Overview

• Food and beverage giant's Q4 2025 adjusted EPS beat analyst expectations

• Q4 2025 net sales decreased 3.4% yr/yr, with organic sales down 4.2%

• Company announced $600 mln investment to drive profitable growth, pausing separation work

Outlook

• Kraft Heinz expects 2026 organic net sales to decline 1.5% to 3.5%

• Company forecasts 2026 adjusted EPS between $1.98 and $2.10

• Kraft Heinz anticipates 2026 adjusted operating income to fall 14% to 18%

Result Drivers

• INFLATIONARY PRESSURES - Inflation in commodity and manufacturing costs outpaced efficiency initiatives, impacting Q4 results

• UNFAVORABLE VOLUME/MIX - Declines in coffee, cold cuts, and other products affected Q4 sales

• INVESTMENT FOR GROWTH - $600 mln investment announced to drive recovery in U.S. business

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 17 "hold" and 3 "sell" or "strong sell"

• The average consensus recommendation for the food processing peer group is "buy."

• Wall Street's median 12-month price target for Kraft Heinz Co is $26.00, about 4.4% above its February 10 closing price of $24.90

• The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw7WMny2a

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