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Food and Kindred Products: capital spending and supply chain
SIC 2000 · 10 companies with filed cash-flow statements
Analysis
10 companies in Food and Kindred Products (SIC 2000) spent $2.0B on capital projects over their latest twelve months, 29% of the $6.8B their operations generated; the three largest spenders — MDLZ, CAG, FLO — account for 93%.
Capital spending is 2.9% of the industry's $68.9B of annual revenue.
By the industry's asset mix most of it goes to equipment (49%); about $245M is imported.
The largest supplier of that spending is manufacturing structures ($346M).
Its largest supplying industries, by the input-output tables: imports ($2.4B), beef cattle ranching and farming, including feedlots and dual-purpose ranching and farming ($2.2B), dairy cattle and milk production ($1.7B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| MDLZ Mondelez International | $1.3B | $5.0B | 27% | TTM to Q3 2026 |
| CAG Conagra Brands | $400M | $1.3B | 31% | TTM to Q1 FY27 |
| FLO Flowers Foods | $115M | $421M | 27% | TTM to Q2 2026 |
| VITL Vital Farms | $89.7M | −$48.7M | — | TTM to Q3 2026 |
| BGS B&G Foods | $24.9M | $88.8M | 28% | TTM to Q2 2026 |
| BYND Beyond Meat | $9.9M | −$110M | — | TTM to Q2 2026 |
| BRBR Bellring Brands | $9.1M | $234M | 4% | TTM to Q3 FY26 |
| BOF BranchOut Food | $976K | −$7.9M | — | TTM to Q2 2026 |
| UCFI CN Healthy Food Tech Group | $268K | −$16.1M | — | TTM to Q3 2026 |
| LSF Laird Superfood | $42K | −$1.1M | — | TTM to Q2 2026 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| CAG | WMT | 29% | Stated in 10-K (sentence) | filing |
| CPB | WMT | 22% | Stated in 10-K (sentence) | filing |
| FLO | WMT | 22% | Stated in 10-K (sentence) | filing |
| VITL | SHEL | 95% | Stated in 10-K (sentence) | filing |
| BGS | WMT | 31% | Stated in 10-K (sentence) | filing |
| SMPL | WMT | 30% | Stated in 10-K (sentence) | filing |
| SMPL | AMZN | 20% | Stated in 10-K (sentence) | filing |
| HAIN | WMT | 13% | Stated in 10-K (sentence) | filing |
| VITL | KR | 11% | Stated in 10-K (sentence) | filing |
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Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.