Kellanova faces a challenging transition period post-divestiture, characterized by stagnant top-line growth of 0.3% in 2025Q2 and significant volume elasticity concerns within its core snacking portfolio.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth remains largely stagnant at 0.3% in 2025Q2, while operating margins have fluctuated significantly between 10.3% and 17.0% over the last ten quarters.
Kellanova owns iconic, world-class brands like Cheez-It, Pringles, Pop Tarts, Eggo, and MorningStar Farms, which are key drivers of its market position.
The company's bull case includes a +5% revenue CAGR if innovation in Cheez-It and Pringles captures more market share than anticipated.
Mars, Incorporated's acquisition of Kellanova could provide strategic benefits and synergies, enhancing the company's growth prospects.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2025Latest Oct 30, 2025 | $0.94+8.4% vs $0.87 | $3.3B+0.4% vs $3.2B |
Q3 2025 Jul 31, 2025 | $0.94-5.0% vs $0.99 | $3.2B+0.5% vs $3.2B |
Q2 2025 May 1, 2025 | $0.90-10.9% vs $1.01 | $3.1B-3.0% vs $3.2B |
Q1 2025 Feb 6, 2025 | $0.92+196.8% vs $0.31 | $3.1B+0.7% vs $3.1B |
Benchmark K against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Kellanova (K)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $83.44 | $29.03B | 21.51 | -2.84% | 10.53% | 37.04% | 2.69% | |
| $35.51 | $18.95B | -221.94 | -5.45% | -4.89% | -10.67% | 6.77% | |
| $23.13 | $6.9B | 11.51 | 6.4% | 4.14% | 9.98% | 6.61% | |
| $130.55 | $13.92B | -100.42 | 3.72% | 2.51% | 4.06% | 3.34% | |
| $15.24 | $7.29B | -3.81 | -2.85% | -1.14% | -1.58% | 9.17% | |
| $21.95 | $12.08B | 25.23 | 1.55% | 2.82% | 4.33% | 5.24% |
Kellanova (K) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Kellanova (K) SEC filings — annual & quarterly reports (10-K, 10-Q)
Dec 11, 2025·SEC
Dec 8, 2025·SEC
Oct 30, 2025·SEC
Feb 21, 2025·SEC
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Kellanova (K) stock FAQ — growth, dividends, profitability & financials explained
Kellanova (K) reported $12.64B in revenue over the trailing twelve months. Revenue was $12.75B in fiscal year 2024. That is 82% more than the $7.00B of fiscal year 1995.
Kellanova (K) revenue fell by 2.8% in fiscal year 2024, compared with the prior fiscal year.
Yes. Kellanova (K) earned $1.33B in net income over the trailing twelve months (a 10.6% net margin).
Yes. Kellanova (K) pays a dividend that yields 2.69% at the current price, a moderate yield.
Kellanova (K) had a return on equity (ROE) of 37.0% in fiscal year 2024. That is well above the market's typical 10-15%.
Kellanova (K) generated $650.0M in free cash flow over the trailing twelve months.
