant filing the 8-K
• January 30, 2024 (date) — date of the earliest event reported
• February 1, 2024 (date) — date the 8-K was filed
• Missouri (location) — state of incorporation for Post Holdings, Inc.
• 001-35305 (other) — Commission File Number
• 45-3355106 (other) — IRS Employer Identification No.
• 2503 S. Hanley Road, St. Louis, Missouri 63144 (location) — address of principal executive offices
• (314) 644-7600 (other) — registrant's telephone number
• Common Stock, $0.01 par value per share (other) — title of class of securities registered
• POST (other) — trading symbol

FAQ

Key Financial Figures

• $0.01 — ange on which registered Common Stock, $0.01 par value per share POST New York Stock
• $400 million — ruary 5, 2024 (the "Effective Date"), a $400 million share repurchase authorization (the "Ne
• $234 million — e Company had repurchased approximately $234 million of shares of the Company's common stock

Filing Documents

• post-20240130.htm (8-K) — 29KB
• ex99-1q12024er.htm (EX-99.1) — 417KB
• ex99-2returnfromleavepr.htm (EX-99.2) — 6KB
• image_0.jpg (GRAPHIC) — 410KB
• post-20240130_g1.jpg (GRAPHIC) — 410KB
• postholdingslogoa27a.jpg (GRAPHIC) — 410KB
• 0001530950-24-000051.txt ( ) — 2838KB
• post-20240130.xsd (EX-101.SCH) — 2KB
• post-20240130_lab.xml (EX-101.LAB) — 26KB
• post-20240130_pre.xml (EX-101.PRE) — 13KB
• post-20240130_htm.xml (XML) — 3KB

02. Results of Operations and Financial Condition

Item 2.02. Results of Operations and Financial Condition. On February 1, 2024, Post Holdings, Inc. (the "Company") issued a press release announcing results for its first fiscal quarter ended December 31, 2023. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. The information contained in this Item 2.02 and Exhibit 99.1 attached hereto shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On January 30, 2024, the Company announced that Robert V. Vitale, President and Chief Executive Officer of the Company, ended his medical leave effective January 30, 2024. Mr. Vitale had been on a medical leave of absence since November 2, 2023. In connection with Mr. Vitale's return from leave and the resumption of all of his duties and responsibilities as the Company's President and Chief Executive Officer, the Company's Board of Directors (the "Board") reappointed Mr. Vitale as the Company's principal executive officer effective January 30, 2024. 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. A copy of the press release announcing Mr. Vitale's return from leave is attached hereto as Exhibit 99.2 and incorporated herein by reference.

01. Other Events

Item 8.01. Other Events. On January 30, 2024, the Board approved, effective February 5, 2024 (the "Effective Date"), a $400 million share repurchase authorization (the "New Authorization") and cancelled, effective February 4, 2024, its existing $400 million share repurchase authorization, which was approved by the Board on June 6, 2023 and became effective on June 7, 2023 (the "Existing Authorization"). The Company had repurchased approximately $234 million of shares of the Company's common stock under the Existing Authorization as of February 1, 2024. The New Authorization extends for a two-year period beginning on the Effective Date, and the Company may begin repurchasing shares under the New Authorization on February 5, 2024. Repurchases may be made from time to time in the open market, in private purchases, through forward, derivative, accelerated repurchase or automatic purchase transactions, or otherwise. Any shares repurchased would be held as treasury stock. The New Authorization does not, however, obligate the Company to acquire any particular number of shares, and repurchases may be suspended or terminated at any time at the Company's discretion.

01. Financial Statements and Exhibits

Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 99.1 Earnings Release dated Febr uary 1 , 2024 99.2 Press Release dated January 30, 2024 104 Cover Page Interactive Data File (the cover page iXBRL tags are embedded within the Inline XBRL document) 2

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. Date: February 1, 2024 Post Holdings, Inc. (Registrant) By: /s/ Matthew J. Mainer Name: Matthew J. Mainer Title: Senior Vice President, Chief Financial Officer and Treasurer 3

View Full Filing

View this 8-K filing on SEC EDGAR