Does POST's $500 Million Buyback Indicate Confidence for FY26?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 27 2025
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Source: NASDAQ.COM
Post Holdings Share Repurchase: Post Holdings, Inc. has authorized a new $500 million share repurchase program following the cancellation of a previous buyback, having repurchased approximately $275.2 million in shares prior to this decision.
Strong Financial Performance: The company reported significant cash inflows in fiscal 2025, generating $301 million in operating cash and $488.1 million in free cash flow, alongside notable year-over-year earnings improvements in key segments like Foodservice and Refrigerated Retail.
Stock Valuation: Post Holdings' stock is currently trading at a forward P/E ratio of 12.64, which is below both the industry average of 14.72 and the sector average of 16.4, indicating a modest discount compared to peers.
Market Performance: Despite strong financials, Post Holdings shares have declined by 5.2% over the past month, underperforming the broader Consumer Staples sector and the S&P 500 index during the same period.
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Analyst Views on CHEF
Wall Street analysts forecast CHEF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHEF is 76.71 USD with a low forecast of 66.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 63.580
Low
66.00
Averages
76.71
High
85.00
Current: 63.580
Low
66.00
Averages
76.71
High
85.00
About CHEF
The Chefs' Warehouse, Inc. is a distributor of specialty food products in the United States, the Middle East, and Canada. The Company offers stock-keeping units (SKUs), ranging from specialty foods and ingredients to basic ingredients and staples, produce and center-of-the-plate proteins. Its product categories include center-of-the-plate, dry goods, pastry, cheeses and charcuterie, produce, dairy and eggs, oils and vinegars and kitchen supplies. It operates through the foodservice distribution segment, which is concentrated primarily in the United States. The Company’s customer base consists primarily of menu-driven independent restaurants, fine dining establishments, country clubs, hotels, caterers, culinary schools, bakeries, patisseries, chocolateries, cruise lines, casinos and specialty food stores. Its center-of-the-plate products include custom cut beef, seafood and hormone-free poultry, as well as produce and food products, such as cooking oils, butter, eggs, milk, and flour.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Chefs' Warehouse (CHEF) Projects FY 2026 Sales Between $4.35B and $4.45B
- Strong Sales Outlook: Chefs' Warehouse projects net sales for FY 2026 to be between $4.35 billion and $4.45 billion, reflecting robust performance in Q4 2025, indicating sustained market demand that could drive stock price appreciation.
- Stable Gross Profit: The company anticipates gross profit to range from $1.053 billion to $1.076 billion for FY 2026, showcasing its success in cost control and operational efficiency, thereby strengthening its position in the competitive food distribution market.
- Adjusted EBITDA Forecast: The expected adjusted EBITDA is projected to be between $276 million and $286 million, providing investors with a clearer view of the company's core operating performance, which may attract increased investor interest.
- Dilution Impact on Shares: The diluted share count is forecasted to be between 46.0 million and 46.7 million shares, including approximately 6.5 million shares from convertible notes, which may pressure earnings per share but also offers flexibility for future financing.
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CHEF Stock Fluctuates: 52-Week Low at $47.39
- Stock Price Analysis: CHEF's 52-week low is $47.39, with a high of $68.94, and the last trade at $60.20 indicates significant price fluctuations, reflecting market caution regarding its future performance.
- Technical Indicator Observation: The current price of $60.20 is below the 200-day moving average, suggesting a potentially bearish sentiment in the short term, prompting investors to monitor subsequent trends to assess risk.
- Market Sentiment Assessment: Despite the fluctuations within the 52-week range, the current price remains above the low point, indicating some market confidence in CHEF's fundamentals, though potential pullback risks should be noted.
- Investor Focus: Investors should closely watch CHEF's price movements in the coming trading days to adjust their investment strategies accordingly.
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