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All stocks · Consumer Defensive · Packaged Foods & Meats

Kraft Heinz KHC

Kraft Heinz scores weak on business quality (4.4 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$22.27Oct 9, 2026
Business qualityWeak
Next earningsOct 27, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What Kraft Heinz does

    Kraft Heinz sells condiments, sauces, and packaged foods globally, collecting cash from supermarkets and restaurants.

  2. What it does best

    Kraft Heinz dominates global condiment aisles, turning massive scale into a 33.5% gross margin that beats peer TSN at 6.9%.

  3. The main risk

    Shrinking top-line sales threaten cash flows as revenue contracted to $24.9 billion, squeezing the margins needed to service $21.2 billion of total debt.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 17.3%, landing in the top quartile of its sector, though negative return on equity reflects recent impairment hits.

MoatFair

Brand recognition secures shelf space with major grocers, though its 48th percentile gross margin rank shows limited pricing power over retail buyers.

GrowthSlow

Revenue growth is fading, falling to -3.5% annually as history shows consecutive drops from $26.6 billion in 2023.

Financial healthFair

Total debt sits at $21.2 billion against $3.7 billion in cash, while free cash flow reached $3.8 billion, keeping the balance sheet manageable but stagnant.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on KHC

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is KHC a good business?

Kraft Heinz scores weak on the Cluenex quality check (4.4 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health fair.

Are insiders buying KHC?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does KHC report earnings?

Oct 27, 2026, before the open.

For members

See KHC today

  • Today's verdict on KHC, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Kraft Heinz (KHC)”, https://cluenex.com/stocks/khc/, data as of Oct 10, 2026.