Kraft Heinz vs ADM
This page compares Kraft Heinz Company, The and Archer-Daniels-Midland Co., examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how each company operates, the sectors they serve, and the factors shaping their competitive landscapes. Educational content, not financial advice.
This page compares Kraft Heinz Company, The and Archer-Daniels-Midland Co., examining their business models, financial performance, and market context. It presents neutral, accessible information to h...
Why It's Moving
Kraft Heinz draws institutional buying amid corporate split plans and steady dividend payout.
- State Street Corp increased its KHC holdings by 1.0% in Q2, lifting investor interest despite recent underperformance versus the S&P 500.
- Board declared a reliable $0.40 quarterly dividend, underscoring cash flow strength from powerhouse brands even as Q3 sales dipped 2.3% year-over-year.
- Split into sauces/spreads powerhouse (Heinz, Kraft Mac & Cheese) and meats/snacks unit (Oscar Mayer, Lunchables) aims to boost agility and efficiency in a tough consumer environment.
ADM Delivers Q3 Earnings Amid Headwinds, Flags Softer 2025 Outlook on Trade and Policy Uncertainty
- Q3 segment operating profit fell 19% year-over-year to $845 million, driven by biodiesel and refining margin squeezes from deferred biofuel policies restraining North American demand.
- Year-to-date earnings before taxes plunged 51% to $779 million, with Ag Services & Oilseeds hit hard by trade uncertainty and 75% drop in crushing margins.
- Nutrition segment posted sequential profit growth and record Flavors revenue in North America, while Carbohydrate Solutions benefited from improved ethanol margins.
Kraft Heinz draws institutional buying amid corporate split plans and steady dividend payout.
- State Street Corp increased its KHC holdings by 1.0% in Q2, lifting investor interest despite recent underperformance versus the S&P 500.
- Board declared a reliable $0.40 quarterly dividend, underscoring cash flow strength from powerhouse brands even as Q3 sales dipped 2.3% year-over-year.
- Split into sauces/spreads powerhouse (Heinz, Kraft Mac & Cheese) and meats/snacks unit (Oscar Mayer, Lunchables) aims to boost agility and efficiency in a tough consumer environment.
ADM Delivers Q3 Earnings Amid Headwinds, Flags Softer 2025 Outlook on Trade and Policy Uncertainty
- Q3 segment operating profit fell 19% year-over-year to $845 million, driven by biodiesel and refining margin squeezes from deferred biofuel policies restraining North American demand.
- Year-to-date earnings before taxes plunged 51% to $779 million, with Ag Services & Oilseeds hit hard by trade uncertainty and 75% drop in crushing margins.
- Nutrition segment posted sequential profit growth and record Flavors revenue in North America, while Carbohydrate Solutions benefited from improved ethanol margins.
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Published: July 14, 2025
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Explore BasketInvestment Analysis
Kraft Heinz
KHC
Pros
- Kraft Heinz offers a high dividend yield above 6%, supported by strong free cash flow generation.
- The company has a large market capitalisation and a well-established global brand portfolio.
- Recent earnings per share exceeded analyst expectations, indicating some operational resilience.
Considerations
- Revenue has declined over the past year, with ongoing organic sales weakness in key markets.
- Profitability remains weak, with negative net income and low return on equity compared to peers.
- Analysts have lowered price targets and revised 2025 guidance, reflecting persistent margin and growth challenges.
ADM
ADM
Pros
- Archer-Daniels-Midland benefits from diversified global operations across food, beverage, and agricultural supply chains.
- The company maintains a solid balance sheet and consistent cash flow, supporting its dividend stability.
- ADM has exposure to growing demand for plant-based ingredients and sustainable food solutions.
Considerations
- ADM's returns on equity have been relatively low compared to industry averages over recent years.
- The business is sensitive to commodity price volatility, which can impact margins unpredictably.
- Organic growth has been modest, with limited upside from new product innovation or market share gains.
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