| KHC |
Report |
Organic net sales growth |
BEAT |
pred ~-3.2% vs. cons -3.5% |
MEDIUM |
| KHC |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.30B vs. cons $1.28B |
MEDIUM |
| KHC |
Report |
Adjusted EPS |
BEAT |
pred ~$0.54 vs. cons $0.53 |
MEDIUM |
| KHC |
Guide |
Organic net sales growth |
BETTER |
guide ~-2.5% midpoint vs. cons -2.6% (FY2026) |
MEDIUM |
| KHC |
Guide |
Adjusted EPS |
UNCHANGED |
guide ~$2.04 midpoint vs. cons $2.05 (FY2026) |
HIGH |
| KHC |
Guide |
Constant-currency adjusted operating income growth |
UNCHANGED |
guide ~-16.0% midpoint vs. cons -16.0% (FY2026) |
HIGH |
| KHC |
Guide |
Adjusted gross margin change |
BETTER |
guide ~-50 bps midpoint vs. cons -55 bps (FY2026) |
MEDIUM |
| KHC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.1% |
— |
MEDIUM |
| KHC |
Return |
5-day cumulative residual |
+1.2% (FADE) |
A modest Q2 operating beat should initially reward improving volume and share trends, but FY2026 adjusted EPS guidance of ~$2.04 midpoint vs. consensus $2.05 and constant-currency adjusted operating income growth of ~-16.0% vs. consensus -16.0% provide little upward-revision support; heavier second-half investment and inflation should pull the five-day residual below the day-one move. |
MEDIUM |