Kraft Heinz Company (KHC) Buy, Sell or Hold

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Kraft Heinz Company (KHC)

25.32

-0.35 (1.36%)

as of Aug 25, 2026, 8:00:00 pm Market Open.

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Investor Insights

Aug 25, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Kraft Heinz Company has had a challenging few years but recently reported better-than-expected earnings, leading to a 2.35% increase in share price. The appointment of a new CEO signals potential for a turnaround, which some experts see as promising. However, concerns persist regarding the company's heavy debt load from previous mergers and a disappointing return on invested capital (ROIC). Additionally, younger consumers seem less interested in Kraft Heinz's aging brands, and the growing health trends, partly influenced by GLP-1 drugs, may be diminishing the appeal of processed foods. Despite having a solid free cash flow to support its dividend, the payout ratio at 70% raises caution about its sustainability in the face of potential sales declines.

Consensus

Mixed

Valuation

Fair Value

Similar

PG, Procter&Gabble

BUY

Longer term, the Cadbury acquisition makes sense. Food industry is relatively stable at this point. Commodity prices have dropped, which has helped their margins. 3.9% dividend.

DON'T BUY

Did a deal with Cadbury and he doesn't have Cadbury in his system yet. He feels this was a bad deal for Kraft and the model price will certainly come down. His current model price is the same as the current price.

HOLD

Pretty fully priced. Good solid company with decent yield 3.8%. Relatively cheap at the current price but concerned regarding the buyout of Cadbury and possible synergy problems. Slow growth business.

SELL

He sold it last year. Would be surprised if they make the acquisition of Cadbury. Would prefer a Canadian food stock.

DON'T BUY

Tried to unsuccessfully acquire the British chocolate firm Cadbury. They would have to pay substantially more which would bring the price of the stock down.

COMMENT

Recent quarter was pretty good. Only difficulty right now is that many investment managers are rotating out of stables into more economically sensitive names. Probably a pretty good entry point for a more conservative investor.

WAIT

Doesn’t see any risk on dividend being ‘sliced’. Signs they may turn the company around. Interesting in picking them up. Thinks they will be in a position to meet the lower expectations for the May 9’th announcements. Might want to wait until after that announcement but after the announcement you may buy at a higher price.

BUY

Valuation is a little expensive but earnings are stronger. A defensive stock. Food prices have increased over the last 6 months but input prices have gone down, which has helped margins. Good dividend and growing.

TOP PICK

Sales are skyrocketing. 4.2% dividend. Trades at about 13 X this year's earnings. Costs of food input are coming down so margins should expand this year.

DON'T BUY

His model price is $26.87, a negative differential of 15%.

COMMENT

Have looked at this one along with Campbell Soups (CPB-N), Smithfield Foods (SFD-N) and Tyson Foods (TSN-N) (poultry) as the food industry is defensive and will be the beneficiary of higher food prices.

DON'T BUY

He has a model price of $27.55, a -12% differential. A lot of people are going into the consumer staples area. Not mispriced. The bottom could be $27.30.

WAIT

(Market Call Minute.) Have some management changes going on and they are getting out of some assets. Would wait and see how those things work out.

HOLD

Altria (MO-N) has spun this company off. If you own, in the short run he would probably hold. Probably has some bounce potential on it. In the long-term, he would be cautious. They have not been very innovative. A “ show me” stock.

DON'T BUY

Has a model price of $33.77, which is where the stock stands now. Fully priced.

Showing 136 to 150 of 164 entries

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Kraft Heinz Company (KHC)