The Kraft Heinz Company

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sjos
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Re: The Kraft Heinz Company

Berichtdoor sjos » 06 Apr 2019 11:02

Rider schreef:
sjos schreef:https://seekingalpha.com/article/4251613-kraft-heinz-good-things-come-wait

Het lezen waard. Waarbij ik wel opmerk, dat te lang wachten ook kan gebeuren. Dit is een aandeel met een aantrekkelijk dividend (zo zijn er meer) maar dat in het huidige beursklimaat zeker niet overgewaardeerd is. Het lijkt te bodemen op 32 USD.


Idd, ik zit er al in met een groot pakket.


T.o.v. het week Laag van bij de 32 USD heb je al een 1 USD meer per aandeel. Slotkoers: 33,18;
Eens zich een stijgend momentum inzet, zitten we goed.
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.



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Re: The Kraft Heinz Company

Berichtdoor sjos » 16 Apr 2019 10:29

sjos schreef:Kellogg Company 56,48 plus 4,38%
General mills 50,04 plus 3,62%
campbell soup company 37,86 plus 4,24%
En ja dan is er nog conagra $25.82 plus 12.75%

Food sector on watch after strong General Mills quarter
Mar. 20, 2019 8:14 AM ET|About: Conagra Brands, Inc. (CAG)|By: Clark Schultz, SA News Editor
Food stocks are on watch after General Mills (NYSE:GIS) posts strong FQ3 results and lifts its guidance. The company showed positive organic sales growth and significant operating margin expansion during the recent quarter.

Kellogg (NYSE:K), Mondelez International (NASDAQ:MDLZ) and ConAgra Brands (NYSE:CAG) are all up about 1% in premarket action, while General Mills is up 4.26% and traded at a 52-week high of $50.50 earlier in the premarket session.
bron: https://seekingalpha.com/news/3444367-f ... ls-quarter


Even een update: Kraft Heinz is langzaam stijgende. En Campbell soup heeft gisteren even de kaap van 40 USD genomen.
General Mills heb ik ondertussen verkocht. Volgende aankoop wellicht Reckitt Benckiser.
Ik blijf dus in deze sector. Voor mij geen FAANG aandelen.

"Saputo eyes U.S. dairy M&A
Apr. 15, 2019 9:04 AM ET|About: Dean Foods Company (DF)|By: Clark Schultz, SA News Editor
Dean Foods (NYSE:DF) is up sharply after the Globe and Mail reported over the weekend that a team from Saputo (OTCPK:SAPIF) is pouring over the company's books with an eye on a potential bid.

Saputo is also seen as a potential bidder for Kraft Heinz's (NASDAQ:KHC) Breakstone business.

Shares of Dean Foods are up 5.61% in premarket action, while Kraft Heinz is 0.25% higher."
bron:https://seekingalpha.com/news/3450617-saputo-eyes-u-s-dairy-m#email_link
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

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Re: The Kraft Heinz Company

Berichtdoor sjos » 18 Apr 2019 10:26

"PepsiCo verrast met snacks
PepsiCo PEP3,76% wist in het eerste kwartaal een hoger dan verwachte winst te boeken. De nettowinst van de snack- en frisdrankfabrikant klimt met 5,2 procent naar 1,41 miljard dollar. Gecorrigeerd voor eenmalige effecten komt de winst per aandeel uit op 0,97 dollar, terwijl analisten rekenden op 0,92 dollar. Ook de omzet verrast positief. Die stijgt met 2,6 procent naar 12,9 miljard dollar, waar analisten een omzet van 12,7 miljard verwachtten.
PepsiCo, vooral bekend van het frisdrankmerk Pepsi, verrast vooral met zijn snackverkopen. De snackdivisie Frito-Lay in Noord-Amerika zag de netto-omzet met 5,5 procent stijgen.
De markt reageert enthousiast op de cijfers. Het aandeel koerst voorbeurs 1,6 procent hoger."
Bron: De Tijd online woensdag

Toch een aardig knabbeltje voor die voedingssector
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

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Re: The Kraft Heinz Company

Berichtdoor Alverman » 05 Mei 2019 12:59

Buffett says not 'inconceivable' that Berkshire teams up with 3G Capital in a deal after Kraft-Heinz woes

Published: May 4, 2019 1:10 p.m. ET


Berkshire Hathaway Inc.'s BRK.A, +1.10% BRK.B, +1.24% Warren Buffett repeated numerous times on Saturday that he overpaid in a 2015 deal with 3G Capital that formed Kraft Heinz. However, he said that Berkshire remains partners with the Brazilian-American multibillion-dollar investment firm. Buffett said "and it is not at all inconceivable that we could be partners in some other transaction in the future." Kraft has undergone a yearslong cost-cutting drive which has undermined the value of some of its best-known brands such as Oscar Mayer and Kraft cheese, as eating habits shifted. Buffett previously said he overpaid for Kraft in the deal but had no plans to sell. "We paid a very high price in terms of the Kraft part," he said during the shareholder meeting. Shares of Kraft-Heinz KHC, +1.24% are down 24.3% so far this year, compared with the S&P 500 index's SPX, +0.96% 17.5% year-to-date return and a 13.6% gain for the Dow Jones Industrial Average DJIA, +0.75% Berkshire shares, meanwhile, are up more than 7% over the same period. Ahead of the official start of the Berkshire shareholder meeting, Buffett said a dispute between Kraft Heinz and its auditor prevented Berkshire from reflecting the food company's performance in its first-quarter earnings report.

URL: https://www.marketwatch.com/story/buffe ... quote_news

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Re: The Kraft Heinz Company

Berichtdoor Alverman » 09 Mei 2019 19:46

Kraft Heinz launches sale of baby food unit - sources
Reuters Reuters•May 9, 2019
By Francesca Landini

MILAN (Reuters) - U.S. packaged food giant Kraft Heinz has launched the sale of its baby food brand Plasmon with preliminary bids due by the end of next week, two sources close to the matter said.

Private equity firms and food groups are looking at the business, both sources said, adding it could be worth about 700 million euros (603.4 million pounds).

Another source said PAI Partners was among investors expected to present a preliminary bid, adding that rival private equity firm Cinven could also be interested.

Plasmon is mainly based in Italy and Kraft intends to sell it to focus on its global brands, one of the sources said.

According to Italian financial newspaper Il Sole 24 Ore, Kraft Heinz has hired U.S. bank JPMorgan to advise on the sale.

Kraft Heinz, PAI Partners, Cinven and JPMorgan declined to comment.

Plasmon, founded in 1902, sells a range of baby foods including first milk, pasta and fruit compote. It is best known for its baby biscuits made with powdered milk, vitamins and minerals.

Its annual revenue is more 200 million euros and core earnings are around 50 million euros. ($1 = 0.8935 euros)



(Additional reporting by Stephen Jewkes and Arno Schuetze; Editing by Edmund Blair)

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Re: The Kraft Heinz Company

Berichtdoor sjos » 28 Mei 2019 11:22

De laatste dagen heeft er zich weer een dalende trend ingezet.
KRAFT HEINZ CO
KHC - US5007541064 / Nasdaq
Cotation temps réel NASDAQ - 24/05/19 - 23H 20mn 00s
-1,08% 31,110 $
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

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Re: The Kraft Heinz Company

Berichtdoor Alverman » 08 Jun 2019 11:03

Belangrijk nieuws toch... denk ik... nabeurs gaat KHC 2-3% hoger.

Kraft Heinz Files Annual Report for Fiscal Year 2018
June 7, 2019 at 5:12 PM EDT
Announces Election of Joao M. Castro-Neves to the Board of Directors

PITTSBURGH & CHICAGO--(BUSINESS WIRE)--Jun. 7, 2019-- The Kraft Heinz Company (Nasdaq: KHC) today announced it filed with the Securities and Exchange Commission (“SEC”) its Annual Report on Form 10-K for the year ended December 29, 2018 (the “Annual Report”). The Company also announced that the Kraft Heinz Board of Directors elected to the Board Joao M. Castro-Neves, effective June 12, 2019.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/ ... 005472/en/

Joao M. Castro-Neves (Photo: Business Wire)
Joao M. Castro-Neves (Photo: Business Wire)

“We are pleased that Kraft Heinz is returning to a path of normalization,” said Alex Behring, Chairman of Kraft Heinz’s Board of Directors. “The adjustments to correct prior year misstatements are in line with the preliminary amounts disclosed in our Form 8-K filed on May 6, 2019. In addition, we are thrilled to welcome Joao to the Board, as he brings significant consumer sector expertise to Kraft Heinz,” said Mr. Behring.

Restated Financial Statements

The Annual Report includes restated audited consolidated financial statements as of December 30, 2017, and for the years ended December 30, 2017, and December 31, 2016, as well as restated unaudited interim financial statements for the quarterly periods ended September 29, 2018; June 30, 2018; March 31, 2018; September 30, 2017; July 1, 2017; and April 1, 2017.

The misstatements were not quantitatively material. However, due to the qualitative nature of the matters identified in our internal investigation, including the number of years over which the misconduct occurred and the number of transactions, suppliers, and procurement employees involved, the Company determined that it would be appropriate to correct the misstatements in our previously issued consolidated financial statements by restating such financial statements.

The cumulative impact of the restatements to previously reported amounts from 2015 to 2018 is less than 1% of net income/(loss) for each applicable period. More details, including the impact to each of the annual and interim financial statements, is described in detail in the Company’s 2018 annual report. These misstatements are consistent with what the Company disclosed on May 6, 2019.

The Company currently expects to file its Quarterly Report on Form 10-Q for the fiscal quarter ended March 30, 2019 on or before July 31, 2019.

The Company’s internal investigation into its procurement area and assessment of internal controls is now complete, and the Company continues to cooperate with the SEC in its investigation. As a result of the internal investigation and material weaknesses identified, the Company is taking actions to improve internal policies and procedures and to strengthen internal control over financial reporting.

Joao M. Castro-Neves Elected to Board

The Board has elected Mr. Castro-Neves because of his extensive experience in the consumer goods industry in his various positions with AB InBev. With the election of Mr. Castro-Neves, the Board size remains unchanged.

Mr. Castro-Neves, age 52, served as Chief Executive Officer of Anheuser-Busch, AB InBev’s North American unit, and Zone President, North America of AB InBev, from January 2015 until December 2017. Mr. Castro-Neves joined Companhia de Bebidas das Americas S.A. (“AMBEV”), a predecessor of AB InBev, in 1996 and served in positions of increasing responsibility, including Chief Financial Officer from January 2005 until December 2006 and Chief Executive Officer from January 2009 until December 2014. He has also served as Chief Executive Officer of Quilmes Industrial S.A., a subsidiary of AMBEV based in Argentina, from January 2007 until December 2008.

CEO Compensation

The Compensation Committee of the Board of Directors approved the terms of employment with incoming Chief Executive Officer Miguel Patricio. The terms of Mr. Patricio's compensation, which are described in today’s 8-K filing, are largely performance-driven, based on sustained and significant growth in long-term shareholder value. In addition, to demonstrate his commitment to Kraft Heinz, Mr. Patricio is investing $20 million of his own money to purchase Kraft Heinz shares, which will be issued in the future consistent with the Company’s policies and applicable securities laws and subject to a four-year restriction on transfer.

To further structure and align the compensation of Kraft Heinz's CEO with its shareholders, Mr. Patricio will receive a performance-based stock award that will entitle him to receive between 200,000 and 600,000 shares of Kraft Heinz common stock, depending on the Company’s stock price appreciating to between $45 and $55 per share (or approximately 55% to 90% above the current stock price) during the first three years of his employment. If Mr. Patricio receives these additional performance share units, he will be required to hold them for an additional three-year period.

Mr. Patricio’s compensation includes a base salary of $1,000,000 per year; a one-time signing bonus of $1,000,000; a target annual bonus opportunity at 300% of base salary; and an equity award in the form of performance share units and restricted stock units (with a grant date fair value of $20 million and $15 million respectively, for an aggregate equity award of $35 million).

Mr. Hees’ total outgoing CEO compensation in 2018 was $1,149,136, as he forfeited the performance share units and restricted stock units granted in 2018 due to the performance of the business and his decision to leave the company, respectively. The Board also authorized a severance payment to Mr. Hees, which will include a year’s base pay of $1 million and a prorated bonus for six months at $1.084 million, for a total severance payment of $2.084 million.

ABOUT THE KRAFT HEINZ COMPANY

For 150 years, we have produced some of the world’s most beloved products at The Kraft Heinz Company (Nasdaq: KHC). Our Vision is To Be the Best Food Company, Growing a Better World. We are one of the largest global food and beverage companies, with 2018 net sales of approximately $26 billion. Our portfolio is a diverse mix of iconic and emerging brands. As the guardians of these brands and the creators of innovative new products, we are dedicated to the sustainable health of our people and our planet. To learn more, visit http://www.kraftheinzcompany.com/ or follow us on LinkedIn and Twitter.

Forward-Looking Statements

This press release contains a number of forward-looking statements. Words such as “appreciate,” “drive,” “expect,” “give,” “growth,” “improve,” “intend,” “invest,” “may,” “remain,” “return,” “will,” and variations of such words and similar future or conditional expressions are intended to identify forward-looking statements. Examples of forward-looking statements include, but are not limited to, statements regarding Kraft Heinz’s plans, objectives, opportunities, investments, execution and growth. These forward-looking statements include, but are not limited to, statements regarding our beliefs and expectations relating to the filing of the Annual Report on Form 10-K and Quarterly Report on Form 10-Q and compliance with Nasdaq’s listing rules and with the requirements outlined by Nasdaq. These forward-looking statements are not guarantees of future performance and are subject to a number of risks and uncertainties, many of which are difficult to predict and beyond our control. Important factors that may cause actual results to differ materially from those in the forward-looking statements include, but are not limited to, the risk that any announcements relating to the announced changes in management, executive compensatory arrangements, financial reporting and the filing of our periodic reports as required by the Securities and Exchange Commission (the "SEC") could have adverse effects on the market price of Kraft Heinz’s common stock, and the risk that the announcements could have an adverse effect on the ability of Kraft Heinz to retain customers and retain and hire key personnel and maintain relationships with their suppliers and customers and on their operating results and businesses generally, risks related to the disruption of management time from ongoing business operations due to the time and resources allocated to the changes to our management team, executive compensatory arrangements, financial reporting and the filing of the periodic reports required by to be filed with the SEC, and further material delays in Kraft Heinz’s completion of its financial reporting and in the filing of the periodic reports required to be filed with the SEC, including the possibility that the ongoing reviews and investigations may identify additional errors, internal control deficiencies, misstatements, or material weaknesses in Kraft Heinz’s accounting practices. We disclaim and do not undertake any obligation to update or revise any forward-looking statement in this press release, except as required by applicable law or regulation. For additional information on these and other factors that could affect Kraft Heinz’s forward-looking statements, see risk factors described under the heading “Risk Factors,” as they may be amended from time to time, set forth in its filings with the Securities and Exchange Commission, including its most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Kraft Heinz disclaims and does not undertake any obligation to update or revise any forward-looking statement in this press release, except as required by applicable law or regulation.



View source version on businesswire.com: https://www.businesswire.com/news/home/ ... 005472/en/

Source: The Kraft Heinz Company

The Kraft Heinz Company
Michael Mullen (media)
Michael.Mullen@kraftheinz.com

Christopher Jakubik, CFA (investors)
ir@kraftheinz.com

http://ir.kraftheinzcompany.com/news-re ... -year-2018

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Re: The Kraft Heinz Company

Berichtdoor sjos » 25 Jun 2019 09:40

"Kraft Heinz stock has lost about half its value in the past year, but optimists may be hoping that its incoming CEO, Miguel Patricio, will turn the tide. Guggenheim warns that Patricio is facing an uphill battle when he takes the helm on July 1.
The back story. Kraft Heinz shares (ticker: KHC) are down almost 27% year to date, after falling more than 50% in the trailing 12-month period. The main culprit was the packaged-food firm’s weaker-than-expected fourth-quarter results in February. Kraft also said at the time that..."
Heeft iemand toegang tot de integrale tekst van Baron ?
https://www.barrons.com/articles/kraft- ... 1561387213

Zie in dit verband ook:
https://beursig.com/2019/02/22/aandeel- ... problemen/

medunk dat het pessimisme nu lang genoeg geduurd heeft.

$30.52 -0.96 -3.05%
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

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Re: The Kraft Heinz Company

Berichtdoor quince » 25 Jun 2019 10:14

sjos schreef:Heeft iemand toegang tot de integrale tekst van Baron ?

Kraft Heinz stock has lost about half its value in the past year, but optimists may be hoping that its incoming CEO, Miguel Patricio, will turn the tide. Guggenheim warns that Patricio is facing an uphill battle when he takes the helm on July 1.

The back story. Kraft Heinz shares (ticker: KHC) are down almost 27% year to date, after falling more than 50% in the trailing 12-month period. The main culprit was the packaged-food firm’s weaker-than-expected fourth-quarter results in February. Kraft also said at the time that it would cut its dividend, take a $15.4 billion asset write-down, and was being investigated by the Securities and Exchange Commission. Many analysts and investors were disappointed by the news, and new leadership became a necessity.

What’s new. On Monday, Guggenheim analyst Laurent Grandet reiterated a Neutral rating on Kraft, while lowering his price target by $3 to $29. He wrote that Patricio “faces a monumental challenge to put Kraft Heinz on a path to success as a stand-alone company.” He said it is encouraging that Patricio’s background is in marketing—suggesting a “heightened awareness of the true issues that Kraft Heinz hasn’t displayed previously,” but given Kraft’s inability to increase organic sales and operating profit, the company still “finds itself in a precarious situation.”
That is because Kraft’s balance sheet is hemmed in by high debt at a time when it needs to invest heavily in its brands. Moreover, Grandet said the company lacks enthusiasm and talent among employees, and it doesn’t appear to have the cash flow necessary to address all the things it needs to at once.

Kraft Heinz declined to comment.

Looking ahead. Grandet said Kraft may need to invest as much as $800 million in the business in the next two years to try to fix its problems. And while Patricio will likely get a bit of a pass on this spending spree, given his new role, that won’t do much to change the fact that margins will necessarily suffer. In addition, he may have to take some drastic moves, including quickly selling off assets and further reducing the dividend.

Grandet isn’t the only one warning that Patricio has a tough road ahead, given the multitude of challenges for Kraft. Patricio not only inherits woes specific to Kraft, he takes over at a time when changing consumer habits have caught many consumer staples companies off guard.

Kraft was down 1.6% to $30.98 Monday morning. The S&P 500 was down 0.1%.

Write to Teresa Rivas at teresa.rivas@barrons.com
sjos liked last!

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Re: The Kraft Heinz Company

Berichtdoor Alverman » 25 Jun 2019 18:58

Ik heb onlangs een klein pakketje KHC gekocht maar ik ga er sowieso vanuit dat we veel geduld zullen moeten hebben alvorens het schip gekeerd kan worden. Wellicht zal er activa verkocht moeten worden om de schulden versneld te reduceren (a lla AB INBEV). We zien wel, op langere termijn geloof ik er wel in dat er nog voldoende aandeelhouderswaarde gecreëerd kan worden...


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