KHC

Kraft Heinz trades at $25.01 per share and has stayed right on track with the overall market, gaining 13.8% over the last six months. At the same time, the S&P 500 has returned 9.1%. Is there a buying opportunity in Kraft Heinz, or does it present a risk to your portfolio? Dive into our full research report to see our analyst team's opinion, it's free. We're passing on Kraft Heinz for now. Here are three reasons why there are better opportunities than KHC, plus one stock we'd rather own. Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful staples business as there's a ceiling to what consumers will pay for everyday goods; they can always trade down to non-branded products if the branded versions are too expensive. Kraft Heinz's average quarterly sales volumes have shrunk by 3.5% over the last two years. This decrease isn't ideal because the quantity demanded for consumer staples products is typically stable. Operating margin is a key profitability metric because it accounts for all expenses enabling a business to operate smoothly, including marketing and advertising, IT systems, wages, and other administrative costs. Unprofitable public companies are rare in the defensive consumer staples industry. Unfortunately, Kraft Heinz was one of them over the last two years as its high expenses contributed to an average operating margin of negative 20.1%. Growth gives us insight into a company's long-term potential, but how capital-efficient was that growth? Enter ROIC, a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity). Kraft Heinz's five-year average ROIC was negative 1.3%, meaning management lost money while trying to expand the business. Its returns were among the worst in the consumer staples sector. We see the value of companies helping consumers, but in the case of Kraft Heinz, we're out. That said, the stock currently trades at 11.8× forward P/E (or $25.01 per share). This valuation is reasonable, but the company's shaky fundamentals present too much downside risk. There are more exciting stocks to buy at the moment. We'd recommend looking at the most dominant software business in the world. ONE MORE THING: Top 6 Stocks for This Week. This market is separating quality stocks from expensive ones fast. AI is taking down whole sectors with no warning. In a rotation this fast, you need more than a list of good companies. Our AI system flagged Palantir before it ran 1,662% between October 2022 and February 2026. AppLovin before it ran 753% between February 2024 and February 2026. Nvidia before it ran 1,178% between January 2023 and February 2026. Each week it produces 6 new names that pass the same tests. Get Our Top 6 Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.

- Kraft Heinz recently announced that Kraft Mac & Cheese Cheesy Ramen, which brings its familiar cheesy flavor to the ramen aisle in a new format, will roll out nationwide in early 2027 as part of its push to grow iconic brands. - At the same time, growing analyst optimism around Kraft Heinz's earnings prospects, supported by a recent pattern of beating profit forecasts, is adding another layer of attention to how effectively the company is turning reinvestment and brand innovation into financial progress. - We'll now explore how rising analyst confidence in Kraft Heinz's earnings, alongside its new Cheesy Ramen launch, may influence its investment narrative. This technology could replace computers: discover 24 stocks that are working to make quantum computing a reality. To own Kraft Heinz, you need to believe its heavy spending on brands and new products can offset soft organic sales and past impairments to build a more resilient earnings base. The Cheesy Ramen launch fits that reinvestment story but is unlikely to change the near term catalyst, which remains whether higher marketing supports a turn in North America volumes, or the key risk that ongoing volume pressure and GLP 1 driven consumption shifts weigh further on margins. The most relevant recent development here is rising analyst optimism around Kraft Heinz's earnings, backed by a pattern of beating profit forecasts in recent quarters. That growing confidence sits alongside products like Cheesy Ramen and Capri Sun Hydrate, which show how reinvestment and innovation are being used to support volumes and mix at a time when organic net sales are under pressure and the company is working to translate spend into more durable earnings power. Yet investors should also be aware that if consumption patterns change faster than Kraft Heinz can adapt, especially under the influence of GLP 1 use... Read the full narrative on Kraft Heinz (it's free!) Kraft Heinz's narrative projects $25.2 billion revenue and $2.9 billion earnings by 2029. This implies fairly flat yearly revenue growth and a $6.3 billion earnings increase from -$3.4 billion today. Uncover how Kraft Heinz's forecasts yield a $25.47 fair value, a 16% upside to its current price. Some analysts see much more upside, expecting Kraft Heinz to reach about US$25.4 billion of revenue and US$4.6 billion of earnings by 2029, so you should weigh those optimistic volume led growth assumptions against today's concerns over soft organic sales and ask how launches like Cheesy Ramen might shift that debate. Explore 11 other fair value estimates on Kraft Heinz - why the stock might be worth over 2x more than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. - A great starting point for your Kraft Heinz research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. - Our free Kraft Heinz research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kraft Heinz's overall financial health at a glance. Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped: - Capitalize on the AI infrastructure supercycle with our selection of the 91 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. - The future of work is here. Discover the 87 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. - Outshine the giants: these 19 early-stage AI stocks could fund your retirement. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KHC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Helen of Troy Limited HELE is likely to witness top-line growth in its second-quarter fiscal 2027 earnings, to be reported on Oct. 8. The Zacks Consensus Estimate for quarterly revenues is pegged at $441.5 million, implying a 2.2% increase from the prior-year quarter's reported figure. The consensus estimate for HELE's quarterly earnings has remained unchanged in the past 30 days at 51 cents per share, indicating a 13.6% decline from the figure reported in the year-ago quarter. The company delivered a trailing four-quarter earnings surprise of almost 196.3%, on average. Helen of Troy Limited price-consensus-eps-surprise-chart | Helen of Troy Limited Quote Helen of Troy's second-quarter fiscal 2027 results are likely to reflect continued progress across its brand and commercial initiatives. The company has been focusing on consumer-led innovation, stronger brand execution and expanded distribution across key businesses. Momentum in Osprey, OXO, Hydro Flask, Braun and Olive & June, supported by new products, retail expansion and improving point-of-sale trends, might have aided sales performance during the quarter. Our model predicts a 1.4% gain in organic volumes for the fiscal second quarter. Digital and omnichannel initiatives are also likely to have remained supportive. Helen of Troy has been working to improve pricing alignment across e-commerce channels, strengthen marketplace discipline and enhance its digital shelf and retail-media effectiveness. The company has also been linking demand signals, promotional plans and inventory decisions more closely, while maintaining a focus on inventory optimization and working-capital efficiency. These efforts might have supported execution during the quarter. However, the fiscal second-quarter performance might have been constrained by a challenging demand environment. On its first-quarter fiscal 2027 earnings call, management continued to anticipate inflationary pressures, softer discretionary demand, cautious retailer behavior and elevated promotional intensity. Pricing elasticity has also remained a concern in certain categories, particularly across some core beauty brands. Moreover, the earlier timing of Prime Day had shifted some sales into the fiscal first quarter, which might have weighed modestly on the fiscal second-quarter revenues. Profitability is likely to have faced pressure from higher product costs, commodity inflation, unfavorable Chinese yuan movements and increased inbound and outbound freight expenses. Costs to secure goods amid supply-chain disruption might also have weighed on margins. We expect adjusted SG&A, as a percentage of sales, to expand 220 basis points to 40.1%, while the adjusted operating margin is projected to contract 20 basis points to 6% in the fiscal second quarter. Our proven model does not conclusively predict an earnings beat for Helen of Troy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. Helen of Troy currently has a Zacks Rank #3 and an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle. e.l.f. Beauty, Inc. ELF currently has an Earnings ESP of +6.10% and a Zacks Rank of 1. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for e.l.f. Beauty's upcoming quarter's earnings per share is pegged at 59 cents, which implies a 13.2% decrease year over year. The consensus estimate for e.l.f. Beauty's quarterly revenues is pinned at $469.2 million, which calls for 36.4% growth from the figure reported in the prior-year quarter. ELF delivered a trailing four-quarter earnings surprise of nearly 61.5%, on average. Sysco Corporation SYY currently has an Earnings ESP of +2.89% and a Zacks Rank of 3. The consensus estimate for the quarterly revenues is pinned at $22.2 billion, which implies almost 5% growth from the figure reported in the prior-year quarter. The Zacks Consensus Estimate for Sysco's upcoming quarter's EPS is pegged at $1.16, which calls for a 0.9% increase from the year-ago period figure. SYY delivered a trailing four-quarter earnings surprise of nearly 1%, on average. The Kraft Heinz Company KHC currently has an Earnings ESP of +2.47% and a Zacks Rank of 3. The Zacks Consensus Estimate for its upcoming quarter's revenues is pegged at about $6 billion, indicating a 3.1% decline from the figure reported in the prior-year quarter. The consensus estimate for The Kraft Heinz Company's earnings is pegged at 43 cents per share, implying a decrease of 29.5% from the year-ago quarter. KHC delivered a trailing four-quarter earnings surprise of 9.6%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Helen of Troy Limited (HELE) : Free Stock Analysis Report Sysco Corporation (SYY) : Free Stock Analysis Report Kraft Heinz Company (KHC) : Free Stock Analysis Report e.l.f. Beauty (ELF) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Lamb Weston Holdings, Inc. LW is likely to witness a top-and bottom-line decline when it reports first-quarter fiscal 2027 earnings on Oct. 6. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating a 0.3% decrease from the year-ago reported number. The consensus mark for earnings has risen by a penny over the past seven days to 59 cents a share, which, however, suggests a fall of 20.3% from the figure recorded in the year-ago period. LW has a trailing four-quarter surprise of 24.6%, on average. Lamb Weston price-consensus-eps-surprise-chart | Lamb Weston Quote Lamb Weston's first-quarter fiscal 2027 results are likely to reflect continued cost pressures. Management indicated that the carryover effects of prior-year potato costs and elevated edible-oil costs were expected to have a greater impact in the first quarter. The company also noted that fourth-quarter input-cost volatility had flowed into finished-goods inventory that would move through during the quarter, which could have weighed on profitability. Pricing and mix may also have remained a headwind. In North America, modest price/mix investments and cost inflation are expected to have pressured profitability, while International results are likely to remain challenged by competitive conditions in EMEA. These factors, along with the carry-through of prior-year potato crop costs and price/mix, are expected to have weighed on first-quarter performance, per the last earnings call. Against this backdrop, management expects first-quarter net sales to be flat and adjusted EBITDA to decline in the low-teens range before growth improves through the remainder of the year. On the positive side, North America's continued sales-volume growth and market-share gains are likely to support results. Customer wins, strong retention and improved supply-chain execution may have aided volumes, while ongoing cost-saving initiatives and operating efficiencies could have partially offset inflationary pressures. Our proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here. Lamb Weston currently carries a Zacks Rank #3 and has an Earnings ESP of +3.61%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Here are some other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle. Sysco Corporation SYY currently has an Earnings ESP of +2.89% and a Zacks Rank of 2. The consensus estimate for the quarterly revenues is pinned at $22.2 billion, which suggests almost 5% growth from the figure reported in the prior-year quarter. You can see the complete list of today's Zacks #1 Rank stocks here. The Zacks Consensus Estimate for Sysco's upcoming quarter's EPS is pegged at $1.16, which calls for a 0.9% increase from the year-ago period figure. SYY delivered a trailing four-quarter earnings surprise of nearly 1%, on average. The Coca-Cola Company KO currently has an Earnings ESP of +0.57% and a Zacks Rank #3. The consensus estimate for quarterly revenues is pegged at $12.9 billion, which indicates an improvement of about 4% from the figure reported in the prior-year quarter. The Zacks Consensus Estimate for Coca-Cola's upcoming quarter's EPS is pegged at 87 cents, which calls for 6.1% growth from the figure reported in the prior-year quarter. KO delivered a trailing four-quarter earnings surprise of 4.6%, on average. The Kraft Heinz Company KHC currently has an Earnings ESP of +2.47% and a Zacks Rank of 3. The Zacks Consensus Estimate for its upcoming quarter's revenues is pegged at about $6 billion, suggesting a 3.1% decline from the figure reported in the prior-year quarter. The consensus estimate for The Kraft Heinz Company's earnings is pegged at 43 cents per share, implying a decrease of 29.5% from the year-ago quarter. KHC delivered a trailing four-quarter earnings surprise of 9.6%, on average. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lamb Weston (LW) : Free Stock Analysis Report CocaCola Company (The) (KO) : Free Stock Analysis Report Sysco Corporation (SYY) : Free Stock Analysis Report Kraft Heinz Company (KHC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Kraft Heinz (KHC). This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat. This processed food company with dual headquarters in Pittsburgh and Chicago has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.83%. For the last reported quarter, Kraft Heinz came out with earnings of $0.56 per share versus the Zacks Consensus Estimate of $0.53 per share, representing a surprise of 5.66%. For the previous quarter, the company was expected to post earnings of $0.5 per share and it actually produced earnings of $0.58 per share, delivering a surprise of 16.00%. For Kraft Heinz, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Kraft Heinz currently has an Earnings ESP of +2.47%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Kraft Heinz Company (KHC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let's have a look at Kraft Heinz (NASDAQ:KHC) and its peers. As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations. The 17 shelf-stable food stocks we track reported a mixed Q2. As a group, revenues beat analysts' consensus estimates by 0.8% while next quarter's revenue guidance was 3.6% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 11.8% since the latest earnings results. The result of a 2015 mega-merger between Kraft and Heinz, Kraft Heinz (NASDAQ:KHC) is a packaged foods giant whose products span coffee to cheese to packaged meat. Kraft Heinz reported revenues of $6.26 billion, down 1.4% year on year. This print exceeded analysts' expectations by 2.3%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts' organic revenue estimates and a miss of analysts' gross margin estimates. The market seems disappointed with the results as the stock is down 11.1% since reporting and currently trades at $23.68. Read our full report on Kraft Heinz here, it's free. Best known for its fruit jams and spreads, J.M Smucker (NYSE:SJM) is a packaged foods company whose products span from peanut butter and coffee to pet food. J. M. Smucker reported revenues of $2.22 billion, up 5% year on year, outperforming analysts' expectations by 4.3%. The business had a stunning quarter with a beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 3.7% since reporting. It currently trades at $120.86. Is now the time to buy J. M. Smucker? Access our full analysis of the earnings results here, it's free. Spun out of Post Holdings in 2019, Bellring Brands (NYSE:BRBR) offers protein shakes, nutrition bars, and other products under the PowerBar, Premier Protein, and Dymatize brands. BellRing Brands reported revenues of $570.4 million, up 4.2% year on year, exceeding analysts' expectations by 3.7%. Still, it was a softer quarter as it posted full-year EBITDA guidance missing analysts' expectations significantly and a significant miss of analysts' EBITDA estimates. As expected, the stock is down 38.2% since the results and currently trades at $8.01. Read our full analysis of BellRing Brands's results here. Best known for its Atkins brand that was inspired by the popular diet of the same name, Simply Good Foods (NASDAQ:SMPL) is a packaged food company whose offerings help customers achieve their healthy eating or weight loss goals. Simply Good Foods reported revenues of $357 million, down 6.3% year on year. This print topped analysts' expectations by 5.1%. Overall, it was a strong quarter as it also produced a solid beat of analysts' EBITDA estimates and a beat of analysts' EPS estimates. Simply Good Foods pulled off the highest full-year guidance raise among its peers. The stock is down 25.7% since reporting and currently trades at $9.55. Read our full, actionable report on Simply Good Foods here, it's free. Founded as Nabisco in 1903, Mondelez (NASDAQ:MDLZ) is a packaged snacks powerhouse best known for its Oreo, Cadbury, Toblerone, Ritz, and Trident brands. Mondelez reported revenues of $9.36 billion, up 4.1% year on year. This number surpassed analysts' expectations by 1.6%. It was a strong quarter as it also put up an impressive beat of analysts' gross margin estimates and a narrow beat of analysts' organic revenue estimates. The stock is down 3.6% since reporting and currently trades at $60.20. Read our full, actionable report on Mondelez here, it's free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market's biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market's primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market's dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

The J.M. Smucker Co. SJM entered fiscal 2027 with stronger earnings momentum after first-quarter results exceeded expectations and management raised its full-year sales, adjusted earnings and free cash flow outlooks. The next test is durability. Better profitability, lower coffee costs and expanding brands support the earnings case, but companywide sales are still expected to decline and growth remains concentrated in a few businesses. The J. M. Smucker Company revenue-quarterly | The J. M. Smucker Company Quote First-quarter adjusted earnings rose 71% year over year to $3.24 per share, topping the Zacks Consensus Estimate of $2.21. Net sales increased 5% to $2.22 billion, supported by higher pricing and favorable volume/mix. Tariff refunds also lifted the quarter. SJM received about $115 million of refunds, contributing 84 cents per share to adjusted earnings, making the underlying operating improvement important when assessing earnings durability. Image Source: Zacks Investment Research Management lifted fiscal 2027 adjusted earnings guidance to $10.50-$11.00 per share from $9.75-$10.25. The sales outlook improved to a decline of 1%-2% from the prior forecast for a 3%-4% drop. The revised guidance reflects stronger momentum and better sales expectations, but it still assumes roughly flat companywide volume/mix. That keeps the focus on whether growth platforms can offset lower coffee pricing and portfolio weakness. Free cash flow guidance increased to approximately $1.1 billion from $1 billion after first-quarter free cash flow reached $337.3 million. SJM also reduced debt by roughly $230 million during the quarter. Those actions helped the company reach its target of no more than 3.0X net debt to adjusted EBITDA earlier than planned. The stronger cash outlook supports growth investment while leaving room for further debt reduction and shareholder returns. Adjusted gross margin expanded 760 basis points in the first quarter. Excluding tariff refunds, the increase was still 240 basis points, indicating profitability improved beyond the one-time benefit. Lower green coffee costs are expected to support fiscal 2027 cost deflation, although SJM plans to pass some savings to consumers through lower pricing. Higher administrative, marketing and pre-production spending will also limit how much cost relief reaches earnings. Selling, distribution and administrative expenses are projected to rise about 8% in fiscal 2027. Marketing is expected to equal 5.7% of sales, up about $45 million from fiscal 2026, while the second phase of the McCalla, AL, facility is set to support more Uncrustables capacity. General Mills, Inc. GIS reported flat organic net sales in its fiscal 2027 first quarter while continuing to invest in brands and innovation. The Kraft Heinz Company KHC posted a 1.3% decline in second-quarter 2026 organic net sales and raised planned investment spending, showing why brand support must translate into sustainable volume. The bottom line is that Smucker's raised outlook improves the fiscal 2027 earnings setup, but durable growth still requires wider volume participation. Uncrustables and Cafe Bustelo are expanding, while Sweet Baked Snacks and parts of Pet Foods need more consistent improvement. SJM currently carries a Zacks Rank #3 (Hold), with a Growth Score of A, VGM Score of A, Value Score of B and Momentum Score of F. Favorable growth, composite and value characteristics contrast with weak momentum, leaving execution and broader operating progress central to the stock's near-term profile. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The J. M. Smucker Company (SJM) : Free Stock Analysis Report General Mills, Inc. (GIS) : Free Stock Analysis Report Kraft Heinz Company (KHC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

General Mills (NYSE:GIS) is set to report its earnings on Tuesday, September 23, 2026. The company has $19 billion in current market capitalization. Revenue over the last twelve months was $18 billion, and it was operationally profitable with $2.7 billion in operating profits. While a lot will depend on how results stack up against consensus and expectations, understanding historical patterns might just turn the odds in your favor if you are an event-driven trader. There are two ways to do that: understand the historical odds and position yourself prior to the earnings release, or look at the correlation between immediate and medium-term returns post earnings and position yourself accordingly after the earnings are released. See earnings reaction history of all stocks Ask yourself - Is holding GIS stock risky? Of course it is. The Trefis High Quality Portfolio mitigates that risk. General Mills's Historical Odds Of Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns: There are 20 earnings data points recorded over the last five years, with 9 positive and 11 negative one-day (1D) returns observed. In summary, positive 1D returns were seen about 45% of the time. However, this percentage decreases to 33% if we consider data for the last 3 years instead of 5. Median of the 9 positive returns = 3.3%, and median of the 11 negative returns = -3.6% Additional data for observed 5-Day (5D) and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below. Correlation Between 1D, 5D and 21D Historical Returns A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, 5D_21D shows the strongest correlation here: if the 5D post-earnings return is positive, a trader can position themselves in the same direction over the following 21D window. Here is some correlation data based on a 5-year and a 3-year (more recent) history. Note that these correlations are between subsequent windows, not the cumulative columns above: 1D_5D is the correlation between the 1D post-earnings return and the subsequent return from day 1 through day 5, 1D_21D is between the 1D return and the subsequent return from day 1 through day 21, and 5D_21D is between the 5D return and the subsequent return from day 5 through day 21. Separately, if you want upside with a smoother ride than an individual stock such as GIS, consider the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.

Kraft Heinz (KHC) has become a focus for investors after reporting Q2 2026 adjusted earnings of $0.56 per share, which topped estimates despite weaker organic sales and a tighter full year outlook. Against this backdrop, Kraft Heinz shares have been volatile, with the 1-day share price return down 3.2% and the 30-day share price return down 4.6%, while the 90-day share price return is up 12.6% and the 1-year total shareholder return is close to flat at 0.7%. This suggests recent momentum is building after a weaker multi year period. Scan how Kraft Heinz stacks up on value and resilience next to a hand picked 52 high quality undervalued stocks in the food and consumer staples space. The recent swing in Kraft Heinz shares sits between two stories. One points to earnings power that may be firmer than headlines suggest; the other to sentiment resetting after years of weaker returns. How does the current valuation reflect that balance? With Kraft Heinz last closing at $25.42 and the leading narrative fair value sitting at $35, the gap between price and narrative expectations is clear and sizeable. Read the complete narrative. According to woodworthfund, this fair value hangs on a mix of steady cash generation, brand investment and a profit profile that looks very different from recent reported losses. Curious which revenue and margin assumptions sit behind that $35 figure and how they frame Kraft Heinz’s earnings power over a full cycle. Result: Fair Value of $35 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Kraft Heinz still faces pressure from slow revenue growth near 0% and recent net losses. Any setback on margins or cash generation could quickly challenge this undervalued thesis. Find out about the key risks to this Kraft Heinz narrative. The SWS DCF model presents a stronger perspective on Kraft Heinz. With the stock at $25.42 and the DCF estimate of future cash flow value at $49.30, it indicates a very wide potential upside. That is a big gap. Alternatively, it could be a sign that the cash flow outlook is too optimistic. Look into how the SWS DCF model arrives at its fair value. With mixed signals on risks and rewards around Kraft Heinz, it helps to see the full picture for yourself and decide where you stand. You can weigh both sides quickly by reviewing the 2 key rewards and 2 important warning signs. If Kraft Heinz has you thinking more broadly about value and resilience, do not stop here. Use the Simply Wall St screener to explore more ideas and plan your next steps. Target resilient balance sheets by checking companies on the list of solid balance sheet and fundamentals (53 results) so you are not relying on Kraft Heinz alone for financial strength. Hunt for underappreciated opportunities using the 21 high quality undiscovered gems and build a watchlist that could look different to the usual large caps. Prioritise stability in choppy markets by reviewing the 79 resilient stocks with low risk scores and see which stocks might help smooth your overall portfolio experience. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KHC. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

A month has gone by since the last earnings report for Kraft Heinz (KHC). Shares have added about 1.8% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Kraft Heinz due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. The Kraft Heinz Company posted second-quarter 2026 results. The company posted adjusted earnings of 56 cents per share, beating the Zacks Consensus Estimate of 53 cents. Quarterly adjusted earnings fell 18.8% year over year, mainly due to lower adjusted operating income, partially offset by reduced tax expenses.The company generated net sales of $6,262 million, down 1.4% year over year. However, the metric beat the Zacks Consensus Estimate of $6,162 million. The decrease included a 0.6 percentage-point drag from divestitures partially offset by a favorable 0.5 percentage-point impact from foreign currency. Organic net sales fell 1.3%. Our model expected a 3.8% dip in organic sales. Price contributed 1.3 percentage points of growth, with increases across all segments, primarily reflecting pricing actions in select categories to offset higher input costs, particularly in coffee and ready-to-drink beverages. Volume/mix declined 2.6 percentage points, driven by lower volumes in the North America and International Developed Markets segments, partly offset by growth in the Emerging Markets segment. The volume/mix decline was primarily attributable to weaker performance in meats and spoonables, along with the timing shift of Easter, which reduced growth approximately 100 basis points. These headwinds were partially offset by an approximately 80-basis-point benefit from inventory pull-forward in the quarter.The adjusted gross profit of $2,136 million decreased from the $2,168 million reported in the year-ago quarter. Adjusted gross profit margin was flat year over year at 34.1%. Adjusted operating income declined 18.4% year over year to $1,041 million. The drop was primarily caused by higher advertising expenses, unfavorable volume/mix, inflationary pressures in manufacturing and logistics and higher variable compensation expense. These headwinds more than offset the benefits from higher pricing and efficiency initiatives. North America net sales declined 2.7% to $4,626 million. Organic sales also fell 2.7%, as a 1.1-percentage-point pricing contribution was outweighed by a 3.8-percentage-point volume/mix decline. We expected a 5.3% decline in segment organic sales.International Developed Markets sales decreased 3.5% to $865 million, while organic sales slipped 0.7% as a 0.7-percentage-point pricing contribution was outweighed by a 1.4-percentage-point volume/mix decline. We expected a 1.4% decrease in segment organic sales. Emerging Markets sales rose 10.4% to $771 million, and organic sales advanced 8.5%, driven by 4.5-percentage-point pricing and 4-percentage-point volume/mix contributions. We expected 3.6% growth in segment organic sales. Kraft Heinz ended the quarter with cash and cash equivalents of $2,419 million, long-term debt of $17,619 million and total shareholders’ equity (excluding noncontrolling interest) of $36,006 million. Net cash provided by operating activities was $2,088 million for the six months ended June 27, 2026, and free cash flow was $1,659 million. The company returned $949 million to its shareholders through cash dividends in the first half. Kraft Heinz did not repurchase any shares under its existing buyback program. For 2026, Kraft Heinz now expects organic net sales to decline 0.5-2%, compared with its previous forecast for a 1.5-3.5% drop. The outlook continues to include an estimated 100-basis-point headwind from lower SNAP benefits.Constant-currency adjusted operating income is now projected to fall 16-18%, compared with the prior range of 14-18% decrease. Adjusted earnings are expected between $2.03 and $2.09 per share, compared with the previous range of $1.98-$2.10. Since the earnings release, investors have witnessed a downward trend in estimates revision. The consensus estimate has shifted -8.25% due to these changes. Currently, Kraft Heinz has a subpar Growth Score of D, a grade with the same score on the momentum front. However, the stock was allocated a score of A on the value side, putting it in the top 20% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Kraft Heinz has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Kraft Heinz is part of the Zacks Food - Miscellaneous industry. Over the past month, Chefs' Warehouse (CHEF), a stock from the same industry, has gained 4.7%. The company reported its results for the quarter ended June 2026 more than a month ago. Chefs' Warehouse reported revenues of $1.17 billion in the last reported quarter, representing a year-over-year change of +12.9%. EPS of $0.78 for the same period compares with $0.52 a year ago. For the current quarter, Chefs' Warehouse is expected to post earnings of $0.61 per share, indicating a change of +22% from the year-ago quarter. The Zacks Consensus Estimate has changed +11.7% over the last 30 days. Chefs' Warehouse has a Zacks Rank #1 (Strong Buy) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Kraft Heinz Company (KHC) : Free Stock Analysis Report The Chefs' Warehouse, Inc. (CHEF) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research