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Jun 28, 2025
Kraft Heinz Q2 2025 Earnings Report
Kraft Heinz posted a large net loss in Q2 2025 due to a major non-cash impairment charge, despite steady adjusted performance and strong cash flow.
Key Takeaways
Kraft Heinz reported a $7.82B net loss in Q2 2025, primarily from a $9.3B impairment charge. Revenue slightly declined year-over-year, while adjusted EPS remained positive and free cash flow improved.
Posted a $7.82B net loss due to a $9.3B impairment charge
Adjusted EPS was $0.69, supported by solid cash flow
Revenue decreased 1.9% year-over-year to $6.35B
Free cash flow rose 28.5% year-over-year to $1.5B
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Kraft Heinz reaffirmed its FY2025 guidance with expectations for adjusted EPS in the $2.51–$2.67 range, stable free cash flow, and strong operational execution despite ongoing macroeconomic pressures.
Positive Outlook
- Reaffirmed full-year adjusted EPS guidance of $2.51–$2.67
- Free cash flow expected to remain stable vs. prior year
- Free cash flow conversion projected at ≥95%
- Solid cash position and working capital efficiency improvements
- Lower capital expenditures projected
Challenges Ahead
- Adjusted operating income expected to decline 5–10%
- Continued inflationary pressures on input costs
- Higher effective tax rate (~26%) poses $0.23 EPS headwind
- Lapping of lower 2024 variable compensation is a margin headwind
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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