The Kraft Heinz Company · KHC · Next earnings

The Kraft Heinz Company reports Wednesday, Nov 4, 2026

KHC reports before market open with consensus EPS at $0.43 and revenue at $6.08B. Last quarter: Kraft Heinz Q1 Beats on EPS and Revenue as Marketing Spend Climbs 37%

Reports Before market open45 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $0.43 Calendar consensus
Consensus revenue $6.08B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where KHC left off: FY2026 Q1

Full report

Kraft Heinz Q1 Beats on EPS and Revenue as Marketing Spend Climbs 37%

EPS surprise +15.8% Reported $0.58 vs $0.50
Revenue surprise +2.7% Reported $6.05B vs $5.89B
Stock move +2.4% Event window
Subsequent drift -2.6% Up to 20 sessions

Guidance sentiment was maintained, but Q2 outlook implies a 3–5% revenue decline driven by Easter timing, SNAP reductions, and inflation pressures. The long-term aspiration of returning to organic growth by 2027 remains unchanged. The $600 million investment program continues, with capex outlook now described as increasing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued SNAP reductions impacting low-income household demand (~13% of U.S. retail sales, 100bps headwind)
  • Energy and resin inflation despite hedging, with potential input-cost volatility
  • Softness in core categories and timing risks from Easter shift and weather
  • Pricing pressure from consumer affordability constraints limiting pricing power
  • Macro-economic uncertainty affecting away-from-home demand and international growth

Questions analysts left open

  • Q2 revenue decline guidance and its underlying assumptions
  • Magnitude and duration of the SNAP headwind on low-income consumer demand
  • Ability to maintain pricing discipline amid ongoing inflation
  • Speed and effectiveness of $600 million capex deployment
  • Impact of macro-environment on away-from-home performance and recovery

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Recent KHC quarters

All KHC earnings
+2.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.