Bernstein Questions Sustainability of Kraft Heinz’s (KHC) New Growth Strategy

TL;DR

Bernstein raises CrowdStrike stock price target on strong guidance Bernstein SocGen cuts Medtronic stock price target on execution focus The Kraft Heinz Company (NASDAQ:KHC) is included among the 10 No-Brainer Dividend Stocks to Buy. During Kraft Heinz’s first-quarter 2026 earnings call, Cahillane said the company had reviewed several categories across its portfolio and adjusted its priorities. Frozen foods were moved from “Win Big” to “Hold,” while hydration products were upgraded from “Win” to “Win Big.” Cahillane said the changes reflected a more realistic assessment of the portfolio and a greater focus on categories with stronger growth potential and higher margins.