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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Kraft Heinz (KHC) is 4/10.
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.
Scored from Kraft Heinz’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 26, 2026, Kraft Heinz determined to voluntarily withdraw its common stock listing from the Nasdaq Global Select Market and transfer it to the New York Stock Exchange. Trading on Nasdaq is expected to end at market close on September 11, 2026, with NYSE trading beginning at market open on September 14, 2026, under the same symbol, KHC. Certain senior notes remain listed on Nasdaq.
| 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 Q1 | $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 |