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Kraft Heinz Co
BMV:KHC

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Kraft Heinz Co
BMV:KHC
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Price: 440 MXN -0.35%
Market Cap: Mex$28.4B

Kraft Heinz Co
Investor Relations

Kraft Heinz makes packaged foods that people buy in grocery stores, clubs, and online. Its lineup includes condiments, sauces, cheese, meals, meats, beverages, and pantry staples sold under brands such as Heinz, Kraft, Oscar Mayer, Philadelphia, and Lunchables. The company sells these products to retailers, wholesalers, foodservice operators, and other distributors that put them in front of everyday consumers. The business makes money by manufacturing branded food products and selling them through a wide retail network. Shoppers usually buy its goods in the center aisles and refrigerated sections of the store, where brand recognition and shelf placement matter a lot. Kraft Heinz depends on steady repeat purchases rather than one-time sales, so its business is tied to everyday eating habits and the strength of its household brands. What sets Kraft Heinz apart is that it is not a restaurant chain or a farm producer; it sits in the middle of the food value chain, turning raw ingredients into packaged, shelf-stable products with long distribution reach. That makes it especially focused on brand management, large-scale food manufacturing, and relationships with major retailers and foodservice buyers.

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KHC
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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 6, 2026
AI Summary
Q1 2026

Quarter mix: Management said first-quarter results were helped by Easter timing and winter storms, but they also pointed to real underlying improvement in share and execution.

Guidance held: The company kept full-year guidance largely unchanged despite a better-than-expected quarter, citing timing benefits in Q1 and caution on the rest of the year.

Inflation watch: Inflation expectations were nudged higher because of energy and resin costs tied to conflict, with some pressure expected to show up in the third quarter.

Investment push: Kraft Heinz is still deploying its $600 million investment program, with marketing, innovation, and brand support concentrated in areas where management sees the best return.

Share gains: Management highlighted improving market share trends across the business, especially in Taste Elevation, Hydration, and parts of Away From Home, while acknowledging softness in some categories and the impact of SNAP.

Portfolio shifts: The company updated its “Hold, Win and Win Big” framework, downgrading frozen, upgrading hydration, and moving cheese higher based on category outlook and brand strength.

Key Financials
Second-quarter top line growth
minus 3% to minus 5%
SNAP headwind
100 bps
Share held or gained
35%
March share held or gained
58%
Taste Elevation share held or gained
81%
March Taste Elevation share held or gained
87%
Market share mix adjusted
30 bps
Marketing spend
at least 5.5% of revenue
Cost of goods sold productivity
above 4%
Inflation
around 4%
Gross margin headwind
25 to 75 bps
Nonrecurring gross margin gains
40 to 50 bps
PowerMac & Cheese sell-in
35,000 accounts
Investment program
$600 million
Next year's debt maturity
$1.9 billion
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
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