Zacks Investment Research·1d ago
Can Kraft Heinz's Promotional Strategy Support Better Volume Trends?Kraft Heinz sharpens promotions, pricing and pack sizes to improve affordability as falling volume/mix puts its second-half strategy to the test.
Kraft Heinz's fundamental outlook is clouded by recurring non-cash impairments that have erased $13.5B in equity and driven retained earnings to -$9.3B, yet the underlying business demonstrates resilience with stable operating cash flow averaging $1.1B quarter...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 1.4% YoY in 2026Q2 with gross margin down 300bps to 32.4%, while operating income swung to -$6.4B due to a massive impairment, masking an otherwise 18.3% average operating margin in non-impairment quarters.
The Kraft Heinz Company has eight $1 billion+ brands, making it a leader in the food and beverage industry with significant market presence.
Berkshire Hathaway holds a 27.5% stake in KHC, signaling strong institutional confidence in the company's long-term potential.
The planned 2026 corporate split is expected to unlock value by separating a high-growth global business and driving operational modernization.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.56+3.5% vs $0.54 | $6.3B+1.4% vs $6.2B |
Q2 2026 May 6, 2026 | $0.58+15.8% vs $0.50 | $6.0B+2.7% vs $5.9B |
Q1 2026 Feb 11, 2026 | $0.67+9.8% vs $0.61 | $6.4B-0.3% vs $6.4B |
Q4 2025 Oct 29, 2025 | $0.61+4.6% vs $0.58 | $6.2B-0.3% vs $6.3B |
Kraft Heinz sharpens promotions, pricing and pack sizes to improve affordability as falling volume/mix puts its second-half strategy to the test.
Using a common valuation metric allows investors to compare stocks. Kraft Heinz sells at a lower price-to-sales multiple than PepsiCo and the S&P 500.
A fat dividend yield can signal a stock worth buying or a company quietly falling apart, and telling the difference requires looking past the payout itself at the cash flow, debt load, and share price collapse hiding behind the number.
Greg Abel took the reins as the CEO of Berkshire Hathaway (NYSE:BRK) (NYSE:BRK) at the start of 2026. While the Warren Buffett successor has made many changes to the company's investment portfolio, one of the first stocks he said he would sell remains a prominent holding.
Benchmark KHC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Kraft Heinz Company (KHC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.79 | $28.21B | -4.83 | -3.5% | -23.44% | -12.83% | 6.72% | |
| $35.82 | $19.12B | -223.88 | -5.45% | -0.48% | -0.98% | — | |
| $20.34 | $6.07B | 10.12 | 6.4% | 4.14% | 9.98% | — | |
| $14.78 | $7.07B | -3.70 | -2.85% | -0.39% | -0.51% | — | |
| $122.41 | $13.05B | -94.16 | 3.72% | 2.51% | 4.06% | — | |
| $19.91 | $10.96B | 22.89 | 1.55% | 2.82% | 4.33% | — |
The Kraft Heinz Company (KHC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Kraft Heinz Company (KHC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 27, 2026·SEC
Jun 18, 2026·SEC
Get notified when KHC posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
The Kraft Heinz Company (KHC) stock FAQ — growth, dividends, profitability & financials explained
The Kraft Heinz Company (KHC) reported $24.90B in revenue for fiscal year 2025. This represents a 34% increase from $18.58B in 2011.
The Kraft Heinz Company (KHC) saw revenue decline by 3.5% over the past year.
The Kraft Heinz Company (KHC) reported a net loss of $3.40B for fiscal year 2025.
Yes, The Kraft Heinz Company (KHC) pays a dividend with a yield of 6.72%. This makes it attractive for income-focused investors.
The Kraft Heinz Company (KHC) has a return on equity (ROE) of -12.8%. Negative ROE indicates the company is unprofitable.
The Kraft Heinz Company (KHC) generated $3.82B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
