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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產品與營收

產品營收佔比

營收結構 ($25.8B)

靜態數據（加載即時財務…）

North America Retail (75%)

International (15%)

Foodservice (10%)

業務部門構成與主要客戶

產品詳情

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.

供應鏈關係

主要客戶

Walmart Inc.

Packaged foods

影響: ~25% of revenue

Costco Wholesale Corporation

Packaged foods

影響: major retailer

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, IL

成立時間

2015

員工人數

36,000

官網

kraftheinzcompany.com

行業概況 — 필수소비재

行業新聞