KLG Share Price Performance
US$23.00
3.07 (15.40%)
21.1% overvalued intrinsic discount
US$19.00
Fair Value
Price US$23.00
AnalystLowTarget US$19.00
AnalystConsensusTarget US$22.69
AnalystHighTarget US$24.30
Fair ValueUS$19.77
Share Pricen/a
WK Kellogg Co Stock Price
- 3 Narratives written by author
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- 27 Fair Values set on narratives written by author
KLG Community Narratives
AN
Fair Value US$19.77 16.4% overvalued intrinsic discount
Traditional Cereals Will Decline As Regulations And Rivals Mount
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Fair Value US$23.16 0.7% undervalued intrinsic discount
Supply Chain Upgrades May Compress Margins, But New Products Like Bear Naked Granola May Stabilize Revenues
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AN
Fair Value US$24.02 4.3% undervalued intrinsic discount
Health Focus And Urban Lifestyles Will Drive Cereal Success
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WK Kellogg Co
Traditional Cereals Will Decline As Regulations And Rivals Mount
Key Takeaways Ongoing consumer shifts and legacy product dependence threaten revenue growth and market share as innovative competitors gain traction. Rising operational costs, stricter regulations, and intense price competition may further compress margins and dampen profitability.Read more
7
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AN
US$19.77
16.4% overvalued intrinsic discount
Fair Value
Revenue
-1.22% p.a.
Profit Margin
5.97%
Future PE
13.96x
Price in 2028
US$23.98
WK Kellogg Co
Health Focus And Urban Lifestyles Will Drive Cereal Success
Key Takeaways Emphasis on health-focused product innovation and strong brand marketing is driving premium pricing, market share gains, and supporting sustained revenue and margin growth. Supply chain modernization and cost optimization post-spin-off are set to significantly boost profitability and enhance long-term earnings leverage.Read more
5
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AN
US$24.02
4.3% undervalued intrinsic discount
Fair Value
Revenue
0.15% p.a.
Profit Margin
8.96%
Future PE
10.86x
Price in 2028
US$29.14
WK Kellogg Co
Supply Chain Upgrades May Compress Margins, But New Products Like Bear Naked Granola May Stabilize Revenues
Key Takeaways Significant investment in supply chain modernization carries execution risks that may impact profitability short-term before expected improvements by 2026. Declining market share for key brands and reliance on promotions may constrain revenue growth amid operational disruptions from separation activities.Read more
45
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AN
US$23.16
0.7% undervalued intrinsic discount
Fair Value
Revenue
-0.2% p.a.
Profit Margin
7.26%
Future PE
13.06x
Price in 2028
US$28.1
Trending Discussion
Recently Updated Narratives
AN
Traditional Cereals Will Decline As Regulations And Rivals Mount
Fair Value: US$19.77 16.4% overvalued intrinsic discount
0 followersusers have followed this narrative
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AN
Health Focus And Urban Lifestyles Will Drive Cereal Success
Fair Value: US$24.02 4.3% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Supply Chain Upgrades May Compress Margins, But New Products Like Bear Naked Granola May Stabilize Revenues
Fair Value: US$23.16 0.7% undervalued intrinsic discount
12 followersusers have followed this narrative
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Snowflake Analysis
WK Kellogg Co Key Details
About KLG
- Founded
- 1894
- Employees
- 3280
- CEO
- WebsiteView website
WK Kellogg Co operates as a food company in the United States, Canada, Mexico, and the Caribbean. The company manufactures, markets, and distributes ready-to-eat cereal products primarily under the Frosted Flakes, Special K, Froot Loops, Raisin Bran, Frosted Mini-Wheats, Kashi, Corn Flakes, and Apple Jacks brand names. It serves supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, drug stores, gasoline stations, value stores, online channels, and other retail food outlets through its own sales forces, broker, and distributor arrangements. The company was formerly known as North America Cereal Co. and changed its name to WK Kellogg Co in March 2023. The company was founded in 1894 and is headquartered in Battle Creek, Michigan.
