The Kraft Heinz Company (KHC) FY 2025 Annual General Meeting May 08, 2025 11:00 AM ET Speaker0 Well, and welcome everyone to Kraft Heinz twenty twenty five Annual Stockholder Meetings. I am Carlos Abrams Rivera, CEO and member of our Board of Directors. On behalf of the nearly 36,000 Kraft Heinz employees around the world and our Board of Directors, we thank you for joining us today. As chairperson of this meeting, I hereby call the meeting to order and appoint Angel Willis as secretary. The members of our ...

The Kraft Heinz Company (KHC) posted first-quarter 2025 results, wherein the top line was in line with the Zacks Consensus Estimate, while the bottom line beat the same. Both metrics showed year-over-year decline. In light of continued macroeconomic uncertainty, including inflation and tariffs, the company has lowered its full-year outlook.Nonetheless, Kraft Heinz expressed confidence in its ability to navigate a challenging economic landscape, citing a strong balance sheet, operational scale and continued ...

The Kraft Heinz Company (KHC) Q1 2025 Earnings Call April 29, 2025 12:37 PM ET Speaker0 Investor Relations at The Kraft Heinz Company. I'd like to welcome you to our first quarter twenty twenty five 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 to ...

April 29, 2025 Q1 2025 BUSINESS UPDATE TO ACCOMPANY MANAGEMENT COMMENTARY FORWARD-LOOKING STATEMENTS APRIL 29, 2025 This presentation contains a number of forward-looking statements as defined under U.S. federal securities laws, including, but not limited to, statements, estimates, and projections relating to our business and long-term strategy; our ambitions, goals, targets, and commitments; our activities, efforts, initiatives, plans, and programs, and our investments in such activities, efforts, initiati ...

The Kraft Heinz Company (KHC) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Anne-Marie Megela - VP & Global Head of Investor RelationsCarlos Abrams-Rivera - CEOAndrew Lazar - Managing DirectorAndre Maciel - Executive VP & Global CFOYasmine Deswandhy - Equity Research AssociateDavid Palmer - Senior Managing Director Conference Call Participants Tom Palmer - Vice President & Senior Equity Research AnalystChristopher Carey - Equity Analyst - Head of Consumer Staples ResearchNone - Analy ...

Exhibit 99.1 Contacts: Alex Abraham (media) Anne-Marie Megela (investors) Alex.Abraham@kraftheinz.com anne-marie.megela@kraftheinz.com KRAFT HEINZ REPORTS FIRST QUARTER 2025 RESULTS First Quarter Highlights PITTSBURGH & CHICAGO – Apr. 29, 2025 – The Kraft Heinz Company (Nasdaq: KHC) ("Kraft Heinz" or the "Company") today reported financial results for the first quarter of 2025. "In today's uncertain times, we are committed to controlling the controllables and making the necessary investments to deliver qual ...

The Kraft Heinz Company (KHC) Q1 2025 Earnings Call April 29, 2025 07:00 AM ET Company Participants Anne-Marie Megela - VP & Global Head of Investor RelationsCarlos Abrams-Rivera - CEOAndre Maciel - Executive VP & Global CFO Anne-Marie Megela Investor Relations at The Kraft Heinz Company. I'd like to welcome you to our first quarter twenty twenty five business update. During the following remarks, we will make forward looking statements regarding our expectations for the future, including related to our bus ...

The market expects Kraft Heinz (KHC) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 29, 2025, might help the stock move higher if these key numbers are bett ...

The Kraft Heinz Company (KHC) is likely to register a decline in both top and bottom lines when it reports first-quarter 2025 earnings on April 29. The Zacks Consensus Estimate for revenues is pegged at $6 billion, indicating a 6.5% decline from the prior-year quarter’s reported figure. The consensus mark for quarterly earnings has remained unchanged in the past 30 days at 60 cents per share, projecting a decline of 13% from the figure reported in the year-ago quarter. KHC has a trailing four-quarter earnin ...

Core Viewpoint - Kraft Heinz has experienced significant stock underperformance since its 2015 merger, with a 60% decline compared to the S&P 500's 155% return, despite being a strong consumer staple with consistent cash flows and dividends [1][2] Financial Performance - Kraft Heinz's 2024 organic net sales fell by 2.1% to $25.9 billion, but adjusted earnings per share slightly increased to $3.06, indicating maintained margins [3] - The company's free cash flow for 2024 increased by 7% to $3.2 billion, funding $1.9 billion in dividends and $1.0 billion in share repurchases, resulting in Berkshire Hathaway earning $521 million in annual dividend income from its stake [7] Investment Considerations - The stock is trading at less than 10 times 2024 adjusted earnings, suggesting it may be undervalued, which could explain Warren Buffett's continued holding [3][4] - Despite the attractive dividend yield over 5%, concerns arise regarding the erosion of Kraft Heinz's brand value amid changing consumer preferences and inflation [4][5] Strategic Partnerships and Management - Berkshire Hathaway's partnership with 3G Capital, known for aggressive cost-cutting, has not yielded expected financial results, with annual sales down 2% since 2016 [5] - The presence of former Berkshire subsidiaries on Kraft's board may influence management decisions, potentially leading to a more patient investment approach from Buffett [6] Market Opportunities - Kraft Heinz is experiencing growth in emerging markets, with sales up 4% last year, and its Heinz ketchup brand has seen over $600 million in sales growth in the last two years [9] - Management identifies a $4 billion opportunity to further increase sales through enhanced brand awareness [9] Future Outlook - Management's guidance indicates a potential adjusted sales decline of up to 2.5% in 2025, raising concerns about further stock price declines [11] - There are alternative dividend stocks within Berkshire's portfolio, such as Coca-Cola, that are showing stronger growth prospects for 2025 and beyond [11]