Organic sales slipped 1.3% in Kraft Heinz's second quarter, as a 1.3% benefit from inflation-driven pricing was offset by a 2.6% pullback in volumes. The adjusted operating margin contracted 350 basis points to 16.6%, reflecting inflationary headwinds and stepped-up brand spending.
Tempered exposure to private label (11% now versus 17% in 2019) and enhanced agility in responding to consumer trends should negate any lasting downdraft in Kraft Heinz's volume.
Inflation from coffee, eggs, and meats (exacerbated by tariffs) has yet to abate. Volumes may languish amid tempered consumer spending.
|
Metric
|
KHC
|
GIS
|
CPB
|
|---|---|---|---|
Price/Earnings (Normalized) | 9.93 | 10.39 | 9.60 |
Price/Book Value | 0.83 | 2.67 | 1.71 |
Price/Sales | 1.20 | 1.08 | 0.69 |
Price/Cash Flow | 7.75 | 7.50 | 5.36 |
|
Metric
|
KHC
|
GIS
|
CPB
|
|---|---|---|---|
Quick Ratio | 0.57 | 0.35 | 0.32 |
Current Ratio | 1.06 | 0.68 | 0.87 |
Interest Coverage | −4.59 | 1.66 | 3.37 |
|
Metric
|
KHC
|
GIS
|
CPB
|
|---|---|---|---|
Return on Assets (Normalized) | 3.58% | 5.93% | 4.76% |
Return on Equity (Normalized) | 7.08% | 21.35% | 18.14% |
Return on Invested Capital (Normalized) | 5.47% | 10.05% | 8.80% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Nestle SA ADR
NSRGY
| LOCK|$bk@lh | LOCK|n@m | $257B | |||
| Danone SA ADR
DANOY
| LOCK|>>>^jy | LOCK|>SGqm | $51B | |||
| General Mills Inc
GIS
| LOCK|m$Xr?>M | LOCK|LP#kh | $20B | |||
| McCormick & Co Inc Ordinary Shares (Non Voting)
MKC
| LOCK|CWy%x?m | LOCK|F! | $14B | |||
| Hormel Foods Corp
HRL
| LOCK|$SS%g<t | LOCK|npZl! | $14B | |||
| JM Smucker Co
SJM
| LOCK|kMn | LOCK|sG^ | $13B | |||
| The Magnum Ice Cream Co NV
MICC
| LOCK|!Kb&!l | LOCK|<>z | $12B | |||
| Lamb Weston Holdings Inc
LW
| LOCK|&pq | LOCK|>@P%Y | $7B | |||
| The Campbell's Co
CPB
| LOCK|z<FXY%y | LOCK|T>R | $7B |
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United States