Last week saw the newest quarterly earnings release from The Kraft Heinz Company (NASDAQ:KHC), an important milestone in the company’s journey to build a stronger business. Results were roughly in line with estimates, with revenues of US$6.0b and statutory earnings per share of US$0.59. This is an important time for investors, as they can track a company’s performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Following last week’s earnings report, Kraft Heinz’s 17 analysts are forecasting 2025 revenues to be US$25.1b, approximately in line with the last 12 months. Statutory earnings per share are predicted to ascend 17% to US$2.63. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$25.0b and earnings per share (EPS) of US$2.72 in 2025. So it looks like there’s been a small decline in overall sentiment after the recent results – there’s been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.
View our latest analysis for Kraft Heinz
It might be a surprise to learn that the consensus price target was broadly unchanged at US$31.72, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. There’s another way to think about price targets though, and that’s to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Kraft Heinz, with the most bullish analyst valuing it at US$56.91 and the most bearish at US$26.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 1.9% by the end of 2025. This indicates a significant reduction from annual growth of 0.4% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 2.1% per year. It’s pretty clear that Kraft Heinz’s revenues are expected to perform substantially worse than the wider industry.
