The earnings call highlighted strong cash flow and strategic investments in brand growth and emerging markets, but was balanced by significant challenges including revised guidance due to market pressures, expected declines in operating income, and increased costs from inflation and tariffs.

Company Guidance

During the Kraft Heinz Company's first quarter 2025 earnings call, the company provided revised guidance reflecting ongoing market challenges and strategic investments. The company highlighted its commitment to playing offense with discipline, prioritizing investments in marketing, R&D, and technology, with a focus on enhancing returns on marketing dollars and optimizing brand and media strategies. The guidance included a step-up in marketing expenses to approximately 4.8% of revenue, nearing the company's long-term target of 5%, and an anticipated inflation rate of 5% in COGS, influenced by rising costs in commodities like coffee and meat. Tariff impacts were estimated to add 50 to 200 basis points to COGS, primarily in the second half of the year. Despite these pressures, the company maintained its pricing outlook, indicating no further price investments beyond the previously planned 100 basis points. Furthermore, the company's operating income was expected to decline double digits in Q2, driven by increased promotional activity, hedge losses, and product renovations. The guidance was adjusted to provide flexibility amidst a dynamic policy landscape, allowing the company to continue investing in key growth initiatives.

Strong Cash Flow Performance

Despite growing market pressure, The Kraft Heinz Company delivered strong cash flow performance and maintained a healthy balance sheet in the first quarter of 2025.

Investments in Brand Growth System

The company is scaling up its brand growth system to 40% of its business by the end of the year, a significant increase from the 10% in 2024. This system aims to drive brand superiority and growth.

Emerging Markets Acceleration

The company expects further acceleration in emerging markets beyond the first quarter.

Innovations and Renovations

The company is focused on renovating products and improving product quality, such as in the Philadelphia cream cheese and Capri Sun lines, which are expected to drive growth.

Double-Digit Growth in Mexican Strategy

The Kraft Heinz Company saw double-digit growth in its Mexican strategy last year and continues to see similar growth this year.

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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
Jul 30, 2025	2025 (Q2)	0.64 / -	0.78	―	―	―
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)
May 03, 2023	2023 (Q1)	0.60 / 0.68	0.6	13.33% (+0.08)

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

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KHC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 29, 2025	$28.81	$28.87	+0.21%
Feb 12, 2025	$29.20	$28.25	-3.25%
Oct 30, 2024	$33.92	$32.88	-3.07%
Jul 31, 2024	$32.61	$33.93	+4.05%

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.

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