Are Wall Street Analysts Predicting Kraft Heinz Stock Will Climb or Sink?

Core Insights - The Kraft Heinz Company (KHC) is one of the largest food and beverage companies globally, with a market cap of $31.8 billion and operations across multiple regions [1] Performance Overview - KHC has underperformed the broader market in 2025, with stock prices dropping nearly 20% year-to-date and 27.1% over the past 52 weeks, compared to the S&P 500 Index's 16% gains year-to-date and 17.4% returns over the past year [2] - The company also lagged behind the Nasdaq Food & Beverage ETF, which saw a 9.3% decline year-to-date and a 14.4% drop over the past year [3] Recent Financial Results - Following the release of mixed Q3 results on October 29, KHC's stock prices fell 4.5%. The company reported a 2.3% year-over-year decline in overall sales to $6.2 billion, missing market expectations [4] - Adjusted EPS for the quarter dropped 18.7% year-over-year to $0.61, although it exceeded consensus estimates by 7% [4] Future Outlook - Analysts project KHC's adjusted EPS for the full fiscal 2025 to be $2.55, reflecting a 16.7% year-over-year decline. However, the company has a strong earnings surprise history, having surpassed bottom-line estimates in the past four quarters [6] - The consensus opinion among 22 analysts covering the stock is a "Hold," consisting of two "Strong Buys," 19 "Holds," and one "Moderate Sell" [6] Restructuring Plans - KHC is undergoing a restructuring plan to split into two separate companies by Q2 2026, which may further pressure margins in the short term due to associated restructuring costs [5] Analyst Ratings - TD Cowen analyst Robert Moskow reiterated a "Hold" rating on KHC and lowered the price target from $28 to $26 on October 29, indicating a slightly less pessimistic outlook compared to two months prior [7]