Kellanova

Kintermediary

Kellanova (formerly Kellogg Company's snacking spin-off) is a global snacking powerhouse built around Pringles, Cheez-It, and Pop-Tarts, with operations in over 180 countries.

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產品與營收

產品營收佔比

營收結構 ($13.1B)

靜態數據（加載即時財務…）

North America Snacks (42%)

International (38%)

North America Frozen/Other (20%)

業務部門構成與主要客戶

產品詳情

Pringles30%

Global stackable crisp brand and #1 in international salty snacks

Cheez-It / Snacks35%

US savory snack portfolio including Cheez-It, Pop-Tarts, Rice Krispies Treats

International Cereal20%

Kellogg's cereals sold outside North America

Frozen & Noodles15%

Eggo, MorningStar Farms, and international noodle products

供應鏈關係

主要客戶

Walmart Inc.

Snack and cereal retail distribution

影響: High — ~20% of US revenue

Costco Wholesale Corporation

Bulk snack and cereal sales

影響: Medium — warehouse channel

The Kroger Co.

Grocery shelf distribution

影響: Medium — major grocery partner

宏觀與市場背景

필수소비재行業新聞

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%

近期催化劑

◆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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企業資訊

總部

Chicago, Illinois, USA

成立時間

1906

員工人數

23,000+

官網

kellanova.com

行業概況 — 필수소비재

行業新聞