Stock Markets February 11, 2026

Heineken Posts Higher 2025 Operating Profit, Announces Major Cost Cuts

Brewer cites pricing and efficiency gains as it plans to cut up to 6,000 roles under EverGreen 2030

By Caleb Monroe
Heineken Posts Higher 2025 Operating Profit, Announces Major Cost Cuts

Heineken reported a 4.4% organic rise in operating profit before exceptional items and amortisation to 4.39 billion euros in 2025, driven by pricing and cost savings. The brewer also said it will reduce its global workforce by around 5,000 to 6,000 roles over the next two years as part of its EverGreen 2030 plan, while forecasting 2% to 6% operating profit growth for 2026 assuming broadly unchanged consumer conditions.

Key Points

  • Operating profit before exceptional items and amortisation increased 4.4% organically to 4.39 billion euros in 2025; margin rose 41 basis points to 15.2% - impacts consumer goods and beverage sectors.
  • Net revenue grew 1.6% organically to 28.89 billion euros, supported by a 3.8% rise in net revenue per hectolitre despite a 2.1% drop in consolidated volume - relevant to pricing and unit-economics analysis.
  • Heineken generated over 500 million euros in gross savings in 2025 and plans to cut around 5,000 to 6,000 jobs over the next two years under the EverGreen 2030 program - affects employment and supply chain/service sectors.

Heineken on Wednesday reported an increase in annual operating profit for 2025, attributing the improvement to a combination of higher prices and cost reductions. The company's operating profit before exceptional items and amortisation rose 4.4% on an organic basis to 4.39 billion euros for the year, while the operating margin widened by 41 basis points to 15.2%.

Revenue dynamics showed modest growth. Net revenue climbed 1.6% organically to 28.89 billion euros as net revenue per hectolitre rose 3.8%, helping to offset a 2.1% decline in consolidated volume. Overall, total volume for the year decreased by 1.2%.

Heineken said it delivered more than 500 million euros in gross savings during 2025. Management indicated that those savings contributed both to increased investment behind brands and to the expansion of margins.

Under the umbrella of its EverGreen 2030 strategy, the brewer outlined plans to simplify its operating model, optimise supply chains, and expand shared services. Taken together, the company expects these steps to reduce its global headcount by around 5,000 to 6,000 roles over the next two years. The announced reduction excludes any impact from the integration of the recently acquired FIFCO businesses.

Looking ahead to 2026, Heineken provided a guidance range for operating profit growth of 2% to 6%, on the condition that consumer conditions remain broadly unchanged. The guidance reflects management's expectations assuming existing demand patterns persist.


Contextual analysis

From a unit economics perspective, the company has elevated net revenue per hectolitre, which helped offset declines in volume and underpinned margin expansion. The declared gross savings and redirected spending into brand investment signal an effort to balance short-term margin gains with long-term brand strength.

Headcount reductions and the drive to scale shared services are typical levers for productivity improvement, but the company explicitly excluded the integration of FIFCO from its workforce estimate, indicating that the final headcount outcome may change once that process progresses.

Risks

  • The 2026 operating profit guidance of 2% to 6% depends on consumer conditions remaining broadly unchanged, creating sensitivity to any deterioration in consumer demand - impacts consumer goods and retail markets.
  • The stated workforce reduction of 5,000 to 6,000 roles excludes the integration of FIFCO businesses, so final headcount and related costs or synergies could differ once integration proceeds - impacts corporate operations and HR planning.
  • Sustaining margin expansion relies in part on delivering the targeted cost savings; if gross savings fall short of expectations, planned brand investment and margin gains could be constrained - impacts margins and brand strategies.

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