Professional
Added to YB: 2026-03-30
Pitch date: 2026-01-15
KHC [neutral]
The Kraft Heinz Company
-6%
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
$25.5B
Pitch Price
$23.45
Price Target
40.00 (+81%)
Dividend
7.44%
EV/EBITDA
6.98
P/E
-4.36
EV/Sales
1.75
Sector
Food Products
Category
special_situation
Longleaf Partners Global Fund Portfolio Holding: The Kraft Heinz Company
KHC (holding update): Down on market fixation w/ NA growth stall, ignoring upcoming split value unlock: Global Taste Elevation (Heinz brand, teens EBITDA multiple) + stable NA grocery (current total KHC multiple) = $40+ combined. New CEO Steve Cahillane (ex-Kellanova success) perfect for split execution
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