Key Takeaways Kraft Heinz shares fell more than 3% Wednesday as the food giant reported fourth-quarter sales and issued 2025 guidance that missed analysts' estimates.Kraft Heinz blamed "continued shifts in consumer behavior due to economic uncertainty" and a decline in its Lunchables-branded foods for its weak sales.

For fiscal 2025, Kraft Heinz projects a flat to 2.5% decline in organic net sales, with adjusted EPS expected to range between $2.63 and $2.74, considering a higher tax rate. The company anticipates operating income to decline between 1% and 4% on a constant currency basis.

This is what you need to keep in the back of your mind as you compare Kraft Heinz (NASDAQ: KHC) to Coca-Cola (NYSE: KO). Both companies have seen stock declines over the past year, but one is facing much larger problems than the other.