Filing Flows › Industries › Consumer Staples › Food and Kindred Products
Food and Kindred Products SIC 2000
16 companies filing with the SEC under SIC 2000. Median revenue growth +4% year on year in Q2 2026 (middle half -8% to +21%, 15 companies). The growth model expects the industry's combined revenue to grow +2% in Q3 2026. 9 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- CAG → WMT 29% of the supplier's revenue, $3.3B
- CPB → WMT 22% of the supplier's revenue, $2.1B
- FLO → WMT 22% of the supplier's revenue, $1.1B
- VITL → SHEL 95% of the supplier's revenue, $721M
- BGS → WMT 31% of the supplier's revenue, $567M
- SMPL → WMT 30% of the supplier's revenue, $407M
- SMPL → AMZN 20% of the supplier's revenue, $271M
- HAIN → WMT 13% of the supplier's revenue, $176M
- VITL → KR 11% of the supplier's revenue, $83.5M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +1.8% | $18.7B | $18.1B – $19.3B |
| Q4 2026 | +2.6% | $19.9B | $19.1B – $20.6B |
| Q1 2027 | +3.1% | $17.7B | $17.0B – $18.4B |
| Q2 2027 | +3.5% | $18.0B | $17.3B – $18.8B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MDLZ Mondelez International | $10.0B | +4% | deceleration |
| CAG Conagra Brands | $2.6B | +4% | mature |
| CPB Campbell's | $2.1B | -8% | contraction |
| FLO Flowers Foods | $1.2B | -4% | mature |
| BRBR Bellring Brands | $570M | +4% | mature |
| BGS B&G Foods | $383M | -10% | contraction |
| SMPL Simply Good Foods | $333M | -6% | mature |
| HAIN Hain Celestial Group | $263M | -28% | contraction |
| VITL Vital Farms | $182M | -10% | contraction |
| OFRM Once Upon a Farm, PBC | $85.4M | +42% | transition |
| BYND Beyond Meat | $68.8M | -8% | mature |
| LSF Laird Superfood | $41.3M | +244% | expansion |
| BRLS Borealis Foods | $7.8M | — | deceleration |
| BOF BranchOut Food | $4.5M | +36% | reacceleration |
| UCFI CN Healthy Food Tech Group | $2.5M | +17% | transition |
| TRWD Tradewinds Universal | $25K | +25% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.