POST — what changed in the latest 10-Q
A section-by-section comparison of POST's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +28 | −24 | ~38 | 45 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~5 | 5 |
| Controls & procedures | Text added/removed | +1 | −1 | 0 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
•Refrigerated Retail: primarily side dish, egg and sausage products and prior to the sale of the Crystal Farms Business (as defined below), cheese products; and
On May 1, 2026, we completed our sale of substantially all of the assets of Crystal Farms Dairy Company (the “Crystal Farms Business”). Prior to the sale, the Crystal Farms Business’s operating results were reported in our Refrigerated Retail segment.
For additional information on these business divestitures, refer to Note 6 within “Notes to Condensed Consolidated Financial Statements.”
•pressures on input costs, which impacted all segments across our business. Future pressures on our input costs could have a materially adverse impact on our results of operations if we are unable to mitigate the impact on our businesses. Such pressures include the following:
◦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;
Text removed vs the prior filing · source: 10-Q · 2026-05-07
•Refrigerated Retail: primarily side dish, egg, cheese and sausage products; and
In March 2026, we entered into an agreement to sell substantially all of the assets of Crystal Farms Dairy Company (the “Crystal Farms Business”), which closed on May 1, 2026, subsequent to the end of the period covered by this report. The Crystal Farms Business’s operating results are reported in o…
For additional information on these business divestitures, refer to Notes 6 and 19 within “Notes to Condensed Consolidated Financial Statements.”
•inflationary pressures on input costs, which impacted all segments across our business. During fiscal 2025, inflationary pressures on certain input costs eased while other input costs continued to face inflationary pressures. In addition, we anticipate that any future modifications to or incrementa…
Three Months Ended March 31,Change inSix Months Ended March 31,Change in
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-08-06
Based on management’s evaluation, there were no significant changes in the Company’s internal control over financial reporting during the quarter ended June 30, 2026 that have materially affected, or are reasonably likely to materially affect, the Company’s internal control over financial reporting.
Text removed vs the prior filing · source: 10-Q · 2026-05-07
In connection with the Company’s 8th Avenue acquisition completed in fiscal 2025, management is in the process of analyzing, evaluating and, where necessary, implementing changes in controls and procedures. This process may result in additions or changes to the Company’s internal control over financ…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice