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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tom Palmer | JPMorgan | 7 questions · 0% challenging |
| Peter Galbo | Bank of America | 7 questions · 14% challenging |
| Dave Palmer | Evercore ISI | 6 questions · 33% challenging |
| Chris Carey | Wells Fargo | 6 questions · 17% challenging |
| Andrew Lazar | Barclays | 6 questions · 83% challenging |
| Steve Powers | Deutsche Bank | 5 questions · 20% challenging |
| Leah Jordan | Goldman Sachs | 5 questions · 0% challenging |
| Michael Lavery | Piper Sandler | 5 questions · 20% challenging |
| Megan Alexander | Morgan Stanley | 4 questions · 0% challenging |
| Alexia Howard | Bernstein | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 2 analysts | 9 questions · 11% challenging |
| JPMorgan | 2 analysts | 8 questions · 13% challenging |
| Evercore ISI | 1 analyst | 6 questions · 33% challenging |
| Wells Fargo | 1 analyst | 6 questions · 17% challenging |
| Barclays | 1 analyst | 6 questions · 83% challenging |
| Goldman Sachs | 1 analyst | 5 questions · 0% challenging |
| Piper Sandler | 1 analyst | 5 questions · 20% challenging |
| Deutsche Bank | 1 analyst | 5 questions · 20% challenging |
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Kraft Heinz posted positive top-line growth in Q1 2026, aided by Easter timing and weather, with EPS growing year-over-year as the new CEO's $600M investment plan remained mostly dry powder. Marketing surged 37% year-over-year as the company targeted at least 5.5% of revenue for the full year, and Taste Elevation share gains accelerated. Full-year guidance was maintained despite the better-than-expected start, with Q2 guided to minus 3-5% on the top line. Energy and resin inflation emerged as new headwinds alongside the 100 basis point SNAP impact materializing as expected.
Competitive Dynamics | Revenue Growth | Margin | Pricing | Demand | Innovation & R&D | Capital Allocation | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 2 | 2 | 4 | 1 | ||
| 2025Q1 | 2 | 2 | 2 | 2 | 1 | 1 | ||
| 2025Q2 | 4 | 3 | 3 | 1 | 1 | 2 | 2 | |
| 2025Q3 | 3 | 2 | 2 | 2 | 1 | 1 | ||
| 2025Q4 | 6 | 2 | 1 | 1 | 1 | 3 | 2 | |
| 2026Q1 | 5 | 3 | 4 | 1 | 2 | 2 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 2 | 4 | 3 | 6 | 5 |
| Revenue Growth | 3 | 2 | 3 | 2 | 2 | 3 |
| Margin | 2 | 2 | 3 | 2 | 1 | 4 |
| Pricing | 2 | 2 | 1 | 2 | 1 | 1 |
| Demand | 4 | 1 | 1 | 2 | ||
| Innovation & R&D | 1 | 1 | 1 | 3 | 2 | |
| Capital Allocation | 2 | 1 | 2 | 2 | ||
| Cost Pressure | 1 | 2 | 3 |
Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q1 in brief
Kraft Heinz posted positive top-line growth in Q1 2026, aided by Easter timing and weather, with EPS growing year-over-year as the new CEO's $600M investment plan remained mostly dry powder.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +0.80% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Kraft Heinz (KHC), FY2026 Q1: 4/10. Scores: Kraft Heinz’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: KHC daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.58B | -4.1% | $1.76 | +188.5% | 34.1% | -0.6% | 32.4% | $1.14B |
| FY2025 Q1 | $6.00B | -6.4% | $0.60 | -9.1% | 34.4% | 19.9% | 11.9% | $482M |
| FY2025 Q2 | $6.35B | -1.9% | $-6.57 | -7930.8% | 34.4% | -125.5% | -123.2% | $1.02B |
| FY2025 Q3 | $6.24B | -2.3% | $0.52 | +316.7% | 31.9% | 16.4% | 9.9% | $986M |
| FY2025 Q4 | $6.35B | -3.4% | $0.55 | -68.8% | 32.6% | 17.1% | 10.2% | $1.17B |
| FY2026 Q1Selected | $6.05B | +0.8% | $0.67 | +11.7% | 34.4% | 17.8% | 13.2% | $766M |
| FY2026 Q2 | $6.26B | -1.4% | $-4.60 | +30.0% | 32.4% | -102.7% | -87.2% | $893M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What KHC and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“consumer insights portal, which aggregates real-time high-quality insights into consumer behavior, continues to attract new subscribers like Kraft Heinz”
Kraft Heinz is cited as a new subscriber to Instacart's consumer insights portal, indicating CPGs like Kraft Heinz are buying Instacart's first-party data products.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KHC Kraft Heinz | 4 | +0.8% | |
| CAG Conagra Brands | 5 | -1.9% | |
| CPB Campbell Soup Company | 1 | -4.5% | |
| GIS General Mills | 4 | -8.4% | |
| HRL Hormel Foods | 6 | +1.3% | |
| MKC McCormick & Company | 6 | +16.7% | |
| SJM J.M. Smucker Company (The) | 5 | +7.0% |