Street Has a Mixed Opinion on The Kraft Heinz Company (KHC) Since FQ4 2025 Earnings

​The Kraft Heinz Company (NASDAQ:KHC) is among the Best Affordable Stocks Under $40 to Buy. Wall Street has a mixed opinion on The Kraft Heinz Company (NASDAQ:KHC) since the company released fiscal Q4 2025 earnings on February 11.

​Recently, on February 13, Leah Jordan from Goldman Sachs reiterated a Hold rating on the stock but lowered the price target from $27 to $23. Earlier on February 12, Thomas Palmer from J.P. Morgan downgraded the stock from Hold to Sell, while also lowering the price target from $24 to $22.

​During fiscal Q4 2025, the company posted a revenue of $6.35 billion, down 3.38% year-over-year and below expectations by $19.5 million. However, the EPS of $0.67 topped estimates by $0.06. The revenue declined due to weaker sales in North America and International Developed Markets, which declined 5.4% and 2.4% year-over-year, respectively. On the bright side, the Emerging Markets segment improved by 2.2% during the same time.

​Analysts at Goldman noted that despite the weaker performance in Q4 2025, the share price rose slightly 0.2% after the release. Moreover, the firm also highlighted that the company has increased investment to boost volume growth by the second half of 2026.

​On the other hand, Analysts at J.P. Morgan noted that the company has lowered its 2026 outlook, and the ongoing issues are expected to hinder volume recovery later in the year. The firm highlighted that North American volumes have been falling for the past 19 quarters, thereby raising growth concerns.

​The Kraft Heinz Company (NASDAQ:KHC) manufactures and distributes packaged food and beverages worldwide. Its offerings include cheese and dairy products, meals, tomato products, condiments, meats, sauces, refreshment beverages, and more. Its geographical segments of operation include North America and  International Developed Markets.

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Disclosure: None. This article is originally published at Insider Monkey.