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Kraft Heinz (KHC)
NASDAQ:KHC
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.5Last Year’s EPS
0.62Same Quarter Last Year
Moderate Sell
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Management unveiled a decisive action plan—a $600M reinvestment and a shift of focus to organic growth—with clear near-term timing (ramp in Q2, results in back half) and highlighted tangible market-share improvements in key portfolios and strong emerging-market performance. However, the pause of the separation creates strategic uncertainty, SNAP reductions impose a ~100bp headwind, prior price steps had mixed success, and a minority of the portfolio remains challenged. The call balances tangible operational steps and positive initial traction against meaningful execution and macro headwinds.Company Guidance
Incremental $600M Investment to Restore Brand Competitiveness
Company announced a $600 million incremental investment (~5.5% of top line) to rebuild brand, commercial and product capabilities; roughly half of the investment targeted at price, product and packaging to improve shelf presence and opening price points.
Market Share Momentum in Key Portfolios
In the last 13 weeks the company flipped to market share growth in its base elevation business (sauces and cream cheese); 70% of revenue in the data elevation portfolio is now gaining market share and the total U.S. portfolio market share has returned to levels seen three years ago.
Clear Phasing and Timing for Investment Impact
Spend expected to ramp in Q2 with meaningful results anticipated in the back half of the year; hiring to bolster commercial capabilities (sales & marketing) planned primarily in Q3/Q4 to support execution and ecommerce/store presence improvements.
Emerging Markets and Canada Driving Growth
Emerging markets (excluding Indonesia) grew close to double digits in 2025 with volume growth; Canadian business continues multi-year growth, representing bright spots to accelerate with the new investment.
Product and Innovation Opportunities Identified
Management highlighted brands that respond to investment (Heinz, Philadelphia cream cheese, mac & cheese) and called out an upcoming mac & cheese innovation (17g protein 'super mac') as examples of prioritized, investable growth drivers.
Capital Allocation Discipline Maintained
Priorities reaffirmed: deploy excess cash into the business first and maintain target net leverage of ~3x; company plans to use excess cash to pay down debt under the current guidance rather than prioritize buybacks.
KHC Earnings History
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 11, 2026 | $24.90 | $24.99 | +0.36% |
Jul 30, 2025 | $27.71 | $27.64 | -0.25% |
Apr 29, 2025 | $27.54 | $27.59 | +0.18% |
Feb 12, 2025 | $27.91 | $27.00 | -3.26% |
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 Kraft Heinz (KHC) report earnings?
Kraft Heinz (KHC) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Kraft Heinz (KHC) earnings time?
Kraft Heinz (KHC) earnings time is at May 06, 2026, 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 KHC EPS forecast?
KHC EPS forecast for the fiscal quarter 2026 (Q1) is 0.5.
