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 49% behind S&P 500. Earnings across its companies fell 12% on average over the last four reported quarters.

FADING · −6 in 4w~Price down, no fundamental support15 of 38 companies ahead of S&P 500 by 5% or more over three months4 are 20% or more behind over a year while earnings grew 20% or more

RS ↑1w · 12/38 >200d (−7) · 15/38 lead (−6) · EPS 20/37↑

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 38 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 18.1% over the last 52 weeks. Over 13 weeks the gap is a lead of 2.4%. 5 of 27 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 +46.6%.

+2.4%Sector vs S&P 500 · 13 weeks

-18.1%Sector vs S&P 500 · 52 weeks

5/27Stocks leading S&P 500

8/27Stocks 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 18.1% over 52 weeks and 2.4% over 13 weeks. 5 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 27 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

complete canonical membership

Combined market value

$189.0B

The Kraft Heinz Company

Revenue growing

17/24

positive TTM year-on-year growth

Beating S&P 500

5/27

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%

Darling Ingredients Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 55.5% 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.

Utz Brands, 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.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1Darling Ingredients Inc.DAR	66.0/100Thin evidence · provisional56% evidence	BREAKING OUT	23.1/35 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	16.0/20 RS sector 32.4% · RS bench 22.1% · 1Y 105.3%5 of 12 weeks ahead 100% evidence
Exact sum: 23.1 + 17.1 + 9.8 + 16 = 66 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2The J. M. Smucker CompanySJM	61.4/100Mixed-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	16.9/20 RS sector 17.8% · RS bench 7.6% · 1Y 13.6%11 of 12 weeks ahead 100% evidence
Exact sum: 22.5 + 12.9 + 9.1 + 16.9 = 61.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Central Garden & Pet CompanyCENT	61.0/100Mixed-positive evidence66% evidence	FADING	19.5/35 Revenue 0.2% · PAT 37.9% · OPM change 0.8 pp 53% evidence	13.7/25 ROCE 8.8% · OPM 12.6% 57% evidence	15.1/20 P/E 12.1× · PEG 0.25 65% evidence	12.7/20 RS sector 11.6% · RS bench 2.3% · 1Y 16.5%8 of 12 weeks ahead 100% evidence
Exact sum: 19.5 + 13.7 + 15.1 + 12.7 = 61 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4The Campbell's CompanyCPB	55.7/100Mixed-positive evidence81% evidence	FADING	21.7/35 Revenue -2.9% · PAT 33.9% · OPM change 3.6 pp 83% evidence	11.9/25 ROCE 2% · OPM 10.1% 76% evidence	15.2/20 P/E 10.3× · PEG 0.3 65% evidence	6.9/20 RS sector -12.5% · RS bench -20.9% · 1Y -36%4 of 12 weeks ahead 100% evidence
Exact sum: 21.7 + 11.9 + 15.2 + 6.9 = 55.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5John B. Sanfilippo & Son, Inc.JBSS	52.3/100Thin evidence · provisional60% evidence	ASLEEP	16.6/35 Revenue 5.1% · PAT 21.4% · OPM change -2.4 pp 53% evidence	13.9/25 ROCE 5.2% · OPM 8.4% 57% evidence	13.9/20 P/E 13.6× · PEG 0.67 65% evidence	7.9/20 RS sector -6.9% · RS bench -15% · 1Y 8.4%1 of 12 weeks ahead 70% evidence
Exact sum: 16.6 + 13.9 + 13.9 + 7.9 = 52.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Utz Brands, Inc.UTZ	50.4/100Thin evidence · provisional56% evidence	BREAKING OUT	14.4/35 Revenue 2.3% · PAT -144.1% · OPM change 0.6 pp 53% evidence	7.5/25 ROCE 0.3% · OPM 2.2% 57% evidence	8.5/20 P/E 1046× · PEG — 15% evidence	20.0/20 RS sector 46.6% · RS bench 33.2% · 1Y 11.7%9 of 12 weeks ahead 100% evidence
Exact sum: 14.4 + 7.5 + 8.5 + 20 = 50.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7The Kraft Heinz CompanyKHC	49.6/100Mixed-negative evidence64% evidence	TURNING	19.6/35 Revenue -1.6% · PAT — · OPM change 22.8 pp 62% evidence	5.0/25 ROCE -9.4% · OPM -102.7% 76% evidence	9.9/20 P/E 13.8× · PEG — 15% evidence	15.1/20 RS sector 4.6% · RS bench -4.7% · 1Y -6.4%7 of 12 weeks ahead 100% evidence
Exact sum: 19.6 + 5 + 9.9 + 15.1 = 49.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Mama's Creations, Inc.MAMA	49.5/100Mixed-negative evidence81% evidence	FADING	24.1/35 Revenue 46.5% · PAT 50% · OPM change 0.5 pp 83% evidence	11.4/25 ROCE 5.3% · OPM 5% 76% evidence	5.6/20 P/E 94.6× · PEG 2.6 65% evidence	8.4/20 RS sector 0.5% · RS bench -8% · 1Y 33.2%9 of 12 weeks ahead 100% evidence
Exact sum: 24.1 + 11.4 + 5.6 + 8.4 = 49.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
9Ingredion IncorporatedINGR	48.5/100Mixed-negative evidence66% evidence	ASLEEP	14.3/35 Revenue -2.2% · PAT 7.2% · OPM change -3.9 pp 53% evidence	14.1/25 ROCE 3.1% · OPM 11.3% 57% evidence	12.5/20 P/E 10.9× · PEG 1.14 65% evidence	7.6/20 RS sector -7.5% · RS bench -16% · 1Y -19.7%0 of 12 weeks ahead 100% evidence
Exact sum: 14.3 + 14.1 + 12.5 + 7.6 = 48.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10Freshpet, Inc.FRPT	47.7/100Mixed-negative evidence61% evidence	BREAKING OUT	20.4/35 Revenue 12.1% · PAT 100% · OPM change 5.9 pp 40% evidence	7.2/25 ROCE 0.3% · OPM 1.5% 57% evidence	5.3/20 P/E 15.8× · PEG 2.98 65% evidence	14.8/20 RS sector 3.9% · RS bench -5.6% · 1Y 20.7%7 of 12 weeks ahead 100% evidence
Exact sum: 20.4 + 7.2 + 5.3 + 14.8 = 47.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Lamb Weston Holdings, Inc.LW	47.4/100Thin evidence · provisional56% evidence	FADING	14.9/35 Revenue — · PAT — · OPM change -8.3 pp 39% evidence	12.1/25 ROCE 2.8% · OPM 8.1% 76% evidence	9.5/20 P/E 20.8× · PEG — 15% evidence	10.9/20 RS sector -0.9% · RS bench -10% · 1Y -14.6%7 of 12 weeks ahead 100% evidence
Exact sum: 14.9 + 12.1 + 9.5 + 10.9 = 47.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12McCormick & Company, IncorporatedMKC	47.3/100Mixed-negative evidence81% evidence	BREAKING OUT	18.1/35 Revenue 9.5% · PAT 1.1% · OPM change -0.5 pp 83% evidence	14.3/25 ROCE 2.4% · OPM 14.3% 76% evidence	6.7/20 P/E 7.9× · PEG 4.94 65% evidence	8.2/20 RS sector -11.8% · RS bench -20.3% · 1Y -23.5%5 of 12 weeks ahead 100% evidence
Exact sum: 18.1 + 14.3 + 6.7 + 8.2 = 47.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Smithfield Foods, Inc.SFD	46.3/100Mixed-negative evidence66% evidence	ASLEEP	17.3/35 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	2.1/20 RS sector -15.2% · RS bench -22.5% · 1Y -16.7%0 of 12 weeks ahead 100% evidence
Exact sum: 17.3 + 13.4 + 13.5 + 2.1 = 46.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14JBS N.V.JBS	46.0/100Mixed-negative evidence66% evidence	TURNING	15.4/35 Revenue 12.1% · PAT -11.3% · OPM change -2.3 pp 53% evidence	9.8/25 ROCE 1.5% · OPM 2.2% 57% evidence	15.5/20 P/E 11.3× · PEG 0.16 65% evidence	5.3/20 RS sector -11.9% · RS bench -20% · 1Y -19.8%1 of 12 weeks ahead 100% evidence
Exact sum: 15.4 + 9.8 + 15.5 + 5.3 = 46 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
15Nomad Foods LimitedNOMD	46.0/100Thin evidence · provisional60% evidence	BREAKING OUT	13.2/35 Revenue -2.9% · PAT -40.9% · OPM change -1.8 pp 53% evidence	10.6/25 ROCE 1.1% · OPM 7.9% 57% evidence	11.5/20 P/E 9.3× · PEG 1.49 65% evidence	10.7/20 RS sector -0.4% · RS bench -9.6% · 1Y -17.7%11 of 12 weeks ahead 70% evidence
Exact sum: 13.2 + 10.6 + 11.5 + 10.7 = 46 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16BellRing Brands, Inc.BRBR	45.2/100Thin evidence · provisional60% evidence	ASLEEP	12.8/35 Revenue 6.4% · PAT -43.6% · OPM change -5.2 pp 53% evidence	15.6/25 ROCE 9.2% · OPM 11% 57% evidence	13.8/20 P/E 12.5× · PEG 0.7 65% evidence	3.0/20 RS sector -51.3% · RS bench -56.7% · 1Y -74.8%5 of 12 weeks ahead 70% evidence
Exact sum: 12.8 + 15.6 + 13.8 + 3 = 45.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Conagra Brands, Inc.CAG	44.4/100Thin evidence · provisional56% evidence	BREAKING OUT	15.4/35 Revenue — · PAT — · OPM change 1.6 pp 39% evidence	6.9/25 ROCE -10.8% · OPM 10% 76% evidence	10.6/20 P/E 11.2× · PEG — 15% evidence	11.5/20 RS sector -3.6% · RS bench -12.8% · 1Y -18.1%5 of 12 weeks ahead 100% evidence
Exact sum: 15.4 + 6.9 + 10.6 + 11.5 = 44.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18The Marzetti CompanyMZTI	42.0/100Mixed-negative evidence66% evidence	BASING	15.6/35 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	4.3/20 RS sector -24.7% · RS bench -32.1% · 1Y -41.8%0 of 12 weeks ahead 100% evidence
Exact sum: 15.6 + 13.4 + 8.7 + 4.3 = 42 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
19Pilgrim's Pride CorporationPPC	39.7/100Thin evidence · provisional56% evidence	TURNING	12.8/35 Revenue — · PAT — · OPM change -5.5 pp 39% evidence	9.0/25 ROCE 0.9% · OPM 3.6% 76% evidence	10.2/20 P/E 12.5× · PEG — 15% evidence	7.7/20 RS sector -12.9% · RS bench -21.4% · 1Y -27.1%3 of 12 weeks ahead 100% evidence
Exact sum: 12.8 + 9 + 10.2 + 7.7 = 39.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20Flowers Foods, Inc.FLO	38.3/100Thin evidence · provisional56% evidence	ASLEEP	16.8/35 Revenue — · PAT — · OPM change -0.4 pp 39% evidence	10.2/25 ROCE 2.3% · OPM 5.1% 76% evidence	9.4/20 P/E 21.5× · PEG — 15% evidence	1.9/20 RS sector -32.5% · RS bench -39.2% · 1Y -53.1%0 of 12 weeks ahead 100% evidence
Exact sum: 16.8 + 10.2 + 9.4 + 1.9 = 38.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21Post Holdings, Inc.POST	37.9/100Mixed-negative evidence66% evidence	BASING	18.2/35 Revenue 7.2% · PAT -5% · OPM change 1.1 pp 53% evidence	11.7/25 ROCE 1.8% · OPM 10.4% 57% evidence	5.6/20 P/E 16.6× · PEG 2.92 65% evidence	2.4/20 RS sector -17.4% · RS bench -25% · 1Y -24.3%0 of 12 weeks ahead 100% evidence
Exact sum: 18.2 + 11.7 + 5.6 + 2.4 = 37.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
22J&J Snack Foods Corp.JJSF	37.2/100Thin evidence · provisional60% evidence	BREAKING OUT	14.5/35 Revenue -2.1% · PAT -23.7% · OPM change -1.2 pp 53% evidence	9.3/25 ROCE 0.2% · OPM 0.5% 57% evidence	3.8/20 P/E 26.8× · PEG 6.43 65% evidence	9.6/20 RS sector -1.9% · RS bench -10.9% · 1Y -19%6 of 12 weeks ahead 70% evidence
Exact sum: 14.5 + 9.3 + 3.8 + 9.6 = 37.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23Hormel Foods CorporationHRL	36.9/100Mixed-negative evidence71% evidence	ASLEEP	12.9/35 Revenue 2.5% · PAT -37.6% · OPM change -1.3 pp 83% evidence	10.8/25 ROCE 1.8% · OPM 7.3% 76% evidence	8.9/20 P/E 25.4× · PEG — 15% evidence	4.3/20 RS sector -8.7% · RS bench -16.9% · 1Y -16.3%7 of 12 weeks ahead 100% evidence
Exact sum: 12.9 + 10.8 + 8.9 + 4.3 = 36.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
24General Mills, Inc.GIS	32.4/100Adverse evidence71% evidence	BREAKING OUT	5.6/35 Revenue -5.4% · PAT -103.7% · OPM change -56.5 pp 83% evidence	6.8/25 ROCE -8.6% · OPM -45.4% 76% evidence	10.7/20 P/E 10.9× · PEG — 15% evidence	9.3/20 RS sector -8% · RS bench -16.8% · 1Y -26.9%5 of 12 weeks ahead 100% evidence
Exact sum: 5.6 + 6.8 + 10.7 + 9.3 = 32.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
25The Simply Good Foods CompanySMPL	23.7/100Adverse evidence65% evidence	ASLEEP	5.1/35 Revenue -4.5% · PAT -237.2% · OPM change -29.6 pp 83% evidence	6.0/25 ROCE -2.3% · OPM -14% 76% evidence	9.2/20 P/E 21.9× · PEG — 15% evidence	3.4/20 RS sector -33.1% · RS bench -40% · 1Y -61.3%1 of 12 weeks ahead 70% evidence
Exact sum: 5.1 + 6 + 9.2 + 3.4 = 23.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
26Seneca Foods CorporationSENEB	59.4/100Thin evidence · provisional46% evidence		22.8/35 Revenue 5.1% · PAT 100% · OPM change 5.4 pp 53% evidence	10.9/25 ROCE 2.3% · OPM 6% 57% evidence	15.7/20 P/E 9.1× · PEG 0.28 65% evidence	10.0/20 RS sector — · RS bench — · 1Y 71.1%7 of 9 weeks ahead 0% evidence
Exact sum: 22.8 + 10.9 + 15.7 + 10 = 59.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
27Westrock Coffee CompanyWEST	52.7/100Thin evidence · provisional48% evidence	ASLEEP	21.6/35 Revenue 47.3% · PAT — · OPM change 7.1 pp 40% evidence	7.3/25 ROCE 0.4% · OPM 1% 57% evidence	10.0/20 P/E — · PEG — 0% evidence	13.8/20 RS sector 33.7% · RS bench 24.2% · 1Y 53%5 of 12 weeks ahead 100% evidence
Exact sum: 21.6 + 7.3 + 10 + 13.8 = 52.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Herbalife Ltd.HLF	51.0/100Thin evidence · provisional50% evidence	ASLEEP	17.4/35 Revenue 3.7% · PAT -15% · OPM change 0.4 pp 53% evidence	14.9/25 ROCE 8.1% · OPM 10.5% 57% evidence	11.5/20 P/E 6.5× · PEG — 15% evidence	7.2/20 RS sector -7.9% · RS bench -16.3% · 1Y 29.6%0 of 12 weeks ahead 70% evidence
Exact sum: 17.4 + 14.9 + 11.5 + 7.2 = 51 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29Once Upon A Farm, PBCOFRM	45.2/100Thin evidence · provisional28% evidence	ASLEEP	19.6/35 Revenue 48.6% · PAT — · OPM change -4 pp 40% evidence	5.6/25 ROCE -15.8% · OPM -22.2% 57% evidence	10.0/20 P/E — · PEG — 0% evidence	10.0/20 RS sector — · RS bench — · 1Y —6 of 12 weeks ahead 0% evidence
Exact sum: 19.6 + 5.6 + 10 + 10 = 45.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
30The Magnum Ice Cream Company N.V.MICC	44.8/100Thin evidence · provisional18% evidence	BREAKING OUT	16.7/35 Revenue — · PAT — · OPM change — 9% evidence	9.4/25 ROCE 0.4% · OPM — 46% evidence	8.7/20 P/E 28.1× · PEG — 15% evidence	10.0/20 RS sector — · RS bench — · 1Y —12 of 12 weeks ahead 0% evidence
Exact sum: 16.7 + 9.4 + 8.7 + 10 = 44.8 · 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

Darling Ingredients Inc. has the strongest one-year price move in Packaged Foods at +105.3%. Utz Brands, Inc. leads on Mansfield relative strength against the S&P 500 at +33.2%. 5 of 27 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.

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 $24,900 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, 254.5% 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

Gap254.5% versus #2 · The Kraft Heinz Company

Persistence8/8 recent comparable periods

Coverage25/30 companies · 507 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$24.9B

3General Mills, Inc. GIS$18.4B

4Smithfield Foods, Inc. SFD · older report$15.6B

5Hormel Foods Corporation HRL$12.2B

Revenue growthfastest growers

1Once Upon A Farm, PBC OFRM · older report49%

2Westrock Coffee Company WEST · older report47%

3Mama's Creations, Inc. MAMA47%

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.

Company	Revenue	Revenue growth	Reported
JBS N.V. JBS	$21.6B	11%	Mar 2026
The Kraft Heinz Company KHC	$6.3B	-1.4%	Jun 2026
General Mills, Inc. GIS	$4.6B	1.2%	Jun 2026
Pilgrim's Pride Corporation PPC	$4.5B	1.6%	Jun 2026
Smithfield Foods, Inc. SFD	$3.8B	0.8%	Mar 2026
The Magnum Ice Cream Company N.V. MICC	$3.4B	-4.1%	Dec 2025
Hormel Foods Corporation HRL	$3.0B	2.6%	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	$2.3B	5.8%	Jun 2026
Post Holdings, Inc. POST	$2.0B	4.7%	Mar 2026
McCormick & Company, Incorporated MKC	$1.9B	17%	Jun 2026
Ingredion Incorporated INGR	$1.8B	-1.2%	Mar 2026
Flowers Foods, Inc. FLO	$1.6B	1.2%	Jun 2026
Lamb Weston Holdings, Inc. LW	$1.6B	2.9%	Jun 2026
Darling Ingredients Inc. DAR	$1.6B	4.7%	Sep 2026
Herbalife Ltd. HLF	$1.3B	7.8%	Mar 2026
Central Garden & Pet Company CENT	$906M	8.6%	Mar 2026
Nomad Foods Limited NOMD	$715M	-5.9%	Mar 2026
BellRing Brands, Inc. BRBR	$599M	1.9%	Mar 2026
The Marzetti Company MZTI	$453M	-1.1%	Mar 2026
Seneca Foods Corporation SENEB	$394M	14%	Mar 2026
Utz Brands, Inc. UTZ	$361M	2.6%	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	$309M	44%	Mar 2026
Freshpet, Inc. FRPT	$298M	13%	Mar 2026
John B. Sanfilippo & Son, Inc. JBSS	$282M	8.1%	Mar 2026
Once Upon A Farm, PBC OFRM	$73M	43%	Mar 2026
Mama's Creations, Inc. MAMA	$53M	51%	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

Dec 2021$3.1B

Mar 2022$2.9B

Jun 2022$2.9B

Sep 2022$2.9B

Dec 2022$3.3B

Mar 2023$3.1B

Jun 2023$3.0B

Sep 2023$2.9B

Dec 2023$3.2B

Mar 2024$3.0B

Jun 2024$2.9B

Sep 2024$2.8B

Dec 2024$3.2B

Mar 2025$2.8B

Jun 2025$2.8B

Sep 2025$2.6B

Dec 2025$3.0B

Mar 2026$2.8B

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 2021$1.2B

Mar 2022$1.3B

Jun 2022$1.4B

Sep 2022$1.7B

Dec 2022$1.7B

Mar 2023—

Jun 2023$1.8B

Sep 2023$1.8B

Dec 2023$1.6B

Mar 2024$1.4B

Jun 2024$1.5B

Sep 2024$1.4B

Dec 2024$1.4B

Mar 2025$1.4B

Jun 2025$1.5B

Sep 2025$1.6B

Dec 2025—

Mar 2026$1.7B

Jun 2026$1.6B

Sep 2026—

General Mills, Inc. · GIS

Dec 2021$5.0B

Mar 2022$4.5B

Jun 2022$4.9B

Sep 2022$4.7B

Dec 2022$5.2B

Mar 2023$5.1B

Jun 2023$5.0B

Sep 2023$4.9B

Dec 2023$5.1B

Mar 2024$5.1B

Jun 2024$4.7B

Sep 2024$4.8B

Dec 2024$5.2B

Mar 2025$4.8B

Jun 2025$4.6B

Sep 2025$4.5B

Dec 2025$4.9B

Mar 2026$4.4B

Jun 2026$4.6B

Sep 2026—

Hormel Foods Corporation · HRL

Dec 2021$3.5B

Mar 2022$3.0B

Jun 2022$3.1B

Sep 2022$3.0B

Dec 2022$3.3B

Mar 2023$3.0B

Jun 2023$3.0B

Sep 2023$3.0B

Dec 2023$3.2B

Mar 2024$3.0B

Jun 2024$2.9B

Sep 2024$2.9B

Dec 2024$3.1B

Mar 2025$3.0B

Jun 2025$2.9B

Sep 2025$3.0B

Dec 2025$3.2B

Mar 2026$3.0B

Jun 2026$3.0B

Sep 2026—

JBS N.V. · JBS

Dec 2021$17.4B

Mar 2022$19.2B

Jun 2022$18.7B

Sep 2022$18.8B

Dec 2022$17.6B

Mar 2023$16.7B

Jun 2023$18.1B

Sep 2023$18.7B

Dec 2023$19.9B

Mar 2024$18.0B

Jun 2024$19.3B

Sep 2024$19.9B

Dec 2024$20.0B

Mar 2025$19.5B

Jun 2025$21.0B

Sep 2025$22.6B

Dec 2025$23.1B

Mar 2026$21.6B

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021$1.0B

Mar 2022$955M

Jun 2022$1.2B

Sep 2022$1.1B

Dec 2022$1.3B

Mar 2023$1.3B

Jun 2023$1.7B

Sep 2023$1.7B

Dec 2023$1.7B

Mar 2024$1.5B

Jun 2024$1.6B

Sep 2024$1.7B

Dec 2024$1.6B

Mar 2025$1.5B

Jun 2025$1.7B

Sep 2025$1.7B

Dec 2025$1.6B

Mar 2026$1.6B

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021$1.7B

Mar 2022$1.5B

Jun 2022$1.5B

Sep 2022$1.6B

Dec 2022$1.7B

Mar 2023$1.6B

Jun 2023$1.7B

Sep 2023$1.7B

Dec 2023$1.8B

Mar 2024$1.6B

Jun 2024$1.6B

Sep 2024$1.7B

Dec 2024$1.8B

Mar 2025$1.6B

Jun 2025$1.7B

Sep 2025$1.7B

Dec 2025$1.9B

Mar 2026$1.9B

Jun 2026$1.9B

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021$4.0B

Mar 2022$4.2B

Jun 2022$4.6B

Sep 2022$4.5B

Dec 2022$4.1B

Mar 2023$4.2B

Jun 2023$4.3B

Sep 2023$4.4B

Dec 2023$4.5B

Mar 2024$4.4B

Jun 2024$4.6B

Sep 2024$4.6B

Dec 2024$4.4B

Mar 2025$4.5B

Jun 2025$4.8B

Sep 2025$4.8B

Dec 2025$4.5B

Mar 2026$4.5B

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023$3.4B

Mar 2024$3.4B

Jun 2024$3.4B

Sep 2024$3.3B

Dec 2024$4.0B

Mar 2025$3.8B

Jun 2025$3.8B

Sep 2025$3.7B

Dec 2025$4.2B

Mar 2026$3.8B

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 2021$2.1B

Mar 2022$2.1B

Jun 2022$2.0B

Sep 2022$1.9B

Dec 2022$2.2B

Mar 2023$2.2B

Jun 2023$2.2B

Sep 2023$1.8B

Dec 2023$1.9B

Mar 2024$2.2B

Jun 2024$2.2B

Sep 2024$2.1B

Dec 2024$2.3B

Mar 2025$2.2B

Jun 2025$2.1B

Sep 2025$2.1B

Dec 2025$2.3B

Mar 2026$2.3B

Jun 2026$2.3B

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021$6.7B

Mar 2022$6.0B

Jun 2022$6.6B

Sep 2022$6.5B

Dec 2022$7.4B

Mar 2023—

Jun 2023$6.5B

Sep 2023$6.7B

Dec 2023$6.9B

Mar 2024$6.4B

Jun 2024$6.5B

Sep 2024$6.4B

Dec 2024$6.6B

Mar 2025$6.0B

Jun 2025$6.4B

Sep 2025$6.2B

Dec 2025$6.4B

Mar 2026$6.0B

Jun 2026$6.3B

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024$4.4B

Sep 2024—

Dec 2024$3.6B

Mar 2025—

Jun 2025$4.5B

Sep 2025—

Dec 2025$3.4B

Mar 2026—

Jun 2026—

Sep 2026—

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

Dec 2021—

Mar 2022—

Jun 20226.2%

Sep 20229.5%

Dec 20228.3%

Mar 20235.9%

Jun 20232.2%

Sep 20230.0%

Dec 2023-3.2%

Mar 2024-1.8%

Jun 2024-2.3%

Sep 2024-3.8%

Dec 2024-0.4%

Mar 2025-6.3%

Jun 2025-4.3%

Sep 2025-5.8%

Dec 2025-6.8%

Mar 2026-1.9%

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202238%

Dec 202247%

Mar 2023—

Jun 202331%

Sep 20236.6%

Dec 2023-7.7%

Mar 2024—

Jun 2024-19%

Sep 2024-19%

Dec 2024-12%

Mar 2025-2.8%

Jun 20251.9%

Sep 202510.0%

Dec 2025—

Mar 202624%

Jun 20264.7%

Sep 2026—

General Mills, Inc. · GIS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20223.9%

Dec 20223.9%

Mar 202313%

Jun 20232.8%

Sep 20234.0%

Dec 2023-1.6%

Mar 2024-0.5%

Jun 2024-6.3%

Sep 2024-1.2%

Dec 20242.0%

Mar 2025-5.0%

Jun 2025-3.4%

Sep 2025-6.8%

Dec 2025-7.2%

Mar 2026-8.4%

Jun 20261.2%

Sep 2026—

Hormel Foods Corporation · HRL

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20225.9%

Dec 2022-5.0%

Mar 2023-2.4%

Jun 2023-3.8%

Sep 2023-2.3%

Dec 2023-2.6%

Mar 20240.9%

Jun 2024-3.1%

Sep 2024-2.2%

Dec 2024-1.9%

Mar 2025-0.3%

Jun 20250.4%

Sep 20254.7%

Dec 20251.5%

Mar 20261.3%

Jun 20262.6%

Sep 2026—

JBS N.V. · JBS

Dec 2021—

Mar 2022—

Jun 20228.8%

Sep 202211%

Dec 20220.7%

Mar 2023-13%

Jun 2023-3.7%

Sep 2023-0.6%

Dec 202313%

Mar 20247.9%

Jun 20246.8%

Sep 20246.4%

Dec 20240.6%

Mar 20258.5%

Jun 20258.9%

Sep 202513%

Dec 202515%

Mar 202611%

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021—

Mar 2022—

Jun 202214%

Sep 202214%

Dec 202227%

Mar 202331%

Jun 202347%

Sep 202348%

Dec 202336%

Mar 202416%

Jun 2024-4.9%

Sep 2024-0.7%

Dec 2024-7.6%

Mar 20254.3%

Jun 20254.0%

Sep 20250.3%

Dec 20251.1%

Mar 20262.9%

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20223.0%

Dec 2022-2.0%

Mar 20232.9%

Jun 20237.9%

Sep 20235.6%

Dec 20233.4%

Mar 20242.4%

Jun 2024-1.0%

Sep 2024-0.3%

Dec 20242.6%

Mar 20250.2%

Jun 20251.0%

Sep 20252.7%

Dec 20252.9%

Mar 202617%

Jun 202617%

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021—

Mar 2022—

Jun 202227%

Sep 202217%

Dec 20222.2%

Mar 2023-1.8%

Jun 2023-7.0%

Sep 2023-2.4%

Dec 20239.7%

Mar 20244.7%

Jun 20245.8%

Sep 20245.2%

Dec 2024-3.5%

Mar 20252.3%

Jun 20254.3%

Sep 20253.8%

Dec 20253.3%

Mar 20261.6%

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 202417%

Mar 20259.5%

Jun 202511%

Sep 202512%

Dec 20257.0%

Mar 20260.8%

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.8%

Dec 20227.6%

Mar 20237.7%

Jun 20239.9%

Sep 2023-3.6%

Dec 2023-12%

Mar 20240.6%

Jun 2024-1.3%

Sep 202418%

Dec 202417%

Mar 2025-1.9%

Jun 2025-2.8%

Sep 2025-0.6%

Dec 20252.6%

Mar 20267.0%

Jun 20265.8%

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021—

Mar 2022—

Jun 2022-0.9%

Sep 20222.9%

Dec 202210%

Mar 2023—

Jun 2023-1.0%

Sep 20233.3%

Dec 2023-7.1%

Mar 2024—

Jun 2024-0.2%

Sep 2024-5.0%

Dec 2024-4.1%

Mar 2025-6.4%

Jun 2025-1.9%

Sep 2025-2.3%

Dec 2025-3.4%

Mar 20260.8%

Jun 2026-1.4%

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20252.5%

Sep 2025—

Dec 2025-4.1%

Mar 2026—

Jun 2026—

Sep 2026—

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%. Darling Ingredients Inc. is next at 14.6%. 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%

Gap34.2% versus #2 · Darling Ingredients Inc.

Persistence3/8 recent comparable periods

Coverage29/30 companies · 503 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.

OPMhighest

1The J. M. Smucker Company SJM20%

2Darling Ingredients Inc. DAR15%

3McCormick & Company, Incorporated MKC14%

4Central Garden & Pet Company CENT · older report13%

5Ingredion Incorporated INGR · older report11%

Margin changefastest expanders

1The J. M. Smucker Company SJM+47.5 pp

2The Kraft Heinz Company KHC+22.8 pp

3Darling Ingredients Inc. DAR+9.5 pp

4Westrock Coffee Company WEST · older report+7.1 pp

5Freshpet, Inc. FRPT · older report+5.9 pp

Operating margin · company comparison

29/30 level · 29/30 change

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
The J. M. Smucker Company SJM	20%	+47.5 pp	Jun 2026
Darling Ingredients Inc. DAR	15%	+9.5 pp	Sep 2026
McCormick & Company, Incorporated MKC	14%	−0.5 pp	Jun 2026
Central Garden & Pet Company CENT	13%	+0.8 pp	Mar 2026
Ingredion Incorporated INGR	11%	−3.9 pp	Mar 2026
BellRing Brands, Inc. BRBR	11%	−5.2 pp	Mar 2026
Herbalife Ltd. HLF	11%	+0.4 pp	Mar 2026
Post Holdings, Inc. POST	10%	+1.1 pp	Mar 2026
The Marzetti Company MZTI	10%	−0.6 pp	Mar 2026
The Campbell's Company CPB	10%	+3.6 pp	Jun 2026
Conagra Brands, Inc. CAG	10%	+1.6 pp	Jun 2026
Smithfield Foods, Inc. SFD	8.8%	+0.3 pp	Mar 2026
John B. Sanfilippo & Son, Inc. JBSS	8.4%	−2.4 pp	Mar 2026
Lamb Weston Holdings, Inc. LW	8.1%	−8.3 pp	Jun 2026
Nomad Foods Limited NOMD	7.9%	−1.8 pp	Mar 2026
Hormel Foods Corporation HRL	7.3%	−1.3 pp	Jun 2026
Seneca Foods Corporation SENEB	6.0%	+5.4 pp	Mar 2026
Flowers Foods, Inc. FLO	5.1%	−0.4 pp	Jun 2026
Mama's Creations, Inc. MAMA	5.0%	+0.5 pp	Jun 2026
Pilgrim's Pride Corporation PPC	3.6%	−5.5 pp	Jun 2026
JBS N.V. JBS	2.2%	−2.3 pp	Mar 2026
Utz Brands, Inc. UTZ	2.2%	+0.6 pp	Mar 2026
Freshpet, Inc. FRPT	1.5%	+5.9 pp	Mar 2026
Westrock Coffee Company WEST	1.0%	+7.1 pp	Mar 2026
J&J Snack Foods Corp. JJSF	0.5%	−1.2 pp	Mar 2026
The Simply Good Foods Company SMPL	-14%	−29.6 pp	Jun 2026
Once Upon A Farm, PBC OFRM	-22%	−4.0 pp	Mar 2026
General Mills, Inc. GIS	-45%	−56.5 pp	Jun 2026
The Kraft Heinz Company KHC	-103%	+22.8 pp	Jun 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

Dec 202113%

Mar 202212%

Jun 20227.4%

Sep 2022-0.7%

Dec 202217%

Mar 202316%

Jun 20231.9%

Sep 202317%

Dec 202314%

Mar 202416%

Jun 2024-1.0%

Sep 202414%

Dec 202413%

Mar 20258.4%

Jun 202512%

Sep 202513%

Dec 2025-20%

Mar 202610%

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 202117%

Mar 202216%

Jun 202217%

Sep 202217%

Dec 202215%

Mar 2023—

Jun 202314%

Sep 202320%

Dec 20239.8%

Mar 20249.7%

Jun 202410%

Sep 20244.2%

Dec 20248.6%

Mar 20252.1%

Jun 20255.1%

Sep 20254.6%

Dec 2025—

Mar 20265.7%

Jun 202615%

Sep 2026—

General Mills, Inc. · GIS

Dec 202116%

Mar 202218%

Jun 202221%

Sep 202223%

Dec 202215%

Mar 202314%

Jun 202316%

Sep 202319%

Dec 202316%

Mar 202418%

Jun 202417%

Sep 202417%

Dec 202421%

Mar 202518%

Jun 202511%

Sep 202538%

Dec 202515%

Mar 202612%

Jun 2026-45%

Sep 2026—

Hormel Foods Corporation · HRL

Dec 202110%

Mar 202211%

Jun 202211%

Sep 20229.6%

Dec 202211%

Mar 20239.7%

Jun 20239.9%

Sep 20237.3%

Dec 20238.4%

Mar 20249.5%

Jun 20248.7%

Sep 20248.2%

Dec 20249.4%

Mar 20257.6%

Jun 20258.6%

Sep 20257.9%

Dec 20250.1%

Mar 20268.0%

Jun 20267.3%

Sep 2026—

JBS N.V. · JBS

Dec 20219.5%

Mar 20228.2%

Jun 20228.3%

Sep 20227.1%

Dec 20222.7%

Mar 2023-0.7%

Jun 20231.7%

Sep 20232.9%

Dec 20231.8%

Mar 20244.0%

Jun 20245.9%

Sep 20247.8%

Dec 20244.8%

Mar 20254.5%

Jun 20255.3%

Sep 20255.4%

Dec 20254.1%

Mar 20262.2%

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 202111%

Mar 202214%

Jun 202212%

Sep 202214%

Dec 202221%

Mar 202321%

Jun 202311%

Sep 202319%

Dec 202318%

Mar 202415%

Jun 202413%

Sep 202413%

Dec 20241.2%

Mar 202516%

Jun 202511%

Sep 20259.4%

Dec 20258.6%

Mar 20268.1%

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 202116%

Mar 202214%

Jun 202210%

Sep 202215%

Dec 202216%

Mar 202313%

Jun 202313%

Sep 202315%

Dec 202317%

Mar 202415%

Jun 202414%

Sep 202417%

Dec 202417%

Mar 202514%

Jun 202515%

Sep 202517%

Dec 202517%

Mar 202612%

Jun 202614%

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 20211.4%

Mar 20229.5%

Jun 202211%

Sep 20227.6%

Dec 2022-1.9%

Mar 20230.8%

Jun 20232.3%

Sep 20234.7%

Dec 20234.1%

Mar 20245.7%

Jun 20249.7%

Sep 202411%

Dec 20247.0%

Mar 20259.1%

Jun 202511%

Sep 202510%

Dec 20254.5%

Mar 20263.6%

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20230.9%

Mar 20244.7%

Jun 20249.8%

Sep 20248.5%

Dec 20248.5%

Mar 20258.5%

Jun 20256.9%

Sep 20258.3%

Dec 20259.5%

Mar 20268.8%

Jun 2026—

Sep 2026—

The Campbell's Company · CPB

Dec 202117%

Mar 202215%

Jun 202214%

Sep 20228.6%

Dec 202217%

Mar 202314%

Jun 202311%

Sep 202313%

Dec 202314%

Mar 202413%

Jun 202411%

Sep 20243.4%

Dec 202413%

Mar 202512%

Jun 20256.5%

Sep 202512%

Dec 202513%

Mar 202611%

Jun 202610%

Sep 2026—

The J. M. Smucker Company · SJM

Dec 202115%

Mar 20227.3%

Jun 202215%

Sep 20229.6%

Dec 202213%

Mar 202314%

Jun 2023-28%

Sep 202317%

Dec 202315%

Mar 202413%

Jun 202418%

Sep 202416%

Dec 20247.5%

Mar 2025-27%

Jun 2025-28%

Sep 20252.2%

Dec 202518%

Mar 2026-23%

Jun 202620%

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021-0.3%

Mar 202218%

Jun 20228.3%

Sep 202212%

Dec 202217%

Mar 2023—

Jun 202319%

Sep 202321%

Dec 202319%

Mar 202420%

Jun 20248.1%

Sep 2024-1.6%

Dec 2024-0.6%

Mar 202520%

Jun 2025-126%

Sep 202516%

Dec 202517%

Mar 202619%

Jun 2026-103%

Sep 2026—

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

Dec 2021—

Mar 2022—

Jun 2022−3.1 pp

Sep 2022−14.4 pp

Dec 2022+3.2 pp

Mar 2023+3.6 pp

Jun 2023−5.5 pp

Sep 2023+17.5 pp

Dec 2023−2.6 pp

Mar 2024−0.4 pp

Jun 2024−2.9 pp

Sep 2024−2.4 pp

Dec 2024−1.4 pp

Mar 2025−7.1 pp

Jun 2025+12.5 pp

Sep 2025−1.2 pp

Dec 2025−32.7 pp

Mar 2026+1.6 pp

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−5.5 pp

Dec 2022−1.9 pp

Mar 2023—

Jun 2023−2.7 pp

Sep 2023+3.4 pp

Dec 2023−5.6 pp

Mar 2024—

Jun 2024−4.1 pp

Sep 2024−16.1 pp

Dec 2024−1.2 pp

Mar 2025−7.6 pp

Jun 2025−5.1 pp

Sep 2025+0.4 pp

Dec 2025—

Mar 2026+3.6 pp

Jun 2026+9.5 pp

Sep 2026—

General Mills, Inc. · GIS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+4.4 pp

Dec 2022−0.6 pp

Mar 2023−3.8 pp

Jun 2023−4.5 pp

Sep 2023−4.0 pp

Dec 2023+0.5 pp

Mar 2024+3.7 pp

Jun 2024+0.2 pp

Sep 2024−1.8 pp

Dec 2024+4.8 pp

Mar 2025+0.5 pp

Jun 2025−5.4 pp

Sep 2025+21.0 pp

Dec 2025−5.6 pp

Mar 2026−6.6 pp

Jun 2026−56.5 pp

Sep 2026—

Hormel Foods Corporation · HRL

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.4 pp

Dec 2022+0.8 pp

Mar 2023−0.8 pp

Jun 2023−0.9 pp

Sep 2023−2.3 pp

Dec 2023−2.8 pp

Mar 2024−0.2 pp

Jun 2024−1.2 pp

Sep 2024+0.9 pp

Dec 2024+1.0 pp

Mar 2025−1.9 pp

Jun 2025−0.1 pp

Sep 2025−0.3 pp

Dec 2025−9.3 pp

Mar 2026+0.4 pp

Jun 2026−1.3 pp

Sep 2026—

JBS N.V. · JBS

Dec 2021—

Mar 2022—

Jun 2022−0.3 pp

Sep 2022−4.7 pp

Dec 2022−6.8 pp

Mar 2023−8.9 pp

Jun 2023−6.6 pp

Sep 2023−4.2 pp

Dec 2023−0.9 pp

Mar 2024+4.7 pp

Jun 2024+4.2 pp

Sep 2024+4.9 pp

Dec 2024+3.0 pp

Mar 2025+0.5 pp

Jun 2025−0.6 pp

Sep 2025−2.4 pp

Dec 2025−0.7 pp

Mar 2026−2.3 pp

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021—

Mar 2022—

Jun 2022+2.0 pp

Sep 2022+7.8 pp

Dec 2022+9.9 pp

Mar 2023+7.2 pp

Jun 2023−0.8 pp

Sep 2023+5.5 pp

Dec 2023−3.7 pp

Mar 2024−5.8 pp

Jun 2024+2.2 pp

Sep 2024−6.6 pp

Dec 2024−16.4 pp

Mar 2025+1.0 pp

Jun 2025−2.1 pp

Sep 2025−3.4 pp

Dec 2025+7.4 pp

Mar 2026−8.3 pp

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−2.4 pp

Dec 2022−0.4 pp

Mar 2023−0.9 pp

Jun 2023+3.2 pp

Sep 2023−0.2 pp

Dec 2023+1.4 pp

Mar 2024+1.9 pp

Jun 2024+0.8 pp

Sep 2024+2.6 pp

Dec 20240.0 pp

Mar 2025−0.6 pp

Jun 2025+0.6 pp

Sep 2025−0.4 pp

Dec 2025−0.2 pp

Mar 2026−1.9 pp

Jun 2026−0.5 pp

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021—

Mar 2022—

Jun 2022+14.5 pp

Sep 2022+4.4 pp

Dec 2022−3.3 pp

Mar 2023−8.7 pp

Jun 2023−8.8 pp

Sep 2023−2.9 pp

Dec 2023+6.0 pp

Mar 2024+4.9 pp

Jun 2024+7.4 pp

Sep 2024+6.4 pp

Dec 2024+2.9 pp

Mar 2025+3.4 pp

Jun 2025+1.1 pp

Sep 2025−0.7 pp

Dec 2025−2.5 pp

Mar 2026−5.5 pp

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024+7.6 pp

Mar 2025+3.8 pp

Jun 2025−2.9 pp

Sep 2025−0.2 pp

Dec 2025+1.0 pp

Mar 2026+0.3 pp

Jun 2026—

Sep 2026—

The Campbell's Company · CPB

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−13.3 pp

Dec 2022+0.1 pp

Mar 2023−0.5 pp

Jun 2023−2.4 pp

Sep 2023+4.6 pp

Dec 2023−2.7 pp

Mar 2024−1.2 pp

Jun 2024−0.9 pp

Sep 2024−9.8 pp

Dec 2024−1.0 pp

Mar 2025−0.7 pp

Jun 2025−4.0 pp

Sep 2025+8.2 pp

Dec 2025−0.6 pp

Mar 2026−1.6 pp

Jun 2026+3.6 pp

Sep 2026—

The J. M. Smucker Company · SJM

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−4.4 pp

Dec 2022−1.9 pp

Mar 2023+7.0 pp

Jun 2023−43.1 pp

Sep 2023+7.2 pp

Dec 2023+2.1 pp

Mar 2024−1.0 pp

Jun 2024+46.7 pp

Sep 2024−0.4 pp

Dec 2024−7.9 pp

Mar 2025−40.5 pp

Jun 2025−46.3 pp

Sep 2025−14.2 pp

Dec 2025+10.5 pp

Mar 2026+3.8 pp

Jun 2026+47.5 pp

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021—

Mar 2022—

Jun 2022−10.4 pp

Sep 2022−6.8 pp

Dec 2022+16.9 pp

Mar 2023—

Jun 2023+10.9 pp

Sep 2023+9.0 pp

Dec 2023+2.4 pp

Mar 2024—

Jun 2024−11.1 pp

Sep 2024−22.1 pp

Dec 2024−19.6 pp

Mar 2025−0.4 pp

Jun 2025−133.6 pp

Sep 2025+18.0 pp

Dec 2025+17.7 pp

Mar 2026−1.0 pp

Jun 2026+22.8 pp

Sep 2026—

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 · 511 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

3McCormick & Company, Incorporated MKC$710M

4Ingredion Incorporated INGR · older report$681M

5The Campbell's Company CPB$608M

Profit growthfastest growers

1Seneca Foods Corporation SENEB · older report100%

2Mama's Creations, Inc. MAMA50%

3Central Garden & Pet Company CENT · older report38%

4The Campbell's Company CPB34%

5John B. Sanfilippo & Son, Inc. JBSS · older report21%

Net profit · company comparison

25/30 level · 19/30 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
The J. M. Smucker Company SJM	$388M	-124%	Jun 2026
Smithfield Foods, Inc. SFD	$251M	11%	Mar 2026
JBS N.V. JBS	$242M	-56%	Mar 2026
Conagra Brands, Inc. CAG	$200M	38%	Jun 2026
McCormick & Company, Incorporated MKC	$157M	1.3%	Jun 2026
Hormel Foods Corporation HRL	$157M	-13%	Jun 2026
Ingredion Incorporated INGR	$144M	-28%	Mar 2026
Darling Ingredients Inc. DAR	$137M	879%	Sep 2026
The Campbell's Company CPB	$124M	88%	Jun 2026
Pilgrim's Pride Corporation PPC	$101M	-66%	Jun 2026
Post Holdings, Inc. POST	$82M	32%	Mar 2026
Central Garden & Pet Company CENT	$79M	23%	Mar 2026
Herbalife Ltd. HLF	$61M	22%	Mar 2026
Lamb Weston Holdings, Inc. LW	$51M	-65%	Jun 2026
Freshpet, Inc. FRPT	$49M	89%	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 SENEB	$25M	2,400%	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	$2M	100%	Jun 2026
Utz Brands, Inc. UTZ	$-2M	-133%	Mar 2026
Westrock Coffee Company WEST	$-9M	-182%	Mar 2026
Once Upon A Farm, PBC OFRM	$-16M	—	Mar 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
The Kraft Heinz Company KHC	$-5.5B	12%	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

Dec 2021$276M

Mar 2022$219M

Jun 2022$158M

Sep 2022$-78M

Dec 2022$382M

Mar 2023$342M

Jun 2023$36M

Sep 2023$320M

Dec 2023$286M

Mar 2024$309M

Jun 2024$-567M

Sep 2024$467M

Dec 2024$285M

Mar 2025$145M

Jun 2025$256M

Sep 2025$165M

Dec 2025$-664M

Mar 2026$200M

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 2021$148M

Mar 2022$158M

Jun 2022$191M

Sep 2022$205M

Dec 2022$192M

Mar 2023—

Jun 2023$190M

Sep 2023$255M

Dec 2023$87M

Mar 2024$82M

Jun 2024$81M

Sep 2024$19M

Dec 2024$104M

Mar 2025$-24M

Jun 2025$14M

Sep 2025$21M

Dec 2025—

Mar 2026$59M

Jun 2026$137M

Sep 2026—

General Mills, Inc. · GIS

Dec 2021$608M

Mar 2022$663M

Jun 2022$826M

Sep 2022$823M

Dec 2022$608M

Mar 2023$558M

Jun 2023$620M

Sep 2023$680M

Dec 2023$602M

Mar 2024$676M

Jun 2024$560M

Sep 2024$584M

Dec 2024$802M

Mar 2025$631M

Jun 2025$302M

Sep 2025$1.2B

Dec 2025$414M

Mar 2026$306M

Jun 2026$-2.0B

Sep 2026—

Hormel Foods Corporation · HRL

Dec 2021$282M

Mar 2022$240M

Jun 2022$262M

Sep 2022$219M

Dec 2022$280M

Mar 2023$218M

Jun 2023$217M

Sep 2023$163M

Dec 2023$195M

Mar 2024$219M

Jun 2024$189M

Sep 2024$177M

Dec 2024$220M

Mar 2025$171M

Jun 2025$180M

Sep 2025$184M

Dec 2025$-56M

Mar 2026$182M

Jun 2026$157M

Sep 2026—

JBS N.V. · JBS

Dec 2021$1.2B

Mar 2022$1.1B

Jun 2022$871M

Sep 2022$812M

Dec 2022$444M

Mar 2023$-275M

Jun 2023$-40M

Sep 2023$142M

Dec 2023$17M

Mar 2024$365M

Jun 2024$388M

Sep 2024$757M

Dec 2024$458M

Mar 2025$556M

Jun 2025$594M

Sep 2025$644M

Dec 2025$435M

Mar 2026$242M

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021$22M

Mar 2022$77M

Jun 2022$89M

Sep 2022$57M

Dec 2022$210M

Mar 2023$198M

Jun 2023$82M

Sep 2023$223M

Dec 2023$210M

Mar 2024$145M

Jun 2024$122M

Sep 2024$116M

Dec 2024$-38M

Mar 2025$144M

Jun 2025$120M

Sep 2025$65M

Dec 2025$59M

Mar 2026$51M

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021$191M

Mar 2022$146M

Jun 2022$108M

Sep 2022$215M

Dec 2022$175M

Mar 2023$125M

Jun 2023$142M

Sep 2023$157M

Dec 2023$201M

Mar 2024$145M

Jun 2024$167M

Sep 2024$205M

Dec 2024$197M

Mar 2025$145M

Jun 2025$155M

Sep 2025$209M

Dec 2025$208M

Mar 2026$136M

Jun 2026$157M

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021$36M

Mar 2022$281M

Jun 2022$362M

Sep 2022$259M

Dec 2022$-155M

Mar 2023$6M

Jun 2023$61M

Sep 2023$122M

Dec 2023$134M

Mar 2024$175M

Jun 2024$327M

Sep 2024$350M

Dec 2024$236M

Mar 2025$296M

Jun 2025$356M

Sep 2025$343M

Dec 2025$88M

Mar 2026$101M

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023$10M

Mar 2024$112M

Jun 2024$259M

Sep 2024$209M

Dec 2024$217M

Mar 2025$227M

Jun 2025$188M

Sep 2025$252M

Dec 2025$331M

Mar 2026$251M

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 2021$206M

Mar 2022$70M

Jun 2022$202M

Sep 2022$110M

Dec 2022$191M

Mar 2023$209M

Jun 2023$-601M

Sep 2023$184M

Dec 2023$195M

Mar 2024$120M

Jun 2024$245M

Sep 2024$185M

Dec 2024$-25M

Mar 2025$-662M

Jun 2025$-729M

Sep 2025$-44M

Dec 2025$241M

Mar 2026$-724M

Jun 2026$388M

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021$-255M

Mar 2022$781M

Jun 2022$265M

Sep 2022$435M

Dec 2022$887M

Mar 2023—

Jun 2023$837M

Sep 2023$998M

Dec 2023$757M

Mar 2024$804M

Jun 2024$100M

Sep 2024$-290M

Dec 2024$2.1B

Mar 2025$714M

Jun 2025$-7.8B

Sep 2025$613M

Dec 2025$648M

Mar 2026$799M

Jun 2026$-5.5B

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024$462M

Sep 2024—

Dec 2024$133M

Mar 2025—

Jun 2025$464M

Sep 2025—

Dec 2025$-157M

Mar 2026—

Jun 2026—

Sep 2026—

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

Dec 2021—

Mar 2022—

Jun 2022-49%

Sep 2022-133%

Dec 202238%

Mar 202356%

Jun 2023-77%

Sep 2023—

Dec 2023-25%

Mar 2024-9.7%

Jun 2024-1,675%

Sep 202446%

Dec 2024-0.4%

Mar 2025-53%

Jun 2025—

Sep 2025-65%

Dec 2025-333%

Mar 202638%

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20223.5%

Dec 202230%

Mar 2023—

Jun 2023-0.5%

Sep 202324%

Dec 2023-55%

Mar 2024—

Jun 2024-57%

Sep 2024-93%

Dec 202420%

Mar 2025-129%

Jun 2025-83%

Sep 202511%

Dec 2025—

Mar 2026—

Jun 2026879%

Sep 2026—

General Mills, Inc. · GIS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202229%

Dec 20220.0%

Mar 2023-16%

Jun 2023-25%

Sep 2023-17%

Dec 2023-1.0%

Mar 202421%

Jun 2024-9.7%

Sep 2024-14%

Dec 202433%

Mar 2025-6.7%

Jun 2025-46%

Sep 2025106%

Dec 2025-48%

Mar 2026-52%

Jun 2026-765%

Sep 2026—

Hormel Foods Corporation · HRL

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202224%

Dec 2022-0.7%

Mar 2023-9.2%

Jun 2023-17%

Sep 2023-26%

Dec 2023-30%

Mar 20240.5%

Jun 2024-13%

Sep 20248.6%

Dec 202413%

Mar 2025-22%

Jun 2025-4.8%

Sep 20254.0%

Dec 2025-125%

Mar 20266.4%

Jun 2026-13%

Sep 2026—

JBS N.V. · JBS

Dec 2021—

Mar 2022—

Jun 20222.8%

Sep 2022-42%

Dec 2022-62%

Mar 2023-124%

Jun 2023-105%

Sep 2023-83%

Dec 2023-96%

Mar 2024—

Jun 2024—

Sep 2024433%

Dec 20242,594%

Mar 202552%

Jun 202553%

Sep 2025-15%

Dec 2025-5.0%

Mar 2026-56%

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021—

Mar 2022—

Jun 202259%

Sep 2022138%

Dec 2022855%

Mar 2023157%

Jun 2023-7.9%

Sep 2023291%

Dec 20230.0%

Mar 2024-27%

Jun 202449%

Sep 2024-48%

Dec 2024-118%

Mar 2025-0.7%

Jun 2025-1.6%

Sep 2025-44%

Dec 2025—

Mar 2026-65%

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20225.9%

Dec 2022-8.4%

Mar 2023-14%

Jun 202331%

Sep 2023-27%

Dec 202315%

Mar 202416%

Jun 202418%

Sep 202431%

Dec 2024-2.0%

Mar 20250.0%

Jun 2025-7.2%

Sep 20252.0%

Dec 20255.6%

Mar 2026-6.2%

Jun 20261.3%

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022325%

Dec 2022-531%

Mar 2023-98%

Jun 2023-83%

Sep 2023-53%

Dec 2023—

Mar 20242,817%

Jun 2024436%

Sep 2024187%

Dec 202476%

Mar 202569%

Jun 20258.9%

Sep 2025-2.0%

Dec 2025-63%

Mar 2026-66%

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20242,070%

Mar 2025103%

Jun 2025-27%

Sep 202521%

Dec 202553%

Mar 202611%

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-29%

Dec 2022-7.3%

Mar 2023199%

Jun 2023-398%

Sep 202367%

Dec 20232.1%

Mar 2024-43%

Jun 2024—

Sep 20240.5%

Dec 2024-113%

Mar 2025-652%

Jun 2025-398%

Sep 2025-124%

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-41%

Dec 2022—

Mar 2023—

Jun 2023216%

Sep 2023129%

Dec 2023-15%

Mar 2024—

Jun 2024-88%

Sep 2024-129%

Dec 2024182%

Mar 2025-11%

Jun 2025-7,923%

Sep 2025—

Dec 2025-70%

Mar 202612%

Jun 2026—

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20250.4%

Sep 2025—

Dec 2025-218%

Mar 2026—

Jun 2026—

Sep 2026—

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 · 522 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

1Darling Ingredients Inc. DAR12%

2BellRing Brands, Inc. BRBR · older report9.2%

3Central Garden & Pet Company CENT · older report8.8%

4Herbalife Ltd. HLF · older report8.1%

5Mama's Creations, Inc. MAMA5.3%

ROCE changefastest improvers

1Once Upon A Farm, PBC OFRM · older report+24.5 pp

2Darling Ingredients Inc. DAR+11.2 pp

3The J. M. Smucker Company SJM+6.9 pp

4Seneca Foods Corporation SENEB · 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

Company	ROCE	ROCE change	Reported
Darling Ingredients Inc. DAR	12%	+11.2 pp	Sep 2026
BellRing Brands, Inc. BRBR	9.2%	−5.5 pp	Mar 2026
Central Garden & Pet Company CENT	8.8%	+0.8 pp	Mar 2026
Herbalife Ltd. HLF	8.1%	+0.6 pp	Mar 2026
Mama's Creations, Inc. MAMA	5.3%	+0.3 pp	Jun 2026
John B. Sanfilippo & Son, Inc. JBSS	5.2%	−2.0 pp	Mar 2026
The Marzetti Company MZTI	4.1%	−0.7 pp	Mar 2026
The J. M. Smucker Company SJM	3.1%	+6.9 pp	Jun 2026
Smithfield Foods, Inc. SFD	3.1%	−3.5 pp	Mar 2026
Ingredion Incorporated INGR	3.1%	−1.4 pp	Mar 2026
Lamb Weston Holdings, Inc. LW	2.8%	−0.4 pp	Jun 2026
McCormick & Company, Incorporated MKC	2.4%	−0.1 pp	Jun 2026
Flowers Foods, Inc. FLO	2.3%	−0.3 pp	Jun 2026
Seneca Foods Corporation SENEB	2.3%	+2.1 pp	Mar 2026
The Campbell's Company CPB	2.0%	+0.6 pp	Jun 2026
Hormel Foods Corporation HRL	1.8%	−0.3 pp	Jun 2026
Post Holdings, Inc. POST	1.8%	+0.2 pp	Mar 2026
JBS N.V. JBS	1.5%	−1.3 pp	Mar 2026
Nomad Foods Limited NOMD	1.1%	−0.3 pp	Mar 2026
Pilgrim's Pride Corporation PPC	0.9%	−5.9 pp	Jun 2026
The Magnum Ice Cream Company N.V. MICC	0.4%	−1.9 pp	Dec 2025
Westrock Coffee Company WEST	0.4%	+2.0 pp	Mar 2026
Freshpet, Inc. FRPT	0.3%	+1.1 pp	Mar 2026
Utz Brands, Inc. UTZ	0.3%	+0.1 pp	Mar 2026
J&J Snack Foods Corp. JJSF	0.2%	−0.3 pp	Mar 2026
The Simply Good Foods Company SMPL	-2.3%	−5.0 pp	Jun 2026
General Mills, Inc. GIS	-8.6%	−10.6 pp	Jun 2026
The Kraft Heinz Company KHC	-9.4%	+0.9 pp	Jun 2026
Conagra Brands, Inc. CAG	-11%	−12.7 pp	Jun 2026
Once Upon A Farm, PBC OFRM	-16%	+24.5 pp	Mar 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

Dec 20212.1%

Mar 20221.9%

Jun 20221.1%

Sep 2022-0.1%

Dec 20222.9%

Mar 20232.6%

Jun 20230.3%

Sep 20232.7%

Dec 20232.4%

Mar 20242.5%

Jun 2024-0.2%

Sep 20242.2%

Dec 20242.3%

Mar 20251.4%

Jun 20251.9%

Sep 20252.0%

Dec 2025-3.7%

Mar 20261.7%

Jun 2026-11%

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 20214.1%

Mar 20224.1%

Jun 20224.3%

Sep 20224.5%

Dec 20224.1%

Mar 2023—

Jun 20233.3%

Sep 20234.2%

Dec 20231.7%

Mar 20241.4%

Jun 20241.5%

Sep 20240.6%

Dec 20241.3%

Mar 20250.3%

Jun 20250.8%

Sep 20250.8%

Dec 2025—

Mar 20261.1%

Jun 20262.4%

Sep 202612%

General Mills, Inc. · GIS

Dec 20213.3%

Mar 20223.4%

Jun 20224.4%

Sep 20224.6%

Dec 20223.4%

Mar 20233.2%

Jun 20233.5%

Sep 20234.0%

Dec 20233.6%

Mar 20244.0%

Jun 20243.2%

Sep 20243.4%

Dec 20244.4%

Mar 20253.7%

Jun 20252.0%

Sep 20257.0%

Dec 20252.9%

Mar 20262.2%

Jun 2026-8.6%

Sep 2026—

Hormel Foods Corporation · HRL

Dec 20213.6%

Mar 20223.2%

Jun 20223.3%

Sep 20222.6%

Dec 20223.2%

Mar 20232.5%

Jun 20232.5%

Sep 20231.9%

Dec 20232.4%

Mar 20242.5%

Jun 20242.1%

Sep 20242.1%

Dec 20242.5%

Mar 20252.0%

Jun 20252.1%

Sep 20252.0%

Dec 20250.0%

Mar 20262.0%

Jun 20261.8%

Sep 2026—

JBS N.V. · JBS

Dec 20216.6%

Mar 20226.2%

Jun 20225.8%

Sep 20224.9%

Dec 20221.7%

Mar 2023-0.4%

Jun 20231.0%

Sep 20231.8%

Dec 20231.2%

Mar 20242.4%

Jun 20243.7%

Sep 20244.9%

Dec 20243.1%

Mar 20252.8%

Jun 20253.6%

Sep 20253.9%

Dec 20253.0%

Mar 20261.5%

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 20213.3%

Mar 20223.8%

Jun 20223.9%

Sep 20224.4%

Dec 20227.6%

Mar 20236.9%

Jun 20234.3%

Sep 20237.3%

Dec 20236.7%

Mar 20244.6%

Jun 20243.9%

Sep 20243.8%

Dec 20240.3%

Mar 20254.4%

Jun 20253.2%

Sep 20252.7%

Dec 20252.4%

Mar 20262.1%

Jun 20262.8%

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 20213.0%

Mar 20222.1%

Jun 20221.6%

Sep 20222.4%

Dec 20222.7%

Mar 20232.0%

Jun 20232.2%

Sep 20232.5%

Dec 20233.1%

Mar 20242.4%

Jun 20242.3%

Sep 20242.9%

Dec 20243.1%

Mar 20252.3%

Jun 20252.5%

Sep 20252.9%

Dec 20253.1%

Mar 20262.0%

Jun 20262.4%

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 20210.9%

Mar 20226.4%

Jun 20228.3%

Sep 20225.2%

Dec 2022-1.2%

Mar 20230.5%

Jun 20231.4%

Sep 20233.0%

Dec 20232.6%

Mar 20243.5%

Jun 20245.9%

Sep 20246.6%

Dec 20244.0%

Mar 20255.6%

Jun 20256.8%

Sep 20256.4%

Dec 20252.6%

Mar 20262.2%

Jun 20260.9%

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.0%

Jun 2023—

Sep 2023—

Dec 2023-1.0%

Mar 2024—

Jun 2024—

Sep 20246.2%

Dec 20243.3%

Mar 20256.6%

Jun 20255.3%

Sep 20253.2%

Dec 20254.0%

Mar 20263.1%

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 20212.2%

Mar 20221.1%

Jun 20222.2%

Sep 20221.3%

Dec 20222.1%

Mar 20232.2%

Jun 2023-4.7%

Sep 20232.3%

Dec 20232.0%

Mar 20241.9%

Jun 20242.8%

Sep 20242.4%

Dec 20241.0%

Mar 2025-3.6%

Jun 2025-3.8%

Sep 20250.3%

Dec 20252.7%

Mar 2026-3.8%

Jun 20263.1%

Sep 2026—

The Kraft Heinz Company · KHC

Dec 20210.0%

Mar 20221.3%

Jun 20220.6%

Sep 20220.9%

Dec 20221.5%

Mar 2023—

Jun 20231.5%

Sep 20231.7%

Dec 20231.6%

Mar 20241.6%

Jun 20240.6%

Sep 2024-0.1%

Dec 20240.0%

Mar 20251.4%

Jun 2025-10%

Sep 20251.3%

Dec 20251.4%

Mar 20261.5%

Jun 2026-9.4%

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.0%

Dec 20220.0%

Mar 2023—

Jun 2023—

Sep 20230.0%

Dec 20230.0%

Mar 20248.4%

Jun 20248.4%

Sep 20242.3%

Dec 20242.3%

Mar 20258.0%

Jun 20258.0%

Sep 20250.4%

Dec 20250.4%

Mar 2026—

Jun 2026—

Sep 2026—

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

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.8 pp

Mar 2023+0.7 pp

Jun 2023−0.8 pp

Sep 2023+2.8 pp

Dec 2023−0.5 pp

Mar 2024−0.1 pp

Jun 2024−0.5 pp

Sep 2024−0.5 pp

Dec 2024−0.1 pp

Mar 2025−1.1 pp

Jun 2025+2.1 pp

Sep 2025−0.2 pp

Dec 2025−6.0 pp

Mar 2026+0.3 pp

Jun 2026−12.7 pp

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 20220.0 pp

Mar 2023—

Jun 2023−1.0 pp

Sep 2023−0.3 pp

Dec 2023−2.4 pp

Mar 2024—

Jun 2024−1.8 pp

Sep 2024−3.6 pp

Dec 2024−0.4 pp

Mar 2025−1.1 pp

Jun 2025−0.7 pp

Sep 2025+0.2 pp

Dec 2025—

Mar 2026+0.8 pp

Jun 2026+1.6 pp

Sep 2026+11.2 pp

General Mills, Inc. · GIS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.1 pp

Mar 2023−0.2 pp

Jun 2023−0.9 pp

Sep 2023−0.6 pp

Dec 2023+0.2 pp

Mar 2024+0.8 pp

Jun 2024−0.3 pp

Sep 2024−0.6 pp

Dec 2024+0.8 pp

Mar 2025−0.3 pp

Jun 2025−1.2 pp

Sep 2025+3.6 pp

Dec 2025−1.5 pp

Mar 2026−1.5 pp

Jun 2026−10.6 pp

Sep 2026—

Hormel Foods Corporation · HRL

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.4 pp

Mar 2023−0.7 pp

Jun 2023−0.8 pp

Sep 2023−0.7 pp

Dec 2023−0.8 pp

Mar 20240.0 pp

Jun 2024−0.4 pp

Sep 2024+0.2 pp

Dec 2024+0.1 pp

Mar 2025−0.5 pp

Jun 20250.0 pp

Sep 2025−0.1 pp

Dec 2025−2.5 pp

Mar 20260.0 pp

Jun 2026−0.3 pp

Sep 2026—

JBS N.V. · JBS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−4.9 pp

Mar 2023−6.6 pp

Jun 2023−4.8 pp

Sep 2023−3.1 pp

Dec 2023−0.5 pp

Mar 2024+2.8 pp

Jun 2024+2.7 pp

Sep 2024+3.1 pp

Dec 2024+1.9 pp

Mar 2025+0.4 pp

Jun 2025−0.1 pp

Sep 2025−1.0 pp

Dec 2025−0.1 pp

Mar 2026−1.3 pp

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+4.3 pp

Mar 2023+3.1 pp

Jun 2023+0.4 pp

Sep 2023+2.9 pp

Dec 2023−0.9 pp

Mar 2024−2.3 pp

Jun 2024−0.4 pp

Sep 2024−3.5 pp

Dec 2024−6.4 pp

Mar 2025−0.2 pp

Jun 2025−0.7 pp

Sep 2025−1.1 pp

Dec 2025+2.1 pp

Mar 2026−2.3 pp

Jun 2026−0.4 pp

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.3 pp

Mar 2023−0.1 pp

Jun 2023+0.6 pp

Sep 2023+0.1 pp

Dec 2023+0.4 pp

Mar 2024+0.4 pp

Jun 2024+0.1 pp

Sep 2024+0.4 pp

Dec 20240.0 pp

Mar 2025−0.1 pp

Jun 2025+0.2 pp

Sep 20250.0 pp

Dec 20250.0 pp

Mar 2026−0.3 pp

Jun 2026−0.1 pp

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−2.1 pp

Mar 2023−5.9 pp

Jun 2023−6.9 pp

Sep 2023−2.2 pp

Dec 2023+3.8 pp

Mar 2024+3.0 pp

Jun 2024+4.5 pp

Sep 2024+3.6 pp

Dec 2024+1.4 pp

Mar 2025+2.1 pp

Jun 2025+0.9 pp

Sep 2025−0.2 pp

Dec 2025−1.4 pp

Mar 2026−3.4 pp

Jun 2026−5.9 pp

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024+4.3 pp

Mar 2025—

Jun 2025—

Sep 2025−3.0 pp

Dec 2025+0.7 pp

Mar 2026−3.5 pp

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.1 pp

Mar 2023+1.1 pp

Jun 2023−6.9 pp

Sep 2023+1.0 pp

Dec 2023−0.1 pp

Mar 2024−0.3 pp

Jun 2024+7.5 pp

Sep 2024+0.1 pp

Dec 2024−1.0 pp

Mar 2025−5.5 pp

Jun 2025−6.6 pp

Sep 2025−2.1 pp

Dec 2025+1.7 pp

Mar 2026−0.2 pp

Jun 2026+6.9 pp

Sep 2026—

The Kraft Heinz Company · KHC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+1.5 pp

Mar 2023—

Jun 2023+0.9 pp

Sep 2023+0.8 pp

Dec 2023+0.1 pp

Mar 2024—

Jun 2024−0.9 pp

Sep 2024−1.8 pp

Dec 2024−1.6 pp

Mar 2025−0.2 pp

Jun 2025−10.9 pp

Sep 2025+1.4 pp

Dec 2025+1.4 pp

Mar 2026+0.1 pp

Jun 2026+0.9 pp

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.0 pp

Dec 20230.0 pp

Mar 2024—

Jun 2024—

Sep 2024+2.3 pp

Dec 2024+2.3 pp

Mar 2025−0.4 pp

Jun 2025−0.4 pp

Sep 2025−1.9 pp

Dec 2025−1.9 pp

Mar 2026—

Jun 2026—

Sep 2026—

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 SENEB · older report0.3

4The Campbell's Company CPB0.3

5John B. Sanfilippo & Son, Inc. JBSS · older report0.7

P/Elowest P/E

1Herbalife Ltd. HLF · older report6.5

2McCormick & Company, Incorporated MKC7.9

3Seneca Foods Corporation SENEB · older report9.1

4Nomad Foods Limited NOMD · older report9.3

5The Campbell's Company CPB10.3

Valuation · company comparison

15/30 level · 28/30 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
J&J Snack Foods Corp. JJSF	6.4	26.8	Mar 2026
McCormick & Company, Incorporated MKC	4.9	7.9	Jun 2026
The Simply Good Foods Company SMPL	3.7	21.9	Jun 2026
Freshpet, Inc. FRPT	3.0	15.8	Mar 2026
Post Holdings, Inc. POST	2.9	16.6	Mar 2026
Mama's Creations, Inc. MAMA	2.6	94.6	Jun 2026
Lamb Weston Holdings, Inc. LW	2.2	20.8	Jun 2026
The Marzetti Company MZTI	1.7	21.7	Mar 2026
Nomad Foods Limited NOMD	1.5	9.3	Mar 2026
Ingredion Incorporated INGR	1.1	10.9	Mar 2026
Smithfield Foods, Inc. SFD	1.0	10.4	Mar 2026
Conagra Brands, Inc. CAG	0.7	11.2	Jun 2026
BellRing Brands, Inc. BRBR	0.7	12.5	Mar 2026
John B. Sanfilippo & Son, Inc. JBSS	0.7	13.6	Mar 2026
General Mills, Inc. GIS	0.4	10.9	Jun 2026
Pilgrim's Pride Corporation PPC	0.3	12.5	Jun 2026
The Campbell's Company CPB	0.3	10.3	Jun 2026
Seneca Foods Corporation SENEB	0.3	9.1	Mar 2026
Central Garden & Pet Company CENT	0.3	12.1	Mar 2026
JBS N.V. JBS	0.2	11.3	Mar 2026
The Kraft Heinz Company KHC	—	13.8	Jun 2026
The J. M. Smucker Company SJM	—	23.0	Jun 2026
The Magnum Ice Cream Company N.V. MICC	—	28.1	Dec 2025
Hormel Foods Corporation HRL	—	25.4	Jun 2026
Darling Ingredients Inc. DAR	—	15.2	Sep 2026
Utz Brands, Inc. UTZ	—	1,046.0	Mar 2026
Flowers Foods, Inc. FLO	—	21.5	Jun 2026
Herbalife Ltd. HLF	—	6.5	Mar 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

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20230.3

Mar 20240.7

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Freshpet, Inc. · FRPT

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20253.0

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

General Mills, Inc. · GIS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20241.2

Mar 2025—

Jun 2025—

Sep 20250.4

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Ingredion Incorporated · INGR

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.9

Jun 20230.5

Sep 20230.3

Dec 20230.4

Mar 20240.6

Jun 20240.8

Sep 20241.4

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20250.7

Mar 20261.1

Jun 2026—

Sep 2026—

JBS N.V. · JBS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20250.2

Dec 20250.2

Mar 2026—

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20252.2

Mar 2026—

Jun 2026—

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20244.3

Jun 20244.6

Sep 20241.2

Dec 20241.7

Mar 20252.6

Jun 20254.9

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20242.7

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20250.3

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Post Holdings, Inc. · POST

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20241.2

Dec 20240.6

Mar 20252.7

Jun 20252.0

Sep 2025—

Dec 2025—

Mar 20262.9

Jun 2026—

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20251.0

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

The Campbell's Company · CPB

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20231.1

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20252.8

Dec 20252.9

Mar 20262.7

Jun 20260.3

Sep 2026—

The Marzetti Company · MZTI

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.0

Jun 20232.1

Sep 20231.8

Dec 20231.3

Mar 2024—

Jun 20240.8

Sep 20240.9

Dec 20241.4

Mar 20251.0

Jun 20255.1

Sep 20254.3

Dec 20251.7

Mar 2026—

Jun 2026—

Sep 2026—

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

Dec 202113.9

Mar 202216.4

Jun 202218.0

Sep 202229.3

Dec 202226.3

Mar 202321.9

Jun 202324.5

Sep 202313.3

Dec 202313.8

Mar 202414.2

Jun 202442.1

Sep 202429.7

Dec 202426.9

Mar 202537.9

Jun 20259.3

Sep 202511.2

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

Darling Ingredients Inc. · DAR

Dec 202122.9

Mar 202217.8

Jun 202220.2

Sep 202215.0

Dec 202214.8

Mar 2023—

Jun 202313.0

Sep 202313.2

Dec 202312.3

Mar 202413.7

Jun 202415.8

Sep 202423.0

Dec 202419.2

Mar 202529.1

Jun 202557.2

Sep 202547.1

Dec 2025—

Mar 202696.5

Jun 202646.9

Sep 202615.2

General Mills, Inc. · GIS

Dec 202117.3

Mar 202218.1

Jun 202215.8

Sep 202216.1

Dec 202217.3

Mar 202317.4

Jun 202319.5

Sep 202316.7

Dec 202315.9

Mar 202415.0

Jun 202415.9

Sep 202416.9

Dec 202414.1

Mar 202513.4

Jun 202513.0

Sep 20259.5

Dec 202510.4

Mar 202610.9

Jun 2026—

Sep 2026—

Hormel Foods Corporation · HRL

Dec 202125.5

Mar 202228.0

Jun 202229.9

Sep 202227.0

Dec 202225.8

Mar 202325.1

Jun 202323.7

Sep 202325.5

Dec 202321.7

Mar 202421.2

Jun 202425.2

Sep 202422.5

Dec 202421.1

Mar 202522.5

Jun 202521.8

Sep 202521.3

Dec 202527.4

Mar 202627.6

Jun 202625.4

Sep 2026—

JBS N.V. · JBS

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20257.6

Sep 20259.0

Dec 20257.6

Mar 202611.3

Jun 2026—

Sep 2026—

Lamb Weston Holdings, Inc. · LW

Dec 202139.5

Mar 202241.8

Jun 202248.9

Sep 202228.8

Dec 202226.2

Mar 202326.5

Jun 202315.9

Sep 202313.8

Dec 202312.8

Mar 202413.5

Jun 202417.6

Sep 202414.5

Dec 202429.9

Mar 202521.5

Jun 202522.2

Sep 202527.0

Dec 202520.4

Mar 202622.3

Jun 202620.8

Sep 2026—

McCormick & Company, Incorporated · MKC

Dec 202130.7

Mar 202234.4

Jun 202236.7

Sep 202232.8

Dec 202233.8

Mar 202330.1

Jun 202333.1

Sep 202334.2

Dec 202325.7

Mar 202426.3

Jun 202426.4

Sep 202427.2

Dec 202426.9

Mar 202528.4

Jun 202525.3

Sep 202524.4

Dec 202523.0

Mar 202611.7

Jun 20267.9

Sep 2026—

Pilgrim's Pride Corporation · PPC

Dec 2021211.9

Mar 202227.5

Jun 202210.2

Sep 20226.2

Dec 20227.7

Mar 202311.3

Jun 202330.2

Sep 2023190.1

Dec 202320.3

Mar 202416.7

Jun 202412.1

Sep 202410.6

Dec 202410.1

Mar 202510.5

Jun 20258.6

Sep 20257.9

Dec 20258.8

Mar 20269.8

Jun 202612.5

Sep 2026—

Smithfield Foods, Inc. · SFD

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20257.6

Jun 20259.8

Sep 202510.5

Dec 20258.9

Mar 202610.4

Jun 2026—

Sep 2026—

The J. M. Smucker Company · SJM

Dec 202117.6

Mar 202226.5

Jun 202223.5

Sep 202224.3

Dec 202228.3

Mar 202323.0

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 202416.1

Sep 202416.7

Dec 202423.0

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

The Kraft Heinz Company · KHC

Dec 202143.0

Mar 202239.7

Jun 202231.5

Sep 202234.6

Dec 202221.3

Mar 2023—

Jun 202319.7

Sep 202313.9

Dec 202316.0

Mar 202416.1

Jun 202420.7

Sep 202431.9

Dec 202413.6

Mar 202513.8

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Sep 2026—

The Magnum Ice Cream Company N.V. · MICC

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 202528.1

Mar 2026—

Jun 2026—

Sep 2026—

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. 17 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.
17 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 2026-09-16. 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 2026-09-16 · 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 2026-09-16. Nothing here is estimated, and none of it is a recommendation.

Is the Packaged Foods sector outperforming S&P 500?

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?

Darling Ingredients Inc. ranks first at 66/100 with 55.5% 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 $24,900 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 improvement (+47.5 percentage points — see the chart above for the starting level). 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 the ≥100% scoring cap, 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 18.1% over the last 52 weeks and 2.4% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 5 of 27 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?

Utz Brands, Inc. 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?

Darling Ingredients Inc. scores 66 out of 100 with 55.5% evidence confidence, from 23.1 points on growth and earnings, 17.1 on capital efficiency, 9.8 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 $189,030 million of combined market value. The Kraft Heinz Company is the largest at $29,325 million, about 16% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.

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 2026-09-16.

How is the Packaged Foods sector performing?

5 of the 27 covered Packaged Foods companies are beating S&P 500 on Mansfield relative strength. The sector itself is 18.1% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.

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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Not SEBI Registered !! Not Investment advice !!