Kraft Heinz vs Mondelez International (KHC vs MDLZ)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Mondelez International is the larger company by revenue ($38.5B vs $24.9B) and market value ($76.8B vs $29.9B). Mondelez International has grown revenue faster over the last 4 fiscal years (+34.2% cumulative vs -4.2%). Mondelez International runs the higher operating margin (9.2% vs -18.7%).
About Kraft Heinz
Kraft Heinz Company produces and sells food and beverage products globally, managing a portfolio of eight consumer-driven product platforms including condiments, ready meals, snacks, desserts, beverages, cheese, coffee, and meats. The company serves a wide range of customers such as grocery stores, convenience stores, pharmacies, mass merchants, foodservice distributors, and institutions, with significant sales through major retailers like Walmart. It operates across geographic segments including North America, International Developed Markets, and Emerging Markets.
About Mondelez International
Mondelez International, Inc. is a global snack company that produces and sells chocolate, biscuits, baked snacks, gum, candy, cheese, grocery items, and powdered beverages. It operates in over 150 countries and serves consumers through various retail channels including supermarkets, wholesalers, convenience stores, and online platforms. The company manages its operations through regional segments in Latin America, AMEA, Europe, and North America.
Head to head (KHC FY2025 vs MDLZ FY2025)
| Metric | KHCFY2025 | MDLZFY2025 |
|---|---|---|
| Revenue | $24.94B | $38.54B |
| Revenue growth (YoY) | -3.5% | 5.8% |
| Gross margin | 33.3% | 28.4% |
| Operating margin | -18.7% | 9.2% |
| Net margin | -23.4% | 6.4% |
| Net income | $-5.85B | $2.45B |
| Diluted EPS | $-4.93 | $1.89 |
| FCF margin | 14.7% | 8.4% |
| ROE | -14.0% | 9.5% |
| Debt / equity | 0.5× | 0.7× |
| Market cap | $29.92B | $76.84B |
| P/E (TTM) | — | 29.6× |
Fundamentals are from each company’s SEC filings (KHC FY2025, MDLZ FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| KHC | $26.04B | $26.48B | $26.64B | $25.85B | $24.94B |
| MDLZ | $28.72B | $31.50B | $36.02B | $36.44B | $38.54B |
Peer standing
Where each company ranks among the 113 Consumer Staples companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | KHC | MDLZ |
|---|---|---|
| Gross margin | 33.3%53rd percentile of 97 | 28.4%43rd percentile of 97 |
| Operating margin | -18.7%14th percentile of 100 | 9.2%71st percentile of 100 |
| Net margin | -23.4%9th percentile of 105 | 6.4%67th percentile of 105 |
| FCF margin | 14.7%89th percentile of 99 | 8.4%67th percentile of 99 |
| Revenue growth (YoY) | -3.5%26th percentile of 110 | +5.8%66th percentile of 110 |
| ROE | -14.0%26th percentile of 98 | 9.5%54th percentile of 98 |
| Debt / equity | 0.46×41st percentile of 72 | 0.67×58th percentile of 72 |
| Short interest (days to cover) | 6.23d92nd percentile of 112 | 3.01d50th percentile of 112 |
Short interest
| FINRA settlement data | KHC | MDLZ |
|---|---|---|
| Shares sold short | 92.8M | 36.4M |
| Change vs prior settlement | +3.0% | +11.0% |
| Days to cover | 6.23 | 3.01 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 open-market activity | KHC | MDLZ |
|---|---|---|
| Buys | 1 ($5.0M) | 0 |
| Sells | 1 ($426,532) | 2 ($3,934) |
Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.
Held by the same investors
6 tracked 13F managers hold both Kraft Heinz and Mondelez International as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, Gotham Asset Management, Millennium Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.