- MGP Ingredients, Freshpet, Energizer, and Coty Shares Are Falling, What You Need To Know
May 14, 2026
What Happened?
A number of stocks fell in the afternoon session after Iran peace talks collapsed pushing up expenses for packaged food companies.
Consumer staples companies, food, beverages, and household good, use oil and natural gas throughout their supply chain. Natural gas powers fertilizer plants, crude oil feeds packaging resins and shipping fuel, and vegetable oil prices track crude closely.
When oil rises, the cost of making and delivering every box of cereal and bottle of ketchup rises with it. For example, Kraft Heinz expects 4% input cost inflation this year with resin hedges expiring in mid-Q3. General Mills reported gross margins down 310 basis points in Q3 fiscal 2026, directly attributable to higher input costs.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
Beverages, Alcohol, and Tobacco company MGP Ingredients (NASDAQ:MGPI) fell 4.8%. Is now the time to buy MGP Ingredients? Access our full analysis report here, it’s free. Perishable Food company Freshpet (NASDAQ:FRPT) fell 5.5%. Is now the time to buy Freshpet? Access our full analysis report here, it’s free. Household Products company Energizer (NYSE:ENR) fell 4.8%. Is now the time to buy Energizer? Access our full analysis report here, it’s free. Personal Care company Coty (NYSE:COTY) fell 4.6%. Is now the time to buy Coty? Access our full analysis report here, it’s free.
Zooming In On Freshpet (FRPT)
Freshpet’s shares are very volatile and have had 28 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 6 months ago when the stock gained 12.1% on the news that the company reported third-quarter financial results that significantly surpassed Wall Street's profit expectations.
Net sales for the quarter rose 14% year-over-year to $288.8 million, exceeding analyst forecasts. The company's earnings per share (EPS) came in at $1.86, which was substantially higher than the average analyst forecast of $0.42. This large increase in profit was primarily due to a one-time deferred tax benefit of $77.9 million.
Freshpet also reported strong volume growth of 12.9% and an improved operating margin, which rose to 8.6% from 4.7% in the same period last year. The company generated positive free cash flow of $31.56 million for the quarter.
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Freshpet is down 16.3% since the beginning of the year, and at $50.34 per share, it is trading 43.8% below its 52-week high of $89.64 from May 2025. Investors who bought $1,000 worth of Freshpet’s shares 5 years ago would now be looking at only $296.34.
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- Tyson Foods, Inter Parfums, and Estée Lauder Shares Plummet, What You Need To Know
May 14, 2026
What Happened?
A number of stocks fell in the afternoon session after Iran peace talks collapsed pushing up expenses for packaged food companies.
Consumer staples companies, food, beverages, and household good, use oil and natural gas throughout their supply chain. Natural gas powers fertilizer plants, crude oil feeds packaging resins and shipping fuel, and vegetable oil prices track crude closely.
When oil rises, the cost of making and delivering every box of cereal and bottle of ketchup rises with it. For example, Kraft Heinz expects 4% input cost inflation this year with resin hedges expiring in mid-Q3. General Mills reported gross margins down 310 basis points in Q3 fiscal 2026, directly attributable to higher input costs.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
Perishable Food company Tyson Foods (NYSE:TSN) fell 2.7%. Is now the time to buy Tyson Foods? Access our full analysis report here, it’s free. Personal Care company Inter Parfums (NASDAQ:IPAR) fell 4%. Is now the time to buy Inter Parfums? Access our full analysis report here, it’s free. Personal Care company Estée Lauder (NYSE:EL) fell 4.5%. Is now the time to buy Estée Lauder? Access our full analysis report here, it’s free.
Zooming In On Estée Lauder (EL)
Estée Lauder’s shares are somewhat volatile and have had 14 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 10 days ago when the stock gained 5.5% on the news that the company reported first-quarter 2026 earnings that beat profit expectations and raised its full-year forecast.
The company posted adjusted earnings of $0.88 per share, easily surpassing analyst estimates of $0.65. Revenue for the quarter grew 4.6% year on year to $3.71 billion, which was in line with expectations. Investors were also encouraged by a 2% increase in organic revenue, marking a significant turnaround from declines in previous quarters.
Looking ahead, Estée Lauder increased its full-year adjusted earnings per share guidance to a midpoint of $2.40, signaling management's confidence in its continued momentum. This combination of a strong earnings beat and a positive outlook appeared to drive investor sentiment.
Estée Lauder is down 22.5% since the beginning of the year, and at $82.72 per share, it is trading 30.8% below its 52-week high of $119.61 from February 2026. Investors who bought $1,000 worth of Estée Lauder’s shares 5 years ago would now be looking at only $280.59.
Story Continues
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- Trump cuts to grocery subsidies bite US food companies
May 13, 2026
The food industry is starting to feel the impact of cuts to US grocery subsidies that were part of the giant tax and spending bill passed
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- Snackables Launch Tests Kraft Heinz Efforts To Refresh Lunchables Growth
May 12, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Lunchables, owned by Kraft Heinz, has launched new "Snackables" double snack packs designed for splitting and sharing. The product extends the brand's on the go lineup with shareable, bite sized options aimed at snackers looking for convenience.
Kraft Heinz (NasdaqGS:KHC) is rolling out Snackables at a time when its stock trades around $23.26 and has seen mixed recent returns, including a 3.7% gain over the past week and a 0.9% move over the past month. Over longer horizons, the share price is down 4.6% year to date and has declined 12.1% over the past year, with weaker returns over the past 3 and 5 years as well.
For investors watching how Kraft Heinz works with its legacy brands, Snackables shows how the company is using familiar labels to address demand for quick, shareable snacks. The commercial traction of this product line, along with any follow on extensions, will help indicate how much the refreshed snacking portfolio contributes to the wider Kraft Heinz story.
Stay updated on the most important news stories for Kraft Heinz by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Kraft Heinz.NasdaqGS:KHC Earnings & Revenue Growth as at May 2026
2 things going right for Kraft Heinz that this headline doesn't cover.
Snackables extends Kraft Heinz’s push into higher-convenience, on-the-go formats within packaged foods, an area where it competes with players like General Mills, Mondelez, and PepsiCo’s Frito Lay snacks. The double snack pack format gives Lunchables more occasions, such as sharing at school, offices, and travel, without moving away from its core proposition of cheese, crackers, and bite-sized add ons. For investors, the key question is whether Snackables can help Kraft Heinz hold or win shelf space in the snacking aisle and support pricing power as consumers look for portion control and convenience rather than full meal kits.
How This Fits Into The Kraft Heinz Narrative
Snackables aligns with the narrative focus on product innovation and convenient offerings that can broaden the role of legacy brands like Lunchables and contribute incremental revenue over time. If Snackables fails to gain traction, it would highlight the narrative concern that Kraft Heinz’s innovation rate still lags peers and that efforts to refresh core North America retail categories are slow to change underlying volume trends. The narrative centers heavily on macro brand investment, emerging markets, and cost actions, while this launch adds a specific example of on the go, shareable snacking that may not be fully reflected in high level assumptions.
Story Continues
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Kraft Heinz to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Snackables targets a crowded snacking category where Kraft Heinz faces strong competition from established snack portfolios at Mondelez, PepsiCo, and General Mills. ⚠️ Analysts have flagged that Kraft Heinz still carries a high level of debt and that the dividend has not been well covered by earnings, so heavy product support spending needs to be watched against cash flow. 🎁 Snackables supports the push to make legacy brands more relevant to changing consumer preferences for bite sized, on the go options, which management has highlighted as a key opportunity. 🎁 Early products like Dino and Star Tater Tots and higher protein mac and cheese show a pattern of brand refreshes, and Snackables adds to that pipeline across multiple aisles and eating occasions.
What To Watch Going Forward
Investors may want to watch how retailers merchandise Snackables versus traditional Lunchables, how quickly the range expands into new flavors or formats, and whether management highlights Snackables in future earnings commentary alongside North America retail performance. It is also worth tracking how much of Kraft Heinz’s reported marketing and innovation spend is directed toward on the go snacking versus other categories, and whether these launches line up with any changes in reported volumes or mix in the snacks and kids foods portfolio.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Kraft Heinz, head to the community page for Kraft Heinz to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include KHC.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Kraft Heinz Celebrates 250 Years of Summer Cookouts with "The United Tastes of America"
May 12, 2026
Kraft Heinz Celebrates 250 Years of Summer Cookouts with “The United Tastes of America”
Company’s largest-ever portfolio campaign unites iconic 100+ year-old brands at the center of America’s most beloved tradition
CHICAGO, May 12, 2026--(BUSINESS WIRE)--As America approaches its 250th anniversary, The Kraft Heinz Company is marking the moment the only way it knows how: by bringing people together over food. Today, as part of its America250 sponsorship, the company unveils "The United Tastes of America", its largest portfolio campaign in history, celebrating the role its iconic brands have played in one of America’s favorite pastimes: summer cookouts. Coupled with never-before-seen products hitting grocery store shelves, the campaign honors summer get-togethers with offerings of all shapes, sizes and flavors.
For generations, cookouts have been where American culture comes to life – from casual backyard BBQs to neighborhood block parties and family reunions. This summer, with 81 percent of Americans planning to attend more gatherings this summer than last,¹ those moments matter more than ever. And while every table looks a bit different – infused with regional flavors, family traditions and personal twists – one thing remains constant: Kraft Heinz brands are at the center of it.
"From coast to coast, no matter what the cookout looks like, Kraft Heinz brands show up at the table – they’re part of the recipes, traditions and memories that define summer," said Whitney Shaw, Head of Portfolio Marketing, North America, Kraft Heinz. "For more than 150 years, our brands haven’t just been present for American history – we’ve helped feed it. As the country approaches this milestone anniversary, we’re celebrating the foods that have brought people together for generations – and continue to do so today."
At the heart of the campaign is a new national TV spot – bringing multiple Kraft Heinz brands together in a single creative – featuring favorites like HEINZ, Oscar Mayer, Kraft Singles, Kraft Real Mayo and Kraft Dressings. The spot captures a mosaic of American summers across the country, reinforcing a simple truth: no cookout is complete without Kraft Heinz.
Extending beyond the screen, Kraft Heinz is bringing the celebration to life with a lineup of limited-time, summer-ready innovations now available at retailers nationwide. From Velveeta America Shapes with star and USA-shaped noodles, to Ore-Ida Star Tater Tots and Jet-Puffed Jumbo Stars in glow-in-the-dark packaging – just like fireworks on the 4th of July – the portfolio is delivering playful twists on fan favorites. Iconic classics including Kraft Singles, Kraft Real Mayo, Kraft Mac & Cheese, Cool Whip and HEINZ Ketchup and Mustard will feature red, white and blue packaging designed for America’s 250th birthday festivities.
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"The United Tastes of America" reflects Kraft Heinz’s broader ambition to meet consumers where they are – showing up in the moments that matter most. As part of its sponsorship, Kraft Heinz will have a presence at the America250 Ultimate Block Party tentpole events leading up to and culminating on the 4th of July. To follow the United Tastes of America or find America250-inspired products near you, follow @KraftHeinz on social media or visit kraftheinz.com/unitedtastesofamerica.
1 America 250/YouGov April 2025, Event Brite, Pew Research Center, "American Food Traditions by Region, 2022, NHDSC, "Hot Dog and Sausage
About The Kraft Heinz Company
Kraft Heinz (Nasdaq: KHC) is one of the world’s largest food and beverage companies, with approximately $25 billion in net sales in 2025 and a portfolio of iconic brands enjoyed by consumers in more than 40 countries. By investing in our capabilities and brands, including Heinz, Kraft, Philadelphia, Primal Kitchen, and Lunchables, we are unlocking the full power of our portfolio. We deliver high‑quality, great‑tasting, and affordable food for the consumers of today, while shaping the future of food. Learn more at www.kraftheinzcompany.com.
About America250
America250’s mission is to celebrate and commemorate the 250th anniversary of the signing of the Declaration of Independence, marking America’s Semiquincentennial. We aim to inspire our fellow Americans to reflect on our past, strengthen our love of country, and renew our commitment to the ideals of democracy through programs that educate, engage, and unite us as a nation. America250 will foster shared experiences that spark imagination, showcase the rich tapestry of our American stories, inspire service in our communities, honor the enduring strength, and celebrate the resilience of the United States of America.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260512129578/en/
Contacts
Media Contacts
The Kraft Heinz Company
media@kraftheinz.com
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- Dutch Bros offers incredible value to consumers amid high prices: CEO
May 11, 2026
Dutch Bros (BROS) reported last week its same-store sales grew by 8.3% in its first quarter — the coffee chain's seventh straight quarter of such growth — while also raising guidance and sales forecasts for full-year 2026.
Dutch Bros CEO Christine Barone sits down with Yahoo Finance Executive Editor Brian Sozzi and Senior Reporter Brooke DiPalma to talk more about the company's "value proposition" it offers to customers contending with higher food prices and rising costs of living.
Video Transcript
00:01 Speaker A
I just said here in my intro. Starbucks has come back. They are putting up better results. Help us understand how you were able to put up a strong gain in the quarter you just reported when you had this giant competitor out there touting all sorts of new initiatives.
00:15 Speaker B
Yeah, well, not only did we have 8.3% same shop sales, but this was our seventh consecutive quarter of positive transactions. So really, really awesome performance. And we owe that to our people. So our broistas are showing up every day, providing exceptional service to our customers. We have great drinks. We launched a lot of fun drinks this quarter. We also have merch drops. So our customers are showing up. Uh they're having fun with us at the window and we're delivering exceptional service.
00:44 Speaker C
Christine, walk me through this dynamic because you raised your guidance for 2026 at a time where we're seeing gas prices now hover around $4.50 cents. And at a time where Kraft Heinz's CEO is saying that people are quite literally running out of money by the end of the month. So, how are you posting these gains and even higher gains moving into the year with this backdrop in mind?
01:07 Speaker B
Yeah, I think consumers are incredibly thoughtful right now on how they're spending their money. And as we look at our value proposition, we have one of the strongest value propositions in the industry. Um we've been very thoughtful about uh what we're providing our customers and um I think that they're loving showing up at the window and everyone needs a little brightness in their day.
01:31 Speaker A
Christine, is the reality that one, um that you just have better customer service than some of these larger chains because of your smaller box sizes? And number two, um how have you been able to withstand the inflation we've seen? I mean coffee prices have gone through the roof.
01:46 Speaker B
Yeah, so we have seen coffee inflation and that has that has gone up. Um we shared that that is part of what is in our numbers right now. But given the strong performance we have, we've been very thoughtful um in taking just a very limited amount of price and we're really absorbing that inflation ourselves.
02:11 Speaker A
I just paid almost $6 a gallon for gas here in the Northeast. I I shut my car off in the in the drive-through line. I look, I just shut it off. Like, I mean, let them beat behind me. I let's just be honest here. Um Christine, I want to go back to what you just said on inflation though. I think it's a very important point. You have absorbed all the coffee-related inflation. You have not taken any price increases?
02:30 Speaker B
Yeah, we've taken about just about a point of price. So very limited amount. Um we have an incredibly strong value proposition and we look at this as a time that we can continue strengthening that value proposition. And we believe that coffee prices, um although incredibly high right now, um are likely something that will be somewhat temporary and uh so feel comfortable absorbing that for for our customers while we're hopefully waiting for those coffee prices to come down a little bit.
03:00 Speaker C
At the same time, we're also hearing about this fear that because of these higher energy costs, it's going to pass through into the cost of food. And you're currently rolling out a more expansive menu options, including maybe some some egg options and others. And so how is that playing into the cost right now for Dutch Bros?
03:22 Speaker B
Yeah, so we are in the midst of rolling out uh food. We have some great uh breakfast sandwiches and some wraps that are coming to our customers. Um the the food program is now in about 485 shops. And as we look at uh what's happened there, we have not seen um any pass throughs yet um on that food program. Uh but again, I think there are all kinds of things we've had to navigate over the last couple of years. So we'll continue understanding and uh navigating all that comes at us.
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- Lunchables Introduces Snackables, Its First-Ever Double Snack Pack Designed to Split, Swap and Share
May 11, 2026
Lunchables is giving friends a new way to snack together with the debut of Snackables: a new snack offering combining sweet & savory bites in a convenient double pack format, perfect for splitting, swapping and sharing.
The brand expands beyond lunch with a new shareable twist on the beloved Lunchables lineup; created for a convenient, delicious and balanced snack time
CHICAGO & PITTSBURGH, May 11, 2026--(BUSINESS WIRE)--Lunchables is entering a new era of snacking. Today, the brand introduces Snackables – its first-ever double snack pack inspired by the rising demand for bite-sized, shareable foods and on-the-go formats people are craving. Designed for splitting, swapping and sharing, Snackables brings together craveable combinations of cheese, crunchy crackers and poppable favorites in convenient-dual compartment packs made for modern snack moments that both parents and kids will love.
As nearly half of Americans now snack 2-3 times per day 1 and mini, snackable food formats continue to surge in popularity, 2 Lunchables is bringing its signature mix-and-match experience to an entirely new occasion. Each Snackables pack delivers 5 grams of protein and brings together two of Lunchables’ most iconic elements — cheese and crunchy crackers — alongside the poppable bites fans are reaching for most right now, 3 including fruit snacks and chocolate chip graham crackers.
Snackables launches in two varieties:
Cheddar Cheese Snackables: Classic, natural cheddar cheese paired with mini crackers and Welch’s® Reduced Sugar Mixed Berry Fruit Snacks for a convenient and shareable mix, offering a good source of fiber with cheesy, crunchy and fruity bites. Colby Jack Cheese Snackables: Smooth, natural Colby Jack cheese paired with mini crackers and mini chocolate chip graham crackers for a playful combination of savory cheese and chocolatey sweetness, offering a good source of calcium.
"For decades, Lunchables has been a kid-loved, parent-approved offering for lunchtime, snacktime and all other moments in between, and as our fans’ snacking habits continue to evolve, we saw an opportunity to bring something new to the table," said Brittany Piszynski, Director of Marketing for Lunchables. "As the original charcuterie kit brand, we’re putting a spin on our most iconic ingredients with Snackables, creating a snack kids will love and parents can feel good about serving to their families."
The launch taps into a broader cultural shift around shared snacking experiences — from curated snack boards to casual hang outs, snacking has increasingly become a social activity rooted in both connection and convenience. In fact, nearly half of Gen Z consumers say they enjoy sweets and snacks with friends,4 while shared food experiences like charcuterie have been linked to increased happiness and social connection.
Story Continues
In celebration of Snackables and the art of snacking together, Lunchables is introducing the Snackables CharcuteRING. A snackable spin on the current friendship ring trend, the CharcuteRING brings to life Lunchables’ signature mix-and-match approach as a wearable accessory, turning shared snacking into an official friendship moment. Fans can sign up for early access to the Snackables CharecuteRING by visiting Lunchables.com/Charcutering, with nationwide purchase available on National Best Friends Day, June 8.
Snackables is now rolling out to retailers nationwide for $2.99 per double snack pack. To learn more about Lunchables Snackables and the Snackables CharcuteRING, fans can follow along on the Lunchables Instagram and TikTok.
1 Innova Market Insights, Consumer Snack Trends in the US, June 2025
2 World Happiness Report, 2025
3 Lunchables Snackables Consumer Liking Test, 7/15/2025
4 Talker Research, 2026
ABOUT THE KRAFT HEINZ COMPANY
Kraft Heinz (Nasdaq: KHC) is one of the world’s largest food and beverage companies, with approximately $25 billion in net sales in 2025 and a portfolio of iconic brands enjoyed by consumers in more than 40 countries. By investing in our capabilities and brands, including Heinz, Kraft, Philadelphia, Primal Kitchen, and Lunchables, we are unlocking the full power of our portfolio. We deliver high‑quality, great‑tasting, and affordable food for the consumers of today, while shaping the future of food. Learn more at www.kraftheinzcompany.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260511745616/en/
Contacts
MEDIA CONTACTS
The Kraft Heinz Company
media@kraftheinz.com
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- Inflation Drumbeat Persists for Unnerved US Consumer
May 9, 2026
(Bloomberg) -- A fresh batch of consumer price data in the coming week is likely to affirm Americans’ growing frustration with inflation.
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Economists see a sharp 0.6% increase in the consumer price index for April, based on the Bloomberg survey median estimate. That’s on the heels of March’s biggest monthly advance since 2022. The Bureau of Labor Statistics’ report is due Tuesday.
Prices at the gas pump have vaulted more than 50% since the US- and Israeli-led war on Iran started in late February, recently topping $4.50 a gallon on average.
At least some of the swift upturn in fuel prices is likely to be passed on by businesses in the form of higher consumer prices for other goods and services, including airfares. Excluding energy and food, the so-called core CPI — a measure of underlying inflation — is projected to accelerate slightly in April.
A University of Michigan survey out Friday showed US consumers becoming more rattled in recent weeks, with a gauge of sentiment slipping to a fresh record low. Their concerns centered on erosion of household finances and buying conditions from inflation.
Consumer-facing companies such as Kraft Heinz Co. and McDonald’s Corp. are also apprehensive about budget-constrained shoppers. Government data due on Thursday will be used to gauge the impact on retail spending momentum from higher gas prices.
Excluding gasoline service stations and car dealers, retail sales are seen rising a healthy 0.4% in April — just a modest step down from the 0.6% increases posted in the prior two months. The data, however, aren’t adjusted for changes in prices.
What Bloomberg Economics Says:
The inflation and retail sales data “should show an economy slowing only modestly, while inflation remains uncomfortably high. That combination won’t create urgency for the Fed to cut rates anytime soon. Another firm core CPI print, in particular, could keep the Fed hawkish for a while.”
— Anna Wong, Stuart Paul, Eliza Winger, Chris G. Collins, Troy Durie and Alex Tanzi. For full analysis, click here
Meanwhile, the producer price index out Wednesday is expected to show another 0.5% increase in April wholesale inflation. Excluding fuel and food, the measure probably accelerated from a month earlier.
Story Continues
Other data in the coming week include April existing-home sales on Monday and the Federal Reserve’s industrial production report out Friday.
For more, read Bloomberg Economics’ full Week Ahead for the US
Further north, Canadian existing home sales for April may show a slight rebound, with early data from local real estate boards in Toronto, Ottawa and Calgary recording an uptick even as other markets such as Vancouver and Montreal continued to slump. Housing starts may also be stronger on a monthly basis.
Trade-sensitive manufacturing and wholesale sales are expected to rise in March as the Middle East war drove up energy prices. Statistics Canada’s flash estimate suggested factory sales jumped 3.5% that month, while wholesales were up 1.3%. Michelle Alexopoulos, external deputy governor at the Bank of Canada, will give a speech.
Elsewhere, aside from US President Donald Trump’s planned visit to Beijing for a high-stakes summit with counterpart Xi Jinping, inflation numbers from China and India to Brazil, and UK growth data will be among the highlights.
Click here for what happened in the past week, and below is our wrap of what’s coming up in the global economy.
Asia
The week kicks off on Monday with an update on China’s price trends. Consumer inflation is expected to have cooled in April to 0.8% as personal consumption stayed soft. After turning positive in March for the first time in 41 months, factory-gate price growth is seen accelerating in April to 1.8% on the back of higher energy prices, the quickest since August 2022.
India releases inflation data for April the next day, after prices climbed in March at the fastest clip in a year.
Also on Tuesday, Australia hands down its annual budget, aiming to tackle intergenerational inequality and moribund productivity, as well as cushion the blow of rising energy and borrowing costs. That comes in the evening, hours after the release of a pair of gauges that may show Australian sentiment remains grim.
The Westpac consumer confidence index for May comes after the gauge slid in April to the lowest since August 2020, while data from National Australia Bank will show how business confidence fared in April after it slumped in March to the lowest in almost six years. Australia also publishes a first-quarter wage data figures on Wednesday. Price pressures prompted another rate hike from the central bank on May 5.
Japan’s household spending data for March, due on Tuesday, will show whether steps by the government to mitigate the soaring cost of living are starting to revive outlays after three straight months of declines.
On Friday, New Zealand releases its manufacturing PMI for April after the index fell for a third straight month in March, even while staying in expansionary territory. Monthly food prices will also be released, and India publishes trade figures along with its April unemployment rate.
No rate decisions are due in Asia, but several speaking engagements of note by central bankers are on the calendar.
Reserve Bank of New Zealand Governor Anna Breman appears on a panel on Tuesday, where she may give her thoughts on whether short-term inflation is likely to feed into more persistent price pressure. Pricing in the rate swaps market indicates a small chance of a hike at the next RBNZ decision on May 27.
Two Bank of Japan officials deliver speeches. Board Member Kazuyuki Masu and Deputy Governor Ryozo Himino both voted with the majority to hold settings steady last month. Traders see a 65% chance of a hike on June 16.
For more, read Bloomberg Economics’ full Week Ahead for Asia
Europe, Middle East, Africa
The UK will draw a lot of attention. In the aftermath of a key electoral test for embattled Prime Minister Keir Starmer, King Charles III is set to announce the government’s legislative agenda on Wednesday at the opening of parliament.
Meanwhile, first-quarter gross domestic product is due on Thursday, and economists anticipate the numbers to show a growth spurt of 0.6%, the fastest pace in a year.
But such a result may paint a rosier picture than is really the case, according to the private concerns among Bank of England officials. Public appearances by them include rate-setter Catherine Mann on Wednesday and chief economist Huw Pill on Thursday.
Few European Central Bank officials are on the calendar in what should be a quieter week in the euro zone. Final inflation readings will be published around the region, starting on Tuesday with Germany and followed on successive days by France, Spain and Italy.
Germany’s ZEW gauge of investor sentiment is scheduled for Tuesday, as is Italian industrial production. The euro-area production data come out on Wednesday, offering the first overall glimpse of how manufacturing fared during the first month of the Iran war. A second reading of GDP also arrives then.
Turning to the Nordics, data on Monday will reveal Norway’s latest consumer-price numbers in the wake of the surprise rate hike. Inflation has been above the central bank’s 2% goal since early 2021, and probably came in well above 3% once again in April.
On Wednesday in Sweden, minutes of the May 7 Riksbank decision will be released, shedding more light on why officials kept their rate steady and signaled no change in the imminent future. A final reading of inflation there will also come out.
In Israel, inflation is reckoned to have ticked up to 2.1% in April from 1.9%, driven by higher energy prices linked to the Iran conflict.
That report is due on Friday, as is one from Russia, where inflation is forecast to have dipped to 5.7% as restrictive monetary policy and a slowing economy curb price pressures, while the ruble remains strong.
For more, read Bloomberg Economics’ full Week Ahead for EMEA
A few monetary decisions are on the calendar in the wider region, focused mainly on Africa:
Zambia is expected to leave its rate unchanged at 13.5% on Wednesday, following a 75-basis-point cut at its previous meeting, as policymakers assess the impact of the war on inflation, which has been partly contained by government measures. Angola and Uganda, meeting a day later, are poised to hold their benchmarks at 17.5% and 9.75% respectively, as they evaluate fallout from the conflict. And on Friday, Romania’s central bank may keep borrowing costs unchanged. Aside from higher energy prices, officials are assessing the impact of a weaker currency caused by the country’s political crisis.
Latin America
On Monday in Brazil, analysts’ inflation and key rate forecasts are likely to take another leg up in the central bank’s weekly Focus survey.
Since the start of the war in Iran, the 2026 estimate for annual consumer price rises is up almost a full percentage point to 4.89% — even the 2028 figure has begun to tilt higher — and analysts see inflation of better than 4.6% in June.
Live data out Tuesday from Brazil is all but certain to dovetail with the deteriorating expectations: the benchmark inflation index likely jumped over 4.4% in April from 3.81% as recent as February.
Peru, too, is experiencing a surge in consumer prices — the annual print hit an above-target 4.01% in April — that may give central bankers meeting Thursday cause to at least discuss raising interest rates for the first time since early 2023.
Unemployment data from the country’s capital, Lima, and the country’s GDP-proxy report are also on tap.
In a similar vein, data out of Argentina can be expected to show consumer price increases running close to 3% with faltering growth and mounting job losses pressuring the government. The central bank’s survey of economists now pegs year-end consumer price rises at 30.5%, up from 19.6% expected in November.
Closing out the week, Colombia posts a bevy of economic data on Friday, with quarterly output the marquee attraction. From a downbeat 0.1% expansion in the three months through December, a rebound in manufacturing likely saw quarterly output edge up marginally.
A consensus of analysts see a modest slowing of the economy to 2.5% growth in 2026 from 2.6% last year. Filling out the picture for Colombia-watchers will be March retail sales, manufacturing, industrial production and GDP-proxy data.
For more, read Bloomberg Economics’ full Week Ahead for Latin America
--With assistance from Robert Jameson, Monique Vanek, Piotr Skolimowski, Laura Dhillon Kane, Mark Evans, Brian Fowler, Ott Ummelas, Beril Akman and Greg Sullivan.
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- Jim Cramer Discusses Kraft Heinz Rally After Better Than Expected Earnings
May 9, 2026
The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer highlighted the company’s latest quarter, as he remarked:
Alright, something happened this morning, I couldn’t believe it. I thought my eyes were playing tricks on me because Kraft Heinz, the packaged foods powerhouse, reported a much better-than-expected quarter. The stock actually popped today, rallying over 2%. Keep in mind, this thing’s been drifting steadily lower for four years. It’s been not a great stock to the point where Kraft Heinz decided to break itself up, bringing in Steve Cahillane, the guy who orchestrated the Kellogg breakup that was so smart as its new CEO. And all the way, the stock kept getting clobbered. But today, Kraft Heinz posted a clean upside surprise, albeit versus low expectations.
Photo by Anna Nekrashevich on Pexels
The Kraft Heinz Company (NASDAQ:KHC) produces food and beverage products, including condiments, dairy, meals, meats, beverages, and snacks. Cramer highlighted his “radical plan” for the company during the March 12 episode, as he commented:
… My radical plan. It’s time for the food companies to consolidate. And the consolidator, the only person who’s actually been able to make money in this group for shareholders in a huge way, that’s Steve Cahillane. He’s the CEO of Kraft Heinz. Now, if you remember, Steve split Kellogg into the old WK Kellogg for cereal and Kellanova for snacks. Less than a year later, he sold Kellanova, which he stayed with by the way, for huge amount to Mars. Then less than two years after that, WK Kellogg caught a bid from Ferrero. That’s much more than you return when you’ve gotten, you would’ve crushed the S&P over a three and a half year period with a food company. As for Kraft Heinz, it was going to split into two before Steve got there at the beginning of the year. He canned that plan quickly. He said that the company was weaker than he thought. Needed to improve. Forthright. That’s what I want. I say forget the noise. I am the signal.
It’s time that Steve Cahillane put together all four of these packaged food companies into one brand powerhouse. He could pick and choose the fast-growing brands. The slower-growing brands go to another company. The ones that shouldn’t be even brands anymore, well, he can just get rid of them. He can divide them into separate businesses like he did with Kellogg. There’s a million things he could do. Why now? Because under Trump, the Justice Department and the Federal Trade Commission will probably bless any of these deals. It’s a once-in-a-lifetime opportunity where they simply don’t need to worry about antitrust enforcement.
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While we acknowledge the potential of KHC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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- Kraft Heinz Reshapes Brands And Balance Sheet As Valuation Signals Opportunity
May 8, 2026
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Kraft Heinz (NasdaqGS:KHC) launched new products such as Ore-Ida Dino and Star Tater Tots and a protein and fiber focused Kraft Mac & Cheese. The company increased marketing spend and signed a five year global sponsorship deal with the NFL. Kraft Heinz announced a $1.1b debt tender offer alongside the decision to halt a planned company split and focus on U.S. brand revival.
For investors watching NasdaqGS:KHC, these moves come as the stock trades around $23.657, with a value score of 4 and a 4.4% return over the past week. Over longer periods, returns have been mixed, including an 11.7% decline over the past year and a 31.4% decline over five years. This sets the backdrop for the new CEO’s push to refresh brands and reshape the business.
Instead of pursuing a breakup, Kraft Heinz is putting capital and management attention into new products, heavier advertising, and balance sheet changes. Readers may want to track how this mix of product launches, marketing commitments, and debt optimization affects the company’s ability to stabilize performance and potentially shift sentiment toward NasdaqGS:KHC over time.
Stay updated on the most important news stories for Kraft Heinz by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Kraft Heinz.NasdaqGS:KHC 1-Year Stock Price Chart
Is Kraft Heinz's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis.
Quick Assessment
⚖️ Price vs Analyst Target: At US$23.66, Kraft Heinz trades roughly in line with the US$23.82 analyst target. ✅ Simply Wall St Valuation: The stock is flagged as undervalued, trading about 51.8% below one estimate of fair value. ✅ Recent Momentum: The 30 day return of about 2.1% suggests modest positive short term momentum.
There is only one way to know the right time to buy, sell or hold Kraft Heinz. Head to Simply Wall St's company report for the latest analysis of Kraft Heinz's Fair Value.
Key Considerations
📊 The shift toward new products, heavier marketing and debt optimization is aimed at refreshing core brands while addressing balance sheet pressure. 📊 Watch how revenue, margins and brand investment payoffs show up in future earnings versus the current forward P/E of about 11.2x and the industry P/E of 17.0x. ⚠️ The company still carries a high level of debt and its 6.76% dividend is not well covered by earnings, so payout and refinancing risks remain important to monitor.
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Dig Deeper
For the full picture including more risks and rewards, check out the complete Kraft Heinz analysis. Alternatively, you can check out the community page for Kraft Heinz to see how other investors believe this latest news will impact the company's narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include KHC.
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