Kraft Heinz(US:KHC) ZACKS·2025-10-22 15:07Core Insights - Kraft Heinz (KHC) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with earnings expected to be $0.57 per share, reflecting a -24% change, and revenues projected at $6.26 billion, down 2% from the previous year [1][3]. Earnings Report Expectations - The earnings report is scheduled for release on October 29, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - Management's discussion during the earnings call will significantly influence the sustainability of any immediate price changes and future earnings expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.43% over the last 30 days, indicating a bearish sentiment among analysts regarding Kraft Heinz's earnings prospects [4]. - The Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.81%, combined with a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Kraft Heinz exceeded the expected earnings of $0.64 per share by delivering $0.69, resulting in a surprise of +7.81% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates four times [14]. Industry Comparison - Mondelez (MDLZ), a competitor in the food industry, is expected to report earnings of $0.73 per share for the same quarter, indicating a year-over-year change of -26.3%, with revenues projected at $9.74 billion, up 5.9% from the previous year [18][19].