The earnings call reflects a mixed situation for Kraft Heinz. While there are positive strategic developments and shareholder returns, significant challenges remain in market performance and operational issues like supply chain and tax impacts. The company is focusing on innovation and strategic growth areas but faces hurdles in marketing effectiveness and market share recovery.

Company Guidance

During The Kraft Heinz Company Quarter 4 2024 Earnings call, CEO Carlos Abrams-Rivera emphasized the company's success in returning $2.7 billion to stockholders through share buybacks and dividends, yielding the highest returns in the food industry. He highlighted a 100 basis point margin expansion in 2024 and projected a more modest expansion of flat to 20 basis points for 2025. Key growth pillars were discussed, including a 75% lock-in of new customer wins in Away From Home, a 17% increase in distribution in Emerging Markets with an additional 40,000 points planned for 2025, and a 75% lock-in of the 2025 innovation pipeline in North America Retail. The company is investing in technology-led solutions to drive efficiencies and shift more marketing dollars towards consumer-facing activities, with expectations of achieving efficiencies higher than inflation in 2025. Additionally, they anticipate double-digit growth in Emerging Markets by the end of 2025.

Shareholder Returns

Kraft Heinz returned $2.7 billion to shareholders through share buybacks and dividends, claiming the highest yield in the food industry.

Margin Expansion

Increased profit margins by 100 basis points in 2024, with expectations for modest expansion in 2025 between flat to 20 bps.

Emerging Markets Growth Strategy

Planned 17% distribution increase with 40,000 additional points in 2025 already mapped out.

Innovation Pipeline

75% of the 2025 innovation pipeline is already locked in, with focus on Away From Home and Emerging Markets growth.

Capri Sun Turnaround

Capri Sun showed a 5-point improvement in dollar sales in Q4 2024 due to product renovation and expanded distribution.

---

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

Daily Earnings Calendar >

KHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 30, 2025	2025 (Q1)	0.61 / -	0.69	―	―	―
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)
May 03, 2023	2023 (Q1)	0.60 / 0.68	0.6	13.33% (+0.08)
Feb 15, 2023	2022 (Q4)	0.78 / 0.85	0.79	7.59% (+0.06)

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
Feb 12, 2025	$29.58	$28.62	-3.25%
Oct 30, 2024	$34.36	$33.31	-3.06%
Jul 31, 2024	$33.04	$34.37	+4.03%
May 01, 2024	$37.26	$35.01	-6.04%

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.

---