摩根士丹利对卡夫亨氏的前景转趋正面，将其股票评级由“减持”上调至“与大市同步”，目标价由28美元上调至29美元。分析师Megan Clapp表示，卡夫亨氏日前宣布将分拆为两间公司，加上巴菲特承认对分拆感到失望，该股宣布分拆后股价单日急跌7%，但该决定可能成为估值触底后的催化剂。 分析师指出，公司基本面估值已较为合理，部分经营数据出现稳定迹象，虽然2026财年每股盈利或仍受压，但分拆有助限制股价下行风险，认为最坏时刻已过，风险回报比改善。长远而言，相信分拆将为卡夫亨氏带来持续利好，尤其新成立的国际餐饮业务公司，可重塑为一间增长更快、拥有更多国际及餐饮渠道业务的公司，从而提升长期战略灵活性。
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