Kraft Heinz Co (KHC)

NASDAQ:KHC

KHC

Kraft Heinz

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Kraft Heinz (KHC) Earnings Dates, Call Summary & Reports

Q: When does Kraft Heinz Co (KHC) report earnings?

Kraft Heinz Co (KHC) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).

Q: What is Kraft Heinz Co (KHC) earnings time?

Kraft Heinz Co (KHC) earnings time is at Aug 05, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is KHC EPS forecast?

KHC EPS forecast for the fiscal quarter 2026 (Q2) is 0.53.

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Earnings Data

Report Date

Aug 05, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.53

Last Year’s EPS

0.69

Same Quarter Last Year

Analyst Consensus

Hold

Based on 17 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call conveyed cautious optimism: the company reported clear early signs of operational and share improvement (notably strong March share metrics, product launches, and disciplined productivity) and is leaning into targeted marketing and a $600M investment plan. However, meaningful near-term headwinds remain—SNAP benefit reductions (~100 bps), Q2 revenue guidance of -3% to -5%, commodity and resin inflation risk (resins hedged only through mid-Q3), Indonesia and away-from-home pressures, and an expected H2 cash flow impact from stepped-up investment. Given the balance of encouraging execution progress and persistent macro/structural challenges, the net tone is balanced.

Company Guidance

The company maintained full-year guidance while calling out specific near-term metrics: Q2 organic revenue is now expected to be down 3% to 5% (partly due to an Easter timing shift) and SNAP is forecast to be a ~100 basis‑point headwind starting in Q2; management had initially assumed roughly 4% inflation for the year (they had contemplated pricing to capture ~20% of that inflation), energy is hedged for the year and resins hedged through mid‑Q3 with resin-driven cost pressure likely to show up in Q3, and the firm is running productivity north of 4% of COGS in Q1 as a key offset; marketing was up 37% in Q1 and is budgeted at least 5.5% of revenue for the year (at least a ~20% YoY increase overall), the $600 million of incremental investment remains largely “dry powder,” and management is keeping a conservative gross‑margin outlook (acknowledging ~40–50 bps of nonrecurring Q1 upside but still expecting a 25–75 bps headwind for the year); market‑share trends improved (categories holding/gaining share rose from 21% last year to 35% in Q1 and 58% in March, Taste Elevation hold/gain rose from 24% to 81%/87%), Indonesia was a ~70 bps Q1 headwind, YTD mix‑adjusted market‑share loss improved to ~30 bps (from -90 bps early last year, exiting last year at -50 to -60 bps), free cash flow remains strong though cash conversion may moderate in H2 as investments ramp and management plans debt paydowns (including maturities in Q2 and roughly $1.9 billion maturing next year).

Market Share and Category Momentum

Notable share improvement: percent of categories where the company held or gained share rose from 21% last year to 35% year-to-date and 58% in March. Taste Elevation pockets improved from 24% holding/gaining share last year to 81% year-to-date and 87% in March. Market share loss narrowed materially (from a -90 bps start to -30 bps year-to-date), reflecting ~60 bps of improvement versus the beginning of the prior year.

Stronger-than-Expected Q1 and Maintained Guidance

Q1 came in better than expectations with management maintaining full-year guidance despite the stronger start; executives attribute the performance to focused execution, product investments and distribution gains.

Step-Up in Marketing and Strategic Investment Dry Powder

Marketing spend increased ~37% year-over-year in Q1; company expects marketing at least 5.5% of revenue for the year and at least a ~20% increase year-over-year. Management has a $600 million investment plan, with the majority described as 'dry powder' being deployed through the rest of the year.

New Product Launches and Portfolio Moves

Key commercial initiatives: Power Mac & Cheese launch with strong sell-in (35,000 accounts), Capri Sun Hydrate elevated to 'Win Big', Lunchables renovation launching next month, and Philadelphia Lactose Free planned for the back half—demonstrating targeted investment in high-opportunity brands and categories.

Productivity and Pricing Toolkit

Productivity performance was strong in Q1 (above 4% of COGS). Guidance assumed pricing would cover about 20% of inflation with productivity absorbing the remainder; management identifies productivity as first defense against input-cost inflation.

Strong Cash Position and Active Debt Management

Exited the quarter with strong cash on hand and maintained free cash flow outlook. Management plans to pay down debt in Q2, is considering prepaying a portion of $1.9 billion maturing next year, and expects to manage the debt tower to reduce interest expense.

Simplified Operating Model and Leadership Addition

Organizational changes aimed at simplification and stronger commercial accountability: new North America leadership (Nicolas Munoz) and additional hires in sales and marketing to drive growth and execution.

Kraft Heinz (KHC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 05, 2026	2026 (Q2)	0.53 / -	0.69	―	―	―
May 06, 2026	2026 (Q1)	0.50 / 0.58	0.62	-6.45% (-0.04)
Feb 11, 2026	2025 (Q4)	0.61 / 0.67	0.84	-20.24% (-0.17)
Sep 27, 2025	2025 (Q3)	0.58 / 0.61	0.75	-18.67% (-0.14)	―	―
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)	―

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
May 06, 2026	$22.54	$23.07	+2.35%
Feb 11, 2026	$24.49	$24.58	+0.36%
Jul 30, 2025	$27.25	$27.18	-0.25%
Apr 29, 2025	$27.08	$27.14	+0.21%

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.