Key Takeaways Kraft Heinz beat Q4 EPS estimates, but sales fell 3.4% and organic sales dropped 4.2%.KHC is investing $600M in marketing, R&D and pricing to drive recovery and growth.Kraft Heinz sees 2026 organic sales down 1.5%-3.5% and EPS at $1.98-$2.10.The Kraft Heinz Company (KHC) posted fourth-quarter 2025 results, with the top line missing the Zacks Consensus Estimate but the bottom line exceeding the same. However, both metrics declined year over year. The company has greater-than-expected potential ...

Kraft Heinz posts mixed Q4 earnings, pauses separation plans Proactive uses images sourced from Shutterstock Kraft Heinz Co (NASDAQ:KHC, XETRA:KHNZ) reported mixed financial results for the fourth quarter and full year 2025, along with announcing it has paused its business separation plans. For the fourth quarter, the company posted adjusted earnings per share of $0.67, exceeding Wall Street’s consensus of $0.61, while revenue totaled $6.35 billion, slightly below the forecast of $6.38 billion. Net sale ...

Kraft Heinz is pumping the brakes on plans to break up the company, with its new CEO saying the food giant’s challenges are "fixable and within our control" as it shifts focus toward reigniting profitable growth through a $600 million investment push. In a note in the company’s routine fourth quarter report, CEO Steve Cahillane said that instead of splitting up, the company will double down on rebuilding growth — backing that up with a massive investment in the brand’s marketing, sales and research and deve ...

Group 1: Kraft Heinz Co - Kraft Heinz Co is experiencing challenges in its sales growth, with a reported decline of 1.5% in the most recent quarter [1] - The company is focusing on cost-cutting measures and product innovation to improve its financial performance [1] - Analysts are closely monitoring Kraft Heinz's ability to adapt to changing consumer preferences and market conditions [1] Group 2: Humana Inc - Humana Inc has reported a strong increase in membership, with a 10% year-over-year growth in its Medicare Advantage segment [1] - The company is expanding its services and partnerships to enhance its healthcare offerings and improve patient outcomes [1] - Humana's financial outlook remains positive, driven by its strategic initiatives and market position [1] Group 3: T-Mobile US Inc - T-Mobile US Inc has achieved significant subscriber growth, adding 1.5 million new customers in the last quarter [1] - The company is investing heavily in network expansion and technology upgrades to maintain its competitive edge [1] - T-Mobile's revenue growth is supported by its strong performance in the wireless market and customer retention strategies [1]

Core Viewpoint - Kraft Heinz has decided to pause its plans to split into two separate entities, indicating that the challenges faced by the company are manageable and within its control [1][2]. Group 1: Company Strategy - The company plans to invest $600 million in marketing, sales, research and development, and pricing to drive growth [1]. - New CEO Steve Cahillane expressed confidence in the company's future and believes the investment will help accelerate a return to profitable growth [2]. Group 2: Financial Performance - In the fourth quarter, Kraft Heinz reported adjusted earnings of $0.67, surpassing the expected $0.61, while revenue was slightly lower at $6.35 billion compared to the anticipated $6.37 billion [3]. - The company expects organic net sales to decline by 1.5% to 3.5% for 2026, which is worse than the 0.6% drop previously expected by Wall Street [5]. - Kraft Heinz's profit forecasts are also below estimates, projecting adjusted earnings per share between $1.98 and $2.10, compared to the $2.50 expected by analysts [5]. Group 3: Market Reaction - Following the announcement of the pause in the split, Kraft Heinz's stock initially fell by as much as 6% in premarket trading but later rose by about 1% in morning trading [2].

The Kraft Heinz Company (NasdaqGS:KHC) Q4 2025 Earnings call February 11, 2026 09:00 AM ET Company ParticipantsAndre Maciel - CFOAnne-Marie Megela - VP of Investor RelationsJohn Baumgartner - Managing Director of Equity Research for Food and Healthy LivingPeter Galbo - Managing Director and Head of US Consumer Staples Equity ResearchSteve Cahillane - CEOConference Call ParticipantsAndrew Lazar - Equity AnalystChris Carey - Head of Consumer Staples Research and Senior Equity AnalystDavid Palmer - Senior Mana ...

The Kraft Heinz Company (NasdaqGS:KHC) Q4 2025 Earnings call February 11, 2026 09:00 AM ET Company ParticipantsAndre Maciel - CFOAnne-Marie Megela - VP of Investor RelationsJohn Baumgartner - Managing Director of Equity Research for Food and Healthy LivingPeter Galbo - Managing Director and Head of US Consumer Staples Equity ResearchSteve Cahillane - CEOConference Call ParticipantsAndrew Lazar - Equity AnalystChris Carey - Head of Consumer Staples Research and Senior Equity AnalystDavid Palmer - Senior Mana ...

Group 1 - Shopify's stock increased by 10.3% after reporting Q4 revenue that exceeded expectations [1] - Lyft's stock fell by 16.1% due to Q4 revenue falling short of expectations and weak guidance for the first quarter [1] - Mattel's stock dropped by 29.4% as the company projected annual profits below expectations [1] Group 2 - Moderna's stock declined by 9.1% after the FDA rejected its application for the review of an experimental flu vaccine [1] - Kraft Heinz's stock fell by 5.8% as the company announced a pause on its split plan [1] - Kingsoft Cloud's stock rose by 9.7% as Goldman Sachs anticipates benefits from Xiaomi's continued investment in AI [1]

The Kraft Heinz Company (NasdaqGS:KHC) Q4 2025 Earnings call February 11, 2026 09:00 AM ET Speaker2Greetings and welcome to The Kraft Heinz Company fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press star or zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Anne-Marie Megela, Vi ...

Kraft Heinz is pausing work on its plan separation as the new CEO works to improve the business. Let's discuss with Bloomberg's Red Browne read What did the CEO say. What was the thinking behind not going forward, at least for now, with the separation.Yeah, I think right now what they're seeing in the business and you can see kind of in the fourth quarter earnings results is they need to get the business in a stronger position before they can kind of execute this plan and feel confident that when they do sp ...