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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产品与营收

产品营收占比

营收构成 ($25.8B)

静态数据（加载实时财务…）

North America Retail (75%)

International (15%)

Foodservice (10%)

业务板块构成与主要客户

产品详情

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.

供应链关系

主要客户

Walmart Inc.

Packaged foods

影响: ~25% of revenue

Costco Wholesale Corporation

Packaged foods

影响: major retailer

宏观与市场背景

필수소비재行业新闻

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%

近期催化剂

◆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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企业信息

总部

Chicago, IL

成立时间

2015

员工人数

36,000

官网

kraftheinzcompany.com

行业概况 — 필수소비재

行业新闻