The Kraft Heinz Company (KHC) AI Stock Analysis

The Kraft Heinz Company manufactures and distributes food and beverage products across the United States, Canada, the United Kingdom, and international markets. Its portfolio includes condiments, sauces, cheese, dairy products, meals, meats, refreshment beverages, coffee, and grocery essentials, alongside dressings, healthy snacks, spices, and seasonings. The company distributes its products through sales teams, independent brokers, agents, and distributors to grocery chains, pharmacies, mass merchants, and institutional clients such as hotels, restaurants, and hospitals. It also sells directly through e-commerce platforms and online retailers.

Revenue fell from $26.04B in FY2021 to $24.94B in FY2025, reflecting a 5-year revenue CAGR of -1.0%. In FY2025, revenue contracted 3.5%, and operating margin turned to -18.7% compared to 6.5% in FY2024. Net income dropped to -$5.85B in FY2025 from $2.74B in FY2024. Over the trailing twelve months, revenue was $24.90B with an operating margin of 15.5% and a net profit margin of -13.6%. In the latest quarter ended June 30, 2026, revenue decreased 1.4% year-over-year, while quarterly earnings grew 13.6%.

As of June 30, 2026, Kraft Heinz held $2.68B in cash and short-term investments against $19.00B in total debt, resulting in net debt of $16.32B. Shareholders' equity stood at $36.01B, with a debt-to-equity ratio of 0.53 and a current ratio of 1.06. In FY2025, operating cash flow reached $4.46B, supporting $801.0M in capital expenditures and generating $3.66B in free cash flow. Capital allocation in FY2025 included $1.90B paid in dividends and $436.0M allocated to share buybacks.

Kraft Heinz trades at a forward P/E of 11.1x and an EV/EBITDA of 13.1x, below the median of its S&P 500 Consumer Defensive peers of 15.3x forward P/E and 14.8x EV/EBITDA. Its price-to-sales multiple is 1.1x versus the peer median of 1.8x, and its price-to-book ratio is 0.8x. Over the past year, KHC gained 0.7% compared to a 16.8% return for the S&P 500 (SPY). Over five years, the stock returned -17.6% while the S&P 500 gained 83.0%.

Kraft Heinz pays an annual forward dividend of $1.60 per share, distributed quarterly, which corresponds to a dividend yield of 6.76%. The payout ratio is 66.1%. The company has paid dividends for 15 consecutive years, although its 5-year annualized dividend growth is 0.0%. The last ex-dividend date was September 4, 2026.

Wall Street coverage consists of 1 Strong Buy, 1 Buy, 14 Holds, and 4 Sells. The mean price target is $24.75, which is 4.5% above the last close of $23.68. For the current fiscal year ending December 31, 2026, consensus estimates project EPS of $2.05 on revenue of $24.63B. Kraft Heinz beat EPS estimates in all of the last 4 quarters, and its next earnings release is scheduled for November 4, 2026.

This page is an AI-written research summary of The Kraft Heinz Company (KHC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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