WK Kellogg Co

NYSE:KLG Stock Report

Market Cap: US$2.0b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

WK Kellogg Co Future Growth

Future criteria checks 4/6

WK Kellogg Co's revenue is forecast to decline at 0.3% per annum while its annual earnings are expected to grow at 35.6% per year. EPS is expected to grow by 36.3% per annum. Return on equity is forecast to be 45% in 3 years.

Key information

35.6%

Earnings growth rate

36.29%

EPS growth rate

Food earnings growth20.3%
Revenue growth rate-0.3%
Future return on equity44.98%
Analyst coverage

Good

Last updated26 Sep 2025

Recent future growth updates

Analysis Article • Aug 09

Analysts Have Been Trimming Their WK Kellogg Co (NYSE:KLG) Price Target After Its Latest Report

Shareholders might have noticed that WK Kellogg Co ( NYSE:KLG ) filed its second-quarter result this time last week...

Recent updates

Seeking Alpha • Jul 11

Nutella And Corn Flakes For Breakfast: The WK Kellogg-Ferrero Deal Explained

Summary Ferrero will acquire WK Kellogg for $23 per share in cash, valuing the deal at $3.1B and ending KLG's public listing. Ferrero's strong M&A track record and financial health suggest it can improve Kellogg's profitability and leverage both companies' commercial networks. The acquisition offers limited arbitrage opportunity due to the stock price trading just below the deal price, with minimal spread for investors. Given the tight spread and pending regulatory approval, I rate KLG stock as a hold until the deal closes. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

WK Kellogg Q4: Progressing In The Right Direction, But Uncertainty Lingers

Summary WK Kellogg Co.'s Q4 earnings were mixed, with sales down 1.7% y/y, but operational efficiency improvements led to higher margins. Management's focus on supply chain modernization and potential inorganic growth avenues like licensing and M&A shows promise but needs time to materialize. Uncertainty from tariffs and market conditions makes me hesitant to start a position now; I'll monitor the company's progress over the next few quarters. Read the full article on Seeking Alpha
Analysis Article • Mar 11

WK Kellogg Co's (NYSE:KLG) 33% Jump Shows Its Popularity With Investors

WK Kellogg Co ( NYSE:KLG ) shares have had a really impressive month, gaining 33% after a shaky period beforehand...
Analysis Article • Feb 12

WK Kellogg Co (NYSE:KLG) Has Announced That It Will Be Increasing Its Dividend To $0.165

The board of WK Kellogg Co ( NYSE:KLG ) has announced that the dividend on 14th of March will be increased to $0.165...
Seeking Alpha • Jan 08

WK Kellogg: Opportunity To Buy At Deep Discount To Fair Value

Summary WK Kellogg Co offers a unique investment opportunity post-spinoff from Kellanova, with strong brand recognition and robust economic characteristics. KLG's valuation multiples significantly understate its cash earnings and invested capital value, suggesting it should trade at higher valuations. The company enjoys high ROIC, negative NWC position, and competitive advantages, making it a "super cash cow" with substantial growth potential. Valuations indicate a $35/share target, offering a favorable risk/reward profile with potential significant upside and containable downside risk. Read the full article on Seeking Alpha
Analysis Article • Dec 03

WK Kellogg Co's (NYSE:KLG) 28% Price Boost Is Out Of Tune With Revenues

WK Kellogg Co ( NYSE:KLG ) shareholders have had their patience rewarded with a 28% share price jump in the last month...
Analysis Article • Nov 15

WK Kellogg Co (NYSE:KLG) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Shareholders appeared to be happy with WK Kellogg Co's ( NYSE:KLG ) solid earnings report last week. Looking deeper at...
Analysis Article • Nov 08

These 4 Measures Indicate That WK Kellogg Co (NYSE:KLG) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Oct 22

WK Kellogg: Minimal Risks And Strong Upside Ahead

Summary WK Kellogg, a mid-cap consumer staples stock, is undervalued with a forward P/E of 11.58x, a 3.63% dividend yield, and a $500M supply chain modernization plan. The company was spun off from Kellanova, aiming to streamline operations and expand EBITDA margins from 9% to 14% by 2026 through facility optimizations. Despite volume declines and negative free cash flow, KLG's gross margin improvements and a concrete transformation plan make it a compelling buy for value-focused investors. Risks include capital constraints and potential delays in the modernization plan, but the overall execution risks are minimal due to the plan's simplicity. Read the full article on Seeking Alpha
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New Narrative • Sep 29

Supply Chain Modernization And Decisive Investments Set To Boost Margins And Competitive Edge

Strategic investments in supply chain modernization are set to significantly boost operational efficiency and margin expansion, positioning the company for stronger EBITDA margins.
Analysis Article • Aug 09

Analysts Have Been Trimming Their WK Kellogg Co (NYSE:KLG) Price Target After Its Latest Report

Shareholders might have noticed that WK Kellogg Co ( NYSE:KLG ) filed its second-quarter result this time last week...
Seeking Alpha • Aug 07

WK Kellogg: Boycott Didn't Cause Sales Catastrophe

Summary WK Kellogg reported its Q2 results with revenues in line with estimates despite a boycott affecting the company in the quarter. The ongoing supply chain modernization should aid margins further in the mid-term through great manufacturing optimization. The long-term growth profile remains poor as consumers are opting for private label alternatives after rapid inflation, leaving WK Kellogg's strong brand portfolio with weaker demand. Despite incredibly weak expected future growth, the stock seems undervalued in the low-risk consumer staples sector. Read the full article on Seeking Alpha
Seeking Alpha • Jun 27

Kellanova: A Tasty Opportunity When You Consider Hidden Growth

Summary Kellanova, a global snack and emerging markets focused company, shows signs of progress with attractive revenue growth and improved profitability. Despite underperforming the market, Kellanova's revenue and profitability metrics have shown improvement, with expectations for further growth in 2024. The valuation of Kellanova is not cheap, but appealing for a high-quality food operator, with a decent overall assessment compared to similar firms. Read the full article on Seeking Alpha
Analysis Article • Jun 22

Is WK Kellogg Co (NYSE:KLG) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • May 22

WK Kellogg Co Stock: Standalone North America Cereal Strategy Is Paying Off

Summary We recap the Q1 earnings from WK Kellogg Co. Despite weak growth, higher pricing initiatives led to an expansion in profitability margins. The stock stands out at a valuation discount relative to packaged foods industry peers. Read the full article on Seeking Alpha
Analysis Article • Apr 24

WK Kellogg Co's (NYSE:KLG) Shares Climb 26% But Its Business Is Yet to Catch Up

WK Kellogg Co ( NYSE:KLG ) shares have continued their recent momentum with a 26% gain in the last month alone...
Seeking Alpha • Mar 13

WK Kellogg: Undervalued Dividend With Solid Upside Potential

Summary WK Kellogg has been undervalued since its split from parent company Kellanova in September last year. Unlike some spinoffs, KLG carries a strong balance sheet and pays a respectable and well-covered dividend. KLG's focus on modernizing its supply chain and introducing innovative products positions it for potential growth in 2024 and beyond. Read the full article on Seeking Alpha
Analysis Article • Feb 21

WK Kellogg Co's (NYSE:KLG) Performance Is Even Better Than Its Earnings Suggest

WK Kellogg Co ( NYSE:KLG ) recently posted some strong earnings, and the market responded positively. We did some...
Analysis Article • Feb 14

WK Kellogg Co's (NYSE:KLG) Price Is Out Of Tune With Revenues

It's not a stretch to say that WK Kellogg Co's ( NYSE:KLG ) price-to-sales (or "P/S") ratio of 0.4x right now seems...
Seeking Alpha • Dec 28

WK Kellogg Co: A Mixed (Cereal) Bag

Summary WK Kellogg Co, the spinoff of Kellanova, faces challenges but benefits from lower expectations. The company is a $2.7 billion business that produces 800 million pounds of cereal annually. The cereal market has been tough, but WK Kellogg has strong brand recognition and a plan to improve performance. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:KLG - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20272,5641491441655
12/31/20262,5531071003146
12/31/20252,61161-981385
6/28/20252,60530-12779N/A
3/29/20252,66460-9288N/A
12/28/20242,70872-29100N/A
9/28/20242,71975183336N/A
6/29/20242,722128182319N/A
3/30/20242,750117242370N/A
12/30/20232,763110272422N/A
9/30/20232,789-5758184N/A
7/1/20232,802-7645149N/A
4/1/20232,792-5021113N/A
12/31/20222,695-25-1853N/A
1/1/20222,460162-687N/A
1/2/20212,867182216303N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: KLG's forecast earnings growth (35.6% per year) is above the savings rate (3.1%).

Earnings vs Market: KLG's earnings (35.6% per year) are forecast to grow faster than the US market (15.5% per year).

High Growth Earnings: KLG's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: KLG's revenue is expected to decline over the next 3 years (-0.3% per year).

High Growth Revenue: KLG's revenue is forecast to decline over the next 3 years (-0.3% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: KLG's Return on Equity is forecast to be very high in 3 years time (45%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/27 21:25
End of Day Share Price 2025/09/25 00:00
Earnings2025/06/28
Annual Earnings2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WK Kellogg Co is covered by 9 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Max Andrew GumportBNP Paribas
Aishwarya DineshCrispIdea
Jason EnglishGoldman Sachs