Financial Data and Key Metrics Changes - Consolidated net sales for Q3 2021 were $1.6 billion, a 19% increase compared to the prior year, including $78.5 million from recent acquisitions [16] - Adjusted EBITDA was $302.6 million, reflecting a decrease of 23% compared to the prior year but was roughly flat to 2019 [16][18] - The top end of the guidance range was lowered from $620 million to $610 million for the full year [7] Business Line Data and Key Metrics Changes - Post Consumer Brands experienced an 11% decline in net sales and volumes, attributed to a temporary consumer shift towards premium purchasing and the exit from low-margin businesses [17] - Weetabix net sales increased by 10%, driven by a stronger British Pound, while volumes decreased by 2% [19] - The Foodservice business saw net sales and volume growth of 80% and 56% respectively, although total volumes remain below pre-pandemic levels [20] - Refrigerated Retail net sales and volumes decreased by 12% and 10% respectively, impacted by labor shortages and reduced service levels [21] Market Data and Key Metrics Changes - Post branded products achieved a market share of 12.5%, primarily driven by the performance of the Pebbles brand [8] - The company noted extraordinary volatility in shop pricing and significant pricing actions taken to offset inflation [10] Company Strategy and Development Direction - The company is focusing on capital allocation through M&A, having acquired assets from TreeHouse and the Egg Beaters brand from Conagra [14] - A full distribution of the position in BellRing Brands is planned, allowing shareholders to choose greater exposure to BellRing [15] - The company is navigating a challenging environment with supply chain issues and is working on productivity opportunities and management strength [13] Management Comments on Operating Environment and Future Outlook - Management expects the current challenging environment to persist through Q4 and into fiscal 2022, with a focus on navigating labor and supply chain issues [6][12] - The outlook for the cereal business is clouded by unusual consumer behavior, but management remains optimistic about long-term defensibility [33] - Management anticipates a gradual recovery in the Foodservice segment, particularly in breakfast and lunch categories [35] Other Important Information - The company is facing challenges with labor availability and supply chain inefficiencies, which have impacted manufacturing capacity [9][12] - Adjusted EBITDA for the Refrigerated Retail segment decreased to $33 million due to lower volumes and increased costs [21] Q&A Session Summary Question: What advantages will the BellRing share distribution provide to Post shareholders? - Management explained that the distribution allows for direct investment into different segments, providing clarity and transparency for shareholders [26] Question: What is the outlook for sustainable profitable growth? - Management acknowledged the challenging environment but emphasized the strength of their brands and the potential for margin expansion [32] Question: How does the company view the cereal business outlook? - Management indicated that the cereal category is facing headwinds but remains optimistic about long-term growth, particularly in branded portfolios [33] Question: What are the company's plans regarding labor issues and capital allocation? - Management confirmed ongoing efforts to identify capital projects that reduce reliance on labor and improve productivity [47] Question: How is the company addressing inflation and pricing across its portfolio? - Management stated that they have taken pricing actions across the portfolio, but volatility in commodity prices remains a concern [82]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________ FORM 10-Q __________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-35305 Post Holdings, Inc. (Exact name of registrant as specified in its c ...

Post Holdings, Inc. (NYSE:POST) Q2 2021 Earnings Conference Call May 7, 2021 9:00 AM ET Company Participants Jennifer Meyer - Investor Relations Rob Vitale - President & Chief Executive Officer Jeff Zadoks - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Bill Chappell - Trust Securities Chris Growe - Stifel Rob Dickerson - Jefferies David Palmer - Evercore ISI Ken Zaslow - Bank of Montreal Jason English - Goldman Sachs Operator Welcome to Post Holdings Second Quarter 2021 Earn ...

(Exact name of registrant as specified in its charter) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________ (State or other jurisdiction of incorporation or organization) FORM 10-Q __________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________ FORM 10-Q __________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-35305 Post Holdings, Inc. (Exact name of registrant as specified in i ...

Start Time: 09:00 January 1, 0000 9:49 AM ET Post Holdings, Inc. (NYSE:POST) Q1 2021 Earnings Conference Call February 05, 2021, 09:00 AM ET Company Participants Rob Vitale - President and CEO Jeff Zadoks - EVP and CFO Jennifer Meyer - IR Conference Call Participants Andrew Lazar - Barclays John Baumgartner - Wells Fargo Bill Chappell - Truist Securities David Palmer - Evercore ISI Jason English - Goldman Sachs Chris Growe - Stifel Michael Lavery - Piper Sandler Rob Dickerson - Jefferies Ken Zaslow - Bank o ...

Post Holdings, Inc. (NYSE:POST) Q4 2020 Earnings Conference Call November 20, 2020 9:00 AM ET Company Participants Jennifer Meyer - Investor Relations Rob Vitale - President and Chief Executive Officer Jeff Zadoks - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays John Baumgartner - Wells Fargo Chris Growe - Stifel David Palmer - Evercore ISI Bill Chappell - Truist Securities Michael Lavery - Piper Sandler Ken Zaslow - Bank of Montreal Operator Welcome to Post Holdings Fourth Qua ...

Post Holdings, Inc. (NYSE:POST) Q3 2020 Earnings Conference Call August 7, 2020 9:00 AM ET Corporate Participants Jennifer Meyer - Head-Investor Relations Rob Vitale - President and Chief Executive Officer Jeff Zadoks - Chief Financial Officer Conference Call participants David Palmer - Evercore ISI Andrew Lazar - Barclays Chris Growe - Stifel Jason English - Goldman Sachs Michael Lavery - Piper Sandler Rob Dickerson - Jefferies Ken Zaslow - Bank of Montreal Operator Welcome to Post Holdings Third Quarter 2 ...

Post Holdings, Inc. (NYSE:POST) Q2 2020 Earnings Conference Call May 8, 2020 9:00 AM ET Company Participants Jennifer Meyer - IR Rob Vitale - President and Chief Executive Officer Jeff Zadoks - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Chris Growe - Stifel John Baumgartner - Wells Fargo Bill Chappell - SunTrust Michael Lavery - Piper Sandler David Palmer - Evercore ISI Ken Zaslow - Bank of Montreal Jason English - Goldman Sachs Operator Welcome to Post Holdings Second Quar ...

Post Holdings, Inc. (NYSE:POST) Q1 2020 Earnings Conference Call February 7, 2020 9:00 AM ET Company Participants Matt Mainer - Vice President and Treasurer Rob Vitale - President and Chief Executive Officer Jeff Zadoks - Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Chris Growe - Stifel John Baumgartner - Wells Fargo Bill Chappell - SunTrust Michael Lavery - Piper Sandler David Palmer - Evercore ISI Ken Zaslow - Bank of Montreal Rob Dickerson - Jefferies Brian Holland - D.A. ...