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KHC · NASDAQ · STOCK

Kraft Heinz (KHC) Stock Analysis

Consumer Defensive Updated September 06, 2026
$24.84
52W $21.04 – $28.09
59/100
$29.47B
-8.7
0.08
AI Committee Verdict
Buy
59/100
Conviction: Moderate · 60% agreement · 5 analysts
+1.4%
-4.6%
0.30:1
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is KHC Bullish or Bearish?

Bullish. Innellis AI committee rates Kraft Heinz Company (KHC) Buy with a composite score of 59/100 , based on 5 analysts with 60% agreement. Last updated September 06, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +16.28 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -3.72 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • Price-to-book of 0.7x is a discount to asset value — Value
  • Dividend yield of 4.6% pays you to wait — Value
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
  • ROE of only -8.4% -- cheap may mean cheap for a reason — Value
  • Revenue declining -1.6% YoY -- this is not a growth story right now — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
  • Negative filing: Delisting notice or failure to satisfy listing rule (10d ago) — News
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 06, 2026
Overall Committee Score
59/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 51%
of 72 Consumer Defensive peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 0.7x is a discount to asset value
− ROE of only -8.4% -- cheap may mean cheap for a reason
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
− Revenue declining -1.6% YoY -- this is not a growth story right now
Technical Analyst neutral
51 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
47 / 100 · Moderate confidence
News flow is mixed or quiet -- no strong signal either way right now
− Negative filing: Delisting notice or failure to satisfy listing rule (10d ago)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2704.43)
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Investment Thesis Evolution

Committee score moved marginally from 58.7 to 58.7.

Comparing 2026-09-05 to 2026-09-06 (1 day apart).

Technical Analysis

RSI (14)
39.0
Neutral
MACD Histogram
-0.018
Bearish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$23.70
Resistance
$25.19
Bollinger %B
0.26
Inside Bands
Price vs Moving Averages
EMA 9
$25.46 Below
EMA 21
$25.45 Below
EMA 50
$25.17 Below
EMA 200
$24.74 Above

Fundamental Analysis

Valuation
100
Growth
61
Profitability
8
Financial Health
60
Cash Flow
70
Valuation
P/E Ratio -8.7×
P/B Ratio 0.82×
PEG Ratio -0.72
Dividend Yield 6.44%
52W High $28.09
52W Low $21.04
Quality & Growth
ROE -1403.1%
ROA -714.8%
Gross Margin 3282.3%
Operating Margin -1303.6%
Revenue Growth YoY
Debt / Equity 0.53
AI Fundamental Assessment
P/E ratio of -8.7 (inexpensive relative to a 15-40x range); Price-to-book of 0.8x; PEG ratio of -0.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -14.0%; Return on assets of -7.1%; Net margin of -13.6%; Gross margin of 32.8%; Current ratio of 1.06 (tight short-term liquidity); Debt-to-equity of 0.53; Free cash flow per share is positive (3.22); Most recent quarter beat estimates by 4.8%; 5 consecutive earnings beats; EPS growth accelerating (-13.4% -> -3.4% QoQ); Average YoY EPS growth of -18.8%; Analyst estimates falling over recent quarters
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