

The Kraft Heinz Company this week announced a new partnership. But it isn't with another condiment brand, or even within the realm of food.

Kraft Heinz's multiyear partnership with Disney expands its brands across theme parks, cruises, streaming, and consumer products, but investors see little reason to change earnings expectations without evidence the deal will boost growth.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

CHICAGO--(BUSINESS WIRE)--Today, the Kraft Heinz Company and The Walt Disney Company announced a landmark, long-term multi-year strategic alliance, bringing together two of the world's most iconic companies. The enterprise-wide alliance spans foodservice, media, events and more—creating a platform for innovation and storytelling that reaches families wherever they engage with Disney and Kraft Heinz brands both in parks and cruises, and at home. The alliance will show up across Disney's North Am.

The multiyear partnership is part of the food conglomerate's effort to reinvigorate its brands.

ServiceNow presents a compelling turnaround opportunity as it operates in a $600B TAM, expanding beyond ITSM into a world-class enterprise platform. Kraft Heinz offers defensive appeal with a 6.4% dividend yield, a potential Berkshire Hathaway catalyst, and rebounding technicals supporting a strong buy thesis. GigaCloud trades at a bargain multiple despite double-digit growth, a pristine balance sheet, and operational excellence, warranting strong buy conviction.

In this bonus episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski talk dividend stock investing. They unpack the performance of dividend stocks during the first half of 2026, including how the performance of dividend stocks stacked up against that of the broad market and which sectors drove the performance.

In the most recent trading session, Kraft Heinz (KHC) closed at $25.48, indicating a +1.59% shift from the previous trading day.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for KHC and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.