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Kraft Heinz 8-K Report, Corporate Update (Oct 7, 2026)

Reports
Other Events·Exhibits & Filings
Filing Date
Filed October 7, 2026
Period End
October 7, 2026
Security
KHC
In the record · 2016–202610-K1110-Q348-K161

KHC filed 11 annual reports (10-K), 34 quarterly reports (10-Q) and 161 current reports (8-K) between 2016 and 2026.

  1. Restatement8-K · Nov ’17Nov ’17
  2. Material agreement8-K · Sep ’19Sep ’19
  3. Leadership change8-K · Feb ’22Feb ’22
  4. Leadership change8-K · Dec ’25Dec ’25

01—Abstract

Summary

Summary of the 8-K filed October 7, 2026. Cited figures are marked; the original filing is the authoritative source.

In an 8-K filed October 7, 2026 under Item 8.01, The Kraft Heinz Company disclosed that in the third quarter of 2026 it reorganized its internal reporting and reportable segments.

Its West and East Emerging Markets (WEEM) and Asia Emerging Markets (AEM) segments were combined into a single Emerging Markets segment, and certain European countries previously in WEEM were moved into the Europe and Pacific Developed Markets (EPDM) segment. The company now reports three segments: North America, Europe and Pacific Developed Markets, and Emerging Markets. The filing states the change has no impact on previously reported financial statements for any period.

Exhibit 99.1 provides unaudited supplemental historical segment information recast to the new structure for fiscal years 2025, 2024 and 2023 and for each quarter from the first quarter of 2024 through the second quarter of 2026. On the recast basis, North America net sales were $18.59 billiona in 2025 versus $19.54 billion in 2024, with Segment Adjusted Operating Income of $4.39 billion versus $5.11 billion. Emerging Markets net sales were $2.54 billion in 2025 versus $2.49 billion in 2024, and its Segment Adjusted Operating Income rose to $285 million from $261 million.

Company-wide, 2025 net sales were $24.94 billionb, down 3.5%, and Adjusted Operating Income was $4.75 billion versus $5.36 billion, down 11.5%. The supplemental data also show large impairment losses of $9.31 billion in 2025 and $7.35 billion in the second quarter of 2026. These drove operating losses of $4.67 billion for 2025 and $6.43 billion for the second quarter of 2026.

Adjusted Operating Income for the second quarter of 2026 was $1.04 billionc, down 18.4% from $1.28 billion a year earlier. The filing states the information is for informational purposes only and is not indicative of future or annual results.

02—Key points

Key Highlights

  1. Segment reorganization in Q3 2026: WEEM and AEM were combined into Emerging Markets, and certain European countries moved from WEEM into Europe and Pacific Developed Markets, leaving three reportable segments.
  2. The filing states the segment change has no impact on previously reported financial statements; the recast data in Exhibit 99.1 is unaudited and provided to aid comparability.
  3. Fiscal 2025 company net sales were $24.94 billion, down 3.5%, and organic net sales were $24.89 billion, down 3.4%.
  4. Fiscal 2025 Adjusted Operating Income was $4.75 billion versus $5.36 billion in 2024, down 11.5%; North America Segment Adjusted Operating Income was $4.39 billion versus $5.11 billion.
  5. Impairment losses were $9.31 billion in 2025 and $7.35 billion in the second quarter of 2026, producing operating losses of $4.67 billion for 2025 and $6.43 billion for the second quarter of 2026.
  6. Second quarter 2026 net sales were $6.26 billion versus $6.35 billion a year earlier, down 1.4%, and Adjusted Operating Income was $1.04 billion, down 18.4%.
  7. Emerging Markets Segment Adjusted Operating Income rose to $285 million in 2025 from $261 million in 2024, while its second quarter 2026 net sales were $701 million versus $628 million a year earlier.

03—Questions

Frequently Asked Questions

  1. Why did Kraft Heinz change its reportable segments?

    The filing states the company combined WEEM and AEM into the Emerging Markets operating segment in order to increase efficiencies and drive sustainable growth across its global business.

  2. Does the segment change restate previously reported financial statements?

    No. The filing states the changes had no impact on the condensed consolidated financial statements in its 2026 Forms 10-Q or on the consolidated financial statements in its 2025 Form 10-K, and the supplemental information has no impact on previously reported financial statements for any period.

  3. How did North America perform on the new basis?

    For 2025, North America net sales were $18.59 billion versus $19.54 billion in 2024, and Segment Adjusted Operating Income was $4.39 billion versus $5.11 billion. The second quarter of 2026 net sales were $4.63 billion versus $4.76 billion a year earlier, with Segment Adjusted Operating Income of $988 million versus $1.17 billion.

  4. What caused the operating losses reported for 2025 and the second quarter of 2026?

    The reconciliation tables show impairment losses of $9.31 billion in 2025 and $7.35 billion in the second quarter of 2026. These charges are excluded from Adjusted Operating Income, which is a non-GAAP measure.

  5. Is the supplemental segment information audited, and can it predict future results?

    The filing describes the information as unaudited and presented for informational purposes only. It states the information is not indicative of future or annual results and should be read together with the audited financial statements in the 2025 Form 10-K.

04—Continue

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