Kraft Heinz Co
NASDAQ:KHC

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Kraft Heinz Co
NASDAQ:KHC
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Price: 24.59 USD -1.76%
Market Cap: 29.1B USD

Kraft Heinz Co
Investor Relations

In the bustling aisles of global supermarkets, Kraft Heinz Co. stands as a titan of the food and beverage industry, embodying a rich legacy intertwined with the daily lives of millions. Born from the monumental merger of Kraft Foods Group and H.J. Heinz Co. in 2015, this colossal entity forged a formidable portfolio of brands that have become household staples. Think of Heinz's signature ketchup and Kraft's renowned macaroni and cheese—the heartwarming, reliable comfort foods that often find their way to dining tables worldwide. The business operates under a strategic model driven by scale and efficiency, leveraging its expansive distribution network and significant purchasing power to maintain a competitive edge in the market. Each product that bears the Kraft Heinz name embodies decades of culinary expertise and innovation, seamlessly integrating the timeless appeal of classic brands with contemporary consumer trends.

Kraft Heinz's financial prowess lies in its ability to deliver consistent revenue streams through its vast lineup of products spread across various categories including condiments, sauces, cheese, and ready-to-serve meals. The company's revenue engine is fueled by a balanced mix of innovation and heritage, enabling it to not only safeguard the vitality of iconic brands but also introduce new products that cater to evolving tastes. By emphasizing cost management and operational efficiencies across its supply chain, Kraft Heinz ensures its ability to invest in marketing and growth initiatives that enhance brand visibility and consumer loyalty. Additionally, international expansion and strategic acquisitions underpin the company's growth ambitions, allowing it to tap into emerging markets and diversify its revenue base beyond the mature North American sector. In essence, Kraft Heinz thrives on the art of blending tradition with modernity, ensuring its brands remain resonant in the ever-changing landscape of the global food industry.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 29, 2025
AI Summary
Q3 2025

Profit Revision: Kraft Heinz lowered its 2025 profit outlook, driven mainly by weaker U.S. consumption, slower recovery in Taste Elevation, and inflation in Meat and Coffee, not by incremental brand spending.

Brand Investment: The company maintained increased promotional and marketing investments, especially in the second half of the year, but does not expect additional spending to boost results in the current environment.

Separation Progress: The planned split into two companies remains on track for the second half of 2026, with both companies targeting investment-grade balance sheets.

Emerging Markets: Emerging Markets (excluding Indonesia) showed strong growth, but Indonesia remains a drag due to weak consumer sentiment and distributor issues; recovery is expected in the second half of next year.

Q4 Guidance: Fourth quarter revenue is expected to be weaker than third quarter, reflecting further consumption softness and inventory reductions by retailers, especially in the U.S.

Promotional Effectiveness: Promotions are focused around key holidays and distribution expansion, but returns on investment have been modest, with lifts lower than last year.

Key Financials
Emerging Markets Revenue Growth (excluding Indonesia)
9.2%
Heinz Brand Growth in Emerging Markets (YTD)
13%
Indonesia Revenue (Emerging Markets)
$300 million
U.S. Promotional Investment (2025)
$300 million
Incremental Marketing Spend (Media, 2025)
$80 million
Share Gain in U.S. Taste Elevation (September)
70%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Carlos A. Abrams-Rivera
CEO & Director
No Bio Available
Mr. Andre Maciel
Executive VP & Global CFO
No Bio Available
Mr. Rafael de Oliveira
Executive VP & Zone President of International Markets
No Bio Available
Mr. Vince Garlati
VP, Principal Accounting Officer & Global Controller
No Bio Available
Ms. Anne-Marie Megela
VP & Global Head of Investor Relations
No Bio Available
Ms. Kathy Krenger
Senior VP & Chief Communications Officer
No Bio Available
Mr. Peter Hall
Vice President of Sales
No Bio Available
Ms. Melissa Alves Werneck
Executive VP & Global Chief People Officer
No Bio Available
Mr. Eduardo Machado de Carvalho Pelleissone
Executive Vice President of Operations
No Bio Available
Mr. Jan Kruise
UK & Ireland Managing Director
No Bio Available

Contacts

Address
PENNSYLVANIA
Pittsburgh
1 Ppg Pl
Contacts