Post Holdings: The 2027 Earnings Decline Looks Worse Than It Is
Post Holdings is rated Buy after a 35% share decline, with shares trading at roughly 10x earnings and 6.9x forward EBITDA. Management is shifting capital allocation from aggressive buybacks toward debt reduction, and fiscal 2027 is expected to be a reset year, with normalized Foodservice EBITDA and cost savings supporting an EPS rebound in 2028.
Why it matters — A POST watcher would care because the article frames the expected 2027 earnings decline as a temporary reset that could lead to an EPS rebound in 2028, while highlighting a strategic shift from buybacks to debt reduction.