Core Insights - Warren Buffett expressed disappointment regarding Kraft Heinz's plan to split into two companies, indicating potential leadership changes at Berkshire Hathaway that may lead to a complete exit from the stock [1][2][6] Company Performance - Kraft Heinz shares fell by 6% following the announcement of Berkshire Hathaway's potential sale of up to 325,442,152 shares, reflecting investor concerns about the company's future [1][6] - The stock has declined nearly 70% from its 2017 highs, struggling with changing consumer preferences and increased competition since the merger of Kraft and Heinz [3][4] Strategic Decisions - Kraft Heinz's decision to break up its business is seen as an acknowledgment of past missteps in the merger, with the breakup expected to be completed in the second half of 2026 [4][5] - The company aims to streamline operations through this breakup, although investor excitement has been minimal since the announcement [5] Analyst Sentiment - Among six Wall Street analysts, five maintain neutral ratings while one recommends selling the shares, indicating a cautious outlook on Kraft Heinz's future [6]

Key Takeaways Kraft Heinz shares fell Wednesday, after Berkshire Hathaway warned it could look to sell its stake. Warren Buffett, who stepped down as CEO of Berkshire at the end of the year, reportedly said he was "disappointed" in Kraft Heinz's planned split. Warren Buffett was "disappointed" Kraft Heinz (KHC) planned to split into two. His successor as Berkshire Hathaway CEO may exit the stock entirely. Kraft Heinz shares were down 6% in afternoon trading Wednesday, a day after the food giant re ...

Kraft Heinz (NASDAQ: KHC) opened in the red this morning after Berkshire Hathaway (NYSE: BRK.B) registered its entire stake (27.5%) in the packaged foods specialist for resale. The filing signals Berkshire's intent, under Greg Abel's leadership, to unwind a long-held position in the food giant – a legacy of Warren Buffett who championed Kraft-Heinz merger in 2015. Kraft Heinz stock tanked nearly 8% on the news, reflecting investor anxiety about losing a corner-stone shareholder at a time when the company is ...

Core Viewpoint - Kraft Heinz Co's stock has experienced a significant decline, primarily due to potential share sales by its largest shareholder, Berkshire Hathaway, and a recent downgrade by BNP Paribas Exane [1][2]. Stock Performance - The stock is currently trading at $22.07, marking a 7% drop and reaching its lowest level since the Covid-19 crash on March 16, 2020 [1][2]. - Year-over-year, the equity has decreased by 23.5% [2]. Analyst Ratings - BNP Paribas Exane has downgraded Kraft Heinz's rating from "neutral" to "under perform," with a price target reduction from $24 to $22 [1]. Options Activity - There has been a notable increase in call options activity, with a 50-day call/put volume ratio of 11.42, indicating higher call popularity compared to the past year [3]. - The current options pricing reflects relatively low volatility expectations, as indicated by a Schaeffer's Volatility Index (SVI) of 26%, which is higher than 75% of readings from the past year [4].

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

凤凰网财经讯 1月21日，美股三大股指集体高开，道指涨0.12%，纳指涨0.28%，标普500指数涨0.34%。 纳斯达克中国金龙指数涨幅扩大，现涨2.0%，哔哩哔哩涨6.63%，百度涨5.90%，世纪互联涨5.38%，嘉 楠科技涨5.20%，万国数据涨4.54%。 存储板块持续上涨，美光涨超2.2%，闪迪涨3%，西部数据涨近2%。卡夫亨氏跌超6.5%，伯克希尔·哈 撒韦注册出售至多3.254亿股公司股票。奈飞跌5.5%，公司一季度利润指引远逊预期，EPS指引较分析 师预期低逾7%，全年营业利润率低于预期；为收购华纳暂停回购。 其他消息 【德意志银行在白宫压力下与自家分析师划清界限】 美国财政部长贝森特周三在世界经济论坛透露，德意志银行首席执行官Christian Sewing亲自致电他，强 调德银不支持旗下一名分析师发布的"欧洲抛售美债报告"。涉事报告由外汇研究全球主管乔治·萨拉韦 洛斯撰写，认为在特朗普总统就格陵兰岛问题发出威胁的背景下，欧洲可能不再愿意持有美国资产。 德意志银行的一位发言人拒绝证实Sewing与贝森特的沟通，但强调"德意志银行研究部门在其工作上是 独立的，因此个别研究报告表达的观点不一定 ...

Core Viewpoint - The recent SEC filing by Kraft Heinz indicates a potential divestiture of Berkshire Hathaway's entire 27.5% stake, suggesting a possible shift in strategy under new CEO Greg Abel following Warren Buffett's departure [2][10]. Group 1: Berkshire Hathaway's Investment in Kraft Heinz - Berkshire Hathaway's involvement with Kraft Heinz began in 2013 with a $23 billion acquisition of H.J. Heinz, followed by a $46 billion merger with Kraft Foods in 2015, creating a combined entity with well-known brands [3][4]. - The merger aimed to achieve cost synergies and leverage brand loyalty, resulting in Berkshire holding a significant equity position of 27.5% [4]. Group 2: Challenges and Write-downs - By 2019, issues with the merger became apparent, leading Buffett to admit that Berkshire overpaid for Kraft Heinz, with a valuation that required unrealistic returns [5]. - Kraft Heinz announced a $15.4 billion write-down on its brands, causing a 27% stock drop, and Berkshire recorded a $3 billion write-down in the same year, followed by another $3.76 billion write-down in August [5][6]. Group 3: Potential Shift Under Greg Abel - The SEC filing raises questions about whether Abel's leadership signifies a departure from Buffett's long-term holding strategy, as Kraft Heinz shares fell 7.5% post-announcement, valuing Berkshire's stake at approximately $7.7 billion [7][10]. - Kraft Heinz's planned split into two independent entities by 2026 alters the original investment thesis, prompting considerations for a potential sale under Abel [8][9]. Group 4: Strategic Implications - The restructuring of Kraft Heinz into two distinct businesses may create up to $300 million in "dis-synergies," diverging from the original vision of a unified food powerhouse [9]. - A potential divestiture could align with Buffett's principle of adapting to new realities, allowing Berkshire to prioritize capital allocation and seek higher-return opportunities [10][11].

Core Viewpoint - Berkshire Hathaway's new CEO, Greg Abel, may be considering selling its 325 million shares in Kraft Heinz, a company co-created by Warren Buffett in 2015, indicating a potential shift in corporate strategy [1][2]. Group 1: Company Background - The merger of Kraft and Heinz was orchestrated by Buffett and Brazilian investment firm 3G Capital, who believed in the strength of their brands [2]. - Over time, Buffett recognized that Kraft Heinz's competitive advantage was weakening as consumers shifted towards store brands and away from processed foods [3]. Group 2: Financial Performance - Berkshire Hathaway took a $3.76 billion writedown on its Kraft Heinz stake last summer, reflecting concerns about the company's performance [3]. - Following the announcement of the potential sale, Kraft Heinz shares fell nearly 4% to $22.85 [4]. Group 3: Leadership and Strategy - Analysts suggest that Abel's leadership style may differ from Buffett's, with a potential focus on divesting underperforming subsidiaries rather than solely making acquisitions [6]. - Abel has been managing Berkshire's non-insurance companies since 2018 and became CEO on January 1, indicating familiarity with the company's operations [6]. Group 4: Market Reactions and Future Considerations - Investor Chris Ballard noted that selling Kraft Heinz could be an easy decision for Abel, but unloading such a large stake on the public market may be challenging [7]. - Buffett previously stated that Berkshire would not accept a block bid for its shares unless the same offer was extended to all Kraft Heinz shareholders, indicating a cautious approach to any potential sale [8].

值得注意的是，随着消费者逐渐转向更加健康的饮食选择以及超市自有商品兴起，卡夫亨氏沦为美股食 品板块表现最差的股票之一，公司股价自2017年的重组后高点跌去近7成。 周三，卡夫亨氏(KHC.US)盘前跌超7%，报21.99美元。消息面上，卡夫亨氏向SEC提交补充注册文件， 用于登记大股东伯克希尔哈撒韦公司可能转售的325,442,152股公司普通股，占公司总股本约27.5%。此 举引发市场对最大股东减持的担忧。 ...

值得注意的是，随着消费者逐渐转向更加健康的饮食选择以及超市自有商品兴起，卡夫亨氏沦为美股食 品板块表现最差的股票之一，公司股价自2017年的重组后高点跌去近7成。 智通财经APP获悉，周三，卡夫亨氏(KHC.US)盘前跌超7%，报21.99美元。消息面上，卡夫亨氏向SEC 提交补充注册文件，用于登记大股东伯克希尔哈撒韦公司可能转售的325,442,152股公司普通股，占公司 总股本约27.5%。此举引发市场对最大股东减持的担忧。 ...