| KHC |
Report |
Organic Net Sales Growth (Q2'26) |
BEAT |
pred ~-2.5% vs. cons -3.5% |
MEDIUM |
| KHC |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$0.57 vs. cons $0.53 |
MEDIUM |
| KHC |
Report |
Adjusted EBITDA (Q2'26) |
BEAT |
pred ~$1.31B vs. cons $1.28B |
LOW |
| KHC |
Guide |
FY2026 Organic Net Sales guidance |
UNCHANGED |
guide ~-2.5% midpoint (range -1.5% to -3.5%) vs. cons -2.6% (FY2026) |
MEDIUM |
| KHC |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$2.04 midpoint ($1.98-$2.10) vs. cons $2.03 (FY2026) |
MEDIUM |
| KHC |
Guide |
H2 Gross Margin / Inflation headwind commentary (resin & energy hedges rolling off mid-Q3) |
LOWER |
guide ~75bps FY headwind vs. cons ~50bps previously modeled (FY2026/H2) |
LOW |
| KHC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| KHC |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
Even with a likely headline beat driven by continued share-trend improvement, the stock enters the print already stretched relative to sell-side targets ($23-25 vs ~$26.66), pricing in much of the 'Cahillane turnaround' optimism. Management's own commentary flags rising resin/energy costs after hedges roll off mid-Q3 and only partial pricing pass-through, implying implicit downward pressure on H2/FY EBITDA and EPS math even if Q2 itself beats. As analysts digest this out-period inflation risk and the unresolved split/Berkshire overhang over the following days, expect price-target and estimate trims to compound the initial muted-to-negative reaction rather than reverse it, producing follow-through weakness over the week. |
MEDIUM |