Post Holdings, Inc.

BOVESPA:P2OS34 Stock Report

Market Cap: R$26.4b

Post Holdings Management

Management criteria checks 3/4

Post Holdings' CEO is Rob Vitale, appointed in Nov 2014, has a tenure of 7.92 years. total yearly compensation is $14.29M, comprised of 8.6% salary and 91.4% bonuses, including company stock and options. directly owns 0.96% of the company’s shares, worth R$253.92M. The average tenure of the management team and the board of directors is 4.8 years and 7.5 years respectively.

Key information

Rob Vitale

Chief executive officer

US$14.3m

Total compensation

CEO salary percentage8.6%
CEO tenure7.9yrs
CEO ownership1.0%
Management average tenure4.8yrs
Board average tenure7.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Rob Vitale's remuneration changed compared to Post Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2022n/an/a

US$718m

Mar 31 2022n/an/a

US$468m

Dec 31 2021n/an/a

US$52m

Sep 30 2021US$14mUS$1m

US$156m

Jun 30 2021n/an/a

US$147m

Mar 31 2021n/an/a

US$266m

Dec 31 2020n/an/a

-US$34m

Sep 30 2020US$12mUS$1m

US$800k

Jun 30 2020n/an/a

-US$117m

Mar 31 2020n/an/a

-US$137m

Dec 31 2019n/an/a

US$97m

Sep 30 2019US$11mUS$1m

US$122m

Jun 30 2019n/an/a

US$165m

Mar 31 2019n/an/a

US$244m

Dec 31 2018n/an/a

US$289m

Sep 30 2018n/an/a

US$457m

Jun 30 2018n/an/a

US$480m

Mar 31 2018n/an/a

US$322m

Dec 31 2017n/an/a

US$228m

Sep 30 2017US$9mUS$1m

US$35m

Jun 30 2017n/an/a

-US$10m

Mar 31 2017n/an/a

US$53m

Dec 31 2016n/an/a

US$60m

Sep 30 2016US$18mUS$975k

-US$28m

Compensation vs Market: Rob's total compensation ($USD14.29M) is above average for companies of similar size in the BR market ($USD2.75M).

Compensation vs Earnings: Rob's compensation has been consistent with company performance over the past year.


CEO

Rob Vitale (56 yo)

7.9yrs

Tenure

US$14,288,491

Compensation

Mr. Robert V. Vitale, also known as Rob, is Executive Chairman of BellRing Brands, Inc since September 2019. He has been the Chief Executive Officer and President of Post Holdings, Inc. since November 1, 2...


Leadership Team

NamePositionTenureCompensationOwnership
Robert Vitale
President7.9yrsUS$14.29m0.96%
R$ 253.9m
Jeff Zadoks
Executive VP & CFO7.9yrsUS$8.16m0.12%
R$ 31.3m
Howard Friedman
Executive VP & COO1.1yrsUS$4.70m0.014%
R$ 3.7m
Diedre Gray
Executive VP10.8yrsUS$7.73m0.10%
R$ 27.4m
Mark Westphal
President of Foodservice4.8yrsUS$3.92m0.14%
R$ 35.8m
Bradly Harper
Senior VP & Chief Accounting Officer3.8yrsno data0.0096%
R$ 2.5m
Jennifer Meyer
Head of Investor Relationsno datano datano data
Christopher Neugent
Executive Vice President of Strategy4.3yrsUS$2.99mno data
Steve Schonhoff
Senior Vice President of Integrated Supply Chain for Bob Evans Foods & Michael Foods4.8yrsno datano data
Sally Abbott
Managing Director of Weetabix UK & Ireland4.8yrsno datano data
Helen Wilson
General Counsel4.4yrsno datano data
Maureen Mazurek
Head of Environmental1.3yrsno datano data

4.8yrs

Average Tenure

56yo

Average Age

Experienced Management: P2OS34's management team is considered experienced (4.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Robert Vitale
President7.9yrsUS$14.29m0.96%
R$ 253.9m
William Stiritz
Non-Executive Chairman10.7yrsUS$437.44k7.79%
R$ 2.1b
David Kemper
Independent Director7.1yrsUS$298.22k0.035%
R$ 9.4m
David Skarie
Independent Director10.7yrsUS$271.55k0.058%
R$ 15.4m
Gregory Lynn Curl
Independent Director10.7yrsUS$264.05k0.023%
R$ 6.1m
Thomas Erb
Director1.4yrsUS$40.00k0.033%
R$ 8.9m
Robert Grote
Independent Director10.7yrsUS$271.55k0.013%
R$ 3.5m
Dorothy Burwell
Independent Director2.3yrsUS$271.55k0.0027%
R$ 708.9k
Ellen Harshman
Independent Director5yrsUS$256.55k0.0096%
R$ 2.5m
Jennifer Kuperman
Independent Director1.4yrsUS$40.00kno data

7.5yrs

Average Tenure

72yo

Average Age

Experienced Board: P2OS34's board of directors are considered experienced (7.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2022/10/23 15:09
End of Day Share Price 2022/07/26 00:00
Earnings2022/06/30
Annual Earnings2021/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

Post Holdings, Inc. is covered by 21 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Andrew LazarBarclays
Kenneth ZaslowBMO Capital Markets Equity Research