The Kraft Heinz Company
KHC
Jodie situation report
The Kraft Heinz Company's move is being confirmed by its market group.
KHC accounts for 10.4% of the group's measured movement across 4.6 effective names. raw member direction is mixed; 0 of 8 SPY-adjusted paths align to the mixed. Capital-flow agreement is 10%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
MKC, INGR, CMCSA moved materially before KHC. KHC crossed its material path threshold at 13:00 ET. SJM, CPB, CAG followed.
- Revenue increased 0.8% versus the comparable filing period.
- Operating margin fell 1.0 percentage points.
5 of 8 members in Packaged Foods & Beverages are active. 0 of 5 disclosed connections are confirming.
- At least 6 of 8 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as MDLZ begins moving with the group.
Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.
Who this business touches
The relationships behind KHC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
PKGPackaging Corporation of AmericasupplierFeb 12, 2026 ▾
“Raw Materials and Packaging: We manufacture (and contract for the manufacture of) our products from a wide variety of raw materials.”
WMTWalmart Inc.customerFeb 12, 2026 ▾
“Our largest customer, Walmart Inc., represented approximately 21% of our net sales in 2025, 2024, and 2023.”
Depended on by
BYNDBeyond Meat, Inc.competitorApr 9, 2026 ▾
“We believe that we compete with both conventional animal-protein companies, such as Cargill, Hormel Foods, JBS, Perdue Foods and Tyson Foods, and also plant-based meat brands, including brands affiliated with conventional animal-protein companies and other la…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
KHC is currently a Early Follower in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.