u/Plus_Seesaw2023

Reddit r/ValueInvesting
· tracked since Mar 2026
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KHC long +2.0%
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KHC ×1
Recent Calls
KHC long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +2.0% Long Return +2.0% Short Return -
Average Return
7d -2.6%
30d +1.7%
90d —
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KHC The Kraf... The Kraft Heinz Company
Long
Mar 11
$22.68
+2.0%
Kraft Heinz has a new CEO, shelved its split plan, has Berkshire Hathaway backing, and a strong balance sheet. While facing similar macroeconomic headwinds as GIS, KHC has already cleared out its "skeletons" (brand value cuts) and offers a cleaner turnaround play in the consumer staples sector. KHC is a vastly preferable value buy compared to GIS for investors wanting exposure to the packaged food sector. Continued weakness in the broader consumer packaged goods sector or failure of the new CEO's turnaround initiatives.
Kraft Heinz has a new CEO, shelved its split plan, has Berkshire Hathaway backing, and a strong balance sheet. While facing similar macroeconomic headwinds as GIS, KHC has already cleared out its "skeletons" (brand value cuts) and offers a cleaner turnaround play in the consumer staples sector. KHC is a vastly preferable value buy compared to GIS for investors wanting exposure to the packaged food sector. Continued weakness in the broader consumer packaged goods sector or failure of the new CEO's turnaround initiatives.
Consumer
REDDIT
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