Kraft Heinz

KHC

Market cap $30.2B

Kraft Heinz (KHC) reported earnings 30 days ago. What's next for the stock?

PITTSBURGH & CHICAGO--(BUSINESS WIRE)--Today, Kraft Mac & Cheese unveils a new creative platform, Best Thing Ever, proving that nothing compares to a bowl of Kraft Mac & Cheese. The campaign pays homage to the brand by celebrating its role in Americans' lives for nearly 90 years. Best Thing Ever celebrates this unrivaled legacy by proving that no matter where you are or what you compare it to, nothing is better than a delicious bowl of Kraft Mac & Cheese. Selling one million blue bo.

Shifting consumer tastes have plagued this staples stock. Investors aren't yet showing much enthusiasm for a planned spinoff.

Kraft Heinz's earnings last quarter totaled $0.52 per share, above its quarterly dividend. The company cut its dividend in 2020 and hasn't increased it since.

Despite a decade-long decline, Kraft Heinz isn't as cheap as the headline numbers suggest. Years of cost-cutting gutted innovation and left the company structurally unprepared for shifting consumer trends. The company's competitive moat has eroded as private labels blur the line with national brands.

PITTSBURGH & CHICAGO--(BUSINESS WIRE)--This Thanksgiving, HEINZ, the global leader in condiments and market leader of US gravy,1 is turning its attention to the day after Thanksgiving with the debut of HEINZ Leftover Gravy. The first-ever squeezable bottle of HEINZ Homestyle Turkey Gravy transforms the Thanksgiving staple into a condiment perfectly poised for the ultimate leftover sandwich. Thanksgiving has evolved into more than just one meal — it's a multiday celebration. 94 percent of Americ.

Selling pressure came for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble. David Dietze covers the fears roiling the market and says all eyes are on Nvidia (NVDA) earnings next week.

Cost-cutting can stabilize margins, but only brand strength can reignite long-term growth. Kraft must invest wisely to reposition its business for the future.

The core problem is structural, not cyclical. Brand fatigue is real.

It's splitting into two entities -- one for the U.S. and the other for overseas markets. This is a significant step meant to rectify the failed megamerger of 10 years ago.