Estée Lauder Companies vs Kraft Heinz
This page compares Estée Lauder Companies Inc. vs Kraft Heinz Company, The, and outlines business models, financial performance, and market context in a neutral, accessible way for readers. It presents information without judgement, focusing on how each company operates and performs within its sector. Educational content, not financial advice.
This page compares Estée Lauder Companies Inc. vs Kraft Heinz Company, The, and outlines business models, financial performance, and market context in a neutral, accessible way for readers. It present...
Why It's Moving
EL Stock Warning: Why Analysts See Downside Risk Despite Earnings Beat and Raised Outlook
- Q2 EPS hit $0.89, topping $0.83 consensus by 7%, with operating income jumping to $608 million adjusted on PRGP savings funding consumer investments.
- Fiscal 2026 guidance lifted to 3-5% sales growth and $2.05-$2.25 EPS, signaling first organic sales rebound in years, but flagged $100 million tariff hit and travel retail weakness.
- Analysts mixed: Citigroup upgraded to Buy at $120, but Wells Fargo and JP Morgan cut targets to $105-$121, consensus at $108 with 'Hold' rating amid recent 16% weekly drop.
Kraft Heinz Shocks Investors by Scrapping Split Plans and Pouring $600M into Brand Revival Amid Earnings Miss
- Halted separation announced in September 2025, redirecting focus to profitable growth as Cahillane prioritizes execution over restructuring.
- Weak 2026 guidance forecasts organic sales down 1.5-3.5% and EPS at $1.98-$2.10, pressured by inflation, SNAP cuts, and commodity spikes.
- Berkshire Hathaway's potential sale of 325 million shares added overhang earlier in the week, though retail sentiment turned bullish on Stocktwits.
EL Stock Warning: Why Analysts See Downside Risk Despite Earnings Beat and Raised Outlook
- Q2 EPS hit $0.89, topping $0.83 consensus by 7%, with operating income jumping to $608 million adjusted on PRGP savings funding consumer investments.
- Fiscal 2026 guidance lifted to 3-5% sales growth and $2.05-$2.25 EPS, signaling first organic sales rebound in years, but flagged $100 million tariff hit and travel retail weakness.
- Analysts mixed: Citigroup upgraded to Buy at $120, but Wells Fargo and JP Morgan cut targets to $105-$121, consensus at $108 with 'Hold' rating amid recent 16% weekly drop.
Kraft Heinz Shocks Investors by Scrapping Split Plans and Pouring $600M into Brand Revival Amid Earnings Miss
- Halted separation announced in September 2025, redirecting focus to profitable growth as Cahillane prioritizes execution over restructuring.
- Weak 2026 guidance forecasts organic sales down 1.5-3.5% and EPS at $1.98-$2.10, pressured by inflation, SNAP cuts, and commodity spikes.
- Berkshire Hathaway's potential sale of 325 million shares added overhang earlier in the week, though retail sentiment turned bullish on Stocktwits.
Investment Analysis
Pros
- Recent fiscal Q4 2025 earnings beat expectations with EPS of $0.09, surpassing analyst estimates by 8.7%.
- Gross margin expanded by 230 basis points to 74% in fiscal 2025, reflecting improved cost management.
- Strong market share gains in China and positive early sales signals indicate gradual improvement in net sales.
Considerations
- Fiscal 2025 reported an 8% decline in organic sales, pointing to ongoing challenges in the global prestige beauty market.
- Operating margin contracted by 220 basis points to 8%, highlighting operational difficulties.
- Stock declined by about 5.75% in pre-market trading post-earnings despite beating EPS forecasts, showing investor caution.
Kraft Heinz
KHC
Pros
- Kraft Heinz holds a strong position in traditional retail channels, with 85% of sales from brick-and-mortar and online grocery stores.
- Execution of a strategic roadmap since mid-2019 focused on marketing, product innovation, and e-commerce has driven improved market share and shelf-space gains.
- The stock trades significantly below fair value estimates, indicating potential value upside.
Considerations
- The company has a modest return on equity averaging around 5.4% over three years, lower than many peers in the packaged foods sector.
- The brand and product portfolio exposure to consumer spending trends subjects Kraft Heinz to macroeconomic headwinds amid weakening consumer sentiment.
- Despite strategic improvements, Kraft Heinz faces execution risks related to sustaining efficiencies and competitive responses in a challenging consumer staples market.
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Reputation Shields: The Brands That Survive Any Storm
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Estée Lauder Companies (EL) Next Earnings Date
The next earnings date for Estée Lauder (EL) is scheduled for April 30, 2026, where the company will report results for Q3 2026. This earnings call will provide executives' discussion of financial results and forward guidance for the period. The company most recently reported Q2 2026 earnings on February 5, 2026, posting an EPS of $0.89, which exceeded analyst expectations of $0.83.
Kraft Heinz (KHC) Next Earnings Date
The Kraft Heinz Company's next earnings release is scheduled for February 11, 2026, before market open. This report will cover the fourth quarter of fiscal 2025. Consensus estimates project revenue of approximately $6.37 billion and EPS around $0.61 for the period.
Estée Lauder Companies (EL) Next Earnings Date
The next earnings date for Estée Lauder (EL) is scheduled for April 30, 2026, where the company will report results for Q3 2026. This earnings call will provide executives' discussion of financial results and forward guidance for the period. The company most recently reported Q2 2026 earnings on February 5, 2026, posting an EPS of $0.89, which exceeded analyst expectations of $0.83.
Kraft Heinz (KHC) Next Earnings Date
The Kraft Heinz Company's next earnings release is scheduled for February 11, 2026, before market open. This report will cover the fourth quarter of fiscal 2025. Consensus estimates project revenue of approximately $6.37 billion and EPS around $0.61 for the period.
Which Baskets Do They Appear In?
Reputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Reputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
Explore BasketBuy EL or KHC in Nemo
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