Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Packaged Foods Stocks

Packaged Foods: JBS N.V. owns the largest revenue base; Once Upon A Farm, PBC has the fastest current growth.

01 · the industry itself · before any single company

How has Packaged Foods moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 60% behind S&P 500. Earnings across its companies fell 12% on average over the last four reported quarters.

TURNING · ahead 1w~Price down, no fundamental support16 of 40 companies ahead of S&P 500 by 5% or more over three months3 are 20% or more behind over a year while earnings grew 20% or more

RS ↑1w · 20/39 >200d (+3) · 16/40 lead (+5) · EPS 21/39↑

20030020262025202420232022 193348 TRAILING 12-MONTH EPS · 100 AT THE START0100104Jun 22Dec 22Jun 23Dec 23Jun 24Dec 24Jun 25Dec 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 16 reporting · thin coverageJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 26 reportingSep 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 27 reportingDec 2022 · trailing 12-month earnings per share at 103, against 100 at the start · no comparable year yet · 32 reportingMar 2023 · trailing 12-month earnings per share at 104, against 100 at the start · up 14.5% on a year ago · 22 reportingJun 2023 · trailing 12-month earnings per share at 98, against 100 at the start · down 2.4% on a year ago · 26 reportingSep 2023 · trailing 12-month earnings per share at 92, against 100 at the start · down 12.0% on a year ago · 32 reportingDec 2023 · trailing 12-month earnings per share at 85, against 100 at the start · down 12.8% on a year ago · 29 reportingMar 2024 · trailing 12-month earnings per share at 96, against 100 at the start · up 6.1% on a year ago · 26 reportingJun 2024 · trailing 12-month earnings per share at 99, against 100 at the start · up 5.8% on a year ago · 28 reportingSep 2024 · trailing 12-month earnings per share at 95, against 100 at the start · up 2.4% on a year ago · 28 reportingDec 2024 · trailing 12-month earnings per share at 102, against 100 at the start · up 3.4% on a year ago · 29 reportingMar 2025 · trailing 12-month earnings per share at 103, against 100 at the start · down 5.6% on a year ago · 27 reportingJun 2025 · trailing 12-month earnings per share at 94, against 100 at the start · up 0.8% on a year ago · 28 reportingSep 2025 · trailing 12-month earnings per share at 98, against 100 at the start · down 1.9% on a year ago · 28 reportingDec 2025 · trailing 12-month earnings per share at 97, against 100 at the start · up 0.0% on a year ago · 25 reportingMar 2026 · trailing 12-month earnings per share at 88, against 100 at the start · down 10.1% on a year ago · 28 reportingJun 2026 · trailing 12-month earnings per share at 21, against 100 at the start · down 37.5% on a year ago · 10 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two21No earnings on file this far back — the price series reaches further than the filings do
20030020262025202420232022 193348 TRAILING 12-MONTH EPS · 100 AT THE START0100104Jun 22Jun 23Jun 24Jun 25Jun 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 16 reporting · thin coverageJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 26 reportingSep 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 27 reportingDec 2022 · trailing 12-month earnings per share at 103, against 100 at the start · no comparable year yet · 32 reportingMar 2023 · trailing 12-month earnings per share at 104, against 100 at the start · up 14.5% on a year ago · 22 reportingJun 2023 · trailing 12-month earnings per share at 98, against 100 at the start · down 2.4% on a year ago · 26 reportingSep 2023 · trailing 12-month earnings per share at 92, against 100 at the start · down 12.0% on a year ago · 32 reportingDec 2023 · trailing 12-month earnings per share at 85, against 100 at the start · down 12.8% on a year ago · 29 reportingMar 2024 · trailing 12-month earnings per share at 96, against 100 at the start · up 6.1% on a year ago · 26 reportingJun 2024 · trailing 12-month earnings per share at 99, against 100 at the start · up 5.8% on a year ago · 28 reportingSep 2024 · trailing 12-month earnings per share at 95, against 100 at the start · up 2.4% on a year ago · 28 reportingDec 2024 · trailing 12-month earnings per share at 102, against 100 at the start · up 3.4% on a year ago · 29 reportingMar 2025 · trailing 12-month earnings per share at 103, against 100 at the start · down 5.6% on a year ago · 27 reportingJun 2025 · trailing 12-month earnings per share at 94, against 100 at the start · up 0.8% on a year ago · 28 reportingSep 2025 · trailing 12-month earnings per share at 98, against 100 at the start · down 1.9% on a year ago · 28 reportingDec 2025 · trailing 12-month earnings per share at 97, against 100 at the start · up 0.0% on a year ago · 25 reportingMar 2026 · trailing 12-month earnings per share at 88, against 100 at the start · down 10.1% on a year ago · 28 reportingJun 2026 · trailing 12-month earnings per share at 21, against 100 at the start · down 37.5% on a year ago · 10 reporting · thin coverageNot reported yet — earnings trail price by a quarter or two21No earnings on file this far back — the price series reaches further than the filings do
Packaged Foods, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 40 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Packaged Foods outperforming S&P 500?

Packaged Foods has underperformed S&P 500 by 20.3% over the last 52 weeks. Over 13 weeks the gap is a lead of 6.6%. 8 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Utz Brands, Inc. is the strongest against the sector itself at +37.4%.

+6.6%Sector vs S&P 500 · 13 weeks
-20.3%Sector vs S&P 500 · 52 weeks
8/28Stocks leading S&P 500
12/28Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Packaged Foods has underperformed S&P 500 by 20.3% over 52 weeks and 6.6% over 13 weeks. 8 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself. JBS N.V. leads with revenue of $88,267 million, based on 25 of 30 comparable companies through Mar 2026.

Companies
30
complete canonical membership
Combined market value
$199.3B
The Kraft Heinz Company
Revenue growing
17/24
positive TTM year-on-year growth
Beating S&P 500
8/28
positive Mansfield relative strength
Comparing 5 of 30
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Seneca Foods Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 59.9% evidence confidence.
JBS N.V. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
John B. Sanfilippo & Son, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Seneca Foods CorporationSENEA 65.4/100Thin evidence · provisional60% evidence TURNING 22.9/35 Revenue 5.1% · PAT 100% · OPM change 5.4 pp 53% evidence 10.8/25 ROCE 2.3% · OPM 6% 57% evidence 15.7/20 P/E 9.1× · PEG 0.28 65% evidence 16.0/20 RS sector 25.6% · RS bench 18.5% · 1Y 69%5 of 12 weeks ahead 70% evidence
Exact sum: 22.9 + 10.8 + 15.7 + 16 = 65.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Darling Ingredients Inc.DAR 62.8/100Thin evidence · provisional56% evidence ASLEEP 23.2/35 Revenue — · PAT — · OPM change 9.5 pp 39% evidence 17.1/25 ROCE 12% · OPM 14.6% 76% evidence 9.8/20 P/E 15.2× · PEG — 15% evidence 12.7/20 RS sector 22.3% · RS bench 16.1% · 1Y 96.4%1 of 12 weeks ahead 100% evidence
Exact sum: 23.2 + 17.1 + 9.8 + 12.7 = 62.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Central Garden & Pet CompanyCENT 62.5/100Mixed-positive evidence66% evidence BREAKING OUT 19.7/35 Revenue 0.2% · PAT 37.9% · OPM change 0.8 pp 53% evidence 13.6/25 ROCE 8.8% · OPM 12.6% 57% evidence 15.1/20 P/E 12.1× · PEG 0.25 65% evidence 14.1/20 RS sector 15.4% · RS bench 8.4% · 1Y 29.3%7 of 12 weeks ahead 100% evidence
Exact sum: 19.7 + 13.6 + 15.1 + 14.1 = 62.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Mama's Creations, Inc.MAMA 59.9/100Mixed-positive evidence81% evidence BREAKING OUT 24.5/35 Revenue 46.5% · PAT 50% · OPM change 0.5 pp 83% evidence 11.3/25 ROCE 5.3% · OPM 5% 76% evidence 5.6/20 P/E 94.6× · PEG 2.6 65% evidence 18.5/20 RS sector 30.7% · RS bench 23.5% · 1Y 135.2%8 of 12 weeks ahead 100% evidence
Exact sum: 24.5 + 11.3 + 5.6 + 18.5 = 59.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5The J. M. Smucker CompanySJM 59.7/100Mixed-positive evidence64% evidence BREAKING OUT 22.5/35 Revenue 3.7% · PAT — · OPM change 47.5 pp 62% evidence 12.9/25 ROCE 3.1% · OPM 19.6% 76% evidence 9.1/20 P/E 23× · PEG — 15% evidence 15.2/20 RS sector 7.9% · RS bench 0.9% · 1Y 7.6%7 of 12 weeks ahead 100% evidence
Exact sum: 22.5 + 12.9 + 9.1 + 15.2 = 59.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6John B. Sanfilippo & Son, Inc.JBSS 58.8/100Thin evidence · provisional60% evidence TURNING 16.6/35 Revenue 5.1% · PAT 21.4% · OPM change -2.4 pp 53% evidence 13.8/25 ROCE 5.2% · OPM 8.4% 57% evidence 13.9/20 P/E 13.6× · PEG 0.67 65% evidence 14.5/20 RS sector 8.5% · RS bench 2% · 1Y 34%0 of 12 weeks ahead 70% evidence
Exact sum: 16.6 + 13.8 + 13.9 + 14.5 = 58.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7The Campbell's CompanyCPB 56.0/100Mixed-positive evidence81% evidence TURNING 22.1/35 Revenue -2.9% · PAT 33.9% · OPM change 3.6 pp 83% evidence 11.8/25 ROCE 2% · OPM 10.1% 76% evidence 15.2/20 P/E 10.3× · PEG 0.3 65% evidence 6.9/20 RS sector -16.8% · RS bench -23.1% · 1Y -29.8%0 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 11.8 + 15.2 + 6.9 = 56 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Smithfield Foods, Inc.SFD 51.3/100Mixed-positive evidence66% evidence BASING 17.4/35 Revenue 7.5% · PAT 12.1% · OPM change 0.3 pp 53% evidence 13.4/25 ROCE 3.1% · OPM 8.8% 57% evidence 13.5/20 P/E 10.4× · PEG 0.96 65% evidence 7.0/20 RS sector -0.8% · RS bench -7% · 1Y -0.7%0 of 12 weeks ahead 100% evidence
Exact sum: 17.4 + 13.4 + 13.5 + 7 = 51.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
9Lamb Weston Holdings, Inc.LW 50.6/100Thin evidence · provisional56% evidence TURNING 14.9/35 Revenue — · PAT — · OPM change -8.3 pp 39% evidence 12.0/25 ROCE 2.8% · OPM 8.1% 76% evidence 9.5/20 P/E 20.8× · PEG — 15% evidence 14.2/20 RS sector 2.4% · RS bench -4.8% · 1Y 3.2%3 of 12 weeks ahead 100% evidence
Exact sum: 14.9 + 12 + 9.5 + 14.2 = 50.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Utz Brands, Inc.UTZ 50.4/100Thin evidence · provisional56% evidence TURNING 14.7/35 Revenue 2.3% · PAT -144.1% · OPM change 0.6 pp 53% evidence 7.3/25 ROCE 0.3% · OPM 2.2% 57% evidence 8.5/20 P/E 1046× · PEG — 15% evidence 19.9/20 RS sector 37.4% · RS bench 27% · 1Y 10.5%3 of 12 weeks ahead 100% evidence
Exact sum: 14.7 + 7.3 + 8.5 + 19.9 = 50.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11JBS N.V.JBS 47.6/100Thin evidence · provisional60% evidence BASING 15.5/35 Revenue 12.1% · PAT -11.3% · OPM change -2.3 pp 53% evidence 9.6/25 ROCE 1.5% · OPM 2.2% 57% evidence 15.5/20 P/E 11.3× · PEG 0.16 65% evidence 7.0/20 RS sector -9.9% · RS bench -16% · 1Y -4.8%0 of 12 weeks ahead 70% evidence
Exact sum: 15.5 + 9.6 + 15.5 + 7 = 47.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12The Kraft Heinz CompanyKHC 47.0/100Thin evidence · provisional56% evidence TURNING 13.4/35 Revenue -1.8% · PAT -317% · OPM change -1 pp 53% evidence 11.4/25 ROCE 1.5% · OPM 18.9% 57% evidence 9.9/20 P/E 13.8× · PEG — 15% evidence 12.3/20 RS sector 4.2% · RS bench -2.7% · 1Y -4%4 of 12 weeks ahead 100% evidence
Exact sum: 13.4 + 11.4 + 9.9 + 12.3 = 47 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Hormel Foods CorporationHRL 46.3/100Mixed-negative evidence71% evidence BREAKING OUT 13.1/35 Revenue 2.5% · PAT -37.6% · OPM change -1.3 pp 83% evidence 10.7/25 ROCE 1.8% · OPM 7.3% 76% evidence 8.9/20 P/E 25.4× · PEG — 15% evidence 13.6/20 RS sector 2% · RS bench -4.9% · 1Y -11%5 of 12 weeks ahead 100% evidence
Exact sum: 13.1 + 10.7 + 8.9 + 13.6 = 46.3 · Decision use: Price leads the evidence: RS versus the benchmark is -4.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
14Ingredion IncorporatedINGR 45.4/100Mixed-negative evidence66% evidence BASING 14.4/35 Revenue -2.2% · PAT 7.2% · OPM change -3.9 pp 53% evidence 14.0/25 ROCE 3.1% · OPM 11.3% 57% evidence 12.5/20 P/E 10.9× · PEG 1.14 65% evidence 4.5/20 RS sector -10.3% · RS bench -16.5% · 1Y -17.1%0 of 12 weeks ahead 100% evidence
Exact sum: 14.4 + 14 + 12.5 + 4.5 = 45.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
15McCormick & Company, IncorporatedMKC 45.3/100Mixed-negative evidence81% evidence TURNING 18.4/35 Revenue 9.5% · PAT 1.1% · OPM change -0.5 pp 83% evidence 14.2/25 ROCE 2.4% · OPM 14.3% 76% evidence 6.7/20 P/E 7.9× · PEG 4.94 65% evidence 6.0/20 RS sector -16.9% · RS bench -23% · 1Y -26%0 of 12 weeks ahead 100% evidence
Exact sum: 18.4 + 14.2 + 6.7 + 6 = 45.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16BellRing Brands, Inc.BRBR 45.3/100Thin evidence · provisional60% evidence TURNING 13.0/35 Revenue 6.4% · PAT -43.6% · OPM change -5.2 pp 53% evidence 15.5/25 ROCE 9.2% · OPM 11% 57% evidence 13.8/20 P/E 12.5× · PEG 0.7 65% evidence 3.0/20 RS sector -45.3% · RS bench -50.3% · 1Y -67.3%1 of 12 weeks ahead 70% evidence
Exact sum: 13 + 15.5 + 13.8 + 3 = 45.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Freshpet, Inc.FRPT 45.1/100Mixed-negative evidence61% evidence TURNING 20.5/35 Revenue 12.1% · PAT 100% · OPM change 5.9 pp 40% evidence 6.9/25 ROCE 0.3% · OPM 1.5% 57% evidence 5.3/20 P/E 15.8× · PEG 2.98 65% evidence 12.4/20 RS sector 0% · RS bench -6.8% · 1Y -0.6%1 of 12 weeks ahead 100% evidence
Exact sum: 20.5 + 6.9 + 5.3 + 12.4 = 45.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
18Nomad Foods LimitedNOMD 43.7/100Thin evidence · provisional60% evidence BREAKING OUT 13.3/35 Revenue -2.9% · PAT -40.9% · OPM change -1.8 pp 53% evidence 10.3/25 ROCE 1.1% · OPM 7.9% 57% evidence 11.5/20 P/E 9.3× · PEG 1.49 65% evidence 8.6/20 RS sector -2.1% · RS bench -9.2% · 1Y -26.3%6 of 12 weeks ahead 70% evidence
Exact sum: 13.3 + 10.3 + 11.5 + 8.6 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19The Marzetti CompanyMZTI 40.7/100Mixed-negative evidence66% evidence BASING 15.8/35 Revenue 2.8% · PAT 3.5% · OPM change -0.6 pp 53% evidence 13.4/25 ROCE 4.1% · OPM 10.3% 57% evidence 8.7/20 P/E 21.6× · PEG 1.71 65% evidence 2.8/20 RS sector -28.7% · RS bench -34.2% · 1Y -38.1%0 of 12 weeks ahead 100% evidence
Exact sum: 15.8 + 13.4 + 8.7 + 2.8 = 40.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
20Conagra Brands, Inc.CAG 39.8/100Thin evidence · provisional56% evidence TURNING 15.5/35 Revenue — · PAT — · OPM change 1.6 pp 39% evidence 6.8/25 ROCE -10.8% · OPM 10% 76% evidence 10.6/20 P/E 11.2× · PEG — 15% evidence 6.9/20 RS sector -13.1% · RS bench -19.4% · 1Y -22.1%0 of 12 weeks ahead 100% evidence
Exact sum: 15.5 + 6.8 + 10.6 + 6.9 = 39.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21Post Holdings, Inc.POST 38.8/100Mixed-negative evidence66% evidence BASING 18.5/35 Revenue 7.2% · PAT -5% · OPM change 1.1 pp 53% evidence 11.6/25 ROCE 1.8% · OPM 10.4% 57% evidence 5.6/20 P/E 16.6× · PEG 2.92 65% evidence 3.1/20 RS sector -13.8% · RS bench -19.6% · 1Y -16.1%0 of 12 weeks ahead 100% evidence
Exact sum: 18.5 + 11.6 + 5.6 + 3.1 = 38.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
22Flowers Foods, Inc.FLO 38.3/100Thin evidence · provisional56% evidence ASLEEP 16.9/35 Revenue — · PAT — · OPM change -0.4 pp 39% evidence 10.1/25 ROCE 2.3% · OPM 5.1% 76% evidence 9.4/20 P/E 21.5× · PEG — 15% evidence 1.9/20 RS sector -31.3% · RS bench -36.7% · 1Y -55.2%0 of 12 weeks ahead 100% evidence
Exact sum: 16.9 + 10.1 + 9.4 + 1.9 = 38.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23Pilgrim's Pride CorporationPPC 33.7/100Thin evidence · provisional56% evidence BASING 12.8/35 Revenue — · PAT — · OPM change -5.5 pp 39% evidence 8.7/25 ROCE 0.9% · OPM 3.6% 76% evidence 10.2/20 P/E 12.5× · PEG — 15% evidence 2.0/20 RS sector -29.2% · RS bench -34.5% · 1Y -46%0 of 12 weeks ahead 100% evidence
Exact sum: 12.8 + 8.7 + 10.2 + 2 = 33.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24J&J Snack Foods Corp.JJSF 33.4/100Thin evidence · provisional60% evidence BASING 14.6/35 Revenue -2.1% · PAT -23.7% · OPM change -1.2 pp 53% evidence 9.0/25 ROCE 0.2% · OPM 0.5% 57% evidence 3.8/20 P/E 26.8× · PEG 6.43 65% evidence 6.0/20 RS sector -13.2% · RS bench -19.5% · 1Y -28.1%0 of 12 weeks ahead 70% evidence
Exact sum: 14.6 + 9 + 3.8 + 6 = 33.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25General Mills, Inc.GIS 27.7/100Adverse evidence71% evidence BASING 5.8/35 Revenue -5.4% · PAT -103.7% · OPM change -56.5 pp 83% evidence 6.5/25 ROCE -8.6% · OPM -45.4% 76% evidence 10.7/20 P/E 10.9× · PEG — 15% evidence 4.7/20 RS sector -17.9% · RS bench -24% · 1Y -27.4%0 of 12 weeks ahead 100% evidence
Exact sum: 5.8 + 6.5 + 10.7 + 4.7 = 27.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
26The Simply Good Foods CompanySMPL 23.6/100Adverse evidence65% evidence ASLEEP 5.4/35 Revenue -4.5% · PAT -237.2% · OPM change -29.6 pp 83% evidence 5.7/25 ROCE -2.3% · OPM -14% 76% evidence 9.2/20 P/E 21.9× · PEG — 15% evidence 3.3/20 RS sector -38.1% · RS bench -43.3% · 1Y -61.5%1 of 12 weeks ahead 70% evidence
Exact sum: 5.4 + 5.7 + 9.2 + 3.3 = 23.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
27Westrock Coffee CompanyWEST 52.8/100Thin evidence · provisional48% evidence ASLEEP 21.7/35 Revenue 47.3% · PAT — · OPM change 7.1 pp 40% evidence 7.1/25 ROCE 0.4% · OPM 1% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 14.0/20 RS sector 34.5% · RS bench 27.8% · 1Y 14.2%11 of 12 weeks ahead 100% evidence
Exact sum: 21.7 + 7.1 + 10 + 14 = 52.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Herbalife Ltd.HLF 51.3/100Thin evidence · provisional50% evidence ASLEEP 17.6/35 Revenue 3.7% · PAT -15% · OPM change 0.4 pp 53% evidence 14.8/25 ROCE 8.1% · OPM 10.5% 57% evidence 11.5/20 P/E 6.5× · PEG — 15% evidence 7.4/20 RS sector -4.9% · RS bench -10.8% · 1Y 43.8%0 of 12 weeks ahead 70% evidence
Exact sum: 17.6 + 14.8 + 11.5 + 7.4 = 51.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29Once Upon A Farm, PBCOFRM 45.1/100Thin evidence · provisional28% evidence FADING 19.6/35 Revenue 48.6% · PAT — · OPM change -4 pp 40% evidence 5.5/25 ROCE -15.8% · OPM -22.2% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 10.0/20 RS sector — · RS bench — · 1Y —4 of 12 weeks ahead 0% evidence
Exact sum: 19.6 + 5.5 + 10 + 10 = 45.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
30The Magnum Ice Cream Company N.V.MICC 44.6/100Thin evidence · provisional18% evidence BREAKING OUT 16.7/35 Revenue — · PAT — · OPM change — 9% evidence 9.2/25 ROCE 0.4% · OPM — 46% evidence 8.7/20 P/E 28.1× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y —6 of 12 weeks ahead 0% evidence
Exact sum: 16.7 + 9.2 + 8.7 + 10 = 44.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 30 companies
04 · what price has already done

Market action

Mama's Creations, Inc. has the strongest one-year price move in Packaged Foods at +135.2%. Westrock Coffee Company leads on Mansfield relative strength against the S&P 500 at +27.8%. 8 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

JBS N.V. has the highest Revenue among the 30 Packaged Foods companies compared here, at $88,267 million. The Kraft Heinz Company is next at $24,990 million. Once Upon A Farm, PBC has the highest Revenue growth at 48.6%, so level and change sit with different companies. 25 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: JBS N.V. is the scale leader at $88,267 million, 253.2% ahead of The Kraft Heinz Company. Once Upon A Farm, PBC's growth is 48.6% from a $263 million base, with 9 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderJBS N.V. · $88,267 million
Gap253.2% versus #2 · The Kraft Heinz Company
Persistence8/8 recent comparable periods
Coverage25/30 companies · 506 observations

Investor read: JBS N.V. is the scale benchmark; Once Upon A Farm, PBC is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: JBS N.V.'s growth falls below Once Upon A Farm, PBC's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1JBS N.V. JBS · older report$88.3B
2The Kraft Heinz Company KHC · older report$25.0B
4Smithfield Foods, Inc. SFD · older report$15.6B
Revenue growthfastest growers
1Once Upon A Farm, PBC OFRM · older report49%
2Westrock Coffee Company WEST · older report47%
4Freshpet, Inc. FRPT · older report12%
5JBS N.V. JBS · older report12%
Revenue · company comparison
25/30 level · 24/30 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
JBS N.V. JBS$21.6B11%Mar 2026
The Kraft Heinz Company KHC$6.0B0.8%Mar 2026
General Mills, Inc. GIS$4.6B1.2%Jun 2026
Pilgrim's Pride Corporation PPC$4.5B1.6%Jun 2026
Smithfield Foods, Inc. SFD$3.8B0.8%Mar 2026
The Magnum Ice Cream Company N.V. MICC$3.4B-4.1%Dec 2025
Hormel Foods Corporation HRL$3.0B2.6%Jun 2026
Conagra Brands, Inc. CAG$2.8B-1.9%Jun 2026
The Campbell's Company CPB$2.4B-4.4%Jun 2026
The J. M. Smucker Company SJM$2.3B5.8%Jun 2026
Post Holdings, Inc. POST$2.0B4.7%Mar 2026
McCormick & Company, Incorporated MKC$1.9B17%Jun 2026
Ingredion Incorporated INGR$1.8B-1.2%Mar 2026
Flowers Foods, Inc. FLO$1.6B1.2%Jun 2026
Lamb Weston Holdings, Inc. LW$1.6B2.9%Jun 2026
Darling Ingredients Inc. DAR$1.6B4.7%Sep 2026
Herbalife Ltd. HLF$1.3B7.8%Mar 2026
Central Garden & Pet Company CENT$906M8.6%Mar 2026
Nomad Foods Limited NOMD$715M-5.9%Mar 2026
BellRing Brands, Inc. BRBR$599M1.9%Mar 2026
The Marzetti Company MZTI$453M-1.1%Mar 2026
Seneca Foods Corporation SENEA$394M14%Mar 2026
Utz Brands, Inc. UTZ$361M2.6%Mar 2026
The Simply Good Foods Company SMPL$357M-6.3%Jun 2026
J&J Snack Foods Corp. JJSF$345M-3.1%Mar 2026
Westrock Coffee Company WEST$309M44%Mar 2026
Freshpet, Inc. FRPT$298M13%Mar 2026
John B. Sanfilippo & Son, Inc. JBSS$282M8.1%Mar 2026
Once Upon A Farm, PBC OFRM$73M43%Mar 2026
Mama's Creations, Inc. MAMA$53M51%Jun 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

$3.1B
$2.9B
$2.9B
$2.9B
$3.3B
$3.1B
$3.0B
$2.9B
$3.2B
$3.0B
$2.9B
$2.8B
$3.2B
$2.8B
$2.8B
$2.6B
$3.0B
$2.8B

Darling Ingredients Inc. · DAR

$1.2B
$1.3B
$1.4B
$1.7B
$1.7B
$1.8B
$1.8B
$1.6B
$1.4B
$1.5B
$1.4B
$1.4B
$1.4B
$1.5B
$1.6B
$1.7B
$1.6B

General Mills, Inc. · GIS

$5.0B
$4.5B
$4.9B
$4.7B
$5.2B
$5.1B
$5.0B
$4.9B
$5.1B
$5.1B
$4.7B
$4.8B
$5.2B
$4.8B
$4.6B
$4.5B
$4.9B
$4.4B
$4.6B

Hormel Foods Corporation · HRL

$3.5B
$3.0B
$3.1B
$3.0B
$3.3B
$3.0B
$3.0B
$3.0B
$3.2B
$3.0B
$2.9B
$2.9B
$3.1B
$3.0B
$2.9B
$3.0B
$3.2B
$3.0B
$3.0B

JBS N.V. · JBS

$17.4B
$19.2B
$18.7B
$18.8B
$17.6B
$16.7B
$18.1B
$18.7B
$19.9B
$18.0B
$19.3B
$19.9B
$20.0B
$19.5B
$21.0B
$22.6B
$23.1B
$21.6B

Lamb Weston Holdings, Inc. · LW

$1.0B
$955M
$1.2B
$1.1B
$1.3B
$1.3B
$1.7B
$1.7B
$1.7B
$1.5B
$1.6B
$1.7B
$1.6B
$1.5B
$1.7B
$1.7B
$1.6B
$1.6B

McCormick & Company, Incorporated · MKC

$1.7B
$1.5B
$1.5B
$1.6B
$1.7B
$1.6B
$1.7B
$1.7B
$1.8B
$1.6B
$1.6B
$1.7B
$1.8B
$1.6B
$1.7B
$1.7B
$1.9B
$1.9B
$1.9B

Smithfield Foods, Inc. · SFD

$3.4B
$3.4B
$3.4B
$3.3B
$4.0B
$3.8B
$3.8B
$3.7B
$4.2B
$3.8B

The Campbell's Company · CPB

$2.2B
$2.2B
$2.1B
$2.0B
$2.6B
$2.5B
$2.2B
$2.1B
$2.5B
$2.5B
$2.4B
$2.3B
$2.8B
$2.7B
$2.5B
$2.3B
$2.7B
$2.6B
$2.4B

The J. M. Smucker Company · SJM

$2.1B
$2.1B
$2.0B
$1.9B
$2.2B
$2.2B
$2.2B
$1.8B
$1.9B
$2.2B
$2.2B
$2.1B
$2.3B
$2.2B
$2.1B
$2.1B
$2.3B
$2.3B
$2.3B

The Kraft Heinz Company · KHC

$6.7B
$6.0B
$6.6B
$6.5B
$7.4B
$6.5B
$6.7B
$6.9B
$6.4B
$6.5B
$6.4B
$6.6B
$6.0B
$6.4B
$6.2B
$6.4B
$6.0B

The Magnum Ice Cream Company N.V. · MICC

$4.4B
$3.6B
$4.5B
$3.4B

Revenue growth · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

6.2%
9.5%
8.3%
5.9%
2.2%
0.0%
-3.2%
-1.8%
-2.3%
-3.8%
-0.4%
-6.3%
-4.3%
-5.8%
-6.8%
-1.9%

Darling Ingredients Inc. · DAR

38%
47%
31%
6.6%
-7.7%
-19%
-19%
-12%
-2.8%
1.9%
10.0%
24%
4.7%

General Mills, Inc. · GIS

3.9%
3.9%
13%
2.8%
4.0%
-1.6%
-0.5%
-6.3%
-1.2%
2.0%
-5.0%
-3.4%
-6.8%
-7.2%
-8.4%
1.2%

Hormel Foods Corporation · HRL

5.9%
-5.0%
-2.4%
-3.8%
-2.3%
-2.6%
0.9%
-3.1%
-2.2%
-1.9%
-0.3%
0.4%
4.7%
1.5%
1.3%
2.6%

JBS N.V. · JBS

8.8%
11%
0.7%
-13%
-3.7%
-0.6%
13%
7.9%
6.8%
6.4%
0.6%
8.5%
8.9%
13%
15%
11%

Lamb Weston Holdings, Inc. · LW

14%
14%
27%
31%
47%
48%
36%
16%
-4.9%
-0.7%
-7.6%
4.3%
4.0%
0.3%
1.1%
2.9%

McCormick & Company, Incorporated · MKC

3.0%
-2.0%
2.9%
7.9%
5.6%
3.4%
2.4%
-1.0%
-0.3%
2.6%
0.2%
1.0%
2.7%
2.9%
17%
17%

Smithfield Foods, Inc. · SFD

17%
9.5%
11%
12%
7.0%
0.8%

The Campbell's Company · CPB

6.1%
15%
12%
4.7%
4.1%
-2.2%
-1.2%
6.3%
11%
10%
9.3%
4.5%
1.2%
-3.4%
-4.5%
-4.4%

The J. M. Smucker Company · SJM

0.8%
7.6%
7.7%
9.9%
-3.6%
-12%
0.6%
-1.3%
18%
17%
-1.9%
-2.8%
-0.6%
2.6%
7.0%
5.8%

The Kraft Heinz Company · KHC

-0.9%
2.9%
10%
-1.0%
3.3%
-7.1%
-0.2%
-5.0%
-4.1%
-6.4%
-1.9%
-2.3%
-3.4%
0.8%

The Magnum Ice Cream Company N.V. · MICC

2.5%
-4.1%
06 · compare level, then change

Operating Economics & Margin Trend

The J. M. Smucker Company has the highest OPM among the 30 Packaged Foods companies compared here, at 19.6%. The Kraft Heinz Company is next at 18.9%. The same company also holds the highest Margin change, at +47.5 percentage points. 29 of 30 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: The J. M. Smucker Company leads both opm at 19.6% and margin change at +47.5 percentage points.

LeaderThe J. M. Smucker Company · 19.6%
Gap3.7% versus #2 · The Kraft Heinz Company
Persistence3/8 recent comparable periods
Coverage29/30 companies · 502 observations

Investor read: The J. M. Smucker Company sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
Margin changefastest expanders
3Westrock Coffee Company WEST · older report+7.1 pp
4Freshpet, Inc. FRPT · older report+5.9 pp
5Seneca Foods Corporation SENEA · older report+5.4 pp
Operating margin · company comparison
29/30 level · 29/30 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
The J. M. Smucker Company SJM20%+47.5 ppJun 2026
The Kraft Heinz Company KHC19%−1.0 ppMar 2026
Darling Ingredients Inc. DAR15%+9.5 ppSep 2026
McCormick & Company, Incorporated MKC14%−0.5 ppJun 2026
Central Garden & Pet Company CENT13%+0.8 ppMar 2026
Ingredion Incorporated INGR11%−3.9 ppMar 2026
BellRing Brands, Inc. BRBR11%−5.2 ppMar 2026
Herbalife Ltd. HLF11%+0.4 ppMar 2026
Post Holdings, Inc. POST10%+1.1 ppMar 2026
The Marzetti Company MZTI10%−0.6 ppMar 2026
The Campbell's Company CPB10%+3.6 ppJun 2026
Conagra Brands, Inc. CAG10%+1.6 ppJun 2026
Smithfield Foods, Inc. SFD8.8%+0.3 ppMar 2026
John B. Sanfilippo & Son, Inc. JBSS8.4%−2.4 ppMar 2026
Lamb Weston Holdings, Inc. LW8.1%−8.3 ppJun 2026
Nomad Foods Limited NOMD7.9%−1.8 ppMar 2026
Hormel Foods Corporation HRL7.3%−1.3 ppJun 2026
Seneca Foods Corporation SENEA6.0%+5.4 ppMar 2026
Flowers Foods, Inc. FLO5.1%−0.4 ppJun 2026
Mama's Creations, Inc. MAMA5.0%+0.5 ppJun 2026
Pilgrim's Pride Corporation PPC3.6%−5.5 ppJun 2026
JBS N.V. JBS2.2%−2.3 ppMar 2026
Utz Brands, Inc. UTZ2.2%+0.6 ppMar 2026
Freshpet, Inc. FRPT1.5%+5.9 ppMar 2026
Westrock Coffee Company WEST1.0%+7.1 ppMar 2026
J&J Snack Foods Corp. JJSF0.5%−1.2 ppMar 2026
The Simply Good Foods Company SMPL-14%−29.6 ppJun 2026
Once Upon A Farm, PBC OFRM-22%−4.0 ppMar 2026
General Mills, Inc. GIS-45%−56.5 ppJun 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

13%
12%
7.4%
-0.7%
17%
16%
1.9%
17%
14%
16%
-1.0%
14%
13%
8.4%
12%
13%
-20%
10%

Darling Ingredients Inc. · DAR

17%
16%
17%
17%
15%
14%
20%
9.8%
9.7%
10%
4.2%
8.6%
2.1%
5.1%
4.6%
5.7%
15%

General Mills, Inc. · GIS

16%
18%
21%
23%
15%
14%
16%
19%
16%
18%
17%
17%
21%
18%
11%
38%
15%
12%
-45%

Hormel Foods Corporation · HRL

10%
11%
11%
9.6%
11%
9.7%
9.9%
7.3%
8.4%
9.5%
8.7%
8.2%
9.4%
7.6%
8.6%
7.9%
0.1%
8.0%
7.3%

Ingredion Incorporated · INGR

4.9%
11%
10%
9.0%
7.9%
14%
12%
11%
11%
11%
13%
14%
9.0%
15%
15%
14%
13%
11%

JBS N.V. · JBS

9.5%
8.2%
8.3%
7.1%
2.7%
-0.7%
1.7%
2.9%
1.8%
4.0%
5.9%
7.8%
4.8%
4.5%
5.3%
5.4%
4.1%
2.2%

Lamb Weston Holdings, Inc. · LW

11%
14%
12%
14%
21%
21%
11%
19%
18%
15%
13%
13%
1.2%
16%
11%
9.4%
8.6%
8.1%

McCormick & Company, Incorporated · MKC

16%
14%
10%
15%
16%
13%
13%
15%
17%
15%
14%
17%
17%
14%
15%
17%
17%
12%
14%

Smithfield Foods, Inc. · SFD

0.9%
4.7%
9.8%
8.5%
8.5%
8.5%
6.9%
8.3%
9.5%
8.8%

The Campbell's Company · CPB

17%
15%
14%
8.6%
17%
14%
11%
13%
14%
13%
11%
3.4%
13%
12%
6.5%
12%
13%
11%
10%

The J. M. Smucker Company · SJM

15%
7.3%
15%
9.6%
13%
14%
-28%
17%
15%
13%
18%
16%
7.5%
-27%
-28%
2.2%
18%
-23%
20%

The Kraft Heinz Company · KHC

-0.3%
18%
8.3%
12%
17%
19%
21%
19%
20%
8.1%
-1.6%
-0.6%
20%
-126%
16%
17%
19%

Margin change · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

−3.1 pp
−14.4 pp
+3.2 pp
+3.6 pp
−5.5 pp
+17.5 pp
−2.6 pp
−0.4 pp
−2.9 pp
−2.4 pp
−1.4 pp
−7.1 pp
+12.5 pp
−1.2 pp
−32.7 pp
+1.6 pp

Darling Ingredients Inc. · DAR

−5.5 pp
−1.9 pp
−2.7 pp
+3.4 pp
−5.6 pp
−4.1 pp
−16.1 pp
−1.2 pp
−7.6 pp
−5.1 pp
+0.4 pp
+3.6 pp
+9.5 pp

General Mills, Inc. · GIS

+4.4 pp
−0.6 pp
−3.8 pp
−4.5 pp
−4.0 pp
+0.5 pp
+3.7 pp
+0.2 pp
−1.8 pp
+4.8 pp
+0.5 pp
−5.4 pp
+21.0 pp
−5.6 pp
−6.6 pp
−56.5 pp

Hormel Foods Corporation · HRL

+2.4 pp
+0.8 pp
−0.8 pp
−0.9 pp
−2.3 pp
−2.8 pp
−0.2 pp
−1.2 pp
+0.9 pp
+1.0 pp
−1.9 pp
−0.1 pp
−0.3 pp
−9.3 pp
+0.4 pp
−1.3 pp

Ingredion Incorporated · INGR

−2.2 pp
−0.8 pp
+3.0 pp
+2.5 pp
+1.7 pp
+1.5 pp
+2.6 pp
−2.3 pp
+0.7 pp
+3.8 pp
−1.5 pp
+3.9 pp
+2.0 pp
−0.6 pp
+3.5 pp
−3.9 pp

JBS N.V. · JBS

−0.3 pp
−4.7 pp
−6.8 pp
−8.9 pp
−6.6 pp
−4.2 pp
−0.9 pp
+4.7 pp
+4.2 pp
+4.9 pp
+3.0 pp
+0.5 pp
−0.6 pp
−2.4 pp
−0.7 pp
−2.3 pp

Lamb Weston Holdings, Inc. · LW

+2.0 pp
+7.8 pp
+9.9 pp
+7.2 pp
−0.8 pp
+5.5 pp
−3.7 pp
−5.8 pp
+2.2 pp
−6.6 pp
−16.4 pp
+1.0 pp
−2.1 pp
−3.4 pp
+7.4 pp
−8.3 pp

McCormick & Company, Incorporated · MKC

−2.4 pp
−0.4 pp
−0.9 pp
+3.2 pp
−0.2 pp
+1.4 pp
+1.9 pp
+0.8 pp
+2.6 pp
0.0 pp
−0.6 pp
+0.6 pp
−0.4 pp
−0.2 pp
−1.9 pp
−0.5 pp

Smithfield Foods, Inc. · SFD

+7.6 pp
+3.8 pp
−2.9 pp
−0.2 pp
+1.0 pp
+0.3 pp

The Campbell's Company · CPB

−13.3 pp
+0.1 pp
−0.5 pp
−2.4 pp
+4.6 pp
−2.7 pp
−1.2 pp
−0.9 pp
−9.8 pp
−1.0 pp
−0.7 pp
−4.0 pp
+8.2 pp
−0.6 pp
−1.6 pp
+3.6 pp

The J. M. Smucker Company · SJM

−4.4 pp
−1.9 pp
+7.0 pp
−43.1 pp
+7.2 pp
+2.1 pp
−1.0 pp
+46.7 pp
−0.4 pp
−7.9 pp
−40.5 pp
−46.3 pp
−14.2 pp
+10.5 pp
+3.8 pp
+47.5 pp

The Kraft Heinz Company · KHC

−10.4 pp
−6.8 pp
+16.9 pp
+10.9 pp
+9.0 pp
+2.4 pp
−11.1 pp
−22.1 pp
−19.6 pp
−0.4 pp
−133.6 pp
+18.0 pp
+17.7 pp
−1.0 pp
07 · compare level, then change

Profit Scale & Acceleration

JBS N.V. has the highest Net profit among the 30 Packaged Foods companies compared here, at $1,915 million. Smithfield Foods, Inc. is next at $1,022 million. Seneca Foods Corporation has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: JBS N.V. leads with $1,915 million of TTM profit, 87.4% above Smithfield Foods, Inc.. Seneca Foods Corporation shows ≥100% on the scoring scale (173.8% uncapped) growth from a $115 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderJBS N.V. · $1,915 million
Gap87.4% versus #2 · Smithfield Foods, Inc.
Persistence4/8 recent comparable periods
Coverage25/30 companies · 510 observations

Investor read: JBS N.V. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1JBS N.V. JBS · older report$1.9B
2Smithfield Foods, Inc. SFD · older report$1.0B
4Ingredion Incorporated INGR · older report$681M
Profit growthfastest growers
1Seneca Foods Corporation SENEA · older report100%
3Central Garden & Pet Company CENT · older report38%
5John B. Sanfilippo & Son, Inc. JBSS · older report21%
Net profit · company comparison
25/30 level · 20/30 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
The Kraft Heinz Company KHC$799M12%Mar 2026
The J. M. Smucker Company SJM$388M-124%Jun 2026
Smithfield Foods, Inc. SFD$251M11%Mar 2026
JBS N.V. JBS$242M-56%Mar 2026
Conagra Brands, Inc. CAG$200M38%Jun 2026
McCormick & Company, Incorporated MKC$157M1.3%Jun 2026
Hormel Foods Corporation HRL$157M-13%Jun 2026
Ingredion Incorporated INGR$144M-28%Mar 2026
Darling Ingredients Inc. DAR$137M879%Sep 2026
The Campbell's Company CPB$124M88%Jun 2026
Pilgrim's Pride Corporation PPC$101M-66%Jun 2026
Post Holdings, Inc. POST$82M32%Mar 2026
Central Garden & Pet Company CENT$79M23%Mar 2026
Herbalife Ltd. HLF$61M22%Mar 2026
Lamb Weston Holdings, Inc. LW$51M-65%Jun 2026
Freshpet, Inc. FRPT$49M89%Mar 2026
Flowers Foods, Inc. FLO$42M-21%Jun 2026
The Marzetti Company MZTI$37M-9.8%Mar 2026
BellRing Brands, Inc. BRBR$34M-42%Mar 2026
Nomad Foods Limited NOMD$29M-12%Mar 2026
Seneca Foods Corporation SENEA$25M2,400%Mar 2026
John B. Sanfilippo & Son, Inc. JBSS$17M-15%Mar 2026
J&J Snack Foods Corp. JJSF$2M-60%Mar 2026
Mama's Creations, Inc. MAMA$2M100%Jun 2026
Utz Brands, Inc. UTZ$-2M-133%Mar 2026
Westrock Coffee Company WEST$-9M-182%Mar 2026
Once Upon A Farm, PBC OFRM$-16MMar 2026
The Simply Good Foods Company SMPL$-52M-227%Jun 2026
The Magnum Ice Cream Company N.V. MICC$-157M-218%Dec 2025
General Mills, Inc. GIS$-2.0B-765%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

$276M
$219M
$158M
$-78M
$382M
$342M
$36M
$320M
$286M
$309M
$-567M
$467M
$285M
$145M
$256M
$165M
$-664M
$200M

Darling Ingredients Inc. · DAR

$148M
$158M
$191M
$205M
$192M
$190M
$255M
$87M
$82M
$81M
$19M
$104M
$-24M
$14M
$21M
$59M
$137M

General Mills, Inc. · GIS

$608M
$663M
$826M
$823M
$608M
$558M
$620M
$680M
$602M
$676M
$560M
$584M
$802M
$631M
$302M
$1.2B
$414M
$306M
$-2.0B

Hormel Foods Corporation · HRL

$282M
$240M
$262M
$219M
$280M
$218M
$217M
$163M
$195M
$219M
$189M
$177M
$220M
$171M
$180M
$184M
$-56M
$182M
$157M

JBS N.V. · JBS

$1.2B
$1.1B
$871M
$812M
$444M
$-275M
$-40M
$142M
$17M
$365M
$388M
$757M
$458M
$556M
$594M
$644M
$435M
$242M

Lamb Weston Holdings, Inc. · LW

$22M
$77M
$89M
$57M
$210M
$198M
$82M
$223M
$210M
$145M
$122M
$116M
$-38M
$144M
$120M
$65M
$59M
$51M

McCormick & Company, Incorporated · MKC

$191M
$146M
$108M
$215M
$175M
$125M
$142M
$157M
$201M
$145M
$167M
$205M
$197M
$145M
$155M
$209M
$208M
$136M
$157M

Smithfield Foods, Inc. · SFD

$10M
$112M
$259M
$209M
$217M
$227M
$188M
$252M
$331M
$251M

The Campbell's Company · CPB

$261M
$212M
$188M
$96M
$297M
$232M
$160M
$169M
$234M
$203M
$133M
$-3M
$218M
$173M
$66M
$145M
$194M
$145M
$124M

The J. M. Smucker Company · SJM

$206M
$70M
$202M
$110M
$191M
$209M
$-601M
$184M
$195M
$120M
$245M
$185M
$-25M
$-662M
$-729M
$-44M
$241M
$-724M
$388M

The Kraft Heinz Company · KHC

$-255M
$781M
$265M
$435M
$887M
$837M
$998M
$757M
$804M
$100M
$-290M
$2.1B
$714M
$-7.8B
$613M
$648M
$799M

The Magnum Ice Cream Company N.V. · MICC

$462M
$133M
$464M
$-157M

Profit growth · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

-49%
-133%
38%
56%
-77%
-25%
-9.7%
-1,675%
46%
-0.4%
-53%
-65%
-333%
38%

Darling Ingredients Inc. · DAR

3.5%
30%
-0.5%
24%
-55%
-57%
-93%
20%
-129%
-83%
11%
879%

General Mills, Inc. · GIS

29%
0.0%
-16%
-25%
-17%
-1.0%
21%
-9.7%
-14%
33%
-6.7%
-46%
106%
-48%
-52%
-765%

Hormel Foods Corporation · HRL

24%
-0.7%
-9.2%
-17%
-26%
-30%
0.5%
-13%
8.6%
13%
-22%
-4.8%
4.0%
-125%
6.4%
-13%

JBS N.V. · JBS

2.8%
-42%
-62%
-124%
-105%
-83%
-96%
433%
2,594%
52%
53%
-15%
-5.0%
-56%

Lamb Weston Holdings, Inc. · LW

59%
138%
855%
157%
-7.9%
291%
0.0%
-27%
49%
-48%
-118%
-0.7%
-1.6%
-44%
-65%

McCormick & Company, Incorporated · MKC

5.9%
-8.4%
-14%
31%
-27%
15%
16%
18%
31%
-2.0%
0.0%
-7.2%
2.0%
5.6%
-6.2%
1.3%

Smithfield Foods, Inc. · SFD

2,070%
103%
-27%
21%
53%
11%

The Campbell's Company · CPB

-67%
14%
9.4%
-15%
76%
-21%
-13%
-17%
-102%
-6.8%
-15%
-50%
-11%
-16%
88%

The J. M. Smucker Company · SJM

-29%
-7.3%
199%
-398%
67%
2.1%
-43%
0.5%
-113%
-652%
-398%
-124%

The Kraft Heinz Company · KHC

-41%
216%
129%
-15%
-88%
-129%
182%
-11%
-7,923%
-70%
12%

The Magnum Ice Cream Company N.V. · MICC

0.4%
-218%
08 · compare level, then change

Return On Capital Employed

Darling Ingredients Inc. has the highest ROCE among the 30 Packaged Foods companies compared here, at 12%. BellRing Brands, Inc. is next at 9.2%. Once Upon A Farm, PBC has the highest ROCE change at +24.5 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Sep 2026.

What the numbers say: Darling Ingredients Inc. leads ROCE at 12%, 2.8 percentage points above BellRing Brands, Inc.. Once Upon A Farm, PBC has the strongest latest improvement at +24.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderDarling Ingredients Inc. · 12%
Gap30.4% versus #2 · BellRing Brands, Inc.
Persistence4/8 recent comparable periods
Coverage30/30 companies · 521 observations

Investor read: Darling Ingredients Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
2BellRing Brands, Inc. BRBR · older report9.2%
3Central Garden & Pet Company CENT · older report8.8%
4Herbalife Ltd. HLF · older report8.1%
ROCE changefastest improvers
1Once Upon A Farm, PBC OFRM · older report+24.5 pp
4Seneca Foods Corporation SENEA · older report+2.1 pp
5Westrock Coffee Company WEST · older report+2.0 pp
Return on capital · company comparison
30/30 level · 30/30 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Darling Ingredients Inc. DAR12%+11.2 ppSep 2026
BellRing Brands, Inc. BRBR9.2%−5.5 ppMar 2026
Central Garden & Pet Company CENT8.8%+0.8 ppMar 2026
Herbalife Ltd. HLF8.1%+0.6 ppMar 2026
Mama's Creations, Inc. MAMA5.3%+0.3 ppJun 2026
John B. Sanfilippo & Son, Inc. JBSS5.2%−2.0 ppMar 2026
The Marzetti Company MZTI4.1%−0.7 ppMar 2026
The J. M. Smucker Company SJM3.1%+6.9 ppJun 2026
Smithfield Foods, Inc. SFD3.1%−3.5 ppMar 2026
Ingredion Incorporated INGR3.1%−1.4 ppMar 2026
Lamb Weston Holdings, Inc. LW2.8%−0.4 ppJun 2026
McCormick & Company, Incorporated MKC2.4%−0.1 ppJun 2026
Flowers Foods, Inc. FLO2.3%−0.3 ppJun 2026
Seneca Foods Corporation SENEA2.3%+2.1 ppMar 2026
The Campbell's Company CPB2.0%+0.6 ppJun 2026
Hormel Foods Corporation HRL1.8%−0.3 ppJun 2026
Post Holdings, Inc. POST1.8%+0.2 ppMar 2026
The Kraft Heinz Company KHC1.5%+0.1 ppMar 2026
JBS N.V. JBS1.5%−1.3 ppMar 2026
Nomad Foods Limited NOMD1.1%−0.3 ppMar 2026
Pilgrim's Pride Corporation PPC0.9%−5.9 ppJun 2026
The Magnum Ice Cream Company N.V. MICC0.4%−1.9 ppDec 2025
Westrock Coffee Company WEST0.4%+2.0 ppMar 2026
Freshpet, Inc. FRPT0.3%+1.1 ppMar 2026
Utz Brands, Inc. UTZ0.3%+0.1 ppMar 2026
J&J Snack Foods Corp. JJSF0.2%−0.3 ppMar 2026
The Simply Good Foods Company SMPL-2.3%−5.0 ppJun 2026
General Mills, Inc. GIS-8.6%−10.6 ppJun 2026
Conagra Brands, Inc. CAG-11%−12.7 ppJun 2026
Once Upon A Farm, PBC OFRM-16%+24.5 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

2.1%
1.9%
1.1%
-0.1%
2.9%
2.6%
0.3%
2.7%
2.4%
2.5%
-0.2%
2.2%
2.3%
1.4%
1.9%
2.0%
-3.7%
1.7%
-11%

Darling Ingredients Inc. · DAR

4.1%
4.1%
4.3%
4.5%
4.1%
3.3%
4.2%
1.7%
1.4%
1.5%
0.6%
1.3%
0.3%
0.8%
0.8%
1.1%
2.4%
12%

General Mills, Inc. · GIS

3.3%
3.4%
4.4%
4.6%
3.4%
3.2%
3.5%
4.0%
3.6%
4.0%
3.2%
3.4%
4.4%
3.7%
2.0%
7.0%
2.9%
2.2%
-8.6%

Hormel Foods Corporation · HRL

3.6%
3.2%
3.3%
2.6%
3.2%
2.5%
2.5%
1.9%
2.4%
2.5%
2.1%
2.1%
2.5%
2.0%
2.1%
2.0%
0.0%
2.0%
1.8%

JBS N.V. · JBS

6.6%
6.2%
5.8%
4.9%
1.7%
-0.4%
1.0%
1.8%
1.2%
2.4%
3.7%
4.9%
3.1%
2.8%
3.6%
3.9%
3.0%
1.5%

Lamb Weston Holdings, Inc. · LW

3.3%
3.8%
3.9%
4.4%
7.6%
6.9%
4.3%
7.3%
6.7%
4.6%
3.9%
3.8%
0.3%
4.4%
3.2%
2.7%
2.4%
2.1%
2.8%

McCormick & Company, Incorporated · MKC

3.0%
2.1%
1.6%
2.4%
2.7%
2.0%
2.2%
2.5%
3.1%
2.4%
2.3%
2.9%
3.1%
2.3%
2.5%
2.9%
3.1%
2.0%
2.4%

Smithfield Foods, Inc. · SFD

0.0%
-1.0%
6.2%
3.3%
6.6%
5.3%
3.2%
4.0%
3.1%

The Campbell's Company · CPB

3.9%
3.3%
3.1%
1.8%
4.7%
3.7%
2.7%
2.9%
3.8%
3.3%
2.3%
0.7%
3.2%
2.9%
1.4%
2.3%
2.7%
2.2%
2.0%

The J. M. Smucker Company · SJM

2.2%
1.1%
2.2%
1.3%
2.1%
2.2%
-4.7%
2.3%
2.0%
1.9%
2.8%
2.4%
1.0%
-3.6%
-3.8%
0.3%
2.7%
-3.8%
3.1%

The Kraft Heinz Company · KHC

0.0%
1.3%
0.6%
0.9%
1.5%
1.5%
1.7%
1.6%
1.6%
0.6%
-0.1%
0.0%
1.4%
-10%
1.3%
1.4%
1.5%

The Magnum Ice Cream Company N.V. · MICC

0.0%
0.0%
0.0%
0.0%
8.4%
8.4%
2.3%
2.3%
8.0%
8.0%
0.4%
0.4%

ROCE change · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

+0.8 pp
+0.7 pp
−0.8 pp
+2.8 pp
−0.5 pp
−0.1 pp
−0.5 pp
−0.5 pp
−0.1 pp
−1.1 pp
+2.1 pp
−0.2 pp
−6.0 pp
+0.3 pp
−12.7 pp

Darling Ingredients Inc. · DAR

0.0 pp
−1.0 pp
−0.3 pp
−2.4 pp
−1.8 pp
−3.6 pp
−0.4 pp
−1.1 pp
−0.7 pp
+0.2 pp
+0.8 pp
+1.6 pp
+11.2 pp

General Mills, Inc. · GIS

+0.1 pp
−0.2 pp
−0.9 pp
−0.6 pp
+0.2 pp
+0.8 pp
−0.3 pp
−0.6 pp
+0.8 pp
−0.3 pp
−1.2 pp
+3.6 pp
−1.5 pp
−1.5 pp
−10.6 pp

Hormel Foods Corporation · HRL

−0.4 pp
−0.7 pp
−0.8 pp
−0.7 pp
−0.8 pp
0.0 pp
−0.4 pp
+0.2 pp
+0.1 pp
−0.5 pp
0.0 pp
−0.1 pp
−2.5 pp
0.0 pp
−0.3 pp

JBS N.V. · JBS

−4.9 pp
−6.6 pp
−4.8 pp
−3.1 pp
−0.5 pp
+2.8 pp
+2.7 pp
+3.1 pp
+1.9 pp
+0.4 pp
−0.1 pp
−1.0 pp
−0.1 pp
−1.3 pp

Lamb Weston Holdings, Inc. · LW

+4.3 pp
+3.1 pp
+0.4 pp
+2.9 pp
−0.9 pp
−2.3 pp
−0.4 pp
−3.5 pp
−6.4 pp
−0.2 pp
−0.7 pp
−1.1 pp
+2.1 pp
−2.3 pp
−0.4 pp

McCormick & Company, Incorporated · MKC

−0.3 pp
−0.1 pp
+0.6 pp
+0.1 pp
+0.4 pp
+0.4 pp
+0.1 pp
+0.4 pp
0.0 pp
−0.1 pp
+0.2 pp
0.0 pp
0.0 pp
−0.3 pp
−0.1 pp

Smithfield Foods, Inc. · SFD

+4.3 pp
−3.0 pp
+0.7 pp
−3.5 pp

The Campbell's Company · CPB

+0.8 pp
+0.4 pp
−0.4 pp
+1.1 pp
−0.9 pp
−0.4 pp
−0.4 pp
−2.2 pp
−0.6 pp
−0.4 pp
−0.9 pp
+1.6 pp
−0.5 pp
−0.7 pp
+0.6 pp

The J. M. Smucker Company · SJM

−0.1 pp
+1.1 pp
−6.9 pp
+1.0 pp
−0.1 pp
−0.3 pp
+7.5 pp
+0.1 pp
−1.0 pp
−5.5 pp
−6.6 pp
−2.1 pp
+1.7 pp
−0.2 pp
+6.9 pp

The Kraft Heinz Company · KHC

+1.5 pp
+0.9 pp
+0.8 pp
+0.1 pp
−0.9 pp
−1.8 pp
−1.6 pp
−0.2 pp
−10.9 pp
+1.4 pp
+1.4 pp
+0.1 pp

The Magnum Ice Cream Company N.V. · MICC

0.0 pp
0.0 pp
+2.3 pp
+2.3 pp
−0.4 pp
−0.4 pp
−1.9 pp
−1.9 pp
09 · compare level, then change

Valuation Against Growth & Quality

JBS N.V. has the lowest PEG among the 30 Packaged Foods companies compared here, at 0.16×. Central Garden & Pet Company is next at 0.25×. Herbalife Ltd. has the lowest P/E at 6.46×, so level and change sit with different companies. 15 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: JBS N.V. has the lowest comparable PEG at 0.16×, 36% below Central Garden & Pet Company. Only 15 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderJBS N.V. · 0.16×
Gap36% versus #2 · Central Garden & Pet Company
Persistence0/4 recent comparable periods
Coverage15/30 companies · 83 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1JBS N.V. JBS · older report0.2
2Central Garden & Pet Company CENT · older report0.3
3Seneca Foods Corporation SENEA · older report0.3
5John B. Sanfilippo & Son, Inc. JBSS · older report0.7
P/Elowest P/E
1Herbalife Ltd. HLF · older report6.5
3Seneca Foods Corporation SENEA · older report9.1
4Nomad Foods Limited NOMD · older report9.3
Valuation · company comparison
15/30 level · 28/30 change
All-company data · latest reported quarter
CompanyPEGP/EReported
J&J Snack Foods Corp. JJSF6.426.8Mar 2026
McCormick & Company, Incorporated MKC4.97.9Jun 2026
The Simply Good Foods Company SMPL3.721.9Jun 2026
Freshpet, Inc. FRPT3.015.8Mar 2026
Post Holdings, Inc. POST2.916.6Mar 2026
Mama's Creations, Inc. MAMA2.694.6Jun 2026
Lamb Weston Holdings, Inc. LW2.220.8Jun 2026
The Marzetti Company MZTI1.721.7Mar 2026
Nomad Foods Limited NOMD1.59.3Mar 2026
Ingredion Incorporated INGR1.110.9Mar 2026
Smithfield Foods, Inc. SFD1.010.4Mar 2026
Conagra Brands, Inc. CAG0.711.2Jun 2026
BellRing Brands, Inc. BRBR0.712.5Mar 2026
John B. Sanfilippo & Son, Inc. JBSS0.713.6Mar 2026
General Mills, Inc. GIS0.410.9Jun 2026
Pilgrim's Pride Corporation PPC0.312.5Jun 2026
The Campbell's Company CPB0.310.3Jun 2026
Seneca Foods Corporation SENEA0.39.1Mar 2026
Central Garden & Pet Company CENT0.312.1Mar 2026
JBS N.V. JBS0.211.3Mar 2026
The Kraft Heinz Company KHC13.8Mar 2026
Hormel Foods Corporation HRL25.4Jun 2026
The J. M. Smucker Company SJM23.0Jun 2026
The Magnum Ice Cream Company N.V. MICC28.1Dec 2025
Darling Ingredients Inc. DAR15.2Sep 2026
Utz Brands, Inc. UTZ1,046.0Mar 2026
Flowers Foods, Inc. FLO21.5Jun 2026
Herbalife Ltd. HLF6.5Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

0.3
0.7

Freshpet, Inc. · FRPT

3.0

General Mills, Inc. · GIS

1.2
0.4

Ingredion Incorporated · INGR

0.9
0.5
0.3
0.4
0.6
0.8
1.4
0.7
1.1

JBS N.V. · JBS

0.2
0.2

Lamb Weston Holdings, Inc. · LW

2.2

McCormick & Company, Incorporated · MKC

4.3
4.6
1.2
1.7
2.6
4.9

Pilgrim's Pride Corporation · PPC

2.7
0.3

Post Holdings, Inc. · POST

1.2
0.6
2.7
2.0
2.9

Smithfield Foods, Inc. · SFD

1.0

The Campbell's Company · CPB

1.1
2.8
2.9
2.7
0.3

The Marzetti Company · MZTI

1.0
2.1
1.8
1.3
0.8
0.9
1.4
1.0
5.1
4.3
1.7

P/E · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Conagra Brands, Inc. · CAG

13.9
16.4
18.0
29.3
26.3
21.9
24.5
13.3
13.8
14.2
42.1
29.7
26.9
37.9
9.3
11.2

Darling Ingredients Inc. · DAR

22.9
17.8
20.2
15.0
14.8
13.0
13.2
12.3
13.7
15.8
23.0
19.2
29.1
57.2
47.1
96.5
46.9
15.2

General Mills, Inc. · GIS

17.3
18.1
15.8
16.1
17.3
17.4
19.5
16.7
15.9
15.0
15.9
16.9
14.1
13.4
13.0
9.5
10.4
10.9

Hormel Foods Corporation · HRL

25.5
28.0
29.9
27.0
25.8
25.1
23.7
25.5
21.7
21.2
25.2
22.5
21.1
22.5
21.8
21.3
27.4
27.6
25.4

JBS N.V. · JBS

7.6
9.0
7.6
11.3

Lamb Weston Holdings, Inc. · LW

39.5
41.8
48.9
28.8
26.2
26.5
15.9
13.8
12.8
13.5
17.6
14.5
29.9
21.5
22.2
27.0
20.4
22.3
20.8

McCormick & Company, Incorporated · MKC

30.7
34.4
36.7
32.8
33.8
30.1
33.1
34.2
25.7
26.3
26.4
27.2
26.9
28.4
25.3
24.4
23.0
11.7
7.9

Smithfield Foods, Inc. · SFD

7.6
9.8
10.5
8.9
10.4

The Campbell's Company · CPB

12.8
14.6
15.1
19.7
20.1
18.9
20.8
16.2
15.3
17.4
18.2
24.7
25.7
22.5
24.0
16.1
15.6
15.3
10.3

The J. M. Smucker Company · SJM

17.6
26.5
23.5
24.3
28.3
23.0
16.1
16.7
23.0

The Kraft Heinz Company · KHC

43.0
39.7
31.5
34.6
21.3
19.7
13.9
16.0
16.1
20.7
31.9
13.6
13.8

The Magnum Ice Cream Company N.V. · MICC

28.1
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Packaged Foods comparison names 5 specific ways its own evidence can mislead, all listed below. 18 of the 30 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 18 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 30 Packaged Foods companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Sep 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Packaged Foods company comparison FAQs

These 22 answers restate the Packaged Foods comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Sep 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Packaged Foods sector outperforming S&P 500?

Packaged Foods has underperformed S&P 500 by 20.3% over 52 weeks and 6.6% over 13 weeks. 8 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself.

Which Packaged Foods company is largest by revenue?

JBS N.V. leads with revenue of $88,267 million, based on 25 of 30 comparable companies through Mar 2026.

Which Packaged Foods company is growing fastest?

Once Upon A Farm, PBC has the fastest current revenue growth at 48.6%, across 24 of 30 comparable companies.

Which Packaged Foods company has the strongest 4-Factor Sector Score?

Seneca Foods Corporation ranks first at 65.4/100 with 59.9% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Packaged Foods company has the lowest comparable PEG?

JBS N.V. has the lowest comparable PEG at 0.16, among 15 of 30 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Packaged Foods comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Packaged Foods company is the biggest?

JBS N.V. is the largest, with trailing-twelve-month revenue of $88,267 million, ahead of The Kraft Heinz Company at $24,990 million. That covers 25 of 30 companies with comparable reporting through Mar 2026.

Which Packaged Foods company has the best profit margins?

The J. M. Smucker Company has the highest operating margin at 19.6%, from 29 of 30 comparable companies. The J. M. Smucker Company shows the biggest recent improvement, at +47.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Packaged Foods company makes the most profit?

JBS N.V. earns the most, at $1,915 million of trailing-twelve-month net profit, from 25 of 30 comparable companies. Seneca Foods Corporation has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Packaged Foods company earns the highest return on capital?

Darling Ingredients Inc. leads on return on capital employed at 12%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Packaged Foods stock is the cheapest?

On PEG — where a LOWER number is cheaper — JBS N.V. screens cheapest at 0.16×. Only 15 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Packaged Foods sector beating the market?

Packaged Foods has underperformed S&P 500 by 20.3% over the last 52 weeks and 6.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 8 of 28 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Packaged Foods stock has the strongest price momentum?

Westrock Coffee Company has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Packaged Foods company scores highest for research priority?

Seneca Foods Corporation scores 65.4 out of 100 with 59.9% evidence confidence, from 22.9 points on growth and earnings, 10.8 on capital efficiency, 15.7 on valuation and 16 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Packaged Foods companies does this comparison cover, and over what period?

It compares 30 listed companies over up to 20 reported quarters of fundamentals, ending Sep 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Packaged Foods sector?

The 30 Packaged Foods companies on this page carry $199,272 million of combined market value. The Kraft Heinz Company is the largest at $31,589 million, about 16% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Packaged Foods sector's P/E ratio?

The median price-to-earnings ratio across the 30 Packaged Foods companies on this page is 13.8×, measured on the 28 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Packaged Foods sector performing?

8 of the 28 covered Packaged Foods companies are beating S&P 500 on Mansfield relative strength. The sector itself is 20.3% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Packaged Foods stocks are listed in the US?

This comparison covers 30 listed Packaged Foods companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Sep 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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