Added to YB: 2026-02-03
Pitch date: 2026-01-31
KHC [bullish]
The Kraft Heinz Company
+1.05%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.
Company Info
The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in North America and internationally.
Market Cap
$28.1B
Pitch Price
$23.74
Price Target
N/A
Dividend
6.73%
EV/EBITDA
7.41
P/E
-4.82
EV/Sales
1.86
Sector
Food Products
Category
special_situation
D Invests | Portfolio Update January 2026 - New Position: The Kraft Heinz Company
KHC (added to position): Re-entered at $23-$23.15 after decline, collecting 6.93% dividend yield. Thesis centers on hidden value from planned split into 2 businesses; Global Taste Elevation unit could get re-rating to McCormick-like multiples if executes & returns to industry growth. Berkshire selling stake doesn't change thesis.
Read full article (1 min)