Скачать с ютуб The Kraft Heinz Company (KHC) Q1 2025 Earnings Call в хорошем качестве

The Kraft Heinz Company (KHC) Q1 2025 Earnings Call

📢 *The Kraft Heinz Company Q1 2025 Earnings Call: Sales Drop 6.4% to $6.0B, EPS Beats at $0.62!* *Key Highlights:* ✅ *Financials* – The Kraft Heinz Company (KHC) reported Q1 2025 net sales of $6.0 billion, down 6.4% YoY from $6.41 billion in Q1 2024, missing the consensus estimate of $6.03 billion. Organic net sales decreased 4.7%, driven by a 5.6 percentage point drop in volume/mix, despite a 0.9 percentage point price increase. Adjusted EPS was $0.62, beating the expected $0.60, while GAAP EPS was $0.59, down 10.6% from $0.66 in Q1 2024. Net income was $712 million, with free cash flow up 1% to $0.5 billion. ✅ *Operations* – All regions saw net sales declines, with North America particularly challenged by shifts in consumer behavior due to economic uncertainty. The removal of Lunchables from schools in 2024, following opposition from health advocates, continued to impact sales. Gross profit margin decreased 60 basis points to 34.4%, with adjusted gross profit margin down 10 basis points to 34.4%. ✅ *Strategy* – CEO Carlos Abrams-Rivera highlighted efforts to control costs and invest in key brands, adjusting price gaps for Capri Sun and three other brands to improve competitiveness in the U.S. food-away-from-home segment. Kraft Heinz maintained its focus on innovation and consumer engagement, though it lowered its full-year 2025 outlook, now expecting adjusted EPS of $2.51 to $2.67 (down from $2.63 to $2.74) and organic net sales to be flat to down 2% (previously flat to down 2.5%). ✅ *Outlook* – Kraft Heinz anticipates ongoing market pressures, including consumer sentiment at its second-lowest point in 70 years, inflationary pressures, and U.S.-China trade tensions, particularly tariffs, which could further impact demand. A 1–2% currency headwind is projected if current rates persist. Despite these challenges, the company’s cost management and focus on premium brands aim to stabilize performance, though recovery is expected to take longer than anticipated. *Keywords:* The Kraft Heinz Company Q1 2025 earnings, KHC stock update, food and beverage performance 📈 *Buy, Hold, or Sell?* Kraft Heinz (KHC) is a **Hold**. Q1 net sales declined 6.4% to $6.0 billion, missing estimates, but adjusted EPS of $0.62 beat expectations. Shares traded at $34.62, with a market cap of $41.8 billion and a P/E ratio of 13.5, below the industry average of 16.9, suggesting undervaluation. A 4.61% dividend yield adds appeal, but tariff risks, currency headwinds, and ongoing consumer demand challenges warrant caution. Hold for investors seeking food and beverage sector stability with balanced risk. 📊 *Max Position* – Allocate *4–5%* in a diversified portfolio. Kraft Heinz’s $41.8B market cap, $25.85B in 2024 revenue, and diversified portfolio offer stability, but trade tensions, inflation, and volume declines add uncertainty. 💬 *Comment below with your thoughts!* 🔔 *Subscribe for more updates!* 📜 *Full Details:* [Kraft Heinz Investor Relations](https://ir.kraftheinzcompany.com)