KHC · 8-K · 20260805PR000052

Guidance and Outlook

Kraft Heinz Co · 2026-08-05 · Importance 73 · Surprise 76 · No source text

Kraft Heinz raised its 2026 Organic Net Sales outlook to a decline of 0.5% to 2.0%, compared with the prior range of a 1.5% to 3.5% decline. The revised outlook includes an approximately 100-basis-point headwind from incremental SNAP impacts. Constant Currency Adjusted Operating Income guidance remains a 16% to 18% decline, while Adjusted EPS guidance is now $2.03 to $2.09 versus the prior $1.98 to $2.10 range. Full-year Free Cash Flow Conversion guidance increased to approximately 110% from approximately 100%, and expected interest expense declined to approximately $890 million from $920 million.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativeprobable-0.6%For fiscal year 2026, the Company updated Organic Net Sales outlook to down 0.5% to down 2.0% versus prior year (includes ~100 bps impact…
operating_incomenegativeprobableFor fiscal year 2026, the Company expects Constant Currency Adjusted Operating Income down 16% to down 18% versus prior year
net_incomeunclearprobableAdjusted EPS for fiscal year 2026 is expected to be in the range of $2.03 to $2.09