POST
PostBNYSE / Food Beverage & Tobacco
Last Price
At close
2026-07-18
Current thesis
The better post-print read is that Foodservice and Refrigerated Retail carried the quarter, EBITDA grew faster than sales, free cash flow remained positive, and management still backed the FY26 EBITDA range. If Nutrish disruption fades by the end of Q3 and buybacks continue, the share count tailwind can matter.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.0.
What can break
Core Post Consumer Brands remains the weak spot; excluding 8th Avenue, PCB volumes fell 10.0% in Q2, with pet distribution losses and cereal category declines still evident [#8-K-2026-05-07].
Momentum
19
Value
66
Sentiment
68
Setup hits (3d)
— · Net —
AI TargetsBase $108.00 · Bull $118.00 · Bear $92.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net —
Target $120.33
Why
Momentum19 · Δ7d -0.8
Value66 · Δ7d -0.0
Sentiment68 · Δ7d -5.7
So what
Strength-led posture. Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
19
26% active weight
Current posture
7d trendImproving
Δ7d
-0.8
Δ21d
-2.5
Value
66
39% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.2
Sentiment
68
34% active weight
Current posture
7d trendSoftening
Δ7d
-5.7
Δ21d
+1.5
Why this grade
Composite grade B. Momentum 18.6 / Value 66.2 / Sentiment 68.1
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$3.94B
Beta
0.45
Shares Out
45.32M
P/E (TTM)
17.7
P/S (TTM)
0.61
P/FCF (TTM)
10.24
Rev YoY
+4.7%
EPS YoY
+51.1%
Gross Margin
+26.6%
Op Margin
+9.7%
Net Debt
$7.52B
Current Ratio
1.85
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology