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

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 13/22, Up 17%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with KHC has achieved its target at $42. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $33) to $38. If triggered, this would result in a net investment gain of 11% when combined with our previous buy recommendation.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 13/22, Up 5.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with KHC is progressing well. To remain disciplined, we recommend trailing up the stop to $33.

RISKY

It's a terrible company, even though shares are too cheap. That said, you might be able to make money on this.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly KHC is a defensive stock, that pays a good dividend, trades below book value, and has demonstrated it is a good inflation hedge. The company has been able to pass along rising costs to consumers and still has sales growing 10% over the previous quarter. Its dividend is backed by a payout ratio under 60% of cash flow. We recommend placing a stop-loss at $30, looking to achieve $42 -- upside potential over 17%. Yield 4.7% (Analysts’ price target is $41.93)

TOP PICK

Past missteps. Cut dividend to a sustainable level, still 4.13%. Used free cashflow to pay down debt from $30B to 20B. Reinvesting in brands. Ready to grow again. Lower-valued consumer stock. (Analysts’ price target is $42.31)

DON'T BUY

It's more in developed markets, which are pretty mature. Not much growth. Company itself is only targeting 1-2%.

DON'T BUY

They haven't fared well from a fundamental standpoint. Earnings have gone down since the 2015 merger. With the market rotating into value, KHC has benefited a bit, but their profile remains unexciting. There are better opportunities elsewhere.

DON'T BUY

Undervalued, relative to peers. Prospects are slowly improving. In the staples sector, there are easier stories to get behind. Still a work in progress. He prefers Costco, PG, or even Nestle, which all have more consistent earnings.

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DON'T BUY

It is in a relatively mature space. She owns MDLZ-Q, which they spun off because it has more growth.

HOLD

Condiment market? Ketchup seems the place to be during the pandemic. Heinz had been a struggling company, but it has been a safe haven when the economy has been in rough shape. The dividend has remained safe.

DON'T BUY

Not a shining moment for Warren Buffett. Problem is consumers want upscale, fresh, artisanal food, not the old-fashioned, mass-produced food in a box that Kraft makes. Kraft needs to reinvent themselves and move in that direction.

DON'T BUY

Molson Coors vs. Kraft Heinz She owns neither. Kraft Heinz has pulled back a lot; 3G Capital bought them and they're famous for cutting and not reinvesting, which limits product innovation. There's little growth in North American staples; the space is very mature and highly competitive. Molson Coors: She doesn't own any beer companies, because they're all richly priced. Also, beer drinking is declining over time. She gives a slight edge to Molson Coors, but unethusiastically, because KHC is limited by the mature N.A. market.

WAIT

Debt issues? Growth by acquisition with a lot of debt has got them into problem. He sold out around $80 and is now starting to look again at them. He is concerned about the debt overhang. Over a 5-10 year time horizon you should be okay. Is it the best to own in consumer staples? He would add something else along with it. He can't recommend it until he does more analysis.

WATCH

In terms of relative valuation, it is looking good. The stock is on sale. Probably too early to look at it right now though it is a cheap staple. It has products that most homes have. It is definitely worth looking at, but must look at some of the trends.

DON'T BUY

They encountered accounting issues that the FCC is investigating. In 2017 they tried to merge with Unilever which began their demise. A lot of products have fallen out of favour, like Maxwell House and Oscar Meyer. To catch up to current health food trends requires a huge investment in R&D, and will it payoff and how long? Unlike QSR-T, KHC has fallen behind.

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