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Kraft Heinz warns of longer US recovery as sales drop
Proactiveinvestors NA· 2024-10-30 21:02
About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...
Kraft Heinz(KHC) - 2024 Q3 - Quarterly Results
2024-10-30 19:06
财务业绩 - 公司第三季度净销售额下降2.8%,有机净销售额下降2.2%[1] - 毛利率增加20个基点至34.2%,调整后毛利率增加30个基点至34.3%[1] - 营业利润下降115.5%,主要由于计提14亿美元的非现金减值损失[1] - 调整后营业利润增加1.4%,主要由于定价上涨、效率举措以及变动薪酬费用下降[1] - 稀释每股收益下降214.3%至-0.24美元,调整后每股收益增加4.2%至0.75美元[1] - 年初至今经营活动产生的净现金增加6.7%至28亿美元,自由现金流增加9.7%至20亿美元[1] - 公司预计2024财年有机净销售额、调整后营业利润和调整后每股收益增长将处于之前指引范围的低端[9] 地区业绩 - 北美地区销售额为48.26亿美元,同比下降3.2%[31] - 国际成熟市场销售额为8.82亿美元,同比下降1.8%[31] - 新兴市场销售额为6.75亿美元,同比增长4.9%[31] - 公司整体销售额为63.83亿美元,同比下降2.2%[31] - 北美地区调整后营业利润为12.37亿美元,同比下降0.4%[37] - 国际成熟市场调整后营业利润为1.35亿美元,同比增长4.2%[37] - 新兴市场调整后营业利润为0.84亿美元,同比下降4.5%[37] - 公司整体调整后营业利润为13.30亿美元,同比增长1.4%[37] - 北美地区9个月调整后营业利润为37.93亿美元,同比增长2.5%[39] - 公司整体9个月调整后营业利润为39.75亿美元,同比增长1.7%[39] 每股收益 - 公司第三季度调整后每股收益为0.75美元,同比增长0.03美元[48] - 公司前九个月调整后每股收益为2.22美元,同比增长0.02美元[50] - 公司第三季度非现金摊销无形资产对调整后每股收益产生0.04美元的负面影响[48] - 公司第三季度剥离相关许可收入对调整后每股收益产生0.01美元的积极影响[48] - 公司前九个月非现金摊销无形资产对调整后每股收益产生0.13美元的负面影响[50] 资产负债情况 - 公司截至2024年9月28日的总资产为885.66亿美元[53] - 公司截至2024年9月28日的总负债为400.97亿美元[53] - 公司截至2024年9月28日的总股东权益为484.63亿美元[53] 现金流 - 公司第三季度营业活动产生的净现金流为27.96亿美元,资本支出为7.77亿美元,自由现金流为20.19亿美元[57] - 公司第三季度调整后净收入为27.03亿美元,自由现金流转换率为75%[57] 战略 - 公司继续投资营销、研发和技术,以支持未来的收入增长[2] - 公司对长期战略充满信心,能够实现盈利增长、产生强劲现金流并回报股东[3]
2 cheap Warren Buffet stocks not to ignore in 2025
Finbold· 2024-10-26 23:02
Warren Buffett, CEO of Berkshire Hathaway (NYSE: BRK.A), is celebrated for his ability to pick stocks with enduring growth potential. His portfolio is filled with stocks offering competitive advantages, making them ideal long-term investments. With his portfolio consistently outperforming the market, adopting Buffett's picks can provide any portfolio with a solid foundation. Among Buffett's holdings, two undervalued stocks, Occidental Petroleum (NYSE: OXY) and Kraft Heinz (NASDAQ: KHC), stand out as strateg ...
Unveiling Kraft Heinz (KHC) Q3 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2024-10-25 22:20
The upcoming report from Kraft Heinz (KHC) is expected to reveal quarterly earnings of $0.74 per share, indicating an increase of 2.8% compared to the year-ago period. Analysts forecast revenues of $6.42 billion, representing a decrease of 2.3% year over year. The current level reflects an upward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. ...
The Kraft Heinz Company Q3 Earnings Coming Up: Factors to Watch
ZACKS· 2024-10-24 23:21
The Kraft Heinz Company (KHC) is likely to register a top-line decline when it reports third-quarter 2024 earnings on Oct. 30. The Zacks Consensus Estimate for revenues is pegged at $6.43 billion, suggesting a decrease of 2.2% from the prior-year quarter’s reported figure. However, the bottom line is likely to have increased year over year. The consensus mark for third-quarter earnings has remained unchanged in the past 30 days at 74 cents per share, indicating a rise of 2.8% from the figure reported in the ...
Kraft Heinz: Undervalued And Thriving In The Post-3G Era
Seeking Alpha· 2024-10-20 22:30
文章核心观点 - 投资银行研究分析师擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - 专注于提供可持续的投资组合收益、多元化和通胀对冲的收益型资产类别 [1] - 关注具有家喻户晓品牌的公司,这可能是沃伦·巴菲特投资组合中的原因 [1] - 作者是一名拥有14年以上投资经验的Gen Alpha,专注于防御性质的中长期股票 [1] 根据相关目录分别进行总结 分析师披露 - 作者持有KHC公司的长期有益头寸 [2] - 作者自己撰写本文,表达自己的观点,未从Seeking Alpha获得任何报酬 [2] - 作者没有与文中提到的任何公司有任何业务关系 [2] - 作者不是投资顾问,本文仅供参考,不构成财务建议 [2] - 读者应该自行尽职调查并得出自己的结论 [2] Seeking Alpha披露 - 过去的业绩不能保证未来的结果 [3] - 本文不构成任何投资建议或意见 [3] - Seeking Alpha不是注册的证券交易商、经纪商或投资顾问 [3] - 分析师是第三方作者,可能不是经过认证的专业人士 [3]
Seize the Opportunity: 2 High-Yield Stocks for Your Portfolio
MarketBeat· 2024-10-15 22:16
Following the Federal Reserve's recent 50-basis-point rate cut, markets have surged to new all-time highs. With this shift, investors may find it an ideal time to rebalance their portfolios, reducing heavy exposure to growth and tech stocks. In a lower-rate environment, dividend-paying stocks, particularly those with high yields, become increasingly appealing. Below are two high-yield stocks that analysts see as having upside potential. Get AT&T alerts: Kraft Heinz: Iconic Brands With a 4.52% Dividend Yield ...
Kraft Heinz (KHC) Advances While Market Declines: Some Information for Investors
ZACKS· 2024-10-08 07:20
文章核心观点 - 公司在最新的市场收盘中达到34.61美元,较前一交易日上涨0.06%,表现优于标普500指数下跌0.96% [1] - 过去一个月公司股价下跌3.49%,低于消费品行业下跌2.88%和标普500指数上涨4.3% [1] - 预计公司将在下一季度报告每股收益0.74美元,同比增长2.78%,收入为64.4亿美元,同比下降2.05% [1] - 全年预计每股收益3.02美元,同比增长1.34%,收入261.5亿美元,同比下降1.82% [2] 公司相关 - 分析师对公司业绩和盈利能力持乐观态度,近期上调了公司业绩预期 [2] - 公司目前被评为中性评级(Zacks Rank 3) [3] - 公司估值方面,其市盈率11.46倍低于行业平均17.4倍,PEG率3.38倍高于行业平均2.73倍 [3] 行业相关 - 公司所属的食品加工行业目前在250多个行业中排名前37%,行业整体表现较好 [4] - 行业排名靠前的公司往往能够战胜行业排名靠后的公司两倍 [4]
Wall Street's Most Accurate Analysts Spotlight On 3 Defensive Stocks Delivering High-Dividend Yields
Benzinga· 2024-10-03 19:33
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy. Below are the ratings of the most accurate analysts for three high-yie ...
Is KHC's Pricing Strategy Enough to Sustain Growth Amid Challenges?
ZACKS· 2024-10-02 22:11
The Kraft Heinz Company (KHC) is demonstrating resilience in a tough economic landscape thanks to its effective pricing strategies. In second-quarter 2024, KHC reported an adjusted gross profit of $2,296 million, up 2.5% year over year. The upside highlights the company's ability to maintain robust profit margins, even as inflationary pressures persist. With its adjusted gross margin expanding 210 basis points (bps) to 35.5%, the company is proving that it can navigate a challenging consumer environment whi ...