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The Kraft Heinz Company (KHC) Q4 2025 Earnings Call Prepared Remarks Transcript

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⚡ Quantum Brief
Kraft Heinz reported Q4 2025 earnings with EPS of $0.67, beating estimates by $0.06, while revenue fell 3.38% year-over-year to $6.35 billion, missing expectations by $19.5 million. CEO Steven Cahillane outlined strategic updates during the February 10, 2026, earnings call, emphasizing business performance and future investments, though specifics were not detailed in the prepared remarks. CFO Andre Maciel reviewed financial results, highlighting non-GAAP measures and reconciliations, which exclude certain items from GAAP-reported figures for clarity on operational performance. The company warned of risks in forward-looking statements, citing potential material differences due to uncertainties, and directed investors to regulatory filings for detailed risk factors. A separate analyst Q&A session followed the call, with a replay available on the investor relations website for further insights into 2026 outlook and financial strategies.
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SA Transcripts158.39K FollowersFollow5ShareSaveCommentsQ4: 2026-02-11 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.67 beats by $0.06 | Revenue of $6.35B (-3.38% Y/Y) misses by $19.50M The Kraft Heinz Company (KHC) Q4 2025 Earnings Call February 10, 2026 7:00 PM EST Company Participants Anne-Marie Megela - VP & Global Head of Investor RelationsSteven Cahillane - CEO & DirectorAndre Maciel - Executive VP & Global CFO Presentation Anne-Marie MegelaVP & Global Head of Investor Relations Hello. This is Anne-Marie Megela, Head of Global Investor Relations at The Kraft Heinz Company. I'd like to welcome you to our fourth quarter and full year 2025 business update. During the following remarks, we will make forward-looking statements regarding our expectations for the future, including related to our business plans and expectations, strategy, efforts and investments and related timing and expected impacts. These statements are based on how we see things today, and actual results may differ materially due to risks and uncertainties. Please see the cautionary statements and risk factors contained in today's earnings release, which accompany these remarks as well as our most recent 10-K, 10-Q and 8-K filings for more information regarding these risks and uncertainties. Additionally, we will refer to non-GAAP financial measures, which exclude certain items from our financial results reported in accordance with GAAP. Please refer to today's earnings release and the non-GAAP information that accompany these remarks, which are available on our website at ir.kraftheinzcompany.com under News & Events for a discussion of our non-GAAP financial measures and reconciliations to the comparable GAAP financial measures. Today, our Chief Executive Officer, Steve Cahillane, will provide an update on our overall strategy and business performance. Andre Maciel, our Chief Global Financial Officer, will then provide a financial review of the fourth quarter results, and we will conclude by discussing our 2026 outlook. We have also scheduled a separate live question-and-answer session with analysts. You can access our question-and-answer session at ir.kraftheinzcompany.com. A replay will also be available following the event through the same website.

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