Kraft Heinz (KHC)
Makes branded condiments, meals, snacks, beverages, cheese, coffee and meats for retail and foodservice.
Something off on this page? Send us feedback.
Kraft Heinz owns the labels in the middle of the supermarket — Heinz ketchup, Kraft mac and cheese, Oscar Mayer — and sells them by the truckload to a short list of large grocery chains. Shoppers have been buying less of them for three years. A new chief executive has shelved the plan to split the company in two, betting instead that heavy spending on advertising and new recipes can get the brands growing again.
Item facts: FY2025 · year ended Dec 27, 2025, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
9 in detail · 12 more below
Taste Elevation
Condiments, sauces and spreads — Heinz, Philadelphia, Classico, A1 — and nearly half of everything sold. It is the part being funded first, and the part already answering: Heinz is up worldwide so far this year, and up faster in emerging markets.
Competes with Hunt's ketchup (Conagra Brands) · Hellmann's mayonnaise (Unilever) · French's mustard (McCormick)
In plain English
Ketchup, mayonnaise, barbecue sauce, cream cheese, salad dressing — the jars and bottles that make plain food taste like something. Heinz is the anchor, and this is the part of the company that travels best across borders.
Grocery chains buy it by the pallet; shoppers replace it every few weeks, because a house runs out of ketchup the way it runs out of milk. That repeat habit makes this the steadiest piece of Kraft Heinz, and it is where the new advertising money went first. Roughly a quarter of its categories were holding or gaining share a year ago; by this spring it was most of them.
Global Away From Home
The restaurants, stadiums, hotels and school kitchens that buy Heinz portion packs, dispensers, sauces and bulk cheese. Kraft Heinz never says how big it is, but it turned from shrinking to growing this year — up about 3% last quarter.
Competes with Unilever Food Solutions (Unilever) · Flavor Solutions sauces (McCormick) · House-brand portion packs (Sysco)
In plain English
Every time a burger place hands over a foil-topped ketchup cup, or a hotel breakfast bar puts out a sauce pump, somebody had to buy that in bulk. This is the side of Kraft Heinz that sells to kitchens rather than to shoppers.
Chains and their distributors order portion packs, jugs and dispensers by the case. Disney's North American parks, resorts and cruise line have been buying that way since the summer. Almost everything else the company sells goes through grocery chains — Walmart alone is about a fifth of all sales — so every case sold to a kitchen is a dollar that no longer depends on that shelf.
Meats
Everything sold under Oscar Mayer — sliced lunchmeat, bacon, hot dogs — at 7.7% of sales and shrinking for over a year. Deli Fresh lunchmeat is the sore spot; redesigned packs are now nearly everywhere, and the worst comparisons run out this half.
Competes with Ball Park franks (Tyson Foods) · Hillshire Farm lunchmeat (Tyson Foods) · Fresh-sliced deli meat (Boar's Head)
In plain English
Cold cuts for sandwiches, a pack of bacon, a pack of franks. One brand, Oscar Mayer, carries the whole line, and it has been losing buyers since last summer — mostly in the sliced lunchmeat sold as Deli Fresh.
The money works on a delay. Kraft Heinz buys pork and beef from processors, and what it pays takes time to reach the shelf price, so a bad stretch squeezes from both ends. The repair is unglamorous: redesigned packs, now in almost every store, while bacon and hot dogs — which have held up better — carry the brand until sandwich meat recovers.
Cheese and Dairy
Kraft Singles, Velveeta and Cracker Barrel, at 6.6% of sales. Store brands hold more than half of the plain cheese Americans buy and have taken cream cheese sales too; management moved this line up its priority list in May rather than let it drift.
Competes with Sliced and shredded cheese (Sargento) · Store-brand cheese (Grocery chains)
In plain English
This is cheese built for convenience rather than for a cheeseboard: orange squares in plastic sleeves, a gold loaf in a box, blocks sold under Cracker Barrel. Cheap protein that keeps for weeks in a fridge door.
The trouble is that cheese is the easiest thing in the store for a supermarket to copy. Its own label sits beside Kraft's at a lower price, and store brands now account for more than half of the plain cheese sold in America. So this line lives or dies on whether a shopper will pay extra for a name on the wrapper — which is why the company moved cheese from manage-it-quietly to fund-it.
Substantial Snacking
Lunchables and P3 — chilled trays of meat, cheese and crackers, 6.1% of sales. Lunchables defined the lunch-kit aisle and is now defending it against a creator-founded rival and store-brand copies. What to watch: whether parents come back.
Competes with Armour LunchMakers (Smithfield Foods) · Lunchly kits (Lunchly) · Good & Gather lunch kits (Target)
In plain English
A plastic tray with compartments: round crackers, discs of meat, squares of cheese. Kraft Heinz makes the meat and the cheese itself, so a kit is partly the company selling its own lunchmeat and cheese back to itself at a better price.
Parents pay for convenience, and for years that was enough. Then the nutrition argument turned against the format — the kits were tested in the federal school-lunch program and pulled out of it — and new brands, one of them founded by online creators, took a slice of the shelf. The answer on the table is reformulated recipes and a new Snackables line, not a lower price.
Easy Ready Meals
Kraft Mac & Cheese, Ore-Ida potatoes, Heinz Beanz and frozen dinners — 16.3% of sales and the sharpest loss of shelf ground in the portfolio. Boxed mac has given up several points of US market share since 2022, and the frozen half was demoted rather than funded.
Competes with Goodles mac and cheese (Goodles) · Annie's Mac & Cheese (General Mills) · Birds Eye frozen sides (Conagra Brands)
In plain English
Dinner you can make in ten minutes: a blue box of macaroni, a bag of frozen fries, a tin of baked beans. Cheap, fast, bought without much thought — which is exactly the weakness.
When shoppers do start thinking, they switch. A small brand selling mac and cheese pitched on nutrition took a real share of the category inside three years, and the frozen side has been weak enough that management formally moved it down the priority list. Kraft Heinz doesn't even run the fry plant — an outside potato company makes Ore-Ida under an exclusive deal — so the fight here is over the recipe and the name on the box.
Hydration
Capri Sun, Kool-Aid, Crystal Light and MiO — 8.4% of sales, and the one space management names as growing. Its pouches take most of the US kids' drink-pouch dollars; the new push is electrolyte drinks aimed at adults.
Competes with Minute Maid juice drinks (The Coca-Cola Company) · Liquid I.V. hydration powder (Unilever) · Gatorade (PepsiCo)
In plain English
Drinks you punch a straw into, plus powders and squeeze bottles that turn tap water into something sweet. Capri Sun is the big one — the silver pouch in a lunchbox — and together with Kool-Aid's pouches the company takes most of the American kids' pouch-drink dollars.
It earns in small repeats — a few dollars at a time, bought most weeks, gone by Friday. Management moved this line to its top-priority tier in May and is pushing it toward grown-ups with an electrolyte Kool-Aid and a Capri Sun built for hydration. Sugar is the thing pushing both ways here: it is the worry about the sweet pouches and the opening for the electrolyte ones.
Desserts, Toppings and Baking
Jell-O, Cool Whip and Jet-Puffed marshmallows — 4.5% of sales and barely moving: about $281 million last quarter against $277 million a year earlier. Management said in February that desserts were back to gaining share, a quiet win in a shrinking portfolio.
Competes with Reddi-wip whipped topping (Conagra Brands) · Snack Pack pudding (Conagra Brands)
In plain English
Wobbly gelatin from a box, a tub of whipped topping in the freezer, a bag of marshmallows — the sweet end of the pantry. Recipes and habits handed down, which is why they keep selling without much being spent on them.
Nothing about this line is big, and it is not growing. Its job is to hold its ground without demanding much while the money and the attention go to sauces and drinks — and for now it is doing that, having stopped losing shelf space to rival whipped toppings and puddings.
Coffee
Maxwell House and Gevalia, at 3.5% of sales — one of the few lines that grew last year, and it grew on price rather than on more tins sold. The shelf price is the whole story here.
Competes with Folgers (J.M. Smucker) · Nescafé (Nestlé)
In plain English
Ground coffee in a tin, sold to households that reach for the same brand every week. Maxwell House is the mainstream supermarket name; Gevalia is the second brand alongside it.
Not much changes in this aisle except the price. The shelf price has been going up and the sales line went up with it, without a single extra tin leaving the warehouse — that is what lifted this business last year. It makes the line look healthier than the buying habit underneath it, and either way it is small change next to the sauce business.
Taste ElevationCondiments, sauces and spreads — Heinz, Philadelphia, Classico, A1 — and nearly half of everything sold. It is the part being funded first, and the part already answering: Heinz is up worldwide so far this year, and up faster in emerging markets.Condiments, sauces and spreads — Heinz, Philadelphia, Classico, A1 — and nearly half of everything sold. It is the part being funded first, and the part already answering: Heinz is up worldwide so far this year, and up faster in emerging markets.
In plain English
Ketchup, mayonnaise, barbecue sauce, cream cheese, salad dressing — the jars and bottles that make plain food taste like something. Heinz is the anchor, and this is the part of the company that travels best across borders.
Grocery chains buy it by the pallet; shoppers replace it every few weeks, because a house runs out of ketchup the way it runs out of milk. That repeat habit makes this the steadiest piece of Kraft Heinz, and it is where the new advertising money went first. Roughly a quarter of its categories were holding or gaining share a year ago; by this spring it was most of them.
Competes with Hunt's ketchup (Conagra Brands) · Hellmann's mayonnaise (Unilever) · French's mustard (McCormick)
Global Away From HomeThe restaurants, stadiums, hotels and school kitchens that buy Heinz portion packs, dispensers, sauces and bulk cheese. Kraft Heinz never says how big it is, but it turned from shrinking to growing this year — up about 3% last quarter.The restaurants, stadiums, hotels and school kitchens that buy Heinz portion packs, dispensers, sauces and bulk cheese. Kraft Heinz never says how big it is, but it turned from shrinking to growing this year — up about 3% last quarter.
In plain English
Every time a burger place hands over a foil-topped ketchup cup, or a hotel breakfast bar puts out a sauce pump, somebody had to buy that in bulk. This is the side of Kraft Heinz that sells to kitchens rather than to shoppers.
Chains and their distributors order portion packs, jugs and dispensers by the case. Disney's North American parks, resorts and cruise line have been buying that way since the summer. Almost everything else the company sells goes through grocery chains — Walmart alone is about a fifth of all sales — so every case sold to a kitchen is a dollar that no longer depends on that shelf.
Competes with Unilever Food Solutions (Unilever) · Flavor Solutions sauces (McCormick) · House-brand portion packs (Sysco)
MeatsEverything sold under Oscar Mayer — sliced lunchmeat, bacon, hot dogs — at 7.7% of sales and shrinking for over a year. Deli Fresh lunchmeat is the sore spot; redesigned packs are now nearly everywhere, and the worst comparisons run out this half.Everything sold under Oscar Mayer — sliced lunchmeat, bacon, hot dogs — at 7.7% of sales and shrinking for over a year. Deli Fresh lunchmeat is the sore spot; redesigned packs are now nearly everywhere, and the worst comparisons run out this half.
In plain English
Cold cuts for sandwiches, a pack of bacon, a pack of franks. One brand, Oscar Mayer, carries the whole line, and it has been losing buyers since last summer — mostly in the sliced lunchmeat sold as Deli Fresh.
The money works on a delay. Kraft Heinz buys pork and beef from processors, and what it pays takes time to reach the shelf price, so a bad stretch squeezes from both ends. The repair is unglamorous: redesigned packs, now in almost every store, while bacon and hot dogs — which have held up better — carry the brand until sandwich meat recovers.
Competes with Ball Park franks (Tyson Foods) · Hillshire Farm lunchmeat (Tyson Foods) · Fresh-sliced deli meat (Boar's Head)
Cheese and DairyKraft Singles, Velveeta and Cracker Barrel, at 6.6% of sales. Store brands hold more than half of the plain cheese Americans buy and have taken cream cheese sales too; management moved this line up its priority list in May rather than let it drift.Kraft Singles, Velveeta and Cracker Barrel, at 6.6% of sales. Store brands hold more than half of the plain cheese Americans buy and have taken cream cheese sales too; management moved this line up its priority list in May rather than let it drift.
In plain English
This is cheese built for convenience rather than for a cheeseboard: orange squares in plastic sleeves, a gold loaf in a box, blocks sold under Cracker Barrel. Cheap protein that keeps for weeks in a fridge door.
The trouble is that cheese is the easiest thing in the store for a supermarket to copy. Its own label sits beside Kraft's at a lower price, and store brands now account for more than half of the plain cheese sold in America. So this line lives or dies on whether a shopper will pay extra for a name on the wrapper — which is why the company moved cheese from manage-it-quietly to fund-it.
Competes with Sliced and shredded cheese (Sargento) · Store-brand cheese (Grocery chains)
Substantial SnackingLunchables and P3 — chilled trays of meat, cheese and crackers, 6.1% of sales. Lunchables defined the lunch-kit aisle and is now defending it against a creator-founded rival and store-brand copies. What to watch: whether parents come back.Lunchables and P3 — chilled trays of meat, cheese and crackers, 6.1% of sales. Lunchables defined the lunch-kit aisle and is now defending it against a creator-founded rival and store-brand copies. What to watch: whether parents come back.
In plain English
A plastic tray with compartments: round crackers, discs of meat, squares of cheese. Kraft Heinz makes the meat and the cheese itself, so a kit is partly the company selling its own lunchmeat and cheese back to itself at a better price.
Parents pay for convenience, and for years that was enough. Then the nutrition argument turned against the format — the kits were tested in the federal school-lunch program and pulled out of it — and new brands, one of them founded by online creators, took a slice of the shelf. The answer on the table is reformulated recipes and a new Snackables line, not a lower price.
Competes with Armour LunchMakers (Smithfield Foods) · Lunchly kits (Lunchly) · Good & Gather lunch kits (Target)
Easy Ready MealsKraft Mac & Cheese, Ore-Ida potatoes, Heinz Beanz and frozen dinners — 16.3% of sales and the sharpest loss of shelf ground in the portfolio. Boxed mac has given up several points of US market share since 2022, and the frozen half was demoted rather than funded.Kraft Mac & Cheese, Ore-Ida potatoes, Heinz Beanz and frozen dinners — 16.3% of sales and the sharpest loss of shelf ground in the portfolio. Boxed mac has given up several points of US market share since 2022, and the frozen half was demoted rather than funded.
In plain English
Dinner you can make in ten minutes: a blue box of macaroni, a bag of frozen fries, a tin of baked beans. Cheap, fast, bought without much thought — which is exactly the weakness.
When shoppers do start thinking, they switch. A small brand selling mac and cheese pitched on nutrition took a real share of the category inside three years, and the frozen side has been weak enough that management formally moved it down the priority list. Kraft Heinz doesn't even run the fry plant — an outside potato company makes Ore-Ida under an exclusive deal — so the fight here is over the recipe and the name on the box.
Competes with Goodles mac and cheese (Goodles) · Annie's Mac & Cheese (General Mills) · Birds Eye frozen sides (Conagra Brands)
HydrationCapri Sun, Kool-Aid, Crystal Light and MiO — 8.4% of sales, and the one space management names as growing. Its pouches take most of the US kids' drink-pouch dollars; the new push is electrolyte drinks aimed at adults.Capri Sun, Kool-Aid, Crystal Light and MiO — 8.4% of sales, and the one space management names as growing. Its pouches take most of the US kids' drink-pouch dollars; the new push is electrolyte drinks aimed at adults.
In plain English
Drinks you punch a straw into, plus powders and squeeze bottles that turn tap water into something sweet. Capri Sun is the big one — the silver pouch in a lunchbox — and together with Kool-Aid's pouches the company takes most of the American kids' pouch-drink dollars.
It earns in small repeats — a few dollars at a time, bought most weeks, gone by Friday. Management moved this line to its top-priority tier in May and is pushing it toward grown-ups with an electrolyte Kool-Aid and a Capri Sun built for hydration. Sugar is the thing pushing both ways here: it is the worry about the sweet pouches and the opening for the electrolyte ones.
Competes with Minute Maid juice drinks (The Coca-Cola Company) · Liquid I.V. hydration powder (Unilever) · Gatorade (PepsiCo)
Desserts, Toppings and BakingJell-O, Cool Whip and Jet-Puffed marshmallows — 4.5% of sales and barely moving: about $281 million last quarter against $277 million a year earlier. Management said in February that desserts were back to gaining share, a quiet win in a shrinking portfolio.Jell-O, Cool Whip and Jet-Puffed marshmallows — 4.5% of sales and barely moving: about $281 million last quarter against $277 million a year earlier. Management said in February that desserts were back to gaining share, a quiet win in a shrinking portfolio.
In plain English
Wobbly gelatin from a box, a tub of whipped topping in the freezer, a bag of marshmallows — the sweet end of the pantry. Recipes and habits handed down, which is why they keep selling without much being spent on them.
Nothing about this line is big, and it is not growing. Its job is to hold its ground without demanding much while the money and the attention go to sauces and drinks — and for now it is doing that, having stopped losing shelf space to rival whipped toppings and puddings.
Competes with Reddi-wip whipped topping (Conagra Brands) · Snack Pack pudding (Conagra Brands)
CoffeeMaxwell House and Gevalia, at 3.5% of sales — one of the few lines that grew last year, and it grew on price rather than on more tins sold. The shelf price is the whole story here.Maxwell House and Gevalia, at 3.5% of sales — one of the few lines that grew last year, and it grew on price rather than on more tins sold. The shelf price is the whole story here.
In plain English
Ground coffee in a tin, sold to households that reach for the same brand every week. Maxwell House is the mainstream supermarket name; Gevalia is the second brand alongside it.
Not much changes in this aisle except the price. The shelf price has been going up and the sales line went up with it, without a single extra tin leaving the warehouse — that is what lifted this business last year. It makes the line look healthier than the buying habit underneath it, and either way it is small change next to the sauce business.
Competes with Folgers (J.M. Smucker) · Nescafé (Nestlé)
Named in filings, launches and programs
- PhiladelphiaBrandCream cheese, counted with the sauces and spreads rather than with cheese; roughly three of every five US cream cheese dollars, with store labels chipping away.
- Philadelphia Sweet HeatProduct · AnnouncedA sweet-and-spicy cream cheese made with Mike's Hot Honey, unveiled in September 2026 — the brand's first sweet-heat flavour in the US.
- PowerMac & CheeseProduct · RampingHigher-protein boxed macaroni, Kraft's answer to the nutrition-led newcomers; in roughly 35,000 stores as of August 2026.
- Ore-IdaBrandFrozen potatoes sold under Kraft Heinz's name but made by J.R. Simplot, which owns the plant, under an exclusive deal running since 2022.
- Lunchables SnackablesProduct · AnnouncedA new Lunchables line management named as part of the fix for the kit business, alongside reformulated recipes.
- Capri Sun HydrateProduct · RampingA hydration version of the pouch stepping onto the sports-drink shelf, paired with an electrolyte Kool-Aid aimed at hydration powders.
- Primal KitchenBrandA condiment brand inside the sauces and spreads line, listed with Heinz, Kraft, Classico and A1.
- Other productsProduct lineThe leftover line — $395 million in FY2025, 1.6% of sales — and Kraft Heinz does not say what sits inside it.
- North AmericaSegmentAbout three-quarters of sales, and where the shrinkage is: underlying sales fell roughly 3% in the latest quarter.
- Emerging MarketsSegment · RampingAbout an eighth of sales and the fastest-growing part of the company, up 8.5% in the latest quarter, with Indonesia the one drag.
- Europe and Pacific Developed MarketsSegmentRenamed from International Developed Markets in July 2026; about a seventh of sales, close to flat.
- Disney allianceCustomer programTen Kraft Heinz brands across Disney's North American parks, resorts and cruise line since July 2026, plus media tie-ins; terms undisclosed.
PhiladelphiaBrand
Cream cheese, counted with the sauces and spreads rather than with cheese; roughly three of every five US cream cheese dollars, with store labels chipping away.
Philadelphia Sweet HeatProduct · Announced
A sweet-and-spicy cream cheese made with Mike's Hot Honey, unveiled in September 2026 — the brand's first sweet-heat flavour in the US.
PowerMac & CheeseProduct · Ramping
Higher-protein boxed macaroni, Kraft's answer to the nutrition-led newcomers; in roughly 35,000 stores as of August 2026.
Ore-IdaBrand
Frozen potatoes sold under Kraft Heinz's name but made by J.R. Simplot, which owns the plant, under an exclusive deal running since 2022.
Lunchables SnackablesProduct · Announced
A new Lunchables line management named as part of the fix for the kit business, alongside reformulated recipes.
Capri Sun HydrateProduct · Ramping
A hydration version of the pouch stepping onto the sports-drink shelf, paired with an electrolyte Kool-Aid aimed at hydration powders.
Primal KitchenBrand
A condiment brand inside the sauces and spreads line, listed with Heinz, Kraft, Classico and A1.
Other productsProduct line
The leftover line — $395 million in FY2025, 1.6% of sales — and Kraft Heinz does not say what sits inside it.
North AmericaSegment
About three-quarters of sales, and where the shrinkage is: underlying sales fell roughly 3% in the latest quarter.
Emerging MarketsSegment · Ramping
About an eighth of sales and the fastest-growing part of the company, up 8.5% in the latest quarter, with Indonesia the one drag.
Europe and Pacific Developed MarketsSegment
Renamed from International Developed Markets in July 2026; about a seventh of sales, close to flat.
Disney allianceCustomer program
Ten Kraft Heinz brands across Disney's North American parks, resorts and cruise line since July 2026, plus media tie-ins; terms undisclosed.