Analyst Robert Moskow from TD Cowen maintained a Hold rating on Kraft Heinz and decreased the price target to $26.00 from $28.00.
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Robert Moskow’s rating is based on several factors impacting Kraft Heinz’s financial outlook. The company recently reported a decline in organic sales for the third quarter, which was below market expectations. This shortfall, coupled with a reduction in 2025 guidance and anticipated higher investment spending in 2026, has contributed to a cautious outlook. The company’s performance in North America was particularly concerning, with significant volume declines attributed to weak consumer sentiment and competitive pressures.
Additionally, challenges in emerging markets, particularly in Indonesia, have further dampened the outlook. The company is expected to face margin compression due to increased investment in pricing and marketing, as well as efforts to stabilize sales in key product categories. Despite plans for a corporate split, there has been little information provided to reassure investors, leaving uncertainties about the future valuation of the company’s segments. These factors collectively support a Hold rating as the company navigates these challenges.
Moskow covers the Consumer Defensive sector, focusing on stocks such as Kraft Heinz, Clorox, and McCormick & Company. According to TipRanks, Moskow has an average return of 3.2% and a 46.44% success rate on recommended stocks.
In another report released today, Jefferies also reiterated a Hold rating on the stock with a $24.00 price target.