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Earnings Summary: Kraft Heinz’s Q4 2025 earnings decline on lower sales

The Kraft Heinz Company (NASDAQ: KHC), a food and beverage manufacturer, on Wednesday reported a decline in adjusted earnings and net sales for the fourth quarter of fiscal 2025.

  • Fourth-quarter net sales decreased 3.4% YoY to $6.35 billion; organic net sales dropped 4.2%
  • Earnings, adjusted for special items, declined 20.2% from last year to $0.67 per share in Q4
  • On a reported basis, earnings were $0.55 per share in the December quarter, down 68.8% from the year-ago quarter
  • Net income attributable to shareholders fell sharply to $651 million from $2.13 billion in Q4 2024
  • Gross profit margin dropped 150 basis points to 32.6%; At 33.1%, adjusted gross profit margin was down 130 basis points YoY
  • For fiscal 2026, management expects organic net sales to be down 1.5% to down 3.5% versus the prior year
  • The guidance for full-year adjusted earnings per share is in the range of $1.98 to $2.10
  • Adjusted operating income for FY26 is expected to be down 14-18% versus the prior year, in constant currency
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