The Kraft Heinz Company (KHC) Earnings
The Kraft Heinz Company is expected to report next earnings on July 29, 2026 (in NaN days), with a consensus EPS estimate of $0.53. KHC has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +9.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $0.50 | $0.58 | +16.0% | $6.0B | +2.7% |
| Feb 11, 2026 | $0.61 | $0.67 | +9.8% | $6.4B | +7.3% |
| Oct 29, 2025 | $0.58 | $0.61 | +4.6% | $6.2B | -0.3% |
| Jul 30, 2025 | $0.64 | $0.69 | +8.3% | $6.4B | +1.3% |
| Apr 29, 2025 | $0.60 | $0.62 | +3.2% | $6.0B | -0.3% |
| Feb 12, 2025 | $0.78 | $0.84 | +7.7% | $6.6B | -1.3% |
| Oct 30, 2024 | $0.74 | $0.75 | +0.9% | $6.4B | -0.5% |
| Jul 31, 2024 | $0.73 | $0.78 | +6.3% | $6.5B | -1.1% |
| May 1, 2024 | $0.69 | $0.69 | +0.0% | $6.4B | -0.3% |
| Feb 14, 2024 | $0.77 | $0.78 | +1.3% | $6.9B | -1.8% |
| Nov 1, 2023 | $0.66 | $0.72 | +9.1% | $6.6B | +3.7% |
| Aug 2, 2023 | $0.76 | $0.79 | +3.9% | $6.7B | -1.3% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Key managerial messages include product portfolio optimization to identify growth opportunities, market share improvement observed in Q1, marketing investment increase with 37% YoY growth in Q1 and plan for at least 5.5% of revenue spend annually, focus on win-big categories and investments in various brands like Power Mac and Cheese, Capri Sun Hydrate, Lunchables renovation, and efforts to simplify the operating model for stronger accountabilities and empowerment.
Guidance
Guidance includes second quarter top line expected to be between -3% and -5% due to Easter shift and SNAP headwind, anticipation of inflation impact starting in Q3, strong free cash flow outlook with consideration of paying down debt and anticipating repayment of maturing debt next year.
Segment performance
Discussions around product segment adjustments, including downgrading frozen from win big to hold, moving hydration from win to win big, and moving cheese from hold to win, along with commentary on market share and investment impacts.
Risks & headwinds
Risks include volatility in inflation, consumer pressure, and changes in input cost environment, such as spikes in energy and resins inflation with uncertainty, and limited consumer absorption of price increases.
Analyst Q&A
Q: Peter Galbo asks about product segment platform shifts and asset sales,
A: Steve Cahillane discusses portfolio review and investment in growth areas;
Q: Peter Galbo follows up on Q2 guidance and inflation,
A: Andre Maciel talks about Q2 revenue outlook and inflation impact;
Q: Steve Powers asks about meaningful progress in market share,
A: Steve Cahillane and Andre Maciel discuss share improvement and investment impact;
Q: Michael Laverie asks about pricing environment and productivity,
A: Steve Cahillane and Andre Maciel talk about rational pricing and productivity focus;
Q: Chris Carey asks about inflation exposure and cost offset,
A: Steve Cahillane discusses productivity and investment balance;
Q: Thomas Palmer asks about marketing spend and SNAP impact,
A: Andre Maciel talks about marketing spend and SNAP effect;
Q: Megan Clapp asks about concentrating marketing investments,
A: Steve Cahillane discusses investment in winning brands;
Q: Scott Marks asks about away - from - home environment,
A: Steve Cahillane talks about away - from - home opportunities and brand leverage.