4/30/2025

Comprehensive Analysis

• Earnings Disappointment and Guidance Cut: Kraft Heinz (KHC) reported a 6.4% YoY revenue decline in Q1 2025, with adjusted EPS missing estimates by 10.1%. The company slashed full-year guidance to a 1.5–3.5% organic sales decline and $2.51–$2.67 adjusted EPS, citing macroeconomic pressures like tariffs and inflation. This signals deteriorating consumer demand and margin compression, likely triggering immediate stock price weakness.