Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
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 |
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 →
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.
GAAP revenue YoY +0.80% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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.
No 8-K events recorded for this window.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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).
| 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% |