Kraft Heinz Company (KHC) Buy, Sell or Hold

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Kraft Heinz Company (KHC)

25.73

-0.91 (3.42%)

as of Aug 5, 2026, 8:00:00 pm Market Open.

99 watching

Investor Insights

Aug 5, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Kraft Heinz Company (KHC-Q) is currently navigating a challenging landscape despite recently reporting a much better-than-expected quarter, leading to a 2.35% increase in its share price. The company has recently appointed a new CEO, indicating a potential turnaround strategy. However, the stock faces significant concerns regarding its heavy debt load from past mergers and poor return on invested capital (ROIC), raising questions about its long-term viability. Additionally, demographic shifts reveal that younger consumers may be turning away from Kraft's older brands, particularly those associated with processed foods. While the company has a healthy free cash flow to support its dividend, experts caution that without innovative product offerings, growth may continue to be stymied.

Consensus

Negative

Valuation

Fair Value

Similar

CPB

PAST TOP PICK

(A Top Pick Nov 24/11. Up 20.96%.) He is now recommending Mondelez (MDLZ-Q), the spinoff, which is the international snacks business which is faster growing. Not a lot of cash flow or dividend. He continues to hold both.

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TOP PICK

Spun out their global snack business under Mondelez International (MDLZ-Q). Lower margins than its peers so there is good potential for margin improvement. There is an indicated dividend yield of 4.5%, which is a very nice yield. Expect their earnings growth will be better than their peer group. (See Top Picks.)

HOLD

Breaking out into parts. Value of underlining parts will become clearer. Is up during announcement. Wait until you have both parts.

BUY

Splitting the company, which he likes as it will give some catalyst to the stock. It gives an option to shareholders as to whether they want to keep both companies including the North American groceries which gets a high dividend and stable play and the snack business which will be more of a higher growth company. Beta is very low.

HOLD

Will be spinning off their snack business October 1. Altogether he feels the 2 portions would be worth $42 a share. Not that much upside and as a Canadian, you don’t get to keep the entire dividend.

SELL

Relatively expensive on its history. If you own, consider moving into the gold stocks. (See Top Picks.)

HOLD

(Market Call Minute) Getting ready to split. If you don’t hold it, don’t buy it here.

HOLD

A good company that has done a very good job but not one of his favourite companies because it does not have the growth rate he is looking for. Has preferred Nestle.

BUY

They are splitting the company into snack foods and North American groceries. You will be open to choose whether you want the high dividend groceries or the high growth snacks business. This has been a great defensive stock. Has moved up nicely and the dividend has been strong.

BUY

When they finish the restructuring they will probably get an uplift. Prefers grocery business.

BUY ON WEAKNESS

Will be splitting in 2 soon and he thinks the stock has probably reacted to that news. Not overly expensive. A lot of good consumer companies are trading at 15X and 16X earnings. Definitely cheaper than a Coca-Cola (KO-N) or a Pepsi (PEP-N). Expect their earnings will be good this quarter. Haven't increased their dividend over the past 2 or 3 years.

DON'T BUY

Company is going through a reorganization, which sometimes puts pressures on stocks. Dividend yield is okay but there's not a lot of dividend growth. As well, there is some cost inflation problems these days. They operate on razor thin margins. With a strong US$ versus the euro, there will be a lot of headwinds for multinational companies.

COMMENT

Will be splitting the grocery business, which is very a stable cash flow generator, from he global snack food business, which is a higher growth business. Grocery part will likely have a significant dividend with some growth. Snack food will be higher growth but not be a yielder. Expecting split will be for the end of 2012.

BUY

Has been quite cautious in his equity portfolios but he likes consumer staples because they have defensible cash flows and good dividend yields. Thinks they will split the business and it will unlock some value. Not a lot of risk and he is comfortable in owning it here. Own it now though the split

BUY

Sometime this year, this will split into 2 companies 1) North American groceries and 2) snack foods. Groceries will pay a much higher dividend while snacks will be considered much more of a growth company. The sum of these 2 parts should give you more value. Pays a nice dividend which will be better once they split.

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Kraft Heinz Company (KHC)