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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美東時間11月1日，多家華爾街大行更新了$卡夫亨氏 (KHC.US)$的評級，目標價介於34美元至41美元。
巴克萊銀行分析師Andrew Lazar維持持有評級，並將目標價從36美元下調至35美元。
Evercore分析師David Palmer維持買入評級，維持目標價38美元。
TD Cowen分析師Robert Moskow維持持有評級，並將目標價從36美元下調至34美元。
瑞穗證券分析師John Baumgartner維持買入評級，並將目標價從43美元下調至41美元。
斯迪富分析師Matthew Smith, CFA維持持有評級，並將目標價從38美元下調至35美元。
此外，綜合報道，$卡夫亨氏 (KHC.US)$近期主要分析師觀點如下：
Kraft Heinz在第三季度有機銷售增長出現不足，並表示其2024年的收益可能與其預測區間的較低端相符。此外，該公司預計到2025年的增長將無法達到預期目標。分析師指出，該公司改善其美國零售趨勢的努力進展比最初預期的要慢。
對於2025年及以後的增長和盈利預期的降低影響了對Kraft Heinz更加謹慎的立場。雖然與市場相比，該公司的估值仍可能被認爲是低的或具吸引力的，但預期中的銷售復甦似乎是一個更長期的過程，這可能會延遲任何重大積極發展。
Kraft Heinz第三季度的業績顯示出美國零售業務的下滑趨勢，表明受到競爭力量影響，復甦可能更爲持久。隨着成交量和價格差距的挑戰持續存在，以及促銷活動的增加，可能會繼續影響該公司的利潤率。
根據盈利報告，認爲Kraft Heinz股票的估值得到了5%的股息收益率的支撐，並認爲雖然降低了預期，但近期的預期管理是適當的。
管理層已經擴大了表現不佳品牌的列表，包括對Lunchables品牌的減值，並表示預期的2-3%的增長算法預計在接下來的一年內不會實現。這一發展表明公司品牌組合可能進一步發生變化的可能性增加。
以下爲今日7位分析師對$卡夫亨氏 (KHC.US)$的最新投資評級及目標價：
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