KHC

The Kraft Heinz Company

Consumer


Presented:02/04/2016
Price:$74.15
Cap:$84.68B
Current Price:$35.72
Cap:$43.19B

Presented

Date02/04/2016
Price$74.15
Market Cap$84.68B
Ent Value$113.13B
P/E RatioN/A
Book Value$48.48
Div Yield0%
Shares O/S1,142.00M
Ave Daily Vol3,955,143
Short Int1.42%

Current

Price$35.72
Market Cap$43.19B
The Kraft Heinz Co. produces processed food and beverage products. It is a newly formed company resulting from the merger of Kraft Foods Group, Inc. and H.J. Heinz Co. Kraft Foods Group manufactures and markets food and beverage products, including convenient meals, refreshment beverages and coffee, cheese and other grocery products. The company operates its business through six segments: Beverages, Cheese, Refrigerated Meals, Meals & Desserts, Enhancers & Snack Nuts and Canada. H.J. Heinz Co. produces processed food products. It markets and produces of healthy, convenient and affordable foods. The company''s products include ketchup, condiments and sauces, frozen food, soups, beans and pasta meals, infant nutrition and other food products. Its products are manufactured and packaged to provide safe, wholesome foods for consumers, as well as foodservice and institutional customers. The company is headquartered in Pittsburgh, PA.

Publicly traded companies mentioned herein: General Mills Inc (GIS), Kraft Heinz Co/The (KHC), Mondelez International Inc (MDLZ)

Highlights

The presenter is long shares of Kraft Heinz (KHC), modeling better than expected upside from synergies, tailwinds from revenue management, and additional upside from further deal activity in the space. If the thesis proves correct, KHC shares could see 40% upside over the next 18 months.

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Idea Discussion

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