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13:00
Aug 05 ◎

KHC FY2026 Q2 Watch

The Kraft Heinz Company (KHC) FY2026 Q2 Earnings Call

KHC GIS CPB SJM ▾

Steve Cahillane

Management is confident about the trajectory, pointing to improving consumption trends, early success of investments, and a manageable inflation outlook for 2027. They are increasing investment based on a position of strength, signaling optimism about the future.

"we like the way we've set ourselves up it's you know more than halfway through the year with this incremental investment coming in we like the setup we like the momentum and we like the way we're setting ourselves up for 2027 including on"

KHC WATCH

Steve Cahillane

The company is phasing the additional $100M in marketing spend almost entirely into the second half of 2026, with Q3 and Q4 expected to be 'broadly even.' This implies a significant sequential step-up in marketing intensity that could pressure competitor shelf space and share in the back half of the year. — A major branded player significantly increasing marketing spend in the back half is a direct competitive threat to other packaged food companies, likely forcing them to respond or lose share.

"I think you should think about the third quarter and the fourth quarter being broadly even in terms of how we spend that money."

GIS WATCH CPB WATCH SJM WATCH

HIGH

13:00
May 06 ◎

KHC FY2026 Q1 Watch

The Kraft Heinz Company (KHC) FY2026 Q1 Earnings Call

KHC ▾

Andre Maciel

Management has a cautious, mixed outlook: they see underlying share improvement but face headwinds from SNAP cuts, a soft consumer, and rising input-cost inflation that will hit from Q3 onward. They are holding guidance.

"Look, we expect second quarter to have top line between minus 3 and minus 5%. These are consequence of the Easter shift that we have played a few times."

KHC WATCH

HIGH

14:00
Feb 11 ◎

KHC FY2025 Q4 Watch

The Kraft Heinz Company (KHC) FY2025 Q4 Earnings Call

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