The earnings call outlined some positive developments in Emerging Markets and successful campaigns, but these were overshadowed by significant challenges in consumer sentiment, U.S. consumption, and specific market issues like Indonesia. Inflation and slower-than-expected recovery in key segments also contributed to a cautious outlook.
Company Guidance
During the Kraft Heinz Company’s third quarter 2025 earnings call, the company updated its 2025 outlook, reflecting a modest year-over-year recovery in top-line performance. However, the operating environment remains challenging due to worsening consumer sentiment and ongoing inflation affecting buying behavior globally. Despite these challenges, Kraft Heinz is on track to separate into two independently traded companies in the second half of 2026. The company is not attributing its profit revision to increased investment spending but rather to lower consumption expectations in the U.S., a slower recovery in the Taste Elevation division, incremental inflation in meat and coffee, and certain supply chain disruptions in Q3. The company plans to increase promotional investments by around $300 million in the U.S., with $80 million in incremental marketing spending in media, and additional R&D investments. While the North American Grocery Company is expected to improve in trends, the Global Taste Elevation Co. is projected to transition back to growth in 2026.
Emerging Markets Growth
Outside of Indonesia, Emerging Markets grew by 9.2%. The Heinz brand in these markets is growing at 13% year-to-date, showing strong performance in regions like Brazil and a recovery in Mexico.
Back-to-School Campaign Success
The back-to-school campaign yielded positive results with cross-shopping purchase improving by 60 basis points and increased base velocity for brands like Lunchables and Capri Sun.
North American Grocery Improvement
North American Grocery Company showed significant improvement in trends in Q3 compared to the first half of the year, with a focus on stable cash flows heading into 2026.
Kraft Heinz (DE:KHNZ) 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
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
DE:KHNZ Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
€24.38
€24.70
+1.32%
Apr 29, 2025
€24.86
€24.61
-1.03%
Feb 12, 2025
€27.11
€26.36
-2.76%
Oct 30, 2024
€30.65
€29.33
-4.29%
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 (DE:KHNZ) report earnings?
Kraft Heinz (DE:KHNZ) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
What is Kraft Heinz (DE:KHNZ) earnings time?
Kraft Heinz (DE:KHNZ) earnings time is at Feb 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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