US stock futures faltered on Wednesday, eyeing a return to the steepest selloff in months as Wall Street took in President Trump's speech at Davos for insight into the Greenland crisis. Dow Jones Industrial Average futures (YM=F) edged down around 0.3%, while those on the tech-heavy Nasdaq 100 (NQ=F) also backed off 0.3% in a reversal from earlier small gains. Meanwhile, S&P 500 futures (ES=F) slipped 0.1%, coming off a bruising Tuesday session that saw investors rush for the exits against a backdrop of g ...

格隆汇1月21日｜据一份监管文件显示，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，因为这项投资对该企业集团董事长沃伦-巴菲特来说并不成功。卡夫亨氏的产 品包括亨氏番茄酱和奥斯卡·迈耶肉类， 该公司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，2015 年，伯克希尔帮助卡夫亨氏与巴西私募股权公司 3G Capital 合并。该公司于 2023 年剥离了其 持有的卡夫亨氏股份。事实证明，前卡夫食品公司和 亨氏公司的合并令人失望，合并后的公司在 9 月 份表示将在今年晚些时候一分为二。巴菲特当时告诉 媒体，他和时任伯克希尔公司副董事长、现任首 席执行官的格雷格-阿贝尔不赞成分拆。卡夫亨氏股价周二收盘上涨 23 美分，报 23.76 美元，伯克希尔 持有的股份价值约 77 亿美元。在提交招股说明书补充文件后的盘后交易中，卡夫亨氏股价下跌 4.9%， 至 22.59 美元。 ...

责任编辑：王永生 据一份监管文件显示，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，因为这项投资对该企业集团董事长沃伦-巴菲特来说并不成功。卡夫亨氏的产品包括亨氏番茄酱 和奥斯卡·迈耶肉类， 该公司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，2015 年，伯克希尔帮助卡夫亨氏与巴西私募股权公司 3G Capital 合并。该公司于 2023 年剥离了其持有的卡夫亨氏股份。事实证明，前卡夫食品公司和 亨氏公司 的合并令人失望，合并后的公司在 9 月份表示将在今年晚些时候一分为二。巴菲特当时告诉 媒体，他 和时任伯克希尔公司副董事长、现任首席执行官的格雷格-阿贝尔不赞成分拆。卡夫亨氏股价周二收盘 上涨 23 美分，报 23.76 美元，伯克希尔持有的股份价值约 77 亿美元。在提交招股说明书补充文件后的 盘后交易中，卡夫亨氏股价下跌 4.9%，至 22.59 美元。 据一份监管文件显示，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，因为 ...

Core Viewpoint - Berkshire Hathaway is considering divesting its 27.5% stake in Kraft Heinz, marking a potential exit from a long-term investment that has not yielded favorable results for Chairman Warren Buffett [1] Company Summary - Berkshire Hathaway holds a 27.5% stake in Kraft Heinz, which has been part of its portfolio for over a decade [1] - The investment in Kraft Heinz has not performed well, prompting the company to reevaluate its position [1]

每经AI快讯，1月21日，卡夫亨氏盘后股价下跌3%。 （文章来源：每日经济新闻） ...

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 3.35% in the quarter, compared to the S&P 500’s 2.66% and the Russell 1000 Value Index’s 3.81% return. 2025 was a challenging year for the firm, as it did not have any standout performers. Approximately 5% of the portfolio gained 20% or more, while 35% of the S&P 500 hit that level. The overall market dynamic drove the Fund’s underperf ...

Company Performance - Kraft Heinz (KHC) stock decreased by 2.89% to $23.54, underperforming the S&P 500's daily loss of 0.06% [1] - Over the past month, Kraft Heinz's stock has dropped by 2.06%, contrasting with the Consumer Staples sector's gain of 1.35% and the S&P 500's gain of 1.99% [1] Upcoming Earnings - Kraft Heinz is expected to report an EPS of $0.61, reflecting a 27.38% decline from the same quarter last year [2] - Revenue is forecasted at $6.39 billion, indicating a 2.8% decrease compared to the previous year [2] Full Year Projections - For the full year, earnings are projected at $2.53 per share, showing a decrease of 17.32%, while revenue is estimated to remain flat at $24.98 billion [3] - Recent revisions to analyst forecasts are crucial as they indicate changing business trends, with positive revisions suggesting analyst optimism [3] Zacks Rank and Valuation - Kraft Heinz currently holds a Zacks Rank of 4 (Sell), with a consensus EPS projection that has decreased by 0.4% in the last 30 days [5] - The company has a Forward P/E ratio of 9.7, which is below the industry average Forward P/E of 12.96 [5] Industry Context - The Food - Miscellaneous industry, part of the Consumer Staples sector, has a Zacks Industry Rank of 176, placing it in the bottom 29% of over 250 industries [6] - The Zacks Industry Rank assesses the performance of industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - Kraft Heinz Company (KHC) is facing challenges with a recent decline in share price and anticipated lower earnings, despite a slight daily gain in stock performance [1][3][5]. Group 1: Stock Performance - KHC closed at $23.43, reflecting a 1.83% increase from the previous day, outperforming the S&P 500 and Dow Jones Industrial Average [2]. - Over the past month, KHC's shares have dropped by 5.5%, which is worse than the Consumer Staples sector's 2.96% loss and the S&P 500's 0.86% gain [3][5]. Group 2: Earnings Expectations - The upcoming earnings report is expected to show an EPS of $0.61, representing a 27.38% decrease from the previous year [3][5]. - The Zacks Consensus Estimate predicts net sales of $6.39 billion for Kraft Heinz, indicating a 2.8% decline from the previous year [4]. Group 3: Market Activity - KHC's recent trading range was between $24.01 and $24.31, with a market capitalization of approximately $28.69 billion [4]. - The trading volume reached 11.69 million shares, indicating active investor interest [4]. Group 4: Analyst Insights - Megan Clapp from Morgan Stanley set a price target of $24 for KHC, with the stock recently closing at $23.43, slightly below the target [1][5].

Company Overview - The Kraft Heinz Company (KHC) is based in Pittsburgh, Pennsylvania, and specializes in manufacturing and marketing food and beverage products, with a market cap of $27.7 billion [1] Earnings Expectations - Analysts anticipate KHC to generate earnings of $0.61 per share for Q4 2025, reflecting a decline of 27.4% from $0.84 per share reported in the same quarter last year [2] - For fiscal 2025, the expected EPS is $2.53, indicating a 17.3% decrease from $3.06 reported in fiscal 2024, with a further expected decline of 1.2% year over year to $2.50 in fiscal 2026 [3] Stock Performance - KHC shares have declined 18.3% over the past 52 weeks, underperforming the S&P 500 Index's 19.3% rise and the Consumer Staples Select Sector SPDR ETF's 6.1% return during the same period [4] - Following the Q3 2025 earnings release on October 29, 2025, KHC stock plunged 4.5%, with net sales declining 2.3% year over year to $6.2 billion and adjusted EPS falling 18.7% from the year-ago quarter to $0.61 [5] Analyst Ratings - The consensus view on KHC is neutral, with a "Hold" rating overall; among 21 analysts, one suggests a "Strong Buy," 19 recommend a "Hold," and one gives a "Moderate Sell" [6] - The mean price target for KHC is $26.24, indicating an upside potential of 11.6% from current levels [6]

Core Insights - The article highlights the cultural significance of skiing milestones, particularly the transition from "pizza" to "French fry," symbolizing a skier's progression from basic skills to confidence on the slopes [1] Company Insights - Ore-Ida is leveraging the winter sports season to promote its iconic crinkle-cut fries, aiming to connect with consumers during this peak time for winter sports [1]