$KHC (The Kraft Heinz Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 4.5%)

Graded daily on value C, growth C-, profitability C-, momentum C, revisions D. Sector-relative, identical for every user.

Most active credible voices on $KHC

@schaeffers (Schaeffer's Investment Research) — 23 mentions · 14.7K followers
@dividendtalks (Dividend Talks on YouTube) — 20 mentions · 79.7K followers
@chitrader (CHItrader) — 7 mentions · 7.9K followers

Recent headlines featuring $KHC

2026-11-04: Kraft Heinz Q3 Adj EPS $0.53 Tops Estimates, Raises FY Guidance

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$KHCThe Kraft Heinz Company · Packaged Foods · $28.4B

$24.25

+0.1%

Event thread

Key events, in time order

17 items

2026-10-29 → 11-05Earnings
KHC Raises 2026 Outlook, Faces Inflation and Retail Headwinds
Q3 beat lifts guidance, yet inflation and 2027 pricing plans pose challenges
D1 +0.2% · +5d +5.9%
3 waves of this story
- 2026-10-29 Multiple outlets expect weak volumes, cautious spending, and rising costs to weigh on results
- 2026-11-04 Adj EPS $0.53 beat, FY EPS guidance raised, but organic sales still declined
- 2026-11-05 Q3 beat lifts guidance, yet inflation and 2027 pricing plans pose challenges
2026-11-04 → 11-05Capital
KHC Divests North American Coffee Business, Retains 30% Stake
Divestiture aims to cut debt and sharpen focus, with $700M in brand investment
D1 +3.8% · +5d -5.6%
2 waves of this story
- 2026-11-04 Sale to One Rock Capital Partners, retaining 30% stake, focus on core
- 2026-11-05 Divestiture aims to cut debt and sharpen focus, with $700M in brand investment

15 earlier events

2026-11-048-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +3.8% · +5d -5.6%
2026-11-04Earnings
Earnings report
D1 +3.8% · +5d -5.6%
2026-10-088-K filing
8-K: Item 8.01, Item 9.01
D1 +2.3% · +5d +3.6%
2026-10-078-K filing
8-K: Item 5.02
D1 -0.2% · +5d +3.3%
2026-09-15Product
Kraft Heinz launches sweet heat cream cheese with Mike's Hot Honey, exclusive at Walmart
Part of $700M brand revival; new flavor aims to boost relevance
D1 +1.9% · +5d -3.0%
2026-09-04Earnings
KHC Beats Q2 Estimates, Guides Organic Sales Lower
Q2 EPS beat consensus; organic sales fell 1.3%, FY organic sales guidance revised to a 0.5-2% decline
D1 -2.2% · +5d -2.3%
2026-08-25 → 08-27EarningsBear
Kraft Heinz Takes $7.4B Impairment, Stock Under Pressure
Impairment worries overshadow earnings beat; options activity elevated
D1 -1.4% · +5d +2.2%
2 waves of this story
- 2026-08-25 Earnings beat, yet weak NA volumes and margin pressure persist
- 2026-08-27 Impairment worries overshadow earnings beat; options activity elevated
2026-08-268-K filing
8-K: Item 3.01, Item 7.01, Item 9.01
D1 -2.1% · +5d +5.9%
2026-08-26Company
Kraft Heinz to Transfer Listing to NYSE
Company announcement confirms transfer, affecting trading venue and index membership
D1 -2.1% · +5d +5.9%
2026-07-29 → 08-06EarningsBull
Kraft Heinz Adds $100M Marketing After Q2, Targets Volume Growth
After Q2 beat, company boosts H2 brand spend on early traction, aiming for volume-led growth in 2027
D1 +1.2% · +5d -6.8%
5 waves of this story
- 2026-07-29 Multiple outlets report earnings date and expectations; Zacks sees likely beat, investors eye sustained demand improvement.
- 2026-08-03 Zacks preview cites inflation, soft food demand, and Easter timing pressuring Q2 results, adding new facts to the existing earnings event line.
- 2026-08-05 Q2 sales beat but profit fell; company raises annual sales view amid price hikes to offset costs.
- 2026-08-05 Adj EPS $0.56 beat, organic sales decline less than expected, FY organic sales and EPS guidance raised
- 2026-08-06 After Q2 beat, company boosts H2 brand spend on early traction, aiming for volume-led growth in 2027
2026-08-05Earnings
Kraft Heinz Raises Annual Sales Forecast; Q2 Results Mixed
Adj EPS $0.56 beat, net sales $6.3B beat, organic sales decline better than expected, FY EPS and organic sales guidance raised
D1 -3.4% · +5d -4.7%
2 waves of this story
- 2026-08-05 Company lifts full-year sales outlook despite lower Q2 profit and sales, citing cost pressures.
- 2026-08-05 Adj EPS $0.56 beat, net sales $6.3B beat, organic sales decline better than expected, FY EPS and organic sales guidance raised
2026-08-05Earnings
Earnings report
Q2 2026 美国零售消费量下降约 2.5%，7 月改善至约 -1%，市场份额损失从 2025 年初的 90 个基点收窄至上半年 30 个基点，最近几周进一步改善至 20 个基点。
D1 -3.4% · +5d -4.7%
2026-08-058-K filing
8-K: Item 2.02, Item 9.01
D1 -3.4% · +5d -4.7%
2026-07-29Earnings
Earnings report
D1 +1.2% · +5d -6.8%
2026-07-278-K filing
8-K: Item 5.03, Item 9.01
D1 +2.1% · +5d +0.8%

①

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

17 items

2026-10-29 → 11-05Earnings
KHC Raises 2026 Outlook, Faces Inflation and Retail Headwinds
Q3 beat lifts guidance, yet inflation and 2027 pricing plans pose challenges
D1 +0.2% · +5d +5.9%
3 waves of this story
- 2026-10-29 Multiple outlets expect weak volumes, cautious spending, and rising costs to weigh on results
- 2026-11-04 Adj EPS $0.53 beat, FY EPS guidance raised, but organic sales still declined
- 2026-11-05 Q3 beat lifts guidance, yet inflation and 2027 pricing plans pose challenges
2026-11-04 → 11-05Capital
KHC Divests North American Coffee Business, Retains 30% Stake
Divestiture aims to cut debt and sharpen focus, with $700M in brand investment
D1 +3.8% · +5d -5.6%
2 waves of this story
- 2026-11-04 Sale to One Rock Capital Partners, retaining 30% stake, focus on core
- 2026-11-05 Divestiture aims to cut debt and sharpen focus, with $700M in brand investment
2026-11-048-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +3.8% · +5d -5.6%
2026-11-04Earnings
Earnings report
D1 +3.8% · +5d -5.6%
2026-10-088-K filing
8-K: Item 8.01, Item 9.01
D1 +2.3% · +5d +3.6%

12 earlier events

2026-10-078-K filing
8-K: Item 5.02
D1 -0.2% · +5d +3.3%
2026-09-15Product
Kraft Heinz launches sweet heat cream cheese with Mike's Hot Honey, exclusive at Walmart
Part of $700M brand revival; new flavor aims to boost relevance
D1 +1.9% · +5d -3.0%
2026-09-04Earnings
KHC Beats Q2 Estimates, Guides Organic Sales Lower
Q2 EPS beat consensus; organic sales fell 1.3%, FY organic sales guidance revised to a 0.5-2% decline
D1 -2.2% · +5d -2.3%
2026-08-25 → 08-27EarningsBear
Kraft Heinz Takes $7.4B Impairment, Stock Under Pressure
Impairment worries overshadow earnings beat; options activity elevated
D1 -1.4% · +5d +2.2%
2 waves of this story
- 2026-08-25 Earnings beat, yet weak NA volumes and margin pressure persist
- 2026-08-27 Impairment worries overshadow earnings beat; options activity elevated
2026-08-268-K filing
8-K: Item 3.01, Item 7.01, Item 9.01
D1 -2.1% · +5d +5.9%
2026-08-26Company
Kraft Heinz to Transfer Listing to NYSE
Company announcement confirms transfer, affecting trading venue and index membership
D1 -2.1% · +5d +5.9%
2026-07-29 → 08-06EarningsBull
Kraft Heinz Adds $100M Marketing After Q2, Targets Volume Growth
After Q2 beat, company boosts H2 brand spend on early traction, aiming for volume-led growth in 2027
D1 +1.2% · +5d -6.8%
5 waves of this story
- 2026-07-29 Multiple outlets report earnings date and expectations; Zacks sees likely beat, investors eye sustained demand improvement.
- 2026-08-03 Zacks preview cites inflation, soft food demand, and Easter timing pressuring Q2 results, adding new facts to the existing earnings event line.
- 2026-08-05 Q2 sales beat but profit fell; company raises annual sales view amid price hikes to offset costs.
- 2026-08-05 Adj EPS $0.56 beat, organic sales decline less than expected, FY organic sales and EPS guidance raised
- 2026-08-06 After Q2 beat, company boosts H2 brand spend on early traction, aiming for volume-led growth in 2027
2026-08-05Earnings
Kraft Heinz Raises Annual Sales Forecast; Q2 Results Mixed
Adj EPS $0.56 beat, net sales $6.3B beat, organic sales decline better than expected, FY EPS and organic sales guidance raised
D1 -3.4% · +5d -4.7%
2 waves of this story
- 2026-08-05 Company lifts full-year sales outlook despite lower Q2 profit and sales, citing cost pressures.
- 2026-08-05 Adj EPS $0.56 beat, net sales $6.3B beat, organic sales decline better than expected, FY EPS and organic sales guidance raised
2026-08-05Earnings
Earnings report
Q2 2026 美国零售消费量下降约 2.5%，7 月改善至约 -1%，市场份额损失从 2025 年初的 90 个基点收窄至上半年 30 个基点，最近几周进一步改善至 20 个基点。
D1 -3.4% · +5d -4.7%
2026-08-058-K filing
8-K: Item 2.02, Item 9.01
D1 -3.4% · +5d -4.7%
2026-07-29Earnings
Earnings report
D1 +1.2% · +5d -6.8%
2026-07-278-K filing
8-K: Item 5.03, Item 9.01
D1 +2.1% · +5d +0.8%

$KHC — what investors on X are saying · SpikePanel

$KHC (The Kraft Heinz Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 4.5%)

Most active credible voices on $KHC

Recent headlines featuring $KHC

$KHC (The Kraft Heinz Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 4.5%)

Most active credible voices on $KHC

Recent headlines featuring $KHC

KHC Raises 2026 Outlook, Faces Inflation and Retail Headwinds

KHC Divests North American Coffee Business, Retains 30% Stake

8-K: Item 5.02, Item 7.01, Item 9.01

Earnings report

8-K: Item 8.01, Item 9.01

8-K: Item 5.02

Kraft Heinz launches sweet heat cream cheese with Mike's Hot Honey, exclusive at Walmart

KHC Beats Q2 Estimates, Guides Organic Sales Lower

Kraft Heinz Takes $7.4B Impairment, Stock Under Pressure

8-K: Item 3.01, Item 7.01, Item 9.01

Kraft Heinz to Transfer Listing to NYSE

Kraft Heinz Adds $100M Marketing After Q2, Targets Volume Growth

Kraft Heinz Raises Annual Sales Forecast; Q2 Results Mixed

Earnings report

8-K: Item 2.02, Item 9.01

Earnings report

8-K: Item 5.03, Item 9.01

Bull vs bear

Discussion

KHC Raises 2026 Outlook, Faces Inflation and Retail Headwinds

KHC Divests North American Coffee Business, Retains 30% Stake

8-K: Item 5.02, Item 7.01, Item 9.01

Earnings report

8-K: Item 8.01, Item 9.01

8-K: Item 5.02

Kraft Heinz launches sweet heat cream cheese with Mike's Hot Honey, exclusive at Walmart

KHC Beats Q2 Estimates, Guides Organic Sales Lower

Kraft Heinz Takes $7.4B Impairment, Stock Under Pressure

8-K: Item 3.01, Item 7.01, Item 9.01

Kraft Heinz to Transfer Listing to NYSE

Kraft Heinz Adds $100M Marketing After Q2, Targets Volume Growth

Kraft Heinz Raises Annual Sales Forecast; Q2 Results Mixed

Earnings report

8-K: Item 2.02, Item 9.01

Earnings report

8-K: Item 5.03, Item 9.01