The Kraft Heinz Company (KHC) Q4 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha
February 14, 2026
AI-Generated Deep Dive Summary
The Kraft Heinz Company (KHC) reported its Q4 2025 earnings on February 10, 2026, with key highlights including an EPS of $0.67, which beat expectations by $0.06, but revenue of $6.35B fell short by $19.50M year-over-year (-3.38%). The company’s performance reflects a strategic focus on premium products and sustainability initiatives, while also addressing challenges such as supply chain costs and competitive market dynamics. CEO Steve Cahillane emphasized the importance of balancing innovation with cost management to drive long-term profitability.
The quarter saw mixed results across product categories, with strong demand for premium items offset by slower sales in value-focused segments. Geographically, North America remained a key growth driver, though international markets faced headwinds due to economic uncertainties and shifting consumer preferences. Despite the revenue miss, KHC’s adjusted operating margins improved slightly, reflecting cost optimization efforts.
Looking ahead, Andre Maciel, Chief Global Financial Officer, outlined plans for 2026, including increased investments in innovation and digital capabilities. The company also highlighted its commitment to
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Originally published on Seeking Alpha on 2/14/2026