Wall Street Outlook on Kraft Heinz: Are Analysts Feeling Bullish?

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Kraft Heinz Sees Decline Amid Market Trends and Earnings Report

Pittsburgh, Pennsylvania-based The Kraft Heinz Company (KHC) manufactures and markets food and beverage products globally. With a market capitalization of $33.8 billion, Kraft Heinz boasts a portfolio that includes eight consumer-focused product platforms: Taste Elevation, Easy Ready Meals, Hydration, Meats, Cheeses, Substantial Snacking, Desserts, Coffee, and various grocery items.

Stock Performance Comparisons

Over the past 52 weeks, Kraft Heinz has significantly underperformed the broader market. KHC shares have dropped 21.4%, contrasting with the S&P 500 Index ($SPX), which has gained 10.2%. Year-to-date, KHC’s stock is down 6.9%, while the S&P 500 has experienced a smaller decline of 3.9%.

In comparing its performance to other industry benchmarks, Kraft Heinz has also lagged behind the Consumer Staples Select Sector SPDR Fund (XLP), which rose 7.4% over the same period, returning 3.7% year-to-date.

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Recent Earnings Report

Kraft Heinz’s stock experienced a slight uptick following the release of its Q1 2025 results on April 29. The company reported net sales of $6 billion, down 6.4% year-over-year, which aligned with Wall Street estimates. Adjusted earnings per share (EPS) fell 10.1% from the previous year to $0.62, surpassing the consensus estimate of $0.60. For fiscal 2025, Kraft Heinz anticipates a net sales decline between 1.5% and 3.5% year-over-year, with adjusted EPS projected to be between $2.51 and $2.67.

For the current fiscal year, which will conclude in December 2025, analysts predict an adjusted EPS decline of 16% year-over-year, bringing it to $2.57. Despite this expected decline, Kraft Heinz has a strong earnings surprise history, having beaten consensus estimates in the last four quarters.

Analyst Ratings and Price Targets

Among the 20 analysts covering Kraft Heinz, the overall consensus rating is a “Hold.” This reflects one “Strong Buy” rating, 15 “Holds,” one “Moderate Sell,” and three “Strong Sells.” This rating configuration is less optimistic than three months prior, when there were five “Strong Buy” ratings.

On April 25, analysts at Stifel reduced the price target for KHC to $30 while maintaining a “Hold” rating. Currently, Kraft Heinz is trading slightly below the mean price target of $29.15. The highest price target on record is $33, indicating a potential upside of 15.4% from current price levels.

On the date of publication, the author did not hold (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information, please view the disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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