Kraft Heinz Q4 Revenue Drops 3.4% to $6.35B; EPS Tops by $0.06
Kraft Heinz posted Q4 fiscal 2025 revenue of $6.35 billion, down 3.38% year-over-year and missing estimates by $19.5 million, while EPS of $0.67 beat forecasts by $0.06. Goldman Sachs cut its price target from $27 to $23, and J.P. Morgan downgraded the stock to Sell with a $22 target.
1. Q4 Fiscal 2025 Results
Kraft Heinz recorded revenue of $6.35 billion in Q4 fiscal 2025, a 3.38% decline year-over-year, missing consensus by $19.5 million. The company delivered adjusted EPS of $0.67, exceeding estimates by $0.06.
2. Analyst Ratings and Price Targets
Goldman Sachs reassigned a Hold rating and lowered its price target from $27 to $23, while J.P. Morgan downgraded the stock from Hold to Sell and cut its target from $24 to $22. These moves reflect divergent views on near-term recovery prospects.
3. Segment Performance
North America sales fell by 5.4% year-over-year and International Developed Markets declined 2.4%, weighed down by volume weakness. The Emerging Markets division, however, delivered a 2.2% growth boost during the same period.
4. Outlook and Investments
Management plans to increase marketing and production investment to drive volume growth in H2 2026. J.P. Morgan warned that North American volumes have slumped for 19 consecutive quarters, prompting lowered 2026 outlook and caution on recovery timing.