Post Holdings, Inc. · NYSE:POST
Post — Merger or Acquisition (June 2025)
11 slides from Post's merger presentation, Jun 3, 2025
Slide 1: Post Holdings Acquires 8th Avenue Food & Provisions
Post Holdings Acquires 8th Avenue Food & Provisions June 3, 2025
Slide 2: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements Certain matters discussed in this presentation are forward-looking statements within • disruptions or inefficiencies in Post’s supply chain, tariffs, inflation, labor shortages, the meaning of the Private Securities Litigation Reform Act of 1
Slide 3: Cautionary Statement Regarding Forward-Looking Statements (Cont'd)
Cautionary Statement Regarding Forward-Looking Statements (Cont’d) (CONTINUED FROM PRIOR PAGE): • Post’s ability to successfully integrate the pet food assets and operations acquired • conflicting interests or the appearance of conflicting interests resulting from any of in April 2023 and in the Per
Slide 4: Additional Information
Additional Information Non-GAAP Financial Measures Post uses Adjusted EBITDA, an illustrative purchase price multiple and free cash flow, In this presentation, Post provides its forecasted Adjusted EBITDA guidance for fiscal all of which are non-GAAP measures, in this presentation to supplement fina
Slide 5: Additional Information (Cont'd)
Additional Information (Cont’d) Prospective Financial Information The prospective financial information provided in this presentation regarding Post’s expectations about 8th Avenue’s product net sales composition upon completion of and 8th Avenue’s future performance, including Post’s forecasted Adj
Slide 6: Additional Information (Cont'd)
Additional Information (Cont’d) Market and Industry Data Attune , Attune Foods , Golden Boy , Dakota Growers Pasta Co.®, American Blanching Company , Dreamfields®, Nature’s Edge , Willamette Valley®, Nut’n Better®, Sweet Home Farm® and Ronzoni®, are currently the property of, or are under This prese
Slide 7: 8th Avenue Food & Provisions, Inc: History and Strategic Rationale
8th Avenue Food & Provisions, Inc: History and Strategic Rationale • In 2018, Post partnered with private equity to form 8th Avenue Food & Provisions, Inc. (“8th Avenue”) • In exchange for contributing its private label nut butter, pasta and granola businesses, Post received after-tax proceeds of ~$
Slide 8: Transaction Summary
Transaction Summary • Post has agreed to purchase 8th Avenue for an enterprise value of approximately $880mm(1) • Categories include branded and private label pasta and private label nut butters, granola and fruit & nut • Purchase price multiple is 6.8x 8th Avenue’s forecasted post-synergies Adjuste
Slide 9: Overview of 8th Avenue Food & Provisions
Overview of 8th Avenue Food & Provisions Acquisition gives Post strong, established positions across categories #1 Private Label Peanut and Tree Nut #2 #1 Private Label Dry Pasta Manufacturer(1) Private Label Granola Manufacturer(1) Butter Manufacturer(1) Net Sales Breakdown Segment Channel Product(
Slide 10: Enhances Post's Free Cash Flow Profile
Enhances Post’s Free Cash Flow Profile Cash Flow Characteristics 8th Avenue Free Cash Flow (“FCF”) Illustrative Calculation ($ in mm) Acquisition + 1 Recurring revenue stream Impact supported by scaled positions Post Forecasted Adjusted EBITDA (1) $1,450 $1,450 within strategic categories 8th Avenue
Slide 11: Post Holdings, Inc.
POST HOLDINGS, INC.