Post Holdings (NYSE:POST) Q1 2026 Earnings call February 06, 2026 09:00 AM ET Speaker9Welcome to the Post Holdings First Quarter 2026 Earnings Conference Call and Webcast. At this time, all participants have been placed on a listen-only mode, and the floor will be open for your questions following the presentation. If you would like to ask a question at that time, please press star one on your telephone keypad. If at any point your question has been answered, you may remove yourself from the queue by pressi ...

SNAP Program & Food Assistance - Democratic states are suing to block the Department of Agriculture from denying SNAP food assistance to green card holders, arguing the USDA lacks the authority to arbitrarily exclude groups from the program [1] - In fiscal year 2023, approximately 1% (434,000) of SNAP recipients were refugees, and 3% (13 million) were other non-citizens, including lawful permanent residents [4] - The Trump administration abruptly cut $500 million in deliveries from a program sending US-produced food to food banks, resulting in 4,34 cancelled deliveries between May and September [5] Impact on Food Banks & Recipients - Feeding America estimates SNAP provides nine times more meals than its food banks [6] - Food banks experienced abrupt cuts in funding without warning from the administration [9] - Reductions in both SNAP and Medicaid could force people to choose between healthcare and groceries [6][11] Potential Consequences - Some regions may face food shortages due to increased demand and limited state support for food banks [10] - Cuts to food assistance and Medicaid could create a "double whammy" for affected populations [11]

Economic Concerns & Affordability Crisis - The economy in the DMV area (DC, Maryland, Virginia) is in a recession due to the current administration's policies [1] - Many constituents are feeling a disconnect between the President's claims of a strong economy and their lived experiences, particularly regarding affordability [1] - The shutdown was an exclamation mark on months of attacks on Virginia jobs and economy [1] - There's a perception that the administration is out of touch with the economic realities faced by average Americans, focusing on issues like the "price of Greenland" rather than the "price of groceries" [1] - The affordability crisis includes high rent, unaffordable housing, and expensive groceries, impacting voters' decisions [2] - Some Americans are making difficult choices, such as eating inexpensive meals to afford healthy food for their families, while the President is perceived as focusing on luxury [6] Political Implications & Healthcare - Voters punished those who didn't stand up for them against economic hardship [1] - Republicans face political damage if they don't address the healthcare affordability crisis, particularly regarding ACA tax premiums [8][9][10] - A poll indicated that a Republican candidate trails by 15 points if they let the premium tax credit expire, showing bipartisan support for its extension [9] Government Shutdown & Impact on Workers - The government shutdown inflicted maximum pain on Americans, exemplified by the willingness to allow 40 to 1 million Americans to go hungry [1] - Federal workers, including air traffic controllers, have faced abuse, financial hardship, and job losses due to the administration's actions [16][17] - Air traffic controllers are taking on odd jobs to make ends meet, highlighting the economic strain [15][16] - Some federal workers are making $50 to $60 thousand a year in small airports [17]

Government Policy & Veterans Affairs - The Governor expresses frustration with the Trump administration's handling of the Pentagon and VA leadership, citing disrespect towards veterans [2][3] - Concerns raised over the cutting of 30,000 VA employees and the impact of a 40+ day federal government shutdown on veterans, who constitute one in four federal employees [3] - Criticism directed at actions potentially violating due process for military personnel [3] Healthcare & Federal Shutdown - The Governor criticizes the federal government shutdown and its impact on healthcare, highlighting potential premium increases of 90% [3][6] - The Governor questions the logic of linking the reopening of the federal government to healthcare cuts [6] - Maryland allocates $62 million towards SNAP to ensure uninterrupted benefits for its residents during the federal government shutdown [11] - Concerns raised about potential healthcare premium increases of $15,000 to $25,000, deeming it economically and morally unsound [13] Redistricting & Democracy - The Governor defends the creation of a bipartisan redistricting commission to ensure fair maps and representation, despite criticism [16][18] - The Governor emphasizes the importance of letting the people of Maryland decide what their democracy looks like, contrasting this with perceived attempts to "rig the rules" [20][21] Economic Performance & Re-election - The Governor highlights Maryland's economic progress, including energy assistance, capital investment in entrepreneurs, and a drop in the unemployment rate [23] - The Governor attributes high approval ratings to delivering results, increasing employment, creating opportunities, and improving public safety [25]

We're joined by MSNBC senior Capitol Hill reporter and way too early host Ali Vatitali. MSNBC's Laura Baron Lopez at the White House for us. Also joining us, PBS NewsHour co-anchor Jeff Bennett and MSNBC political analyst, former Democratic Senator John Tester.Ally, the deal is through the Senate. What happens in the House now. >> As Senator Tester can attest to, after senators take a vote like this after working through the weekend, they are out of town.And I've seen many of them on their way to do just th ...

So, here's where things stand this morning. As John suggested, it's all moving pretty fast. In a 60 to 40 vote, a group of moderate Democrats broke from their party and voted with Republicans on legislation to fund the government and hold a later vote on extending affordable care act tax credits that expire on January the 1st.The deal includes a mini package of appropriation bills that fund military construction, veterans affairs, the department of agriculture, and the legislative branch, as well as a stop ...

Government Shutdown & Potential Resolution - A preliminary compromise to end the 40-day government shutdown is being discussed, with expectations of acceptance from both parties in the Senate [1] - The new bill aims to fund the government through January 30th [2] - The potential deal hinges on a guaranteed separate vote on Affordable Care Act subsidies [2] Political & Economic Impact - Pressure mounted on the President and Republicans due to polling data showing increased American blame for the shutdown [4] - The Trump administration demanded states undo SNAP benefit extensions or face financial penalties [5] - Millions of Americans relying on government food assistance programs like SNAP have felt the crunch of high expenses [5][6] Market & Policy Uncertainty - The Treasury Secretary clarified that the idea of giving Americans cash for healthcare costs wasn't a formal plan [4][5] - Even if the Senate passes the deal, it still needs to pass in the House, potentially taking days [7]

The Trump administration has fought this all the way up to the Supreme Court to not fully fund this critical food assistance program. What do you say to the allegations made by many Democrats that the Trump administration is simply weaponizing hunger. >> Yeah, this is the spin. Literally, this is the painful spin that people across the country is like, I'm so sick of the politics and the spin.Just fix the problem. 14 times we voted to reopen the government. Two weeks ago, we brought a bill that would fully ...

Millions of Americans may be going hungry as the Trump administration tries to wrigle out of distributing food stamp funds during the shutdown. Last night, the Supreme Court temporarily allowed the Trump administration to withhold about $4 billion in SNAP money. The order was issued by Justice Katanji Brown Jackson, who says the temporary decision was required so that the appeals court, lower court, can consider the government's arguments in full.It'll then go back to the Supreme Court. Meanwhile, everyday ...

But we begin this hour with a split screen. On one side, President Trump's version of reality and on the other, the American people's. This week, Trump tried to downplay voters concerns about affordability, a top issue that helped propel Democrats to big election wins on Tuesday.Instead, he's been focused on creating a new gilded age by handing out tax breaks to the ultra wealthy and turning the White House into his own personal palace. And according to the Daily Beast, f Friday night, he threw another extr ...