On Nov 01, major Wall Street analysts update their ratings for $The Kraft Heinz (KHC.US)$, with price targets ranging from $34 to $41.
Barclays analyst Andrew Lazar maintains with a hold rating, and adjusts the target price from $36 to $35.
Evercore analyst David Palmer maintains with a buy rating, and maintains the target price at $38.
TD Cowen analyst Robert Moskow maintains with a hold rating, and adjusts the target price from $36 to $34.
Mizuho Securities analyst John Baumgartner maintains with a buy rating, and adjusts the target price from $43 to $41.
Stifel analyst Matthew Smith, CFA maintains with a hold rating, and adjusts the target price from $38 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 experienced a shortfall in Q3 organic sales growth and conveyed that its 2024 earnings might align with the lower spectrum of its forecasted range. Furthermore, the company anticipates growth up to 2025 to fall short of its projected goals. The analyst notes that the company's efforts to enhance its U.S. retail trends are progressing more slowly than initially anticipated.
The diminished expectations for growth and profitability extending into fiscal 2025 and beyond have influenced a more cautious stance on Kraft Heinz. While the company's valuation may still be perceived as low or appealing in comparison to the market, the anticipated recovery in sales appears to be a lengthier process, which may delay any significant positive developments.
Kraft Heinz's Q3 outcomes displayed weakening trends in U.S. retail, indicating a recovery that may be more prolonged due to competitive forces. Persisting challenges with volume and pricing gaps, along with increased promotional endeavors, are likely to continue impacting the company's profit margins.
Following the earnings report, the valuation of Kraft Heinz shares is considered to be supported by a 5% dividend yield, with a belief that near-term expectations are being managed appropriately despite reduced estimates.
Management has expanded the list of underperforming brands, including a devaluation of the Lunchables brand, and indicated that the anticipated growth algorithm of 2-3% is not expected to be reached in the following year. This development suggests a heightened likelihood of further changes to 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11月1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34美元至41美元。
巴克莱银行分析师Andrew Lazar维持持有评级，并将目标价从36美元下调至35美元。
Evercore分析师David Palmer维持买入评级，维持目标价38美元。
TD Cowen分析师Robert Moskow维持持有评级，并将目标价从36美元下调至34美元。
瑞穗证券分析师John Baumgartner维持买入评级，并将目标价从43美元下调至41美元。
斯迪富分析师Matthew Smith, CFA维持持有评级，并将目标价从38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在第三季度有机销售增长出现了开空，并表示其2024年的收益可能与其预测区间的下限相符。此外，该公司预计到2025年的增长将未能达到预期目标。分析师指出，该公司提升美国零售业态的努力进展比最初预期的要慢。
对于2025财年及以后的增长和盈利前景的预期降低已经影响了对Kraft Heinz的更为谨慎立场。尽管公司的估值可能仍被认为是低位或吸引人的，与市场相比，但销售预期的复苏似乎是一个持续时间更长的过程，这可能会延迟任何重大的积极发展。
Kraft Heinz在第三季度的业绩显示出美国零售业态的趋弱，表明由于竞争力量的作用，复苏可能会更为拖延。随着成交量和价格区间的持续挑战，以及促销活动的增加，这些因素可能继续影响公司的利润率。
在收益报告之后，Kraft Heinz股票的估值被认为得到了5%的股息收益率的支持，人们相信近期的预期管理得当，尽管估值有所减少。
管理层已扩大了表现不佳品牌的名单，其中包括Lunchables品牌的贬值，并表示预期的增长算法为2-3%不太可能在下一年实现。这一发展暗示公司品牌组合可能会进一步发生变化的可能性增加。
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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