公司重申全年调整后每股收益为2.51至2.67美元的预测，预计有机销售额将下降1.5%至3.5%。公司首席 执行官Carlos Abrams-Rivera表示："对未来的前景感到兴奋，并且我们在整个业务中建立的势头越来越 好。" 格隆汇7月30日｜卡夫亨氏公布第二季度业绩，销售额同比下降1.9%至63.5亿美元，但仍高于分析师预 期的62.7亿美元；计及93亿美元非现金减值费用，期内录得净亏损78.2亿美元，而去年同期盈利1亿美 元；调整后每股收益为69美分，分析师预期为64美分。 ...

Kraft Heinz (KHC) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +7.81%. A quarter ago, it was expected that this processed food company with dual headquarters in Pittsburgh and Chicago would post earnings of $0.6 per share when it actually produced earnings of $0.62, delivering a ...

Financial Performance - Kraft Heinz's Q2 2025 organic net sales reached $6.3 billion, a decrease of 2.0% compared to the previous year[19] - Constant currency adjusted operating income was $1.3 billion, down 7.7% year-over-year[19] - Adjusted gross profit margin was 34.1%, a decrease of 140 basis points[19] - Adjusted EPS year-to-date was $0.69, down 11.5%[22] - Free cash flow year-to-date was $1.5 billion, a 29% increase[22] Segment Performance - North America organic net sales decreased by 3.2%, impacted by Easter timing (+120bps)[98] - Emerging Markets organic net sales increased by 7.6%, driven by both price and volume/mix[98] - Emerging Markets Away From Home organic net sales increased by 9.8%[65] Strategic Initiatives - The company is targeting at least 4.8% of net sales for marketing spend in 2025[105] - The company unlocked $1.7 billion in gross efficiencies towards its $2.5 billion goal by 2027[111, 114] - The company returned $1.4 billion to stockholders year-to-date[133, 135]

Sales Performance - Kraft Heinz's sales exceeded expectations [1] Market Dynamics - The company is making headway in attracting consumers affected by inflation [1]

Exhibit 99.1 Contacts: Kraft Heinz Media Team Anne-Marie Megela (investors) media@kraftheinz.com anne-marie.megela@kraftheinz.com KRAFT HEINZ REPORTS SECOND QUARTER 2025 RESULTS; MAINTAINS FULL YEAR 2025 OUTLOOK Second Quarter Highlights PITTSBURGH & CHICAGO – July 30, 2025 – The Kraft Heinz Company (Nasdaq: KHC) ("Kraft Heinz" or the "Company") today reported financial results for the second quarter of 2025. "We are proud to play a vital role in families' lives, and our commitment to delivering superior, a ...

Group 1 - Kraft Heinz is considering a significant business split, planning to spin off most of its grocery business into an independent publicly traded entity due to years of sluggish growth and changing consumer preferences [1] - The grocery business being considered for separation is valued at approximately $20 billion and could become the largest deal in the consumer goods sector this year, potentially completing by the end of Q3 or Q4 [1] - The assets to be spun off include iconic American supermarket brands such as Oscar Mayer, Velveeta, Jell-O, Maxwell House, Planters, Lunchables, and Capri Sun, which, while deeply rooted in American households, struggle to adapt to the trend of fresher, healthier, and less processed foods [1] Group 2 - The largest shareholder, Berkshire Hathaway, currently holds about 27% of the outstanding shares, having invested in the acquisition of Heinz in 2013 and the subsequent merger with Kraft in 2015 [2] - Post-merger, Kraft Heinz has faced challenges including declining sales, goodwill impairment, and shifts in consumer tastes, resulting in a stock price drop of over 60%, significantly underperforming the market [2] - As of mid-2025, Berkshire's stake has decreased in value by approximately $4.5 billion, and the company has reduced its involvement in the board, signaling a potential exit from day-to-day operations [2]

Group 1 - Kraft Heinz has been struggling with stagnant growth, with shares down 17% over the past five years, raising concerns among investors [1][2] - The company is reportedly considering a breakup, potentially spinning off a segment valued at around $20 billion, while the total market cap is approximately $34 billion [4] - The proposed split may separate the business into one focusing on spreads and sauces and another on processed meats and cheeses, which could enhance growth potential for the more health-conscious segment [4][5] Group 2 - Kraft's annual revenue has remained steady at around $26 billion, but this lack of growth is not appealing to investors, especially as many brands are associated with unhealthy eating [6] - The stock currently offers a high dividend yield of 5.5%, but concerns about future declines in revenue and profit may jeopardize the sustainability of this dividend [8][9] - The stock is trading at 13 times its trailing earnings, appearing cheap, but uncertainty around the business necessitates a cautious approach before making investment decisions [10][12]

Core Insights - The Kraft Heinz Company (KHC) is expected to report a decline in both revenue and earnings for the second quarter of 2025, with revenue estimated at $6.3 billion, reflecting a 2.9% decrease from the previous year [1] - The earnings consensus remains at 64 cents per share, indicating an 18% decline compared to the same quarter last year [2] Factors Impacting Results - KHC is facing challenges in volume performance due to changing consumer behavior and macroeconomic pressures such as tariffs and inflation, particularly affecting the U.S. Away from Home segment [3] - A projected 3.2 percentage point year-over-year decline in volume/mix is anticipated, leading to a similar drop in organic net sales [4] - Margin pressure is also a concern, with expectations of a 190 basis point contraction in adjusted gross margin, reaching 33.6% in Q2 2025, driven by unfavorable volume/mix shifts and rising costs [5] Strategic Initiatives - The company is focusing on growth through effective pricing strategies, operational efficiencies, and innovation, with its Brand Growth System expanding in emerging markets [6] Earnings Predictions - Despite the challenges, KHC has a positive Earnings ESP of +0.31% and a Zacks Rank of 3, suggesting a potential earnings beat [7]

Core Viewpoint - The market anticipates a year-over-year decline in Kraft Heinz's earnings due to lower revenues, with a focus on how actual results compare to estimates to influence stock price [1][2]. Earnings Expectations - Kraft Heinz is expected to report quarterly earnings of $0.64 per share, reflecting an 18% decrease year-over-year, and revenues of $6.27 billion, down 3.2% from the previous year [3]. - The consensus EPS estimate has been revised down by 0.36% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +0.31% for Kraft Heinz, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - Kraft Heinz has consistently beaten consensus EPS estimates, achieving this in the last four quarters, with a recent surprise of +3.33% in the last reported quarter [13][14]. Industry Comparison - Mondelez, another player in the food industry, is expected to report earnings of $0.68 per share, indicating a year-over-year decline of 20.9%, with revenues projected at $8.85 billion, up 6.1% from the previous year [18]. - Mondelez also has a positive Earnings ESP of +0.27% and a Zacks Rank of 3, suggesting a likelihood of surpassing consensus EPS estimates [19].

The merger of Kraft with Heinz once looked like a Big Food success story. But the industry is changing, @AChilkoti tells “The Intelligence”, and now a split seems likely https://t.co/RwAghBJAq1 ...