Mar 29

Kraft Heinz Q1 2025 Earnings Report

Kraft Heinz reported lower sales and earnings compared to the prior year amid market pressures.

Key Takeaways

Kraft Heinz faced a challenging quarter with declines in revenue, net income, and EPS, yet managed to align with internal expectations and maintained strong free cash flow.

Net sales decreased 6.4% year-over-year to $5.999 billion.

Net income fell 11.2% to $714 million.

Diluted EPS dropped to $0.59, while adjusted EPS was $0.62.

Free cash flow slightly increased compared to the prior year.

Total Revenue
$6B
Previous year: $6.41B
-6.4%
EPS
$0.62
Previous year: $0.69
-10.1%
Organic Net Sales Growth
-4.7%
Gross Profit
$2.06B
Previous year: $2.24B
-8.0%
Cash and Equivalents
$2.11B
Previous year: $1.63B
+30.0%
Free Cash Flow
$482M
Previous year: $477M
+1.0%
Total Assets
$90.3B
Previous year: $90.3B
+-0.0%

Kraft Heinz

Kraft Heinz

Kraft Heinz Revenue by Segment

Kraft Heinz Revenue by Geographic Location

Forward Guidance

Kraft Heinz expects Organic Net Sales to decline slightly for FY25 with ongoing macroeconomic pressures, while maintaining a focus on cost efficiency and brand investment.

Positive Outlook

  • Sequential improvement expected in Organic Net Sales throughout 2025.
  • Flat to slightly positive price contribution forecasted.
  • Free cash flow conversion expected around 95%.
  • Effective working capital efficiencies anticipated.
  • Positive momentum in product and brand investment.

Challenges Ahead

  • Lower Organic Net Sales expected, down 1.5% to 3.5% for FY25.
  • Constant Currency Adjusted Operating Income forecasted down 5%-10%.
  • Adjusted Gross Profit Margin expected to decline 25-75 basis points.
  • Effective tax rate to rise due to global minimum tax regulations.
  • Higher cash tax outflows predicted.

Revenue & Expenses

Visualization of income flow from segment revenue to net income