Post Holdings reported that cereal category volume declines narrowed to 2.5% in April from 3% in the second quarter of fiscal 2026, signaling gradual demand recovery. Management expects year-over-year cereal volume performance to improve in the second half as the Oreo O's licensing agreement impact rolls off, and noted the U.K. cereal category has returned to a relatively flat trend. The company maintained flat dollar market share year over year despite slightly lower promotional activity, reflecting portfolio stability. Post Holdings continues to benefit from a balanced branded and private label portfolio, with private label representing approximately 20% of Post Consumer Brands' business.
Post Holdings Inccereal category volume declines narrowing and expected improvement signal demand recovery for Post Holdings
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