Core Viewpoint - Kraft Heinz (KHC.US) shares fell over 7% to $21.99 following the submission of a supplemental registration statement to the SEC, indicating potential resale of 325,442,152 shares by major shareholder Berkshire Hathaway, representing approximately 27.5% of the company's total equity, raising concerns about shareholder dilution [1] Company Summary - The decline in Kraft Heinz's stock price is attributed to a shift in consumer preferences towards healthier food options and the rise of private label products in supermarkets, making it one of the worst-performing stocks in the U.S. food sector [1] - Since the peak following the company's restructuring in 2017, Kraft Heinz's stock price has decreased by nearly 70% [1]

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, may soon sell most or all of its stake in Kraft Heinz, following the company's announcement of a split into two entities, amid significant investment losses totaling approximately $8.4 billion [1][2]. Group 1: Berkshire Hathaway's Investment in Kraft Heinz - Berkshire Hathaway holds about 28% of Kraft Heinz's shares, which amounts to over 325 million common shares [2]. - The company has recorded a total investment loss of approximately $8.4 billion in Kraft Heinz, including a $3.8 billion impairment charge last year [2][3]. - Buffett expressed disappointment regarding Kraft Heinz's split, indicating that the merger in 2015 did not progress as planned [2]. Group 2: Kraft Heinz's Corporate Restructuring - Kraft Heinz is undergoing significant reforms, announcing a split into two companies after a $46 billion merger nearly a decade ago [2][3]. - The split is expected to be completed in the second half of this year, with one company focusing on Heinz ketchup and other packaged foods generating $15.4 billion in annual sales, while the other will handle Oscar Mayer hot dogs and Lunchables, with revenues around $10.4 billion [3]. Group 3: Leadership Changes and Future Outlook - Steve Cahillane has been appointed as the new CEO of Kraft Heinz, having previously led a major split at Kellogg [3]. - Berkshire Hathaway's new CEO, Greg Abel, is expected to evaluate the company's subsidiaries and may consider divesting underperforming assets, marking a potential shift in strategy from Buffett's acquisition-focused approach [4]. - Abel faces pressure from shareholders regarding the effective use of Berkshire's $382 billion cash reserve, with discussions around potential dividend payments or stock buybacks if no productive investments are identified [5]. Group 4: Berkshire Hathaway's Financial Performance - Berkshire Hathaway's third-quarter performance exceeded expectations, benefiting from improved insurance underwriting and solid contributions from its aerospace parts manufacturer, Precision Castparts [6]. - Analysts believe that Abel's leadership, combined with Berkshire's record cash reserves nearing $400 billion, will help rebuild investor confidence [6].

Core Insights - Berkshire Hathaway is moving to exit its 27.5% stake in Kraft Heinz, which has been a significant investment for the conglomerate and is its largest holding in the food sector [1][3]. Group 1: Company Actions - The registration of the stake allows Berkshire Hathaway to reduce its ownership in Kraft Heinz, indicating a strategic shift under new CEO Greg Abel [2][5]. - The decision reflects Abel's readiness to address a deal that has been viewed as a misstep in Warren Buffett's investment history [3][4]. Group 2: Financial Performance - Kraft Heinz shares have decreased approximately 70% since the 2015 merger, impacted by changing consumer preferences, rising costs, and slow growth in core brands [3]. - Despite receiving billions in dividends over the years, Berkshire Hathaway recorded a $3.8 billion writedown on its Kraft Heinz investment last year [3]. Group 3: Strategic Developments - Kraft Heinz is planning to split into two separate companies, one focusing on sauces and shelf-stable meals, and the other on North American staples like Oscar Mayer and Kraft cheese [4]. - Buffett has expressed skepticism about the merger's success, stating that separating the companies may not resolve the underlying issues [5]. Group 4: Market Outlook - Analysts from Stifel have maintained a hold rating on Kraft Heinz, setting a price target of $26, citing weak U.S. consumption trends and slower growth in emerging markets as potential challenges for revenue growth [6].

卡夫亨氏20日向美国证券交易委员会提交了一份补充文件，为伯克希尔-哈撒韦可能转售其持有的3.254 亿股股份事宜进行了登记，这几乎相当于其全部持仓。尽管进行股票转售登记，并不一定意味着伯克希 尔-哈撒韦及其关联股东会选择出售股份，但依然引发了市场担忧，卡夫亨氏股价在20日盘后交易中下 跌超过3.6%。 转载请注明央视财经 （央视财经《天下财经》）根据美国食品企业卡夫亨氏20日提交给监管机构的一份文件显示，公司大股 东伯克希尔-哈撒韦公司可能会出售其在卡夫亨氏公司持有的几乎全部股份，结束这一项长达10余年的 投资。20日盘后，卡夫亨氏股价一度下跌超3.6%。 编辑：令文芳 2013年，巴菲特旗下伯克希尔-哈撒韦公司及巴西3G资本与当时的亨氏公司达成并购协议，2015年亨氏 公司与卡夫食品合并，成立卡夫亨氏公司。伯克希尔-哈撒韦公司目前是卡夫亨氏最大股东，持股比例 约为27.5%。由于投资不足以及市场竞争激烈等因素，卡夫亨氏公司近年来陷入困境，销售收入持续下 滑，目前是美国食品行业表现最差的上市公司之一，公司股价近一年累计下跌超过18%。伯克希尔-哈 撒韦去年8月对其在卡夫亨氏的投资进行了37.6亿美元的税后减记 ...

Group 1 - U.S. stock futures showed mixed results, with Dow futures declining approximately 0.1% [1] - Netflix reported fourth-quarter financial results that exceeded expectations but provided first-quarter guidance that fell short of estimates, leading to a significant drop in its stock price [2] - Netflix anticipates first-quarter revenue of $12.16 billion, slightly below the consensus estimate of $12.19 billion, and expects earnings per share of 76 cents, which is below the consensus estimate of 81 cents [2] Group 2 - Erasca Inc shares fell 6.2% to $9.20 following the announcement of a proposed public offering of $150 million [3] - Telix Pharmaceuticals experienced a 5.8% decline to $7.28, despite an analyst maintaining a Buy rating with a $20 price target [3] - Corvus Pharmaceuticals saw a 5.6% drop to $20.22 after commencing a $150 million offering of common shares and pre-funded warrants [3] - BIOAGE Labs Inc shares decreased by 5.6% to $20.13 after announcing a $75 million stock offering [3] - Kraft Heinz Co shares fell 5.3% to $22.51 after Berkshire Hathaway filed to sell up to 325 million shares of the company [3] - NovaBay Pharmaceuticals Inc shares dropped 5.2% to $6.16, following a 56% decline on Tuesday due to a $100 million ATM equity program announcement [3] - Okeanis Eco Tankers Corp shares decreased by 4.8% to $37.00 in pre-market trading [3]

JHVEPhoto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06) This is an abridged transcript. Berkshire Hathaway (BRK.A) (BRK.B) may unload its 27.5% stake in Kraft Heinz (KHC), according to a regulatory filing on Tuesda ...

Group 1: Berkshire Hathaway and Kraft Heinz - Berkshire Hathaway may sell its 27.5% stake in Kraft Heinz, potentially ending a decade-long investment [5] - Kraft Heinz disclosed that Berkshire may offer to sell 325,442,152 shares, with the stock down nearly 4% in premarket trading [5] - The merger of Kraft and Heinz in 2015, orchestrated by Buffett and 3G Capital, has not performed as expected, leading to a $3.76 billion write-down on Berkshire's stake [6] Group 2: Kraft Heinz Corporate Strategy - Kraft Heinz's board approved a plan to separate the company into two independent, publicly traded entities through a tax-free spin-off, aimed at simplifying operations and improving performance [7] Group 3: Amazon's Retail Expansion - Amazon plans to open its largest retail store in Orland Park, Chicago, covering approximately 230,000 square feet, offering groceries and general merchandise [9] - The project will not receive financial incentives from Orland Park but is expected to generate significant sales and property tax revenue, creating around 200 construction jobs and 500 permanent positions [10] Group 4: Market Overview - Dow, S&P, and Nasdaq futures are in the green, while crude oil is down 0.6% at $59 per barrel [13] - Bitcoin is up 1.1% at $89,000, and gold has increased by 2% to $4,862 [13]

"股神"巴菲特即将出手？ 受伯克希尔·哈撒韦公司或将抛售的利空消息影响，美国食品巨头卡夫亨氏股价在美股周三盘前直线跳水，一 度大跌近4%。据该公司向美国证券交易委员会（SEC）提交的文件，伯克希尔·哈撒韦公司可能会出售其持有 的卡夫亨氏27.5%的股份。 巴菲特与卡夫亨氏的缘分始于2013年，当时巴菲特主导伯克希尔·哈撒韦公司与巴西私募3G Capital合作私有化 亨氏公司，交易总价值达280亿美元。2015年，巴菲特与3G又推动亨氏与卡夫合并。 从股价表现不难看出，巴 菲特的这笔投资大概率将以失败告终，卡夫亨氏股价已连续三年录得下跌，最新股价较2017年的高点跌去近7 成，沦为美股食品板块表现最差的股票之一。 伯克希尔或大举出售 美东时间1月20日，卡夫亨氏提交给SEC的招股说明书补充文件显示，伯克希尔·哈撒韦公司可能会出售其所持 卡夫亨氏27.5%的股份，从而退出这项已持续十余年但算不上成功的投资。 卡夫亨氏向SEC提交的这份文件为伯克希尔·哈撒韦公司可能转售其持有的3.254亿股股份事宜进行了登记。截 至目前，伯克希尔·哈撒韦公司是卡夫亨氏最大的股东。 受此影响，在美股周三盘前交易中，卡夫亨氏股价大幅 ...

卡夫亨氏(KHC.US)盘前跌3.9%，报22.84美元。消息面上，一份监管文件显示，伯克希尔哈撒韦可能会 减持其在卡夫亨氏的27.5%股份，并退出这项十多年前的投资。卡夫亨氏周二向美国证券交易委员会提 交了一份招股说明书补充文件，旨在登记伯克希尔可能转售其持有的3.254亿股股份。伯克希尔是卡夫 亨氏迄今为止最大的股东。(格隆汇) ...

格隆汇1月21日｜卡夫亨氏盘前跌超3%，伯克希尔拟减持至多3.254亿股公司股票。 ...