Kraft Heinz Company (KHC)

Kraft Heinz stock experienced a decline of 28.12% from October 2024 to October 2025, reaching a 52-week low. In July 2025, Kraft Heinz announced plans to split into two publicly traded companies by the second half of 2026. Analyst ratings during this period have been mixed. The company reported its Q2 2025 earnings on July 30, 2025. On October 22, 2025, Kraft Heinz announced the appointment of three new members to its board of directors. Kraft Heinz Canada and Maple Leaf Sports & Entertainment announced a new partnership on October 7, 2025. Kraft Heinz Company stock options showed high implied volatility on October 3, 2025.

Demand for Kraft Heinz products is subject to seasonal fluctuations influenced by weather, holidays, and school schedules. The holiday season typically sees increased demand for food products. Demand for preserved and processed foods and beverages can ease during certain quarters. Shifts in consumer behavior, such as increased at-home dining during the COVID-19 pandemic, can lead to a surge in demand for convenient meal solutions.

The Kraft Heinz Company is a multinational food company co-headquartered in Chicago and Pittsburgh. Formed in 2015 through a merger, it is the third-largest food and beverage company in North America and fifth-largest globally, operating in the consumer non-durables sector. The company manufactures and markets a diverse portfolio of food and beverage products worldwide, including condiments and sauces, cheese and dairy products, meals, snacks, and meat products, as well as refreshment beverages and coffee.

Kraft Heinz has a significant global presence, operating in over 190 countries and territories with offices across the United States, Canada, South America, Europe, Asia, and Australia. Key production facilities include ketchup manufacturing in Fremont, Ohio, and Muscatine, Iowa, and a large pickle factory in Holland, Michigan. The company has also expanded its European footprint with a factory expansion in Nijmegen, Netherlands.

Kraft Heinz's brand reputation has been influenced by several events, including a product recall of Oscar Mayer turkey bacon due to possible Listeria contamination in July 2025. In June 2025, the company announced its commitment to eliminate artificial colors from all its U.S. products by the end of 2027. In October 2025, Kraft Heinz advocated for unified federal standards for food ingredients. Nestlé, a partner in the Dairy Methane Action Alliance, withdrew from the initiative in October 2025.

The Kraft Heinz Company's ownership is primarily a mix of institutional and individual investors. Berkshire Hathaway Inc. is the largest shareholder. Other significant institutional investors include The Vanguard Group, BlackRock, Inc., State Street Corporation, and Geode Capital Management, LLC. Warren Buffett, through Berkshire Hathaway, is a key influencer, and 3G Capital also holds a substantial stake. Insider trading activity in recent months has shown some executives selling shares, while board members received stock awards.