Kraft Heinz (KHC) Stock Forecast & Price Target

Kraft Heinz plans to enhance its promotional and marketing investments, increasing spending by approximately $300 million in 2025 and an additional $80 million for brand development, which reflects a strategic shift towards driving growth after years of under-investment. The anticipated separation of its global sauces division from the North American grocery segment is expected to provide greater focus, potentially improving brand equity and leading to enhanced share momentum. Although organic sales growth is projected to be flat and earnings per share to decline slightly, the company’s global reach in over 190 countries, along with its diversified portfolio of well-known brands, positions Kraft Heinz favorably for recovery and future growth.

Kraft Heinz's recent performance has raised concerns, particularly with a -3.6% decline in U.S. measured retail sales and a significant negative impact from Indonesia, which accounted for a 4.6 percentage point drag on Emerging Markets' organic sales growth in the third quarter of 2025. The company reports that consumer sentiment remains weak in Indonesia, a region contributing approximately 12% to its Emerging Markets sales, which further complicates its growth trajectory. Additionally, concerns over sales trends, compounded by diminished backing from its largest shareholder, Berkshire Hathaway, have led analysts to lower target price estimates and adjust valuation metrics, indicating a bearish outlook for the company moving forward.