Reworded10-Q Aug 6, 2026 vs 10-K Nov 21, 2025
Screener
/
SEC EDGAR
/CIK 0001530950
/10-K filed Nov 21, 2025, compared with Nov 15, 2024
/Numbers from the XBRL of the 10-Ks
NYSE
Consumer staples · Packaged Foods
Post Holdings, Inc. POST
New risk paragraphs, branching off last year
Each branch is a paragraph in Risk Factors with nothing like it in the 10-K filed Nov 15, 2024. A box jumps to the paragraph as filed, below.
Paragraphs with nothing like them in last year's 10-K
16 paragraphs in Risk Factors of the 10-K filed Nov 21, 2025 with nothing like them in the 10-K filed Nov 15, 2024. Quoted exactly. Paragraphs that were only edited are under 10-K change.
During recent years, we have experienced increased input and freight costs, including as a result of inflation, tariffs, labor shortages and heightened interest rates. During fiscal 2025, cost pressures on certain inputs eased, while other inputs continued to face heightened cost pressures, and we expect this trend to continue into fiscal 2026. We anticipate that announced tariffs, and any potential future modifications or incremental tariffs, could increase supply chain challenges, commodity cost volatility and consumer and economic uncertainty due to rapid changes in global trade policies. Similarly, from time to time, we experience limited supply or shortages of certain of our inputs or freight availability, which has resulted, and may in the future result, in us paying increased amounts for such inputs or freight or has impacted, and may in the future impact, our ability to produce or deliver our products. Also, in response to changing regulatory or market-driven requirements, we may need to source new inputs from third-party suppliers, which may be limited in availability or result in increased costs.
We have in the past been and continue to be adversely affected by changes in macroeconomic conditions and other conditions and events resulting in economic or financial market uncertainty or business disruption, which may from time to time
•increased volatility in commodity or other input costs or availability, which could include substantial cost increases or input shortages as a result of product reformulations or packaging changes;
•increases in the costs of equipment or other materials necessary for our planned capital projects;
•physical harm to our, our customers or third-party manufacturers’, suppliers’ or vendors’ employees or properties; and
Show the other 9
hiring, integrating and training our workforce also require significant time and expense. Additionally, in recent years, we have been undergoing various network optimization projects, which have resulted or will result in workforce reductions of selected workers. If we fail to retain the necessary employees during and because of these projects, it could have material adverse impacts on our operations.
cybersecurity breach to date, nor have we had a material impact resulting from a breach of one of our Third Parties, we have had and continue to experience General Cyber Events or other events of this nature and expect them to continue.
Labor strikes or work stoppages by our employees or employees of third parties in our supply chain could harm our businesses.
Our businesses can be adversely affected if we are unable to effectively market our existing products or effectively develop, introduce or market new products, if we are unable to establish and convey our brand and product value to consumers, if we do not have adequate or desirable shelf space or product accessibility or visibility on online platforms, if we are unable to
effectively leverage technology or develop the data analytics capabilities needed to generate actionable commercial insights and appropriately act on such insights, if we are unable to develop and maintain relationships with our customers, if our competitors spend more aggressively or effectively on advertising and promotional activities than we do or if we are otherwise unable to compete effectively. Further, increased competition can reduce our sales due to loss of market share or require us to reduce prices to respond to competitive and customer pressures or can result in increased capital, marketing or other expenditures. In recent years, smaller competitors have been gaining market share in categories in which our retail businesses compete. Competitive and customer pressures, as well as industry supply and market demand, also from time to time limit our ability to increase prices, including in response to increased costs (such as those resulting from inflation or new or increased tariffs).
•we may encounter challenges as a result of offering the acquired businesses’ product portfolios, including when that portfolio includes products, such as peanut butter, with greater vulnerability to contamination or other food safety concerns and heightened regulatory risks;
•the proposed sale may not be completed within the anticipated time frame or at all; and
•we expect to enter into a transition services agreement with the acquirer of the Pasta Business, and we may be unable to comply with our obligations thereunder.
member states. We also are regulated by similar authorities elsewhere in the world where our products are distributed or licensed. Certain of our businesses are subject to heightened regulations. Specifically, certain of our Foodservice and Refrigerated Retail businesses’ products are subject to continuous on-site inspections by the USDA. Such heightened regulatory scrutiny results in increased costs of operations and the potential for delays in product sales. Governmental regulations and administrative policies also affect or regulate taxes and levies, tariffs, trade policies and agreements, import and export restrictions, healthcare costs, competition, data privacy and security and related disclosures, usage of AI, immigration and labor issues, including worker documentation and human rights, governmental assistance programs and incentives (such as the Supplemental Nutrition Assistance Program and the Women, Infants and Children Program) and other regulatory matters, any or all of which impact our businesses or the businesses of our customers, third-party suppliers or manufacturers or others in our supply chain.
other things, adverse impacts on our or our third-party suppliers’ or manufacturers’ operations.
We are subject to taxes in the U.S. and foreign jurisdictions. Due to economic and political conditions, tax rates in the U.S. and various foreign jurisdictions have been and may be subject to significant changes. In the U.S., on July 4, 2025, the H.R.1 tax
Paragraphs in the 10-Q filed Aug 6, 2026 that were not in the one before
New in the latest 10-Q
5 paragraphs in the 10-Q filed Aug 6, 2026 with nothing like them in the 10-Q filed May 7, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.
10-Q
Common Stock, $0.01 par value per share - 43,956,805 shares as of August 3, 2026
Read in the 10-Q
Financial statements and notes
June 30, June 30, 2026 2025 2026 2025 ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── Net Earnings Including Noncontrolling Interest $ 63.6 $ 108.7 $ 242.6 $ 284.7 Pension and other postretirement benefits adjustments: Reclassifications to net earnings 0.4 0.3 1.1 0.8 Foreign currency translation adjustments: Unrealized foreign currency translation adjustments 1.8 99.7 (26.0) 40.0 Tax expense on other comprehensive income (loss): Pension and other postretirement benefits adjustments: Reclassifications to net earnings (0.2) (0.1) (0.4) (0.2) Total Other Comprehensive Income (Loss) Including Noncontrolling Interest 2.0 99.9 (25.3) 40.6 Less: Comprehensive income (loss) attributable to noncontrolling interest 0.3 (0.1) 0.5 — Total Comprehensive Income $ 65.3 $ 208.7 $ 216.8 $ 325.3
Read in the 10-Q
◦ Inflation - During both fiscal 2025 and 2026, we continued to face inflationary pressures on certain input costs while inflationary pressures on other input costs eased. These pressures resulted in some cases from tariffs and the conflict in Iran as discussed below;
Read in the 10-Q
improved customer service levels. Sales of all other products were up $27.6 million, primarily driven by protein-based shake sales.
Read in the 10-Q
statements are based on management’s current views and assumptions and involve risks and uncertainties that could affect expected results. Those risks and uncertainties include, but are not limited to, the following:
Read in the 10-Q
The 10-Q's risk factors against the 10-K
Item 1A of the 10-Q filed Aug 6, 2026 against Item 1A of the 10-K filed Nov 21, 2025.
A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed.
Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed,
Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal
(cut words struck through, new words highlighted).
Text on the page, not a score; each links to the filing at sec.gov.
Phrases used for the first time
Two-word phrases in Risk Factors of the 10-K filed Nov 21, 2025 that are in none of the 1 earlier 10-Ks stored, back to Nov 15, 2024
increased tariffs ×12inflation new ×9weather events ×8weather pattern ×4pattern changes ×4corporate responsibility ×4responsibility matters ×4precipitation patterns ×3patterns weather ×3trade policies ×3restrictions reduced ×3restrictions heightened ×3regulatory authorities ×3tax act ×3retaliatory tariffs ×2occur periodically ×2
Where each one is used
- increased tariffs: Our businesses purchase and use many different inputs to manufacture our products, including ingredients, packaging materials, energy and other supplies. For a discussion of the raw materials, energy and other supplies used in our businesses, refer to “Raw Materials, Energy and Other Supplies” within “Business” in...
- inflation new: Our businesses purchase and use many different inputs to manufacture our products, including ingredients, packaging materials, energy and other supplies. For a discussion of the raw materials, energy and other supplies used in our businesses, refer to “Raw Materials, Energy and Other Supplies” within “Business” in...
- weather events: Our businesses purchase and use many different inputs to manufacture our products, including ingredients, packaging materials, energy and other supplies. For a discussion of the raw materials, energy and other supplies used in our businesses, refer to “Raw Materials, Energy and Other Supplies” within “Business” in...
- weather pattern: Increases in the frequency or severity of any acute (including extreme weather and natural disasters) or chronic (including prolonged temperature and precipitation patterns) weather events or weather pattern changes (including those resulting in fire or water stress) may have material adverse impacts on our...
- pattern changes: Increases in the frequency or severity of any acute (including extreme weather and natural disasters) or chronic (including prolonged temperature and precipitation patterns) weather events or weather pattern changes (including those resulting in fire or water stress) may have material adverse impacts on our...
- corporate responsibility: Legal, regulatory or market measures to address environmental, sustainability or corporate responsibility matters may negatively affect our businesses, financial condition, results of operations and cash flows.
- responsibility matters: Legal, regulatory or market measures to address environmental, sustainability or corporate responsibility matters may negatively affect our businesses, financial condition, results of operations and cash flows.
- precipitation patterns: Our businesses purchase and use many different inputs to manufacture our products, including ingredients, packaging materials, energy and other supplies. For a discussion of the raw materials, energy and other supplies used in our businesses, refer to “Raw Materials, Energy and Other Supplies” within “Business” in...
Used at least twice, small words left out. Counted, not picked: a phrase can be new because the company renamed something.
What was taken out
37 paragraphs of last year's Risk Factors with nothing like them now. The longest are quoted.
Sources
Item 1A of each 10-K and 10-Q on EDGAR, quoted exactly. Each paragraph links to the filing at sec.gov.
Also
10-K change: what was reworded or cut, section by section.
Work with it
Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/POST/export.csv") into a cell.