The Kraft Heinz Company (KHC) Consumer Analyst Group of New York Conference (CAGNY) 2026 summary

Strategic vision, priorities, and brand revitalization

• Leadership is focused on contemporizing iconic brands and scaling proven blueprints across brands and geographies to drive sustainable, volume-led growth.

• Success blueprints from Canada, the UK, and emerging markets are being scaled, emphasizing simplified operating models, innovation, and targeted investments.

• A $600 million incremental investment is planned for 2026, targeting marketing, R&D, sales, product superiority, and commercialization, with a focus on the U.S. market.

• Prioritization of investments to defend, selectively win, or win big in key categories and brands, with leadership fully aligned on turnaround efforts.

• Forward-looking statements highlight confidence in replicating and scaling proven strategies to restore growth.

Regional performance and growth initiatives

• Canada achieved a 4% CAGR over three years by simplifying operations and focusing on core brands and innovation.

• Europe and Pacific markets expanded Heinz into new categories and occasions, achieving significant market share gains and reversing a decade of decline.

• Emerging markets, now 11% of business, saw Heinz deliver 13% organic net sales growth in 2025, with double-digit category growth and distribution points up 13%.

• In China, targeted campaigns for Heinz Ketchup drove record market share and household penetration.

• U.S. business, holding iconic brands with high household penetration, has faced share loss but is now seeing initial recovery and momentum from increased investments.

U.S. market challenges and recovery plan

• The U.S. accounts for 67% of business but has faced 10 years of share loss, worsened in 2025.

• Recent investments have begun to show traction, with improved share trends in Q4 2025 and gains in Taste Elevation categories.

• Innovation is prioritized, with new products like Capri Sun single-serve bottles and Kraft Mac and Cheese Power Mac targeting convenience and nutrition.

• Modest share recovery could add 2 percentage points to North America top-line performance.

• The goal is to restore a virtuous cycle of volume-led growth, margin expansion, and free cash flow.