Kraft Heinz KHC (former Kraft Foods)

Re: Kraft Foods (KFT)

Postby iam802 » Tue Jan 19, 2010 9:11 pm

Cadbury's board recommends £12bn sale to Kraft

http://www.guardian.co.uk/business/2010 ... -kraft-bid
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Re: Kraft Foods (KFT)

Postby helios » Mon Jan 25, 2010 10:30 pm

Kraft set to get a taste of India

By: Via afaqs, India
Published: Jan 22, 2010
KRAFT BRANDING CADBURY


India - Kraft's $19.7 billion acquisition of Cadbury pits the world's second-largest food company against its arch rival Nestle, but what will it mean for the critical Indian market?

Until the Cadbury acquisition, Kraft had no meaningful presence in the country despite its best efforts to find a foothold here.

At the moment, Kraft has a sales support office in Gurgaon, which it set up some four years ago after entering into a distribution agreement with two companies - Universal Corporation and Barkat Foods & Tobacco - to push three products, powdered flavoured drink Tang, chocolate brand Toblerone and biscuit brand Oreo.

Of the lot, the most visible product is Tang with four flavours - Orange, Mango, Pineapple and Lemon - in both satchets and pouches.

A Tang satchet, for instance, costs Rs 4, while a 200-gram and 500-gram pouch costs Rs 35 and Rs 80 respectively. There are additional flavours as well such as grape variant, which is available via grey channels.

A Kraft official said that Tang is positioned as a mass-market product in India. That is not the case with Toblerone or Oreo, he said, which are priced at Rs 50 for a 50-gram pack and Rs 45 for a 100-gram pack respectively.

"The latter are premium products," he adds.

The Cadbury acquisition, however, will give Kraft instant access to the mass-market chocolate and confectionery segment in India, helping it seal its presence at both the mass and premium ends of the spectrum. Cadbury, for the record, has a 70 per cent share in the overall chocolate market in India.

Moreover, Kraft will utilise Cadbury's existing distribution network to push its own allied products such as Kraft cheese, say industry insiders. Indians, especially those with one or more members working in the Gulf, are familiar with the blue-coloured circular box that has the picture of a cow on it.

Kraft cheese has been circulating in India through grey channels for long. The company, say industry observers, is likely to leverage this familiarity that Indians have for the product by quickly launching it in India.

This in a sense would mark its foray into the dairy products space - a market that is growing fast in India. Kraft, say industry insiders, has no desire to waste time in tapping the market potential that exists across segments of the food chain. So biscuits, snacks, confectionery, chocolates, dairy products, flavoured drinks are areas where its attention will be focused.

Analysts, however, say Kraft may find the going tough in the foods space in India. While giants such as Hindustan Unilever has been struggling with its foods business for long, there is enough competition already.
Nestle, for one, has had a presence in India for over four decades now with products in four categories - milk products and nutrition, beverages, prepared dishes & cooking aids and chocolates & confectionery. Groupe Danone, the world's largest yoghurt maker, on the other hand, formed a joint venture with Yakult Honsha Company of Japan in 2005-06, to launch its probiotic products in the country. At the moment, the company has Yakult, a pro-biotic health drink, endorsed by Bollywood actress Kajol, in the marketplace.

GSK Consumer Healthcare, another key player in the food & beverage space, has also been in India for long with products such as Boost, Horlicks, Maltova and Viva. It recently forayed into nutri bars under the Horlicks brand in addition to biscuits, which it did so in 2005. Then there are Heinz and Unilever with their portfolio of products in ready-to-eat, ready-to-cook, cooking aids, beverages etc.

This is not to forget domestic foods companies like Amul which have aggressive plans in the food space and have a considerable market share already.

Source: Marketing-Interactive.com
[Finance disclaimer: The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought regarding investing of any stocks/ funds and/or whatsoever. The author has no vested interest in the mentioned stock at the time of writing.
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Re: Kraft Foods (KFT)

Postby behappyalways » Thu Mar 26, 2015 9:08 am

Kraft shares soar on Heinz merger
http://www.bbc.com/news/business-32050266
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Re: Kraft Foods (KFT)

Postby winston » Fri Aug 26, 2016 10:42 pm

not vested

The Kraft Heinz Company manufactures and markets food and beverage products in the United States, Canada, Europe, and rest of world.

The company's products include condiments and sauces, cheese and dairy products, meals, meats, refreshment beverages, coffee, snack nuts, dressings, packaged dinners, infant/nutrition products, and other grocery products.

It offers its products under various brand names, including Kraft, Oscar Mayer, Heinz, Planters, Velveeta, Philadelphia, Lunchables, Maxwell House, Capri Sun, Ore-Ida, Kool-Aid, Jell-O, Cracker Barrel, Tassimo, Plasmon, Lea & Perrins, ABC, Master, Quero, Golden Circle, Wattie's, and Complan.

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Re: Kraft Foods (KFT)

Postby winston » Wed Oct 05, 2016 7:44 am

KHC heads towards new highs

The Kraft Heinz Company manufactures and markets food and beverage products in the United States, Canada, Europe, and rest of world.

The company’s products include condiments and sauces, cheese and dairy products, meals, meats, refreshment beverages, coffee, snack nuts, dressings, packaged dinners, infant/nutrition products, and other grocery products.

It offers its products under various brand names, including Kraft, Oscar Mayer, Heinz, Planters, Velveeta, Philadelphia, Lunchables, Maxwell House, Capri Sun, Ore-Ida, Kool-Aid, Jell-O, Cracker Barrel, Tassimo, Plasmon, Lea & Perrins, ABC, Master, Quero, Golden Circle, Wattie’s, and Complan.

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http://wealthblueprintletter.com/khc-he ... new-highs/
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Re: Kraft Heinz KHC (former Kraft Foods)

Postby winston » Thu Apr 20, 2017 2:03 pm

not vested

Stocks to Buy for the Next Decade: Kraft Heinz (KHC)

by Mike Mozart

Earlier this year, the management of Kraft Heinz Co (NASDAQ:KHC) put quite the scare into the 169,000 Unilever plc (ADR) (NYSE:UL) employees with a potential $143 billion offer to buy the company.

Fortunately (for employees), Unilever’s management told the Brazilians — 3G Capital and Berkshire Hathaway control KHC — to take a hike.

Kraft Heinz is going to make another acquisition, most likely this year. And when it does, the first thing the Brazilians are going to do is trim the fat. (Read this article about Tim Hortons to understand their cost-cutting ruthlessness.) That’s going to mean the loss of a lot of jobs.

While that’s terrible for the people on the receiving end of the pink slips, it’s been proven by 3G Capital time and again to significantly increase the bottom line.

Shareholders definitely will win as Kraft Heinz guts PepsiCo, Inc. (NYSE:PEP) or some other vulnerable target.

I’m of two minds when it comes to 3G Capital’s blitzkrieg management style: On the one hand, people suffer greatly from these job cuts. On the other, I wonder whether those jobs should have been created in the first place.

If you can live with this kind of management ruthlessness, KHC is a great business to own, because people will always have to eat.

Source: Investor Place
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Re: Kraft Heinz KHC (former Kraft Foods)

Postby winston » Sat Oct 21, 2017 5:03 pm

10 More Retirement Stocks to Hold Forever: Kraft Heinz (KHC)

by Mike Mozart

So-called consumer staples stocks like Kraft Heinz Co (NYSE:KHC) also have been considered defensive stocks — and that’s been the problem.

Over the past few years, with bond yields low and many retail investors still nervous about both the economy and the broad market, investor dollars have gone heavily into the space. That’s led to a sector that as a whole looks simply too dearly priced for rather meager growth.

Procter & Gamble Co (NYSE:PG), for instance, trades at a higher earnings multiple than it has since before the financial crisis. Back then, it was driving double-digit EPS growth and significant annual dividend increase

Now, minimal profit growth is reflected in the dividend, which was raised only 1% last year and just 3% this year. Yet investors are paying the same multiple they did 10-12 years ago for a much weaker earnings profile.

But KHC stock has pulled back substantially over the past few months, making it a much more attractive pick at the moment. KHC has dropped almost 20% just since early June, and there are near-term concerns.

The packaged food space doesn’t look particularly strong at the moment, and the acquisition of Whole Foods Market by Amazon.com, Inc. (NASDAQ:AMZN) has raised fears of margin compression.

From a long-term perspective, however, the lower price makes KHC look much more attractive. The company still is growing profits, and still has cost cuts and other benefits coming from the Kraft/Heinz merger.

A sub-20x forward multiple is much more attractive in that context – and so is a 3.24% dividend yield. KHC has provided some short-term pain for its current shareholders – but at a much lower price, there should be some long-term gain.

Source: Investor Place
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Re: Kraft Heinz KHC (former Kraft Foods)

Postby winston » Thu Dec 14, 2017 5:13 pm

not vested

2017 Losers That Will Be Stocks to Buy: Kraft Heinz (KHC)

by Mike Mozart

YTD Decline: -10%

A 10% drop in Kraft Heinz Co (NASDAQ:KHC) doesn’t sound like all that much, but in the context of a roaring broad market and what should be a stable trading pattern, it is.

Indeed, after touching an all-time high above $97 in February, KHC has gone almost straight down. It had fallen a whopping 23% by the time it touched a 20-month low in late October.

KHC did bounce after solid, if unspectacular, earnings on Nov. 1 — but it has pulled back once again over the past few sessions.

There is some logic behind the declines. Concerns about pricing at supermarkets first pressured the retailers — and then came for suppliers like Kraft Heinz.

Private-label penetration continues to increase. Organic net sales were down 1.1% through the first nine months of the year, though Kraft Heinz did manage to wring out a 0.3% gain in Q3.

But from a long-term standpoint, KHC looks awfully attractive. I argued in October, just before KHC touched its YTD low, that it was a stock to buy and hold for the rest of your life.

I still think that’s the case. A 3.2% dividend yield provides income, and a 20x forward EPS multiple provides a notable discount to other consumer-facing large-caps like Procter & Gamble Co (NYSE:PG) and The Coca-Cola Co (NYSE:KO).

The concerns here are relatively short-term; from a long-term standpoint, Kraft Heinz looks like a strong buy. And I fully expect the market will realize that come 2018.

Source: Investor Place
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Re: Kraft Heinz KHC (former Kraft Foods)

Postby winston » Sat Dec 16, 2017 10:38 am

George Soros Stocks to Buy: Kraft Heinz (KHC)

The Kraft Heinz Company (NASDAQ:KHC) is one of the big stock picks from Soros this year.

He poured money into the food and drink powerhouse in Q1, Q2 and Q3. Indeed, in the last quarter Soros boosted the fund’s Kraft position by 48% with the purchase of 299,587 shares. Following this move Soros now has a $53.1 million position in the stock.

And Soros isn’t the only fund guru betting on KHC. Perhaps he was inspired by Warren Buffett, aka the Oracle of Omaha, who has a huge KHC position of $25.5 billion.

In fact, Kraft Heinz is Berkshire Hathaway Inc.’s (NYSE:BRK.A, NYSE:BRK.B) second biggest position after Wells Fargo & Company (NYSE:WFC).

From the Street side, David Palmer is a five-star RBC Capital analyst with a bullish $94 price target on the stock. He says 2018 may be a year of accelerating top and bottom line growth for KHC, boosted by the full-year benefits of 2H17 supply chain investments.

The company is also looking to repatriate key brands like Ketchup in Europe and Australia to scale up ex-U.S. growth.

Overall, KHC has a cautiously optimistic “Moderate Buy” rating from the Street. In the last three months this breaks down into five buy and three hold ratings. The $88 average analyst price target indicates 13% upside potential from the current share price.

Source: Investor Place
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Re: Kraft Heinz KHC (former Kraft Foods)

Postby winston » Wed Dec 27, 2017 11:59 am

not vested

Best Stocks to Buy for the Next Decade: Kraft Heinz (KHC)

Earlier this year, the management of Kraft Heinz Co (NASDAQ:KHC) put quite the scare into the 169,000 Unilever plc (ADR) (NYSE:UL) employees with a potential $143 billion offer to buy the company.

Fortunately (for employees), Unilever’s management told the Brazilians — 3G Capital and Berkshire Hathaway control KHC — to take a hike.

Kraft Heinz is going to make another acquisition, most likely this year. And when it does, the first thing the Brazilians are going to do is trim the fat. (Read this article about Tim Hortons to understand their cost-cutting ruthlessness.) That’s going to mean the loss of a lot of jobs.

While that’s terrible for the people on the receiving end of the pink slips, it’s been proven by 3G Capital time and again to significantly increase the bottom line. Shareholders definitely will win as Kraft Heinz guts PepsiCo, Inc. (NYSE:PEP) or some other vulnerable target.

I’m of two minds when it comes to 3G Capital’s blitzkrieg management style: On the one hand, people suffer greatly from these job cuts. On the other, I wonder whether those jobs should have been created in the first place.

If you can live with this kind of management ruthlessness, KHC is a great business to own, because people will always have to eat.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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