The ACCE composite score for $KHC (The Kraft Heinz Company) dropped 13 points, moving from 60 to 47 out of 100. That is a meaningful single-step decline for a Consumer Defensive name, a sector where scores tend to be relatively stable. The current score sits at 47, which places $KHC below the midpoint of our 0–100 scale.
The stock is trading at $23.50 as of June 9, 2026, against an analyst consensus target of $23.47 — essentially no gap between the current price and where analysts expect it to go. That near-zero upside to target is itself a signal worth noting.
What likely drove the score move
ACCE composite scores pull from four subscore buckets: growth, value, quality, and momentum. A 13-point drop typically reflects deterioration in at least two of those areas simultaneously, or a sharp move in one.
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Momentum is the most common driver of sudden score drops. If $KHC's price action has weakened relative to the broader market or its Consumer Defensive peers over recent weeks, the momentum subscore would compress quickly. With the stock sitting right at its analyst target, there is little technical or sentiment tailwind to offset that.
Value may also be contributing. The forward P/E of 11.4 looks modest in isolation, but the trailing P/E is listed as 0.0, which typically signals negative or near-zero trailing earnings — a flag that the quality and value subscores would both penalize. Investors relying on the forward multiple alone may be underweighting what the trailing figure implies about recent profitability.
Growth is a mixed picture. Year-over-year revenue growth came in at just +0.8%, which is thin for a company of $KHC's scale and market cap of $27.69B. Earnings growth of +13.6% year-over-year is more encouraging, but a single earnings improvement does not fully offset sluggish top-line expansion in our scoring model.
Quality concerns can also weigh on the composite when a company carries a high dividend yield alongside flat revenue. The 7.1% dividend yield on $KHC is well above typical Consumer Defensive averages, which raises questions about payout sustainability if earnings growth does not continue at its current pace.
What it means
A score of 47 puts $KHC in cautious territory. The dividend yield is high and the forward earnings multiple is undemanding, but the combination of near-zero analyst upside, a blank trailing P/E, and minimal revenue growth gives the composite model limited room to score the stock favorably across multiple dimensions at once.
This is not a sell signal on its own, but the 13-point drop warrants attention. Watch for any revision to the analyst price target or a change in the trailing earnings picture, as either could shift the score materially in either direction. For the current price and full data, see acceinvestments.com/stocks/KHC.
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