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🇺🇸 SECKraft Heinz Co.Codex · 实盘不做把握 5/10
北京时间·🕒 发布 19:01:49时区推断·⟳ 抓取 19:25:04·⚡ 决策 08-05 21:33:45 +2h08m·83.1 天前

卡夫亨氏披露2026年二季度业绩,EPS小幅超预期并上调销售展望但经营质量仍偏弱

公司二季度调整后EPS为0.56美元,高于市场预期0.53美元,并将全年净销售降幅预期从此前的-1.5%至-3.5%上调为-0.5%至-2.0%。

📄 原文Kraft Heinz Co.↗ 原文
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不做 卡夫亨氏(KHC.US)
财报正负混合且披露日程已知,EPS仅小幅超预期、经营销售仍下滑,缺少足够大的短线预期差;当前也不构成强做空催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-07-13 10:19 ET其它Business Wire/Nasdaq转载非一手原文 ↗
    公司提前公告将于2026年8月5日盘前发布二季度业绩,财报日期本身已被市场预期。
  2. 2026-08-05 07:01 ET官方确认/否认SEC EDGAR一手源原文 ↗
    卡夫亨氏提交8-K,确认已发布截至2026年6月27日季度的业绩新闻稿。
  3. 2026-08-05财经媒体扩散WSJ非一手原文 ↗
    媒体报道EPS小幅超预期、销售展望上调,但收入下滑和成本压力仍在。

关键理由

  • 公司二季度调整后EPS为0.56美元,高于市场预期0.53美元,并将全年净销售降幅预期从此前的-1.5%至-3.5%上调为-0.5%至-2.0%。
  • 同一份业绩仍显示收入同比下降1.4%至62.6亿美元、北美和发达国际市场销售下滑,且制造、物流和广告成本继续压制调整后经营利润。
  • 财报前已有8月5日盘前披露日程,当前信息属于明牌财报,正负混合且缺少足够大的短线预期差。

主要风险

  • 若后续电话会披露品牌组合重组、资产出售或利润率指引超预期改善,可能重新打开交易窗口。
  • 本次净亏损主要需要拆分非现金减值与持续经营压力;未见足以支持立即做空的新增持续性损害。

原文全文

展开原文 · 4,002 字
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
The
Kraft Heinz Co
mpany
(Exact name of registrant as specified in its charter)
Delaware
001-37482
46-2078182
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
One PPG Place
,
Pittsburgh
,
Pennsylvania
15222
(Address of principal executive offices, including zip code)
(
412
)
456-5700
(Registrant’s telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common stock, $0.01 par value
KHC
The Nasdaq Stock Market LLC
3.500% Senior Notes due 2029
KHC29
The Nasdaq Stock Market LLC
3.500% Senior Notes due 2031
KHC31
The Nasdaq Stock Market LLC
3.250% Senior Notes due 2033
KHC33
The Nasdaq Stock Market LLC
3.950% Senior Notes due 2034
KHC34
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 2.02. Results of Operations and Financial Condition.
On August 5, 2026, The Kraft Heinz Company issued a press release announcing results for the second quarter ended June 27, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.
The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of, or otherwise regarded as filed under, the Securities Exchange Act of 1934, as amended (the “Exchange Act”), nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or in the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01. Financial Statements and Exhibits.
(d) The following exhibit is furnished with this Current Report on Form 8-K.
Exhibit No.
Description
99.1
The Kraft Heinz Company Press Release, dated
August
5
, 2026.
104
The cover page of The Kraft Heinz Company's Current Report on Form 8-K dated August 5, 2026, formatted in iXBRL.
1
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
The Kraft Heinz Company
Date: August 5, 2026
By:
/s/ Andre Maciel
Andre Maciel
Executive Vice President and Global Chief Financial Officer
2

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