On Oct 31, major Wall Street analysts update their ratings for $The Kraft Heinz (KHC.US)$, with price targets ranging from $32 to $40.
Goldman Sachs analyst Leah Jordan maintains with a sell rating, and adjusts the target price from $34 to $32.
BofA Securities analyst Peter Galbo maintains with a buy rating, and adjusts the target price from $40 to $39.
Citi analyst Thomas Palmer maintains with a buy rating, and adjusts the target price from $39 to $38.
Barclays analyst Andrew Lazar maintains with a hold rating, and maintains the target price at $36.
Deutsche Bank analyst Stephen Powers downgrades to a hold rating, and adjusts the target price from $43 to $35.
Furthermore, according to the comprehensive report, the opinions of $The Kraft Heinz (KHC.US)$'s main analysts recently are as follows:
Kraft Heinz's third-quarter organic sales did not meet expectations, and the company has suggested that its earnings for 2024 may be at the lower end of the forecasted spectrum. Additionally, growth projections through 2025 may fall short of previous estimates. Analysts note that the company's efforts to enhance its U.S. retail performance are progressing more slowly than anticipated.
The revised outlook for Kraft Heinz is influenced by a reassessment of growth and profitability expectations extending into fiscal 2025 and beyond. Despite a valuation that could be considered undervalued or appealing in relation to the market, there is an anticipation of a more extended period before sales recuperation materializes, which in turn may delay significant positive developments.
Kraft Heinz's third-quarter outcomes have shown a tepid trend within the U.S. Retail sector, with the anticipation of recovery now extended due to heightened competitive forces. Persistent volume softness, along with pricing gap issues, suggest that continued promotional efforts may further impact profit margins.
Post-earnings, expectations for Kraft Heinz have been moderated, with a belief that near-term projections are being appropriately adjusted. The stock's valuation is supported by a notable 5% dividend yield.
The firm has observed that management has included a greater number of underperforming brands, acknowledged a devaluation in the worth of Lunchables, and indicated a lack of confidence in meeting their projected 2-3% growth rate in the upcoming year. This assessment suggests an increased likelihood of further restructuring within the company's brand portfolio.
Here are the latest investment ratings and price targets for $The Kraft Heinz (KHC.US)$ from 7 analysts:
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美东时间10月31日,多家华尔街大行更新了$卡夫亨氏 (KHC.US)$的评级,目标价介于32美元至40美元。
高盛集团分析师Leah Jordan维持卖出评级,并将目标价从34美元下调至32美元。
美银证券分析师Peter Galbo维持买入评级,并将目标价从40美元下调至39美元。
花旗分析师Thomas Palmer维持买入评级,并将目标价从39美元下调至38美元。
巴克莱银行分析师Andrew Lazar维持持有评级,维持目标价36美元。
德意志银行分析师Stephen Powers下调至持有评级,并将目标价从43美元下调至35美元。
此外,综合报道,$卡夫亨氏 (KHC.US)$近期主要分析师观点如下:
Kraft Heinz第三季度的有机销售未达预期,并且公司暗示2024年的收益可能位于预测范围的下限。此外,到2025年的增长预期可能低于之前的估计。分析师指出,公司改善美国零售业绩的努力进展比预期慢。
Kraft Heinz的修订前景受到对扩展至2025财年及以后增长和盈利预期的重新评估的影响。尽管估值可能被认为是低估或吸引人的,与市场相关,但预计在销售复苏出现之前会有更长的时间,这反过来可能会推迟重大积极发展。
Kraft Heinz的第三季度业绩在美国零售业务中显示出温和的趋势,由于竞争力增强,恢复的预期现在被延长。持续的成交量疲软,以及价格差距问题,表明持续的促销活动可能进一步影响利润率。
在营收后,Kraft Heinz的预期已经得到调整,人们认为近期的预测正在得到恰当调整。该股票的估值得到一个显着的5%的股息收益率的支持。
公司观察到管理层纳入了更多表现不佳的品牌,承认Lunchables的价值减少,并表明对未来一年达到其预期的2-3%增长率缺乏信心。这一评估表明公司品牌组合内进一步重组的可能性增加。
以下为今日7位分析师对$卡夫亨氏 (KHC.US)$的最新投资评级及目标价:
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