Core Insights - Kraft Heinz (KHC) reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.57 per share, but down from $0.75 per share a year ago [1] - The company posted revenues of $6.24 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 0.16% and down from $6.38 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +7.02%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - Kraft Heinz's shares have declined approximately 16.9% year-to-date, contrasting with the S&P 500's gain of 17.2% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.69 on revenues of $6.58 billion, and for the current fiscal year, it is $2.57 on revenues of $25.18 billion [8] - The estimate revisions trend for Kraft Heinz was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - The Food - Miscellaneous industry, to which Kraft Heinz belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting potential challenges ahead [9]

Core 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].

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 ...

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].