The market expects Kraft Heinz (KHC) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 29, 2025, might help the stock move higher if these key numbers are bett ...

The Kraft Heinz Company (KHC) is likely to register a decline in both top and bottom lines when it reports first-quarter 2025 earnings on April 29. The Zacks Consensus Estimate for revenues is pegged at $6 billion, indicating a 6.5% decline from the prior-year quarter’s reported figure. The consensus mark for quarterly earnings has remained unchanged in the past 30 days at 60 cents per share, projecting a decline of 13% from the figure reported in the year-ago quarter. KHC has a trailing four-quarter earnin ...

Kraft Heinz (KHC 1.71%) is a powerhouse consumer staple. Its owns several iconic brands that produce consistent cash flows and dividends for shareholders. But since the 2015 merger between Kraft Foods and H.J. Heinz, the stock is down 60% as of this writing, trailing the S&P 500's return of 155%. Despite the underperformance, Warren Buffett's Berkshire Hathaway remains the company's largest shareholder. At the end of 2024, Berkshire Hathaway held 27.2% of the company's shares. Buffett is famous for his pati ...

Every home has one—the infamous "everything drawer," packed with takeaway cutlery, random wipe packs, and of course, an avalanche of ketchup sachets. But now, Heinz is here to turn that sachet stash into something way better—a bottle of the ketchup you actually want. DUBAI, UAE, April 17, 2025 /PRNewswire/ -- Have you been there? Your kitchen drawer overflowing with the little takeaway packets you're almost certainly never going to use, but hang on to because you don't have the heart to throw them away? We ...

DUBAI, UAE, April 8, 2025 /PRNewswire/ -- In a world where everything is skippable, Heinz is reminding people that some things, just like its thick, rich ketchup, are worth the wait. Introducing Heinz's Post-Post Credits; the first-ever ad that gets interrupted by a movie.  Heinz launches the world’s first ad interrupted by a movie Exclusively playing during the showings of A Working Man on April 9th and, Mickey 17 and The Amateur on April 10th and 11th at Dubai Mall Reel Cinemas, this one-of-a-kind ci ...

文章核心观点 - 包装食品巨头卡夫亨氏股息率约5.3%，虽公司业务增长平庸，但自由现金流强劲、资产负债表改善，股息安全，是追求被动收入的风险厌恶型投资者可考虑的高收益价值股 [2][11][14] 公司业绩与指引 - 2024年公司净销售额同比下降3%，调整后营业收入增长1.2%，调整后每股收益仅增长2.7%，自由现金流同比增长6.6%，公司用32亿美元自由现金流支付19亿美元股息并回购9.88亿美元股票 [3] - 今年公司指引显示有机销售额持平或下降2.5%，调整后每股收益中点下降12.3%，自由现金流持平 [4] 股息情况 - 2019年公司将季度派息从每股0.625美元削减至0.40美元，此后连续25个季度保持不变，当前股息率升至5.3% [6] - 公司去年能用自由现金流支持资本回报计划，今年自由现金流预计持平，股息也不变，有足够自由现金流覆盖派息 [7] 公司基本面 - 自股息削减后公司持续产生大量自由现金流覆盖派息，资产负债表改善，总净长期债务和杠杆比率下降 [9] - 公司获主要评级机构投资级信用评级，虽处于投资级低端，但反映了公司改善资产负债表的努力 [10] 公司面临问题与估值 - 公司长期面临应对消费者偏好变化的问题，投资者希望其调整产品阵容以避免市场份额被竞争对手夺走 [12] - 公司股票估值较低，市盈率为13.4，市现率低至12.2 [13]

Profit margins, meanwhile, have remained a bit steadier, but there have been some severe quarterly stumbles due to supply chain issues and a limited ability to pass on higher costs to customers. All in all, the company's price-to-earnings ratio now sits around 13.3 -- hovering around its lowest levels since 2020. On a forward basis -- that is, based on what analysts expect the company to earn next year -- shares trade at just 11 times earnings. That looks very cheap on paper, but there's one issue: Kraft He ...

公司股价表现 - 卡夫亨氏（KHC）最新交易收盘价为30.24美元，较前一日上涨0.57%，跑赢标普500指数（当日下跌1.97%）、道指（下跌1.69%）和纳斯达克指数（下跌2.7%） [1] - 过去一个月公司股价下跌1.89%，未跟上必需消费品板块1.27%的涨幅，但跑赢标普500指数2.79%的跌幅 [1] 公司财务预期 - 分析师预计公司即将发布的财报中每股收益为0.60美元，同比下降13.04%，预计营收为60亿美元，较上年同期下降6.49% [2] - 扎克斯共识预测全年每股收益为2.67美元，营收为249.4亿美元，分别较上年变化-12.75%和-3.5% [3] 分析师预测与评级 - 投资者应关注分析师对公司预测的近期变化，积极的调整意味着分析师对公司业务和盈利能力的乐观态度 [4] - 扎克斯排名系统将公司评为4（卖出），过去30天共识每股收益预测下降0.21% [6] 公司估值情况 - 公司目前的远期市盈率为11.25，低于行业平均的16.57 [7] - 公司目前的PEG比率为3.38，行业平均PEG比率为1.94 [7] 行业排名情况 - 食品-杂项行业属于必需消费品板块，扎克斯行业排名为179，处于所有250多个行业的后29% [8] - 扎克斯行业排名基于行业内个股的平均扎克斯排名计算，研究显示排名前50%的行业表现是后50%的两倍 [8]

文章核心观点 - 分析师对成为所消费公司的股东感兴趣，以卡夫亨氏为例，其有超15年投资经验，擅长挖掘市场获利机会，通过构建经典股息增长股票与其他资产结合的混合投资体系，实现与标普相当的总回报 [1] 分析师投资策略 - 分析师擅长挖掘利用各类投资工具的策略，寻找优质股息股票和有长期增长潜力的资产，以提升投资收益 [1] - 以自身为例，认为在经典股息增长股票基础上，搭配商业发展公司、房地产投资信托基金和封闭式基金，是提高投资收入并获得与传统指数基金相当总回报的高效方式 [1]

文章核心观点 - 分析卡夫亨氏近期股价走势、盈利预期变化等情况，并对其未来表现进行展望，同时对比同行业的亿滋国际情况 [1][4] 卡夫亨氏情况 - 自上次财报发布一个月来股价上涨约3.2%，跑赢标普500指数 [1] - 过去一个月新盈利预期呈下降趋势，共识预期变动-10.86% [2] - 增长评分和动量评分为D，价值评分为C处于中间20%，综合VGM评分为D [3] - 因预期普遍下降，公司获Zacks排名4（卖出），预计未来几个月回报低于平均水平 [4] 亿滋国际情况 - 过去一个月股价上涨5.8%，2024年12月季度财报发布已超一个月 [5] - 上季度营收96亿美元，同比变化+3.1%，每股收益0.65美元，去年同期为0.84美元 [5] - 本季度预计每股收益0.67美元，同比变化-29.5%，Zacks共识预期过去30天变动-3.4% [6] - 因预期变动情况获Zacks排名4（卖出），VGM评分为D [6]