Kraft Heinz vs General Mills

Kraft Heinz Company, The and General Mills, Inc. This page compares their business models, financial performance, and market context in a neutral, accessible manner to help readers understand how these manufacturers operate and compete. Educational content, not financial advice.

Kraft Heinz Company, The and General Mills, Inc. This page compares their business models, financial performance, and market context in a neutral, accessible manner to help readers understand how thes...

Comparison Snapshot

Key Financial Metrics

KHC

Metric

GIS

$27.82B

Market Cap

$24.34B

10.35%

Potential Profit

14.05%

Hold

Analyst Rating

Hold

Why It's Moving

KHC Outpaces Market Amid Options Buzz and Earnings Anticipation

New February 2026 options launched with cheap puts at $23 strike and calls offering 2% potential return if exercised, signaling trader bets on modest upside from current levels around $23.50.
Stock surged 1.64% to $23.58 in latest session, topping S&P 500's 0.5% gain, while forward P/E of 9.2 undervalues it against industry average of 14.
Q4 2025 earnings due February 11 with consensus EPS at $0.61 (down 27%) and revenue $6.39B (down 3%), putting focus on any positive estimate revisions or split progress.

Sentiment:

⚖️Neutral

General Mills Beats Q2 Earnings Forecasts, Sparking Pre-Market Gains Amid Strategic Optimism

EPS beat estimates by 7.84% at $1.10 versus $1.02 expected, with revenue topping $4.78 billion forecast, boosting pre-market stock rise of 1.55%.
Strong progress on 'remarkability agenda' drove better volume and sales trends quarter-over-quarter, led by brands like Old El Paso, Nature Valley, and pet food lines Tastefuls and Tiki Cat.
Guidance held steady for fiscal 2026 with organic net sales flat to up 1% and second-half improvements expected from innovations, offsetting profit pressures from investments and divestitures.

Sentiment:

🐃Bullish

KHC Outpaces Market Amid Options Buzz and Earnings Anticipation

New February 2026 options launched with cheap puts at $23 strike and calls offering 2% potential return if exercised, signaling trader bets on modest upside from current levels around $23.50.
Stock surged 1.64% to $23.58 in latest session, topping S&P 500's 0.5% gain, while forward P/E of 9.2 undervalues it against industry average of 14.
Q4 2025 earnings due February 11 with consensus EPS at $0.61 (down 27%) and revenue $6.39B (down 3%), putting focus on any positive estimate revisions or split progress.

Sentiment:

⚖️Neutral

General Mills Beats Q2 Earnings Forecasts, Sparking Pre-Market Gains Amid Strategic Optimism

EPS beat estimates by 7.84% at $1.10 versus $1.02 expected, with revenue topping $4.78 billion forecast, boosting pre-market stock rise of 1.55%.
Strong progress on 'remarkability agenda' drove better volume and sales trends quarter-over-quarter, led by brands like Old El Paso, Nature Valley, and pet food lines Tastefuls and Tiki Cat.
Guidance held steady for fiscal 2026 with organic net sales flat to up 1% and second-half improvements expected from innovations, offsetting profit pressures from investments and divestitures.

Sentiment:

🐃Bullish

Investment Analysis

Kraft Heinz

KHC

Pros

Kraft Heinz maintains a substantial institutional ownership of approximately 78%, indicating strong confidence from large investors in its long-term prospects.
The company has demonstrated an ability to generate gross profit with recent gross profit reported at $2.18 billion, suggesting potential for operational improvements.
Stock price forecasts suggest a potential upside with predicted average price increases of around 35% for 2025 compared to recent prices.

Considerations

Kraft Heinz's 2025 earnings guidance was revised down slightly below analyst expectations, reflecting challenges in meeting consensus forecasts.
The company reported negative profitability metrics recently, including a negative EBIT margin of -30% and an ROE of -9.62%, indicating operational and financial difficulties.
Organic net sales and revenue have declined year-over-year, with updated 2025 guidance projecting a 3%-3.5% decline in organic sales and a significant drop in adjusted operating income.

General Mills

GIS

Pros

General Mills shows a strong return on equity near 31%, indicating efficient use of shareholder capital and robust profitability.
The company typically exhibits lower volatility than Kraft Heinz, suggesting a more stable stock price performance.
General Mills has a diverse product portfolio and a solid market position in the packaged food industry, supporting steady revenue streams.

Considerations

General Mills faces exposure to commodity cost inflation and supply chain challenges, which can pressure margins and earnings.
The food industry’s mature market limits high growth potential, potentially constraining significant top-line expansion.
Macroeconomic factors such as consumer spending patterns and changing dietary trends may pose demand risks for General Mills’ products.

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