The earnings call highlights the company's strategic adjustments to capitalize on health and wellness trends and improvements in distribution channels. However, challenges in gross margin contraction and underperformance of key brands like Special K indicate a balanced outlook.

Company Guidance

During the WK Kellogg Co's First Quarter 2025 earnings call, the guidance provided highlighted several key metrics and strategic adjustments. The company noted a rapid acceleration in consumer interest in health and wellness brands within the ready-to-eat cereal category, attributing this trend to a combination of value and nutrition that appeals to current consumer sentiment. Gross margin contraction is expected in the second quarter as the company adjusts its manufacturing plan to align with revised demand forecasts. Although the category in the U.S. and Canada is providing a stable backdrop, the company maintains its 500 basis points EBITDA margin growth target by the end of 2026, indicating confidence in strategic initiatives like the supply chain modernization. This optimism is further supported by distribution gains, strategic brand investments, and relaunches, such as the Kashi brand and a new Special K protein granola. Overall, WK Kellogg Co remains focused on driving long-term value amidst a dynamic market environment, with expectations for sequential improvement in market performance throughout 2025.

Health and Wellness Trend Acceleration

Rapid acceleration in consumer interest in health and wellness brands within the ready-to-eat cereal category, seen as a long-term trend, not a fad.

Strategic Reallocation of Investments

Higher promotions reflect a strategic reallocation of the 53rd week profit, with a focus on improving return on investment for consumer-facing activities.

Supply Chain Modernization

Supply chain modernization program remains on schedule and on budget, expected to deliver 500 basis points of gross margin expansion by 2026.

Distribution Gains in Key Channels

New distribution gains in key channels are expected to contribute positively in the latter half of the year.

WK Kellogg Co (KLG) 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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KLG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.29 / -	0.31	―	―	―
Aug 07, 2025	2025 (Q2)	0.28 / 0.39	0.489	-21.27% (-0.10)	―	―
May 06, 2025	2025 (Q1)	0.39 / 0.20	0.37	-45.95% (-0.17)
Feb 11, 2025	2024 (Q4)	0.25 / 0.42	0.302	39.07% (+0.12)
Nov 07, 2024	2024 (Q3)	0.26 / 0.31	0.384	-19.27% (-0.07)
Aug 06, 2024	2024 (Q2)	0.41 / 0.49	0.72	-32.08% (-0.23)
May 07, 2024	2024 (Q1)	0.38 / 0.37	0.279	32.62% (+0.09)
Feb 13, 2024	2023 (Q4)	0.21 / 0.30	-1.767	117.09% (+2.07)
Nov 08, 2023	2023 (Q3)	0.26 / 0.38	0.269	42.75% (+0.11)

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

KLG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$23.20	$23.20	0.00%
May 06, 2025	$17.19	$17.76	+3.32%
Feb 11, 2025	$16.02	$16.65	+3.93%
Nov 07, 2024	$16.42	$19.15	+16.63%

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.

FAQ

When does WK Kellogg Co (KLG) report earnings?

WK Kellogg Co (KLG) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is WK Kellogg Co (KLG) earnings time?

WK Kellogg Co (KLG) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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

What companies are reporting earnings today?

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

What is KLG EPS forecast?

KLG EPS forecast for the fiscal quarter 2025 (Q3) is 0.3.

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