The Kraft Heinz Company

KHCleader

Kraft Heinz is one of the world's largest packaged food companies, created by the 2015 merger of Kraft Foods and H.J. Heinz. It owns some of the most iconic food brands but has faced persistent volume declines as consumers shift to fresher, less processed foods.

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製品と売上

製品別売上シェア

売上内訳 ($25.8B)

静的データ（リアルタイム財務ロード中…）

North America Retail (75%)

International (15%)

Foodservice (10%)

セグメント構成と主要顧客

製品詳細

Condiments & Sauces35%

Heinz ketchup, Frank's RedHot, A.1. Steak Sauce, and other condiment brands — the company's strongest competitive moat.

Cheese & Dairy25%

Kraft cheese slices, Velveeta, and Philadelphia cream cheese.

Meats & Proteins20%

Oscar Mayer lunch meats, hot dogs, and bacon.

Meals & Sides20%

Kraft mac & cheese, Jell-O, and other convenience foods.

サプライチェーン関係

主要顧客

Walmart Inc.

Packaged foods

影響: ~25% of revenue

Costco Wholesale Corporation

Packaged foods

影響: major retailer

マクロ・市場概況

필수소비재セクターニュース

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

次の主要イベント

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

AI分析

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企業情報

本社所在地

Chicago, IL

設立

2015

従業員数

36,000

ウェブサイト

kraftheinzcompany.com

セクター概況 — 필수소비재

セクターニュース