KHC

Kraft Heinz (KHC) reported earnings 30 days ago. What's next for the stock?

Management is investing in the business to reinvigorate growth.

Packaged-food names are selling sharply Thursday even as the broader staples complex holds firm and the wider tape climbs. The Consumer Staples Select Sector SPDR ETF (NYSEARCA:XLP) is flat at $85.

PITTSBURGH & CHICAGO--(BUSINESS WIRE)--The Kraft Heinz Company (Nasdaq: KHC) (“Kraft Heinz” or the “Company”) today announced that it will transfer the listing of its common stock to the New York Stock Exchange (NYSE). Kraft Heinz expects its common stock to begin trading on the NYSE on September 14, 2026, under its existing ticker symbol, KHC. “Our move to the New York Stock Exchange marks an exciting milestone in Kraft Heinz's transformation. We believe the NYSE is a natural home for Kraft He.

Kraft Heinz trades at a discount and generates strong cash flow, but weak volumes, inflation and softer earnings keep execution risk in focus.

Kraft Heinz beat Q2 earnings and sales estimates and raised its 2026 organic sales outlook, but weak North America volumes and margin pressure remain.

Kraft Heinz is positioned for a turnaround, driven by increased investment in key brands and promising early market share improvements. KHC's 2026 earnings will be pressured by higher spending, but volumes and earnings are expected to rebound in 2027 as investments bear fruit. Emerging Markets offer robust growth, with 8.5% organic sales growth and significant long-term expansion potential for KHC.

Kraft Heinz expands Away From Home beyond ketchup, targeting new customers, restaurants and venues as it seeks more sustained sales growth.

CNBC's Jim Cramer, host of Mad Money, posted on X on Monday, “Hard to believe the drug stocks are so out of sync with food stocks.

Kraft Heinz trades at 12.5x 2026 P/E, but profit declines and sector headwinds persist. The 6%+ dividend yield appears attractive, yet sustainability is questionable given ongoing earnings erosion. CEO Cahillane's new strategy emphasizes increased marketing and promotional spend, aiming for organic growth and volume recovery by 2027.