Kraft Heinz Q4 Earnings Call Highlights

5 days ago 5

MarketBeat

Wed, February 11, 2026 astatine 7:39 AM CST 9 min read

Kraft Heinz logo

Kraft Heinz said 2025 was a “meaningful” diminution successful some top‑ and bottom‑line results arsenic U.S. retail market‑share losses and borderline unit (gross borderline down ~120–130 bps) weighed connected performance, though escaped currency travel remained beardown astatine astir $3.7 billion (up ~16%) and the institution returned astir $2.3 billion to shareholders.
Management is pausing the planned separation to prioritize a 2026 operating program that includes astir a $600 million incremental investment; guidance assumes integrated nett income down 3.5%–1.5% and adjusted EPS of $1.98–$2.10, with betterment targeted successful the 2nd fractional of the year.
To regain stock the institution volition summation R&D (~+20%) and selling (to ~5.5% of sales), prosecute pricing/value actions and merchandise innovation (e.g., Power Mac, Heinz expansion); emerging markets grew (~4.6%) portion Indonesia remains a important headwind expected to normalize successful H2 2026.
Interested successful Kraft Heinz Company? Here are 5 stocks we similar better.

MarketBeat Week successful Review – 01/26 - 01/30

Kraft Heinz (NASDAQ:KHC) outlined a program to instrumentality to “volume-led, sustainable, and profitable” maturation successful 2026 aft what absorption described arsenic a challenging 2025 marked by declines successful sales, profits, and marketplace stock pressure, peculiarly successful U.S. retail. In its fourth-quarter and full-year 2025 concern update, the institution besides said it is pausing enactment related to a antecedently announced separation arsenic it prioritizes resources toward executing its operating plan.

CEO Steve Cahillane, hosting his archetypal net telephone with the company, said 2025 included a “meaningful year-over-year diminution successful some top-line and bottom-line results.” Organic nett income were pressured by marketplace stock losses, chiefly successful U.S. retail. Cahillane said efficiencies and constricted pricing partially offset ostentation and tariffs, but adjusted gross nett borderline inactive declined 120 ground points for the year.

→ 3 ETFs Designed to Survive the Next Market Crash

As Berkshire Exits Its Kraft Heinz Position, Is the Stock a Sell?

With unit connected gross borderline and incremental selling investments, changeless currency adjusted operating income declined 11.4% successful 2025, helium said. The institution reported adjusted EPS of $2.60, down 15% from 2024, driven by those operating dynamics and a higher year-over-year effectual taxation rate.

Despite the net pressure, Kraft Heinz posted what it characterized arsenic beardown currency generation. Cahillane said escaped currency travel improved by astir 16% versus the anterior year, providing “healthy superior allocation optionality.”