16-07-2025
Community
Here's my quick take on the Kraft-Heinz breakup (I've done finance stints at both Kraft-Heinz $KHC and its 3G cousin AB InBev $BUD):
1 3G tried to copy the AB InBev 'buy-and-slash' model. Works for beer, not for ketchup.
2 Since the 2015 merger: sales flat, profits down, stock down 60 %. Berkshire's off the board and 3G has sold out.
A split could help, but only if the new bosses spend money on real food upgrades. Think cleaner labels and better taste, not gimmicks like pink Valentine's Mac & Cheese.
In groceries, the product is the moat.
Fix the food first; the numbers will follow.
Read my take here:
