Added to YB: 2026-03-23
Pitch date: 2026-03-23
KHC [bullish]
The Kraft Heinz Company
+21.8%
current return
Author Info
No bio for this author
Company Info
The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in North America and internationally.
Market Cap
$30.3B
Pitch Price
$20.84
Price Target
N/A
Dividend
6.27%
EV/EBITDA
7.75
P/E
-8.90
EV/Sales
1.88
Sector
Food Products
Category
special_situation
Kraft Heinz (NASDAQ:KHC) is really cheap
KHC: Cheap & messy—10x earnings, 7.4% div yield. 3G strip-mined it pre-exit; Berkshire may dump 27.5% stake at rock bottom. Split scrapped; Unilever passed (now eyeing McCormick merger). Well-known brands + likely activist/M&A catalysts to unlock value. Author reluctant bull, doesn't own; prefers Hormel/McCormick/Lamb Weston but sees cheap sector beating S&P over 12-36mo.
Read full article (1 min)