文章核心观点 - 公司拥有长期运营历史,旗下拥有众多知名品牌,如Kraft Mac & Cheese和Heinz Ketchup [3] - 过去10年公司股价表现低于标普500指数,但公司正在采取措施以实现增长 [4][5] - 公司预计2024年收益和销售额将有小幅增长,并计划通过加大技术投入和股票回购来提升业绩 [6][8] - 公司目前估值较低,股价有上涨潜力,且股息率较高,对长期投资者具有吸引力 [14][15] 根据目录分别总结 公司概况 - 公司成立于19世纪末,拥有悠久的运营历史 [3] - 公司旗下拥有众多知名消费品牌,在美国和国际市场广泛销售 [3] 业绩表现 - 过去10年公司股价下跌超过46%,远低于标普500指数183%的涨幅 [4] - 但公司近期业绩有所改善,一季度有机销售额和毛利率均有小幅增长 [5] 未来展望 - 公司预计2024年收益和销售额将有1%-3%和0%-2%的增长 [6] - 公司计划加大技术投入和股票回购力度,以提升业绩和股东回报 [8][9] 估值分析 - 公司当前估值较低,市盈率仅10.49倍,低于同行 [15] - 分析师给出的目标价为40.38美元,较当前价格有27%的上涨空间 [15] 风险因素 - 宏观环境的不确定性,如利率上升和通胀压力,可能对公司业绩造成短期负面影响 [16] - 但长期来看,公司仍具有稳定的品牌优势和增长潜力 [16]

Kraft Heinz (KHC) closed the most recent trading day at $31.93, moving -0.53% from the previous trading session. This change lagged the S&P 500's daily gain of 0.07%. Meanwhile, the Dow experienced a drop of 0.13%, and the technology-dominated Nasdaq saw an increase of 0.14%.Shares of the the processed food company with dual headquarters in Pittsburgh and Chicago have depreciated by 4.32% over the course of the past month, underperforming the Consumer Staples sector's loss of 1.91% and the S&P 500's gain of ...

文章核心观点 - 尽管面临持续的通胀压力和消费者谨慎,但Kraft Heinz公司仍设法提高了经调整的毛利率,并确认了2024年的指引 [11][13][14] - 公司正通过战略举措如Agile@Scale和专注于高毛利产品来推动创新和提升股东价值 [17][18][19][22][23] - 公司目前估值较低,股息收益率较高,为长期投资者提供了潜在的价值机会 [28][29][30][33] 行业总结 - 食品价格通胀是一个重大问题,自2019年以来消费者总成本上涨了25% [3] - 消费品股票受到冲击,特别是那些面临廉价品牌竞争的利润率较低的公司 [4] - 消费者情绪疲软,可能会进一步拖累这些公司的业绩 [3][30] 公司总结 - Kraft Heinz虽然面临着销量下滑和原材料价格上涨等挑战,但通过提高效率和聚焦高毛利产品来提升利润率 [11][14] - 公司正加大资本投入,包括营销、研发和技术,以推动创新和保持竞争力 [17][18][19] - 公司正着眼于新兴市场,并通过剥离低毛利业务来优化产品组合 [20][21][22][23] - 公司注重财务稳健,维持良好的资产负债表,并启动了首次股票回购计划 [25][26][27]

Kraft Heinz fell nearly 13% in the first half, pushing the yield up around 5%. Is it a buy or do its problems run too deep? The first half of 2024 was not kind to Kraft Heinz (KHC) and its shareholders. The stock fell just shy of 13% compared to a 14.5% gain for the S&P 500 index and an over 6% advance for the average consumer staples stock, using the Consumer Staples Select Sector SPDR ETF as a proxy. What's going on, and is this laggard performance actually an opportunity to add a high-yield stock like Kr ...

Deagreez Buying what you know can be a great investment strategy, especially when it comes to business models that are easy to understand. As Warren Buffett once put it, “if you can’t explain it to a six-year-old, then you don’t understand it yourself.” Perhaps some of the most easy-to-understand companies out there are those in consumer staples, and The Kraft Heinz Company (NASDAQ:KHC) may be the poster child of recognizable household brands that households are familiar with. In this article, I revisit KHC ...

No matter how much wealth you accrue, everyone loves a discount. That goes for the equities market as well. Sure, you can pick ideas that everybody else loves. However, you may be paying a premium for such opportunities. Instead, it might make sense to consider less-appreciated names. That brings us to value stocks to buy on the dip. By value, we’re emphasizing enterprises that are trading at multiples below what they should be printing. For example, if a company’s equity trades hands below the underlying i ...

The food company's yield is strong, but that yield comes with an important footnote. Are you searching for reliable, above-average dividend income? Consumer goods stocks are an ideal place to look. The world always needs food, cleaning supplies, and personal-care products, and will purchase them over and over again. One dividend-paying consumer staples name worth considering is packaged foods company Kraft Heinz (KHC 0.95%), created from the 2015 merger of Kraft Foods and H.J. Heinz. Before diving into this ...

Kraft Heinz's NASDAQ: KHC share price has struggled with traction for years despite its turnaround, balance sheet improvements, and growth outlook. The stock is cheap, undervalued, and high-yielding, making it a perfect target for value and income investors. The latest downturn in the action is more of the same, presenting another opportunity to load up on the stock. As tepid as the price action has been, the market has sustained its trading range since 2020 and is unlikely to set a new low. Because the ana ...

Kraft Heinz (KHC) closed the latest trading day at $32.54, indicating a -1.15% change from the previous session's end. The stock trailed the S&P 500, which registered a daily gain of 0.23%. On the other hand, the Dow registered a loss of 0.17%, and the technology-centric Nasdaq increased by 0.34%. Coming into today, shares of the the processed food company with dual headquarters in Pittsburgh and Chicago had lost 8.17% in the past month. In that same time, the Consumer Staples sector lost 3.57%, while the S ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government. S ...