Barclays Maintains Equal-Weight on Kraft Heinz, Lowers Price Target to $25
Barclays analyst Andrew Lazar maintains Kraft Heinz (NYSE:KHC) with a Equal-Weight and lowers the price target from $26 to $25.
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TD Cowen analyst Robert Moskow reiterates Kraft Heinz (NYSE:KHC) with a Hold and maintains $22 price target.
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Barclays analyst Andrew Lazar maintains Kraft Heinz (NYSE:KHC) with a Equal-Weight and lowers the price target from $26 to $25.
Kraft Heinz and Coca-Cola represent different investment strategies in the consumer staples sector. Kraft Heinz trades at a steep discount (11x forward P/E) with a high 7.2% dividend yield but faces profitability challenges, a $9.3B impairment charge, and declining margins. Coca-Cola commands a premium valuation (27x forward P/E) justified by superior 27.3% net margins, consistent profitability, and 64 consecutive years of dividend increases. The article suggests Kraft Heinz may appeal more to deep-value investors despite turnaround risks, while Coca-Cola offers stability and proven cash generation.
PepsiCo beat Q3 earnings estimates and raised full-year revenue guidance, but cut profit guidance due to North American business struggles, higher operating costs, and margin compression. The company plans cost-cutting measures and selective price increases on snack brands to address headwinds from inflation and changing consumer preferences.
Filed: 2026-10-07 AccNo: 0001637459-26-000069 Size: 1 MB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits