Core Viewpoint - The company overpaid for Kraft, impacting its long-term potential despite operational success [2][8] Financial Performance - Kraft Heinz generates approximately $6 billion in pretax profits on $7 billion of tangible assets, indicating a strong business model [2][8] - The profitability of Kraft Heinz has improved compared to previous operations [3] Brand Dynamics - Amazon and Costco have established strong private-label brands, with Costco's Kirkland brand generating $39 billion, surpassing Kraft Heinz's total brand value of $26 billion [4][5] - The power dynamics between retailers and brands have shifted, with retailers like Amazon, Walmart, and Costco gaining more influence [7][8] Investment Philosophy - The company emphasizes the importance of purchasing good businesses at reasonable prices, moving away from the strategy of acquiring declining businesses at bargain prices [9]

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Stocks wrapped a turbulent week with mixed performance as easing geopolitical tensions helped spark a relief rally, but market caution lingered into Friday's session. Major U.S. indexes climbed on Thursday after President Donald Trump backed away from threatened tariffs on European allies tied to a controversial Greenland strategy, with the S&P 500, Dow Jones Industrial Average a ...

The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks Jim Cramer shared his take on. Inquiring about the stock, when a caller mentioned that Warren Buffett is getting rid of his 28% share in the stock, Cramer commented: Well, okay, so we know that it’s not Warren. It’s the new fellow that took it over, and he doesn’t, look, I don’t blame him. He doesn’t want to have the position on his sheets. I do like Steve Cahillane, he’s the new CEO. He came from Kellogg. But Ben Stoto and I kicked this one around ...

On Tuesday, Jan. 20, packaged foods and condiments giant Kraft Heinz (NASDAQ: KHC) filed a prospectus supplement with the SEC that outlined the possible sale by Berkshire Hathaway of up to 325,442,152 shares (from time to time) of its common stock. Abel's company currently holds 27.5% of the roughly 1.18 billion outstanding shares, with the $7.7 billion invested in Kraft Heinz accounting for 2.5% of Berkshire's nearly $309 billion investment portfolio.Admittedly, we as investors aren't certain of any moves ...

Core Viewpoint - Kraft Heinz (KHC) has shown a recent increase in stock price, but overall performance has lagged behind the Consumer Staples sector and the S&P 500 over the past month [1][2]. Company Performance - Kraft Heinz closed at $22.72, reflecting a +1.43% change from the previous day, outperforming the S&P 500's gain of 0.55% [1]. - Over the past month, shares have depreciated by 6.74%, underperforming the Consumer Staples sector's gain of 2.61% and the S&P 500's gain of 0.71% [2]. Upcoming Earnings - The upcoming earnings release is scheduled for February 11, 2026, with expected EPS of $0.61, a decrease of 27.38% from the prior-year quarter [3]. - Quarterly revenue is anticipated to be $6.39 billion, down 2.82% from the year-ago period [3]. Full Year Estimates - For the full year, analysts expect earnings of $2.53 per share and revenue of $24.98 billion, indicating changes of -17.32% and 0% respectively from last year [4]. Analyst Estimates - Recent adjustments to analyst estimates for Kraft Heinz reflect shifting business dynamics, with positive revisions seen as a favorable sign for the business outlook [5]. - The Zacks Consensus EPS estimate has shifted 0.3% downward over the past month, resulting in a Zacks Rank of 4 (Sell) for Kraft Heinz [7]. Valuation Metrics - Kraft Heinz has a Forward P/E ratio of 8.99, indicating a discount compared to its industry's Forward P/E of 14.22 [8]. - The Food - Miscellaneous industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 189, placing it in the bottom 23% of over 250 industries [8].

Greg Abel, who took over as Berkshire Hathaway’s (BRK.A) (BRK.B) CEO earlier this year could make its first major move by selling Kraft Heinz (KHC) shares. The conglomerate has registered to sell its 27.5% stake in the company, whose stock has underperformed terribly since the 2015 merger. For context, when Kraft Heinz started trading in 2015 as a merged entity, it opened at $71—over three times the current price levels. While the registration does not necessarily mean that Berkshire would sell KHC share ...

Plus, the framework of a Greenland deal sparks a stock-market rebound ...

Group 1 - Oil stocks generally rose, with CNOOC (02883) up 4.32%, PetroChina (00857) up 3.33%, CNOOC (00883) up 2.98%, and Sinopec (00386) up 3.01%. International oil prices saw a slight increase, with WTI crude oil futures for February closing at $60.62 per barrel, up 0.43%, and Brent crude oil futures for March at $65.24 per barrel, up 0.49% [1] - CATL (03750) fell over 4%, down 4.4% as of the report. A report from Citi raised concerns about CATL's growth prospects due to slowing EV sales in China, rising lithium prices, and reduced export VAT rebates [1] - Kintor Pharmaceutical (02171) rose nearly 4% after announcing a clinical collaboration with Dispatch Bio to initiate a Phase I clinical trial in China by 2026 for a treatment method targeting solid tumors [1] Group 2 - Guoxia Technology (02655) surged over 7% following a strategic cooperation agreement with Shuneng Electric to enhance collaboration in the energy storage sector [2] - Kingsoft Biotech (01548) dropped over 6% after its affiliate Legend Biotech's stock fell more than 11%. Kingsoft reported that Legend's CARVYKTI had a net sales of approximately $555 million for Q4 [2] - Hong Kong real estate stocks saw a general rise, with Hysan Development (00014) up 5.17%, Sun Hung Kai Properties (00016) up 3.36%, and Wharf Real Estate (01997) up 4.02%. A report from Citi indicated a recovery in Hong Kong property prices, predicting a continued upward trend, albeit at a moderate pace due to tempered interest rate cut expectations [2] Group 3 - Baidu Group (09888) rose nearly 5%, with a cumulative increase of over 40% in the past two months. The company launched the official version of its Wenxin large model 5.0, featuring 2.4 trillion parameters [3] - Pacific Basin Shipping (02343) increased over 9%, reaching a new high of HKD 2.96, benefiting from a rise in the Baltic Dry Index, which increased by 74 points or 4.3% to 1803 points [3] - GDS Holdings (09698) rose nearly 3% after announcing the sale of shares in DayOne for $385 million, recovering approximately 95% of its investment principal with a return rate close to 6.5 times [4] Group 4 - The US stock market saw an expansion in gains, with the Nasdaq up 1%. Notable tech stocks like Intel (INTC.US) rose 11.72%, reaching a market cap of over $250 billion, the highest in four years [5] - The storage sector continued to strengthen, with Micron Technology (MU.US) up 6.61% and Western Digital (WDC.US) up 8.49%. Counterpoint Research indicated that the storage market has entered a "super bull market" phase, surpassing previous highs due to increased demand from AI and server capacity [5] - The Nasdaq Golden Dragon China Index surged 2%, with popular Chinese stocks like Bilibili (BILI.US) up 5.65% and Baidu (BIDU.US) up 8.17% [6]

格隆汇1月22日｜根据提交给证券市场监管机构的文件，卡夫亨氏警告投资者，伯克希尔哈撒韦可能有 意出售3.25亿股卡夫亨氏股票。目前尚无迹象显示伯克希尔哈撒韦已开始抛售，但CFRA Research分析 师塞弗特认为，这或许只是其对其多元化投资组合进行全面审查的开端。他表示，阿贝尔的领导风格可 能与巴菲特有所不同。如果此次出售完成，将标志着公司思维方式的转变。 ...

马克龙喊话中国对欧增加投资，中方回应愿推动中欧经贸合作 1月21日，外交部发言人郭嘉昆回应法国总统马克龙在达沃斯演讲中希望中国增加对欧直接投资一事。 他表示中欧经贸本质是优势互补、互利共赢，中国产品靠科研、竞争和产业链形成优势，不刻意追求顺 差。中方鼓励企业赴欧投资，也希望欧方营造公平市场环境，推动双边经贸持续健康发展。详情>> 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 机构预测10只周期股2026年净利大增超10倍，顺周期板块表现强势 本周顺周期板块大幅拉升，截至1月20日，基础化工、石油石化等涨幅居申万一级行业前列，21日有色 金属等继续上涨。国家发改委表示将推动物价回升，"春季躁动"可期。证券时报数据宝统计，汽车、建 材等周期板块中10只个股今年净利或暴增超10倍，如中自科技预计增速超51倍，天音控股超42倍，但部 分个股仅1家机构评级，确定性不足。详情>> 国际金价再创新高，上半年或冲击5000美 ...