Kellanova

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Kellanova (formerly Kellogg Company's snacking spin-off) is a global snacking powerhouse built around Pringles, Cheez-It, and Pop-Tarts, with operations in over 180 countries.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($13.1B)

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North America Snacks (42%)

International (38%)

North America Frozen/Other (20%)

Segment Breakdown & Key Customers

Product Details

Pringles30%

Global stackable crisp brand and #1 in international salty snacks

Cheez-It / Snacks35%

US savory snack portfolio including Cheez-It, Pop-Tarts, Rice Krispies Treats

International Cereal20%

Kellogg's cereals sold outside North America

Frozen & Noodles15%

Eggo, MorningStar Farms, and international noodle products

Supply Chain Relationships

Key Customers

Walmart Inc.

Snack and cereal retail distribution

Impact: High — ~20% of US revenue

Costco Wholesale Corporation

Bulk snack and cereal sales

Impact: Medium — warehouse channel

The Kroger Co.

Grocery shelf distribution

Impact: Medium — major grocery partner

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Kellanova.

Company Info

Headquarters

Chicago, Illinois, USA

Founded

1906

Employees

23,000+

Website

kellanova.com

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