The earnings call highlighted significant growth and investment in emerging markets and marketing, indicating a strategic focus on long-term growth. However, the substantial impairment charge and ongoing challenges in the North America retail segment, coupled with inflation and tariff pressures, present notable concerns.

Company Guidance

During the Kraft Heinz Company Second Quarter 2025 Earnings Call, the company reiterated its full-year outlook for 2025, highlighting several key metrics and strategic initiatives. The company reported an improvement in year-over-year top-line performance and emphasized its continued investments in product superiority and manufacturing capabilities. Kraft Heinz recorded a $9.3 billion noncash impairment charge due to a sustained decline in stock price, affecting the carrying value of its intangible assets. Pricing efforts included a year-over-year increase of 100 basis points, with an additional 30 basis points allocated to marketing, aiming to achieve a marketing spend of 4.8% of net sales by the end of 2025. Despite expecting inflation to range between 5% to 7% for the year, the company planned to pass only around 1% to consumers. Inflation and promotional activities shifted from the second to the third quarter, with a projected impact of 30 to 40 basis points. In emerging markets, the company achieved an 8% top-line growth driven by both price and volume, with notable margin expansion. The company remained confident in achieving a long-term algorithm of double-digit growth in emerging markets. Overall, Kraft Heinz emphasized its commitment to unlocking long-term shareholder value through disciplined financial management and strategic investments.

Emerging Markets Growth

Kraft Heinz reported an 8% top-line growth in emerging markets, driven by both volume and price, with substantial margin expansion. The emerging markets now represent a $2.5 billion business for the company.

Investment in Marketing and Product Innovation

The company is increasing its marketing investment to 4.8% of net sales by the end of 2025, the highest level in nearly a decade. There is also a focus on product innovation, which has increased from 1.6% of sales in 2022 to 3% by the end of 2024.

North America Retail Improvement

The North America retail segment is showing signs of improvement with a reduction in decline from 4% year-to-date to 2.7% in the latest 4 weeks, excluding cold cuts and bacon.

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)	0.59 / -	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.