Company Dossier · Consumer Staples
Kraft Heinz
- S&P 500
- Russell 1000
What Kraft Heinz is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 27, 2026: $24.9 billion, down 1.6% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 27, 2026: $3.82 billion, up 9.5% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 27, 2026: $0.81 billion, down 11% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 27, 2025: $0.44 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 27, 2025: $1.62 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 3 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 12, 2026): 5 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q2 2026: $4.6 million on the open market.SEC Form 4
- 1,120 institutional managers reported a position at June 30, 2026 (+23 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 18 (15 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 2 — latest OSHA inspection, Jul 7, 2026 →
Company Posture
How Company Posture is measured →What Kraft Heinz is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending36th pct
- Debt raised—
- Buybacks vs capex86th pct
- Hiring filings34th pct
- Deals and private raises49th pct
- Patent publications77th pct
Confident ↔ Hedging
Mixed
- Call sentiment73rd pct
- Call confidence46th pct
- Guidance changes61st pct
- Risk factors added14th pct
- Insider open-market trades91st pct
- + Insider open-market trades
- + Call sentiment
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver79th pct
- Stress filings96th pct
Credit
How these are built →Kraft Heinz's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$19.0B
- Due within a year $1.4B
- Longer term $17.6B
- Default point $10.2B (short + ½ long)
Finance leases included · Jun 27, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 7, 2026 | €500M | 3.500% | 2031 (5y) | +100bp | 3.695% |
| May 7, 2026 | €500M | 3.950% | 2034 (8y) | +119bp | 4.065% |
| Feb 20, 2025 | €600M | 3.250% | 2033 (8y) | +97bp | 3.399% |
| Feb 19, 2025 | $500M | 5.200% | 2032 (7y) | +77bp | 5.234% |
| Feb 19, 2025 | $500M | 5.400% | 2035 (10y) | +87bp | 5.409% |
| Feb 27, 2024 | €550M | 3.500% | 2029 (5y) | +116bp | 3.565% |
From the pricing term sheets Kraft Heinz filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Kraft Heinz, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralKraft Heinz (KHC) Stock Rises 0.7% After Seven-Day Slide Amid Mixed Analyst Views
gurufocus.com · via Marketaux · Oct 6, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (THE KRAFT HEINZ COMPANY)third_quarter 2026 · $0.3 million
- Oct 19, 2026LobbyingLobbying report (WILMER CUTLER PICKERING HALE AND DORR LLP)third_quarter 2026 · $0.1 million
- Oct 14, 2026LobbyingLobbying report (THE RUSSELL GROUP, INC.)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 6, 20268-KDirector or officer changeItem 5.02
- Oct 6, 2026Patent
- Aug 26, 20268-KDelisting notice or listing transferItem 3.01
- Aug 25, 2026PatentPatent granted: PACKAGED FOOD PRODUCTUS 12715672
- Aug 25, 2026Patent
- Aug 18, 2026Patent
- Aug 6, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026
- Jul 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (THE KRAFT HEINZ COMPANY)second_quarter 2026 · $0.3 million
- Jul 7, 2026Risk event
- Jul 7, 2026Risk event
- Jun 18, 20268-KDirector or officer changeItem 5.02
- May 21, 20268-KMaterial agreement signedItem 1.01
- May 19, 20268-KShareholder vote resultsItem 5.07
- Feb 18, 20268-KDirector or officer changeItem 5.02
- Feb 12, 202610-KAnnual report (10-K)5 risk factors added, 1 removed
- Dec 16, 20258-KDirector or officer changeItem 5.02
- Oct 22, 20258-KDirector or officer changeItem 5.02
- Sep 18, 2025Risk event
- Sep 2, 20258-KDirector or officer changeItem 5.02
- Jul 9, 20258-KDirector or officer changeItem 5.02
- Jul 8, 20258-KMaterial agreement signedItem 1.01
- Jun 17, 20258-KDirector or officer changeItem 5.02
- May 20, 20258-KDirector or officer changeItem 5.02
- May 13, 20258-KShareholder vote resultsItem 5.07
- Apr 29, 2025Risk event
- Mar 12, 2025Risk event
- Mar 10, 2025Risk event
- Feb 26, 2025Risk event
- Feb 25, 20258-KMaterial agreement signedItem 1.01
- Feb 25, 2025Risk event
- Feb 13, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 13, 2025Risk event
- Nov 15, 20248-KDirector or officer changeItem 5.02
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Pilgrim's Pride PPC | $18.4B | $0.8B | Jun 28, 2026 |
| General Mills GIS | $18.3B | $1.6B | Aug 30, 2026 |
| Mondelez International MDLZ | $39.3B | $2.6B | Mar 31, 2026 |
| Smithfield Foods SFD | $15.5B | — | Jun 28, 2026 |
| Hershey Company (The) HSY | $12.2B | $2.2B | Jun 28, 2026 |
| Hormel Foods HRL | $12.2B | $0.8B | Jul 26, 2026 |
| Conagra Brands CAG | $11.2B | $0.9B | Aug 30, 2026 |
| Tyson Foods TSN | $55.7B | $1.2B | Jun 27, 2026 |