文章核心观点 - 公司股价在最新市场收盘时报收35.11美元,较前一交易日下跌0.74%,表现落后于标普500指数0.42%的涨幅[1] - 公司过去一个月股价下跌0.17%,表现落后于消费必需品板块2.54%的涨幅和标普500指数2.06%的涨幅[1] - 公司即将发布的财报中,预计每股收益为0.74美元,同比增长2.78%;预计收入为64.4亿美元,同比下降2.05%[1] 公司财务数据 - 全年预计每股收益3.02美元,同比增长1.34%;预计收入261.5亿美元,同比下降1.82%[2] - 公司当前市盈率为11.72倍,低于行业平均17.97倍,PEG比率为3.46,高于行业平均2.84[3] 行业表现 - 公司所属的食品加工行业目前在250多个行业中排名第138位,处于下游46%的位置[4] - 根据历史数据,排名前50%的行业平均表现是排名后50%的2倍[4]

The Kraft Heinz Company (KHC) successfully implemented pricing strategies that have strengthened its performance and helped maintain robust profit margins despite ongoing inflationary pressures. The company continues to excel in its three key segments — Foodservice, Emerging Markets and U.S. Retail Grow platforms — despite challenges in the consumer environment. KHC is actively working on transforming its business to unlock its full potential and boost shareholder value. Let's delve deeper. Positive Perform ...

I t n t 115 1000 I I TE JHVEPhoto In the summer of last year, I believed that inflation was aiding Kraft Heinz (NASDAQ:KHC) with their reported revenues, yet negative volume trends were concerning. Amidst these trends, the outlook for 2023 was uncertain, yet the elevated pace of divestments was a thing of the past, with leverage rapidly under control. While the company returned to growth, this was entirely driven by pricing and inflation, with underlying volume trends being concerning. Over the past year, K ...

Kraft Heinz (KHC) closed the latest trading day at $35.20, indicating a +0.11% change from the previous session's end. The stock trailed the S&P 500, which registered a daily gain of 0.75%. Elsewhere, the Dow saw an upswing of 0.58%, while the tech-heavy Nasdaq appreciated by 1%. The processed food company with dual headquarters in Pittsburgh and Chicago's stock has climbed by 1.94% in the past month, falling short of the Consumer Staples sector's gain of 3.54% and the S&P 500's gain of 4.03%. Investors wil ...

The Kraft Heinz Company (NASDAQ:KHC) Barclays 17th Annual Global Consumer Staples Conference September 5, 2024 11:15 AM ET Company Participants Carlos Abrams-Rivera - CEO Andre Maciel - EVP and Global CFO Conference Call Participants Andrew Lazar - Barclays Andrew Lazar Great. Thanks, everybody. Welcome back for a fireside chat with Kraft Heinz. I'm thrilled to welcome Kraft Heinz back to our conference. And with me this morning are CEO, Carlos Abrams-Rivera; and CFO, Andre Maciel. Welcome. Carlos Abrams-Ri ...

会议主要讨论的核心内容 公司经营情况 - 公司在过去3-4年里发生了巨大变革,重建了组织架构,明确了战略方向,提升了执行能力 [60][61][62][63] - 公司现有清晰的10年战略规划,聚焦于加速增长平台、保护核心品类、平衡投资组合 [5][6] - 公司在人才、文化、激励机制等方面进行了大幅改革,建立了强大的执行力和敏捷能力 [8][10][11][13] - 公司的财务状况和现金流表现出色,获得了信用评级的双重提升 [12] 美国零售业务 - 公司在部分品类适当增加促销力度,以应对消费者对价值的关注 [15][16][17][18][19] - 公司通过提升营销投入、创新和翻新来提升产品价值,而非过度依赖促销 [21][22][23] - 公司正在扩大在价值渠道的分销覆盖,如Dollar General、俱乐部店等 [24][25] 新兴市场业务 - 新兴市场业务占公司收入10%,公司将继续有选择性地投资拓展这些市场 [51][52][53] - 公司在巴西、墨西哥等重点市场取得良好进展,但中国市场表现相对较弱 [52][53] 生产效率和数字化转型 - 公司在供应链、营销、职能等方面持续推进生产效率提升,实现4年连续超3.5%的效率增长 [12][39][40][41] - 公司大力推进"敏捷转型"计划,利用数据和AI技术提升决策和执行能力 [42][43][44] 问答环节重要的提问和回答 消费者环境和公司应对 - 公司认为当前消费者环境虽有压力,但相比2008年金融危机时期已有所好转 [3][4] - 公司将通过提升产品价值、营销投入、创新等方式来应对消费者对价值的关注 [21][22][23][31] 投资组合管理 - 公司过去几年一直积极进行投资组合优化,未来将继续关注通过并购等方式来加速战略实施 [55][56][57][58] - 公司目前的估值被市场低估,未来有望通过持续改善执行力和财务状况来释放价值 [62][63] 生产效率和数字化转型 - 公司在供应链、营销、职能等方面持续推进生产效率提升,并大力推进"敏捷转型"计划 [39][40][41][42][43][44] - 这些举措有助于公司提升执行力,并为加大品牌投入提供资金支持 [12]

The blue-chip consumer staples giant looks like an appealing investment again. Kraft Heinz (KHC 1.10%) has been a disappointing investment ever since it was created from the merger between Kraft and Heinz nine years ago. The combined company's shares opened at $48.55 on July 6, 2015, but they now trade just below $36. Kraft Heinz was initially considered a stable blue chip consumer staples stock, but it rattled its investors in 2019 with a $15 billion writedown on its top brands, a dividend cut, and the dis ...

文章核心观点 - 持有支付定期现金股息的公司股票可以缓解市场波动的影响 [1][2] - 文章介绍了两家拥有长期稳定股息的公司 Realty Income 和 Kraft Heinz [3][8] Realty Income - Realty Income 是一家拥有15,000多处房地产的房地产投资信托公司 [3] - 公司与沃尔玛、联邦快递等大型企业合作,为其开设实体门店 [3] - 受到利率上升的影响,公司股价下跌26%,股息收益率超过5% [4] - Realty Income 已连续54年支付月度股息,作为REIT必须分配至少90%的应税收益 [5] - 公司只收购对客户业务成功至关重要的房地产,并与行业领导者合作 [6] - 过去30年公司股票年化收益率达13.5%,未来还有欧洲和数据中心等增长机会 [7] Kraft Heinz - 巴菲特的伯克希尔·哈撒韦公司长期持有Kraft Heinz的大量股份 [8] - 受消费疲软影响,公司二季度营收同比下降2.4% [9] - 但公司仍能产生充足的自由现金流以支持股息支付,过去一年股息支付占自由现金流的66% [10][11] - 公司正在提高资本效率,未来有望在消费回暖时获得估值提升 [11][12]

2020 2021 2022 2023 2024 WendellandCarolyn/iStock Editorial via Getty Images Digest Some Profit Our group was investing in food and beverage companies in 2017. We mistakenly thought The Kraft Heinz Company (NASDAQ:KHC) stock was a good by. It was selling then for $86.67 per share. The company unraveled but recently got traction with other consumer staples stocks, We think the stock is a Sell opportunity after its pop in price last week. Seeking Alpha's Quant Rating is Hold, and has been for most of the past ...

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