Company Restructuring & Leadership - Kraft Heinz is splitting into two companies: one focused on grocery staples with less profitability, and another named "Global Taste Elevation Company" featuring faster-growing iconic products like Heinz ketchup and Kraft mac and cheese [1][2][3] - The current CEO was expected to lead the grocery staples company, but Steve Cahillane from Kilonova will lead the "Global Taste Elevation Company" instead [1][2] - Steve Cahillane aims to bring organic growth to the company, focusing on health and wellness trends, including increased protein, fiber, and cleaner labels [4] Market Trends & Challenges - Food companies are generally struggling with the consumer shift towards healthier, less processed foods [7] - Kraft Heinz's compounded annual return over the last five years is -2%, underperforming the consumer packaged goods index (up approximately 7-8%) and the S&P (up approximately 15%) [6] - Consumers are increasingly turning to more affordable private label brands, impacting established brands like Kraft Heinz [13][14] - There's a significant consumer focus on protein and healthfulness in food choices [15] Competitive Strategies - Companies are looking to acquire smaller, startup brands that tap into health and wellness trends, as seen with PepsiCo's acquisition of Poppy and CETA [16] - PepsiCo is reducing its product offerings by 20% and lowering prices on key brands as part of an agreement with an activist investor [10] - Splitting into two companies will allow Kraft Heinz to focus on each component, potentially leading to better value for both [8]

Macro wise we are looking due for a rate cut which will lead to liquidity but a Bitcoin supercycle? I don't buy it. The links below may include affiliate links, which means I may receive a commission at no cost to you if you make a purchase through a link. You DO NOT have to use the links but you will not receive any bonus if offered. Not investment advice. Crypto investing and trading involves risk of loss. ●▬▬▬▬▬▬CRYPTO CRITICAL VIDEOS▬▬▬▬▬▬▬● 1. THE 5 RULES - https://youtu.be/iNBiZ5Bo__U 2. AVOID ALL SCA ...

Your first guest today might agree with that. He's been saying on this show for a while to diversify beyond just big tech. So, let's see what he has to say about that.What to buy, what to own next year. Joe Tennuse is chief investment strategist at Northern Trust and he joins us now. I know that's not you.You're not Bank of America, but >> but I'm not surprised. >> Okay. Are you seeing similar types of data at Northern Trust.>> We are. I think there's genuinely a lot of excitement about the opportunity ahea ...

>>> GOOD TUESDAY MORNING. DISTURBING DETAILS EMERGING IN THE MURDERS OF ROB REINER AND HIS WIFE. >> YES. THIS AS NEW TRIBUTES TO THE LEGENDARY DIRECTOR POUR IN. IT IS DECEMBER 16th. THIS IS "TODAY. " >>> IN CUSTODY, NICK REINER IN JAIL THIS MORNING IN CONNECTION WITH THE BRUTAL MURDERS OF HIS PARENTS. WHAT WE'RE NOW LEARNING ABOUT THE HOURS BEFORE THE KILLINGS, THE PARTY THEY ATTENDED AS A FAMILY AND NICK'S VERY PUBLIC BATTLE WITH ADDICTION, AS HOLLYWOOD CONTINUES TO MOURN. >> I'M JUST SENDING LOVE TO EVERY ...

And speaking of risks, here comes a new one for the AI trade from Washington. Dearraosa has more in today's tech check. Hi Deerra.So Kelly, this is why it's a risk. It's because political pressure can raise costs very quickly. States, they can require more upfront.They can lock in longer power contracts, even create special rate classes that shift more of the cost back to big tech. And that pressure is building. Three Democratic senators, Elizabeth Warren, Chris Van Holland, and Richard Blumenthal.They sent ...

Let's bring in MS Now senior White House reporter Von Hillyard. Ashley Parker is a staff writer at The Atlantic and an MS Now political analyst. Chuck Ro is a Democratic strategist and former senior adviser to Bernie Sanders presidential campaign. So Vaughn, what are we hearing from the White House about the Republican bash backlash to Trump's comments? And I guess double comments because one on Truth Social and then following up with that comment, >> right? Those Oval Office comments, Chris, came hours aft ...

National Security Strategy & ISIS - The discussion highlights the need for a meaningful national security strategy, especially concerning the rise of ISIS, noting ISIS killed soldiers in Syria [3] - Concerns are raised that actions in Syria could undermine the existing regime and inadvertently promote ISIS [3] - ISIS presence is noted globally, including potential presence in Australia and the United States, emphasizing the need for a better worldwide strategy against radical Islamic groups [4] - The speaker questions the effectiveness of the current counter-ISIS strategy and suggests that attacking Syria is not the right approach [6] - A unified command structure is announced, potentially taking power away from experienced commanders in European Command and Central Command, raising concerns about amateur hour and the need for experienced personnel [9][10] Foreign Policy & Venezuela - Potential land strikes in Venezuela, including seizures of oil tankers and targeting drug labs, are discussed, with concerns about the international reaction and potential claims of declaring war [11] - It's mentioned that only 8% of the drug trade coming to the US is related to Venezuela, questioning the focus on Venezuela for addressing the fentanyl issue [11] - The current foreign policy strategy is described as being for sovereignty, seemingly not for regime change, but the purpose of US involvement in Venezuela is questioned [13] Domestic Policy & Healthcare - The speaker expresses hope that the president's national address will offer leadership and focus on healthcare, suggesting an ACA extension as the easiest solution [14][15][16] - Concerns are raised that failure to address healthcare issues could negatively impact the upcoming 2026 elections [16] Other Concerns - The speaker expresses concern about the president's decision-making process and the potential for impulsive actions, particularly in response to mass shootings and other upsetting events [1][5] - The rise of terrorism is highlighted as a significant concern that should receive more attention and resources [13]

So any big surprises here. No, not exactly. A little faster, honestly, than I thought.If you remember when we chatted with Adam Mosseri in October, he kind of hinted that this was something they were looking toward. Here we are just two months later. They do have this app that they're debuting.The one thing I'll point out is that this is just for the Amazon fire TV right now. I imagine that they want to create this app for all those different smart TV platforms. So, you know, sort of limited in scope at the ...

want to bring in Democratic Congressman of California, Robert Garcia. Uh, Congressman, the concerns you just heard from those folks in Ohio, hardly exclusive, right. I mean, California has, I think, something very close to 2 million people who depend on the Affordable Care Act.I'm healthy. The idea of going without insurance, um, I I would think would be terrifying. What are you telling your constituents right now as we see no clear solution from Congress.What we're hearing uh back home and it's happening a ...

Right now, in terms of the IPO, guidance for investors is that that this one will price toward the high end of the range, I'm told by sources, which could make it the biggest IPO globally of 2025. Medline manufactures and distributes medical supply products, things like masks, gowns, and lab kits. It was taken private, as David mentioned, by a consortium of private equity firms, including Blackstone, Carile, and Helman, and Freriedman back in 2021, which was then the largest LBO post financial crisis.At the ...