| KHC |
Report |
Organic net sales growth (Q2) |
BEAT |
pred ~-3.0% vs. cons -3.5% |
MEDIUM |
| KHC |
Report |
Adjusted EPS (Q2) |
BEAT |
pred ~$0.55 vs. cons $0.53 |
MEDIUM |
| KHC |
Report |
Adjusted EBITDA (Q2) |
IN-LINE |
pred ~$1.29B vs. cons $1.28B |
MEDIUM |
| KHC |
Guide |
FY26 organic net sales guide |
UNCHANGED |
guide ~-1.5% to -3.5% vs. cons -3.0% (FY2026) |
HIGH |
| KHC |
Guide |
FY26 adjusted EPS guide |
UNCHANGED |
guide ~$1.98-$2.10 vs. cons ~$2.04 (FY2026) |
HIGH |
| KHC |
Guide |
FY26 constant-ccy adj. operating income guide |
UNCHANGED |
guide ~-14% to -18% vs. cons ~-16% (FY2026) |
MEDIUM |
| KHC |
Guide |
H2 gross-margin / inflation outlook (energy, resins) |
LOWER |
guide H2 GM pressure ramping ~-50 to -100bps vs. cons flat-to-down ~-30bps (H2 2026) |
MEDIUM |
| KHC |
Guide |
Mix-adjusted market-share trend |
BETTER |
guide losing ~-25 to -30bps vs. cons ~-40bps (YTD 2026) |
MEDIUM |
| KHC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
LOW |
| KHC |
Return |
5-day cumulative residual |
+0.0% (FADE) |
Q2 prints less-bad-than-feared (slight organic/EPS beat, reaffirmed guide, continued share-loss narrowing) driving a modest day-1 pop, but the setup weakens into the out-quarters: H2 energy/resin inflation ramps once hedges roll off after mid-Q3, implying an implicit back-half margin cut even without a headline guide trim. With the stock already +24% off March lows and popping into month-end, the bar is raised, so initial gains fade as estimates drift lower on the forward-margin math. |
LOW |