Post Holdings Stock Discussion

Insider sales at Post Holdings outweighing insider buying in recent months and over the past year could be a bearish sign. Despite high insider ownership, their transactions analysis doesn't inspire company confidence.

The lawsuit highlights the challenges faced by minority-owned businesses in securing fair opportunities in the marketplace. If the allegations are proven true, it could potentially harm the reputation of both Walmart and Post, and may impact their stock prices.

Packaged food stocks held their ground in Q3 with a 10% average share price increase. Lamb Weston and Freshpet led in revenue growth and guidance raise respectively, while Cal-Maine lagged behind.

Mizuho sees Post's fiscal 2024 EBITDA guidance of $1.2B-$1.28B as highly achievable, with EBITDA risks leaning towards the upside through FY25. The general sentiment towards Post is bullish among analysts.

The insider buying at Post Holdings points to a potential positive sentiment within the company's leadership despite being minimal in the last three months. The substantial insider ownership suggests that management's incentives are well aligned with shareholders.

Post's Q4 FY2023 earnings exceeded projections, largely due to increased net sales. However, declining sales volume and missed operating margin, adjusted EBITDA targets reveal challenges. With a 3.1% stock rise post-report, cautious business and valuation evaluation is advised.

The modest insider sales, with no recent buying, alludes to a neutral or bearish outlook. Greater investment by insiders might boost shareholder trust.