Kraft Heinz(US:KHC) Jin Shi Shu Ju·2026-01-21 09:20Group 1 - Berkshire Hathaway may intend to sell 325 million shares of Kraft Heinz, a company co-founded by Buffett in 2015, as indicated in a regulatory filing [1] - Buffett has gradually realized that the competitive moat around Kraft Heinz's brands is not as strong as previously thought, with consumers increasingly shifting towards store brands and away from processed foods [1] - Berkshire Hathaway recorded a $3.76 billion asset write-down on its Kraft Heinz holdings last summer [1] Group 2 - There are no signs yet that Berkshire has begun selling, but analysts suggest this could be the start of a comprehensive review of its extensive portfolio [2] - Abel's leadership style may differ from Buffett's, and if the sale occurs, it would represent a shift in the company's mindset towards divestitures rather than just acquisitions [2] - Abel has been familiar with many of Berkshire's companies since 2018, managing all non-insurance businesses, but officially became CEO on January 1 of this year [2] Group 3 - Buffett stated last fall that Berkshire would not accept a bulk buyout offer for its shares unless a similar offer was made to all Kraft Heinz shareholders [3]