Latest KHC news and sentiment

Is Lamb Weston Worth Buying as Volume Gains Offset Pricing Pressure?

Lamb Weston Holdings, Inc. LW is showing better operating momentum, led by higher volumes and improved North America profitability. The progress matters because customer wins and lower manufacturing costs are beginning to support earnings even as restaurant traffic remains subdued. The trade-off is that pricing pressure, International weakness and a valuation near the broader sector leave limited room for execution setbacks. That balance argues for weighing the recovery against still-visible earnings risks. Lamb Weston Volume Gains Support the Bull Case Fiscal fourth-quarter consolidated sales volume increased 7%, marking the sixth consecutive quarter of volume growth. North America volume rose 11%, driven by customer contract wins, share gains, strong retention and the benefit of an extra week. North America adjusted EBITDA increased 17% to $304.7 million. Higher volume and lower manufacturing costs per pound more than offset inflation, unfavorable price/mix and higher operating expenses, showing that the core business is gaining operating leverage as execution improves. Lamb Weston Price, Consensus and EPS SurpriseLamb Weston Price, Consensus and EPS Surprise Lamb Weston price-consensus-eps-surprise-chart | Lamb Weston Quote LW Valuation Leaves Less Room for Execution Misses LW trades at 16.98X forward 12-month earnings, versus 14.78X for the Zacks sub-industry and 17.18X for the Zacks Consumer Staples sector. The stock therefore carries a premium to its sub-industry while sitting close to the broader sector multiple. That valuation makes continued execution important. Conagra Brands CAG, a branded food company with a refrigerated and frozen portfolio, offers another packaged-food benchmark for investors assessing volume, pricing and margin trade-offs. The Kraft Heinz Company KHC, through its Ore-Ida frozen potato business, provides a more direct category reference point. Lamb Weston Pricing Pressure Clouds Revenue Quality Fiscal 2026 sales volume increased 7%, but price/mix declined 6%, limiting net sales growth to 2%. In the fourth quarter, company-wide price/mix fell 3%, including a 2% decline in North America. Management expects North America price/mix to decline in the low single digits in fiscal 2027. Pricing and trade support, combined with a mix shift toward faster-growing chain customers and private-label products, could keep revenue quality under pressure even if volumes remain positive. LW's International Drag Keeps Risk Elevated International adjusted EBITDA fell 55% to $115 million in fiscal 2026 and dropped 81% to $11.8 million in the fourth quarter. Lower organic sales, weaker price/mix, potato write-offs and underutilized facilities weighed on profitability. Story Continues Lamb Weston has taken capacity actions in Europe, including temporarily curtailing a line and planning to close an older Netherlands facility representing about 10% of EMEA production capacity. Fiscal 2027 guidance still calls for International net sales to decline in the low single digits, keeping the recovery dependent on better utilization and operating execution.Zacks Investment Research Image Source: Zacks Investment Research Lamb Weston's Hold Signal Favors Patience The operating case is improving, but the combination of sub-industry valuation premium, persistent price/mix pressure and International weakness leaves the risk-reward profile balanced. The current fiscal-year earnings estimate has also declined 1.3% over the past four weeks, which tempers the case for chasing the stock after its operational improvement. LW currently carries a Zacks Rank #3 (Hold), with a Value Score of B, Growth Score of B, Momentum Score of D and VGM Score of B. The favorable Value, Growth and combined VGM readings point to supportive characteristics in those styles, while the weaker Momentum Score signals less favorable momentum attributes. With the Zacks Rank at #3 rather than a top-ranked #1 or #2, the setup favors patience while investors watch for

Philadelphia Cream Cheese and Ziggi's Coffee Reimagine a Beloved Breakfast Duo with First-Ever Philadelphia Everything Bagel Latte

The inventor of cream cheese enters the beverage category with a first-of-its-kind latte inspired by the morning ritual of bagels and coffee Key Summary Bullets: Philadelphia and Ziggi's Coffee are partnering to introduce the Philadelphia Everything Bagel Latte—Philadelphia's first-ever beverage innovation and Ziggi's first-ever savory latte— reimagining one of breakfast's most iconic pairings in an unexpected new way. Featuring Ziggi's fan-favorite iced latte topped with Philadelphia cream cheese cold foam and finished with everything bagel seasoning, the limited-time beverage delivers the unmistakable flavor of an everything bagel with original Philadelphia cream cheese — made with fresh milk and real cream — in a deliciously unexpected latte. Available August 11-17 at Ziggi's Coffee locations nationwide while supplies last, the Philadelphia Everything Bagel Latte taps into growing consumer demand for adventurous coffee flavors while showcasing Philadelphia's versatility beyond its traditional role as a spread. PITTSBURGH & CHICAGO, August 11, 2026--(BUSINESS WIRE)--Coffee and a bagel schmeared with cream cheese have long been a beloved breakfast pairing. Now, Philadelphia — the inventor of cream cheese — and the coffee experts at Ziggi's Coffee are teaming up to reimagine the morning routine with a creamy new combination inspired by the iconic duo. Introducing: the Philadelphia Everything Bagel Latte. Launching during iced coffee's biggest season, the limited-time beverage marks Philadelphia's debut in the drinks category and Ziggi's first-ever savory latte. A MORNING FAVORITE, REIMAGINED Coffee lovers are increasingly seeking unique flavor experiences, with 62% of consumers interested in trying new and adventurous coffee drinks.¹ Featuring Ziggi's fan-favorite iced latte topped with Philadelphia cream cheese cold foam and finished with everything bagel seasoning, the Philadelphia Everything Bagel Latte taps into this growing flavor curiosity. Combining the unmistakable, savory flavor of an everything bagel and cream cheese with a smooth touch of sweetness from the latte and cold foam, the Philadelphia Everything Bagel Latte is a deliciously unexpected take on a familiar morning favorite. "The Philadelphia Everything Bagel Latte is a fun way to showcase the versatility of our cream cheese while staying true to the flavor combination consumers already know and love," said Traci Graziani, Head of Away From Home Brand & Trade Marketing for Philadelphia Cream Cheese. "For over 150 years, Philadelphia has brought creamy, delicious flavor to the foods people love most. Whether on a bagel, in a recipe or now in your morning coffee, Philadelphia continues to deliver the creamy taste that makes every bite—or sip—Really Philly Good." Story Continues This new take on a morning classic is also a natural extension of what Ziggi's already does best. The Everything Bagel Breakfast Sandwich is consistently one of the brand's top-selling breakfast items and flavored iced lattes are the backbone of its coffee menu. For Ziggi's, this partnership is also a chance to showcase something that sets the brand apart: its food. Rather than viewing food as a sideline, Ziggi's has built an extensive food menu in the category – a full lineup of breakfast sandwiches, bakery items, handhelds, and snacks that guests come back for as much as the coffee. The Philadelphia Everything Bagel Latte brings that food-and-coffee philosophy to life in a single sip, built on the flavors Ziggi's fans already love. It's a natural fit for a brand where food and drink have always belonged together – and a fun new way to prove it. "We're always looking for partnerships that let us do something we haven't done before – and this one took us further than any of them," said Stacey Kane, Chief Strategic Projects & Partnerships, Ziggi's Coffee. "Ziggi's has done seasonal, we've done bold, but savory is a new territory for our drink lineup. Philadelphia was the right partner to g

KHC Q2 Deep Dive: Sales Slide Continues, Investment in Brands Ramps Up

KHC Q2 Deep Dive: Sales Slide Continues, Investment in Brands Ramps Up Packaged foods company Kraft Heinz (NASDAQ:KHC) reported Q2 CY2026 results topping the market's revenue expectations , but sales fell by 1.4% year on year to $6.26 billion. Its non-GAAP profit of $0.56 per share was 5.6% above analysts' consensus estimates. Is now the time to buy KHC? Find out in our full research report (it's free). Kraft Heinz (KHC) Q2 CY2026 Highlights: Revenue: $6.26 billion vs analyst estimates of $6.12 billion (1.4% year-on-year decline, 2.3% beat) Adjusted EPS: $0.56 vs analyst estimates of $0.53 (5.6% beat) Management slightly raised its full-year Adjusted EPS guidance to $2.06 at the midpoint Operating Margin: -103%, up from -126% in the same quarter last year Organic Revenue fell 1.3% year on year (miss) Sales Volumes fell 2.6% year on year, in line with the same quarter last year Market Capitalization: $30.51 billion StockStory's Take Kraft Heinz's second quarter was marked by ongoing sales declines and a negative market reaction, reflecting persistent challenges in core packaged food categories. Management attributed the weak top-line performance to continued softness in U.S. consumption and lower sales volumes, while incremental investment in marketing and innovation began to show early signs of stabilization in select brands. CEO Steven Cahillane acknowledged, "Nobody is doing a victory lap that we're declining less than we anticipated, but it is moving in the right direction," highlighting cautious optimism amid gradual improvement in consumption rates and market share trends. Looking forward, Kraft Heinz is increasing its investment in brand marketing and innovation, aiming to drive volume-led recovery and sustainable share gains through 2027. The company's updated guidance rests on further improvements in consumption rates, especially from new product launches and targeted campaigns behind core brands like Heinz and Mac & Cheese. CFO Andre Maciel emphasized, "Having all these investments in the base now in '26 gives the optionality next year," underscoring a flexible approach to future spending as the company seeks to balance market share recovery with organic sales growth. Key Insights from Management's Remarks Management pointed to stepped-up brand investments, new product momentum, and improved market share as the primary factors shaping quarterly results and forward-looking priorities. U.S. consumption trends: Despite ongoing volume declines, management noted improved consumption rates in the latter part of the quarter, with categories like Taste Elevation and Capri Sun showing early signs of stabilization. These improvements were linked to targeted investments in innovation and marketing. Brand-specific innovation: New packaging and product launches in Oscar Mayer Deli Fresh, Lunchables Snackables, and PowerMac drove incremental sales for those brands. Cahillane described the performance of PowerMac as "very, very incremental to us and to the category," signaling successful innovation execution. Emerging markets strength: Kraft Heinz reported robust growth internationally, with Heinz posting double-digit gains in emerging markets. Management credited expanded distribution and rising consumption in these regions as supporting overall company momentum. Away From Home recovery: The global Away From Home channel (which includes foodservice and hospitality) returned to growth after previous underperformance, aided by renewed product and distribution investments. Management identified this as a strategic focus area for future share gains. Marketing investment ramp: Only a third of the planned $600 million incremental marketing spend was deployed by quarter-end, with the remaining investment set to ramp evenly across the second half. The company subsequently added another $100 million to this pool, reinforcing its commitment to brand revitalization. Story Continues Drivers of Future Performance Kraft Heinz's outlook is shaped

CEOs Pushed White House to Delay Ultra-Processed Food Definition

(Bloomberg) -- Food company executives intervened in recent weeks to persuade the Trump administration not to release a proposed definition of ultra-processed food, according to people familiar with the discussions. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Wobble on Hormuz Standoff as Nvidia Sinks: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer Chief executives and trade group representatives sent letters and called the White House in a bid to delay the release of a white paper marking the first federal effort to define the controversial food category. The industry argued that laying out the definition would open it up to litigation, increase costs and hurt business, according to the people, who weren't authorized to speak publicly. Leaders have been airing their concerns for several weeks, arguing the definition could make processed food more expensive and impact federal nutrition programs, an industry official said. The administration has been working on a definition of ultra-processed food that is expected to focus on whether it includes certain "cosmetic" ingredients aimed at altering a food's appearance, according to others familiar with the discussions, who asked to remain anonymous because the conversations aren't public. The definition is also expected to take into account whether the products include ingredients that aren't commonly used in home kitchens, they said. The effort to define ultra-processed food remains on track, an administration official told Bloomberg. The only special interest guiding the effort is the best interest of the American people, they said. The Health and Human Services Department held an event Monday billed as a celebration of two major food policy announcements, but then unveiled only one proposal targeting new food ingredients. Acting Food and Drug Administration Commissioner Kyle Diamantas told reporters on a call Monday that the administration has "submitted for final review a proposed definition of ultra-processed foods aimed at creating a stronger foundation for future federal nutrition research." Additional information will be shared "at a future time," he said. The white paper with the definition has not yet been cleared by the White House budget office, leaving many in the food industry uncertain as to when the administration is planning to release it. Story Continues Top health officials have said Americans are getting sick from ultra-processed food, a broad category of largely packaged products that account for much of what's sold in US supermarkets. But the federal government has not yet mapped out what it considers ultra-processed food. The definition will take the form of a white paper, rather than a formal regulation, according to a regulatory notice published when HHS submitted it for review to the White House budget office. It is expected to include an exemption for foods that meet an already-established "healthy" criteria by the Food and Drug Administration. That carve-out may spare foods with nutritional benefits, such as some yogurts and whole-grain breads, from being classified as ultra-processed. White House and HHS spokespeople said discussions about any changes should be considered speculation unless they are officially announced. "The policy remains under interagency review and has not been finalized," the HHS spokesperson said. Americans currently get more than half of their daily calories from ultra-processed foods, which account for about 62% of childhood diets, according to a nutrition survey from the US Centers for Disease Control and Prevention. The food industry has been closely watching the administration's efforts to craft the definition that could affect a broad swath of packaged foods. More than 92% of US retail sales from Hershey Co. come from u

Berkshire Hathaway Inc. News Release

OMAHA, Neb., August 08, 2026--(BUSINESS WIRE)--(BRK.A; BRK.B) – Berkshire's operating results for the second quarter and first six months of 2026 and 2025 are summarized in the following paragraphs. However, we urge investors and reporters to read our 10-Q, which has been posted at www.berkshirehathaway.com. The limited information that follows in this press release is not adequate for making an informed investment judgment. Earnings of Berkshire Hathaway Inc. and its consolidated subsidiaries for the second quarter and first six months of 2026 and 2025 are summarized below. Earnings are stated on an after-tax basis. (Dollar amounts are in millions, except for per share amounts). Second Quarter First Six Months 2026 2025 2026 2025 Net earnings attributable to Berkshire shareholders $ 25,667 $ 12,370 $ 35,773 $ 16,973 Net earnings includes: Investment gains (losses) 12,684 4,970 11,444 (68 ) Other-than-temporary impairment of investment in Kraft Heinz — (3,760 ) — (3,760 ) Operating earnings 12,983 11,160 24,329 20,801 Net earnings attributable to Berkshire shareholders $ 25,667 $ 12,370 $ 35,773 $ 16,973 Net earnings per average equivalent Class A Share $ 17,868 $ 8,601 $ 24,889 $ 11,801 Net earnings per average equivalent Class B Share $ 11.91 $ 5.73 $ 16.59 $ 7.87 Average equivalent Class A shares outstanding 1,436,443 1,438,223 1,437,279 1,438,223 Average equivalent Class B shares outstanding 2,154,664,073 2,157,335,139 2,155,918,015 2,157,335,139 Note: Per share amounts for Class B shares are 1/1,500th of those shown for Class A shares. In the table above, investment gains (losses) in each period predominantly relate to our investments in equity securities. Generally Accepted Accounting Principles ("GAAP") require that we include the changes in unrealized gains (losses) of our equity security investments as a component of investment gains (losses) in our earnings statements. Investment gains (losses) in 2026 include gains of $10.9 billion in the second quarter and $3.9 billion in the first six months and in 2025 include gains of $1.5 billion in the second quarter and losses of $5.9 billion in the first six months due to changes during the second quarter and the first six months in the unrealized gains that existed in our equity security investment holdings. Investment gains (losses) in 2026 also include after-tax realized gains on sales of investments of $1.8 billion in the second quarter and $7.5 billion in the first six months and in 2025 include $4.2 billion in the second quarter and $6.6 billion in the first six months. Investment gains (losses) in the table above also include losses of $0.7 billion in the second quarter and first six months of 2025 from other investments. Story Continues The amount of investment gains (losses) in any given quarter is usually meaningless and delivers figures for net earnings per share that can be extremely misleading to investors who have little or no knowledge of accounting rules. An analysis of Berkshire's operating earnings follows (dollar amounts are in millions). Second Quarter First Six Months 2026 2025 2026 2025 Insurance-underwriting $ 1,731 $ 1,992 $ 3,448 $ 3,328 Insurance-investment income 3,059 3,367 5,738 6,260 BNSF 1,558 1,466 2,935 2,680 Berkshire Hathaway Energy Company 891 702 2,005 1,799 Manufacturing, service and retailing 4,470 3,601 7,669 6,661 Other * 1,274 32 2,534 73 Operating earnings $ 12,983 $ 11,160 $ 24,329 $ 20,801 * Includes foreign currency exchange gains related to non-U.S. Dollar denominated debt in 2026 of $326 million in the second quarter and $575 million in the first six months and in 2025 includes foreign currency exchange losses of $877 million in the second quarter and $1.59 billion in the first six months. Berkshire acquired approximately $4.5 billion in treasury shares during the second quarter of 2026, bringing the six-month total to about $4.8 billion. On June 30, 2026, there were 1,431,693 Class A equivalent shares outstanding. At June 30,

Should You Buy Kraft Heinz Stock Before Aug. 5?

Is It Too Late to Buy The Kraft Heinz Co (KHC) After 3.1% Rally? GF Value Says Undervalued

Egg Prices Have Collapsed. Which Stocks Could Win and Lose? - Kraft Heinz (NASDAQ:KHC), General Mills (NY

Big Beautiful Boycott: Can It Really Hurt Coca-Cola, Amazon, and Kraft Heinz Stocks?

Enterprise value to EBIT forward of The Kraft Heinz Company – NASDAQ:KHC