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Jun 28
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
Kraft Heinz
Kraft Heinz
Kraft Heinz Revenue by Segment
Kraft Heinz Revenue by Geographic Location
Revenue by Segment
North America Revenue
CapyFin.comIntl. Developed Mkts Revenue
CapyFin.comEmerging Markets Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comIntl. Developed Mkts Revenue
CapyFin.comEmerging Markets Revenue
CapyFin.com 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
- Global minimum tax laws increasing tax liabilities
Revenue & Expenses
Visualization of income flow from segment revenue to net income