Kraft Heinz (KHC)
Consumer Staples · Packaged food and beverages
A global food and beverage manufacturer operating iconic brands like Kraft, Heinz, and Oscar Mayer, currently paused on a planned separation into two independent companies.
What Kraft Heinz does
Kraft Heinz is a global food and beverage company with approximately $25 billion in annual net sales, operating through eight consumer-driven product platforms across four geographic segments: North America, International Developed Markets, West and East Emerging Markets, and Asia Emerging Markets. The company manufactures and sells branded food and beverage products including condiments, processed meats, dairy, coffee, and snacks to consumers and retailers worldwide. In September 2025, the company announced its intention to separate into two independent publicly traded companies through a tax-free spin-off, though in February 2026 the Board paused this work.
Themes: ["packaged foods","iconic consumer brands","global food distribution","commodity-dependent manufacturing","retail customer concentration","emerging markets expansion","corporate transformation","potential spin-off"]
Fundamentals
- Price$24.68 as of 2026-07-09 close
- Market cap$29.4B as of 2026-07-10
- 1-year return-5.7% as of 2026-07-09 close
- Net margin-23.1% as of 2026-07-10
- Gross margin+33.9% as of 2026-07-10
- ROE-13.9% as of 2026-07-10
- Debt / equity0.50 as of 2026-07-10
- Revenue growth (YoY)-1.8% as of 2026-07-10
- Beta0.09 as of 2026-07-10
Dividend: yield +6.4%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Highly competitive industry with pressure from private label products and changing consumer preferences, with the company facing challenges in predicting demand shifts and maintaining market share in evolving categories","Dependence on key retail customers and significant commodity input cost volatility (dairy, meat, sugar, oils, grains, packaging materials) creating margin pressure and operational uncertainty","Planned company separation is paused as of February 2026, creating potential negative market impacts, strategic uncertainty, and reputational risk if the separation cannot be completed; additionally, the company is currently unprofitable with negative net margins and declining revenue growth"]
Competitors & peers
- General Mills
- Mondelez International
- Conagra Brands
- Campbell Soup Company
- Hormel Foods
- Nestlé
- Pepsi Co Frito-Lay
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.