The earnings call presented a balanced view of Kraft Heinz's current performance. While there were positive aspects such as improvements in top line growth and strategic investments in marketing and emerging markets, significant challenges such as a large impairment charge, ongoing North America retail struggles, and inflationary pressures were also highlighted.

Company Guidance -

Q3 2025

During the Kraft Heinz Company Second Quarter 2025 Earnings Call, CEO Carlos Abrams-Rivera highlighted various metrics that reflect the company's performance and strategic direction. The company reported an 8% year-over-year increase in top-line growth for emerging markets, driven by both price and volume, while achieving a significant expansion in operating income margins. In North America, the ACCELERATE platforms showed improvement, with marketing investments expected to reach 4.8% of net sales by the end of 2025, marking the highest level in nearly a decade. Kraft Heinz recorded a $9.3 billion noncash impairment charge due to a sustained decline in stock price, impacting the carrying value of intangible assets. The company's pricing strategy in North America included only a 1% price increase, despite inflation expectations of 5% to 7%. The Brand Growth System, which encompassed 40% of the business by year-end, facilitated a turnaround in products like Capri Sun. Additionally, Kraft Heinz's innovation rate increased from 1.6% of sales in 2022 to 3% by the end of 2024, with a focus on both product renovation and new market introductions. These strategic efforts aim to maintain momentum and align with the company's confidence in its 2025 full-year outlook.

Improvement in Year-Over-Year Top Line Performance

Kraft Heinz reported an improvement in year-over-year top line performance, indicating positive momentum in sales.

Emerging Markets Growth

Emerging markets saw an 8% growth in the top line, with both price and volume contributing, and achieving the highest operating income margin ever.

Marketing and Product Innovation Investments

The company plans to increase marketing spend to 4.8% of net sales by the end of 2025 and is actively investing in product innovations and renovations, especially in Mac & Cheese, Lunchables, and Mayo.

Capri Sun and Heinz Brand Expansion

Capri Sun and Heinz have shown strong performance, with investments leading to improved market presence and new product introductions like single-serve and club formats.

Kraft Heinz (KHC) Earnings, Revenues Date & History

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KHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.60 / -	0.75	―	―	―
Jul 30, 2025	2025 (Q2)	0.64 / 0.69	0.78	-11.54% (-0.09)
Apr 29, 2025	2025 (Q1)	0.60 / 0.62	0.69	-10.14% (-0.07)
Feb 12, 2025	2024 (Q4)	0.78 / 0.84	0.78	7.69% (+0.06)	―
Oct 30, 2024	2024 (Q3)	0.74 / 0.75	0.72	4.17% (+0.03)
Jul 31, 2024	2024 (Q2)	0.73 / 0.78	0.79	-1.27% (-0.01)	―
May 01, 2024	2024 (Q1)	0.69 / 0.69	0.68	1.47% (<+0.01)	―
Feb 14, 2024	2023 (Q4)	0.77 / 0.78	0.85	-8.24% (-0.07)	―
Nov 01, 2023	2023 (Q3)	0.66 / 0.72	0.63	14.29% (+0.09)
Aug 02, 2023	2023 (Q2)	0.76 / 0.79	0.7	12.86% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KHC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$28.56	$28.49	-0.25%
Apr 29, 2025	$28.38	$28.44	+0.21%
Feb 12, 2025	$28.77	$27.84	-3.23%
Oct 30, 2024	$33.42	$32.39	-3.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.