Kraft Heinz (KHC) Stock Forecast & Price Target

Kraft Heinz has announced plans to split its global sauces arm from its North American grocery segment in the latter half of 2026, which is expected to increase focus and drive brand equity. The company is increasing its promotional investments by approximately $300 million and intends to allocate an additional $80 million towards marketing, signaling a commitment to revitalizing its brand after years of under-investment. The firm’s global reach, with sales in over 190 countries and territories, alongside a growing foodservice presence, underlies its potential for sales growth despite projected challenges in organic sales and EPS growth.

Kraft Heinz's stock is facing a negative outlook due to a significant decline in U.S. measured retail sales, which dropped by -3.6% in the fourth quarter of 2025 year-to-date. Additionally, the emerging markets segment suffered from a notable drag in organic sales growth, particularly in Indonesia, where weak consumer sentiment and slowed consumption were evident, accounting for a 4.6 percentage point decline in growth. The company's struggling performance is compounded by reduced support from major shareholder Berkshire Hathaway, leading to lowered target prices and revised earnings multiples reflecting the company's weak sales momentum across both its global growth and grocery segments.