On Jan 08, major Wall Street analysts update their ratings for $The Kraft Heinz (KHC.US)$, with price targets ranging from $31 to $35.
Barclays analyst Andrew Lazar maintains with a hold rating, and adjusts the target price from $35 to $33.
Wells Fargo analyst Christopher Carey maintains with a hold rating, and adjusts the target price from $35 to $31.
Evercore analyst David Palmer downgrades to a hold rating, and adjusts the target price from $38 to $35.
TD Cowen analyst Robert Moskow maintains with a hold rating, and adjusts the target price from $34 to $32.
Furthermore, according to the comprehensive report, the opinions of $The Kraft Heinz (KHC.US)$'s main analysts recently are as follows:
2025 is anticipated to be a challenging year for the food and beverage industry, largely owing to a low likelihood of significant regulatory changes. Additionally, slow adoption and a high dropout rate in GLP-1 usage, combined with the normalization of value-seeking shopping behaviors as consumers adjust to increased prices and experience benefits from wage inflation, are contributing factors. It's suggested that many food and beverage brands should consider lowering their price points and restructuring their margins to enhance their value perception among consumers.
The downgrade reflects a continuation of 12-week measured channel sales weakness, showing a 4% decline year-over-year, along with limited visibility on when sales will stabilize. It is likely that increased investment spending may be necessary, which could pose a risk to gross margins. Current estimates stand below the consensus for 2025.
Here are the latest investment ratings and price targets for $The Kraft Heinz (KHC.US)$ from 4 analysts:
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美东时间1月8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31美元至35美元。
巴克莱银行分析师Andrew Lazar维持持有评级，并将目标价从35美元下调至33美元。
富国集团分析师Christopher Carey维持持有评级，并将目标价从35美元下调至31美元。
Evercore分析师David Palmer下调至持有评级，并将目标价从38美元下调至35美元。
TD Cowen分析师Robert Moskow维持持有评级，并将目标价从34美元下调至32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：
预计2025年对食品和饮料行业将是一个具有挑战性的一年，这主要是由于重大监管变化的可能性较低。此外，GLP-1使用的缓慢采用和高辍学率，加之消费在适应价格上涨并体验工资通胀带来的收益时，寻求价值的购物行为逐渐正常化，这些都是 contributing factors. 建议许多食品和饮料品牌考虑降低价格点并重塑其利润率，以增强消费者的价值感知。
此次下调反映了12周测量渠道销售疲软的持续，显示出同比下降4%，同时对何时销售将稳定缺乏明确的可见性。可能需要增加投资支出，这可能会对毛利润构成风险。当前的估计低于2025年的共识。
以下为今日4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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