The Kraft Heinz Company

[Husky34]

ja ik bedoelde eigenlijk de onzekerheid over hoeveel duurder de grondstofprijzen zullen zijn en in welke mate kraft deze zal doorrekenen. volgens wat ik begreep zouden ze dat niet voor 100% doen.

[sjos]

KRAFT HEINZ CO
NASDAQ - 18/08/21 - 17H 04 -1,29% 37,420 $
Op drie maanden van rond de 44 naar rond de 37 USD

Kellogg Company NYSE - 18/08/21 - 17H 07 -1,60% 65,920 $
is wel de laatste weken van bij de 62 naar bij de 66 USD gegaan.

[Husky34]

Vergelijk je 3 maanden kraft met laatste weken Kellogg?

Your point?

[sjos]

Vergelijk je 3 maanden kraft met laatste weken Kellogg?

Your point?

Kellogg en Kraft hadden ongeveer hetzelfde verloop (neer in een dal) de laatste drie maanden, maar bij Kellogg was de remonte de laatste dagen (tot en met 17/08) opmerkelijk (nu helaas terug neergaande). Mijn hoop was dat kraft die evolutie bij Kellogg zou volgen.

4 août (Reuters) - Kraft Heinz Co a publié mercredi des ventes et des bénéfices au-dessus des estimations au deuxième trimestre, la demande de snacks et de repas emballés s'étant poursuivie malgré la réouverture de l'économie américaine avec l'assouplissement des restrictions liées au COVID-19.
Les fabricants de produits alimentaires emballés ont été parmi les principaux bénéficiaires des restrictions imposées par la pandémie en 2020, qui ont obligé les gens à cuisiner davantage à la maison.

"Nous observons des signes indiquant que plusieurs comportements culinaires et alimentaires inspirés par la pandémie se maintiennent, même si la mobilité augmente et que les restrictions sont levées", a déclaré Carlos Abrams-Rivera, qui dirige l'activité du groupe aux Etats-Unis.
Les analystes s'attendent ainsi à ce que la hausse des ventes perdure, même si la croissance devrait ralentir par rapport aux niveaux sans précédent observés au plus forte de la pandémie l'an dernier.
Kraft, dont le siège social est à Chicago, prévoit une baisse comprise entre 0% à 5% de ses ventes organiques pour le trimestre en cours par rapport à l'année dernière, lorsque les ventes avaient bondi dans le contexte des restrictions liées à la pandémie.
Par rapport à la même période deux ans plus tôt, soit avant la pandémie, les ventes devraient toutefois progresser de 5% en données organiques.
Au deuxième trimestre clos le 26 juin, les ventes nettes du groupe ont légèrement diminué par rapport à l'année précédente pour atteindre 6,62 milliards de dollars (5,58 milliards d'euros), au-dessus du consensus à 6,55 milliards de dollars (5,52 milliards d'euros).
Hors éléments exceptionnels, Kraft a dégagé un bénéfice de 0,78 dollar par action, dépassant la prévision de 0,72 dollar, selon les données IBES de Refinitiv. (Reportage Mehr Bedi et Praveen Paramasivam à Bangalore, version française Federica Mileo, édité par Blandine Hénault)

[sjos]

In de laatste fase van een bull market krijg je M&A (ondernemingen die samensmelten of overgenomen worden). Soms wordt hiervoor de koers onder druk gezet. Is dat wat er nu gebeurt bij Campbell Soup ?
Gisteren $ 41,11 -0,91 (-2,17%)

[sjos]

Food stocks stumble after inflation keeps popping up on earnings calls

The packaged food sector is having a rough session after earnings report from J.M. Smucker (SJM -2.9%) and Hain Celestial (HAIN -7.2%) throw a spotlight on inflationary pressures
Hain Celestial mentioned inflation more than 20 times during its earnings call (transcript) today, but is confident that it can rise to the challenge.
Hain CEO Mark Schiller: "We're forecasting inflation to stabilize and not increase nor decrease considerably from here. If it does increase, we will price accordingly using the revenue management tools at our disposal. If it drops, we'll evaluate whether to spend some of it back or take it to the bottom line. Second, we expect our pricing and productivity to more than offset inflation, resulting in an algorithm that has both investment in marketing and robust margin growth."
J.M. Smucker also hit the I-word 20 times in its earnings call. The company says beyond underlying input, commodity and ingredient inflation, there is also transportation cost inflation hitting its margins (transcript).

Food stocks trading lower include Laird Superfood (LSF -4.0%), Better Choice Company (OTCQX:BTTR -4.5%), Farmer Bros. (FARM -3.2%), General Mills (GIS -1.6%), TreeHouse Foods (THS -2.6%), Lancaster Colony (LANC -3.0%), Campbell Soup (CPB -1.4%), Hormel (HRL -1.4%), Lifeway Foods (LWAY -1.2%) and Kraft Heinz (KHC -1.6%).
bron: https://seekingalpha.com/news/3734601-f ... ings-calls

[sjos]

In de laatste fase van een bull market krijg je M&A (ondernemingen die samensmelten of overgenomen worden). Soms wordt hiervoor de koers onder druk gezet. Is dat wat er nu gebeurt bij Campbell Soup ?
Gisteren $ 41,11 -0,91 (-2,17%)

Earnings spotlight: Wednesday, September 1: Campbell Soup (NYSE:CPB),

[sjos]

In de laatste fase van een bull market krijg je M&A (ondernemingen die samensmelten of overgenomen worden). Soms wordt hiervoor de koers onder druk gezet. Is dat wat er nu gebeurt bij Campbell Soup ?
Gisteren $ 41,11 -0,91 (-2,17%)

Earnings spotlight: Wednesday, September 1: Campbell Soup (NYSE:CPB),

Campbell Soup (NYSE:CPB) is scheduled to announce Q4 earnings results on Wednesday, September 1st, before market open.
The consensus EPS Estimate is $0.47 (-25.4% Y/Y) and the consensus Revenue Estimate is $1.81B (-14.2% Y/Y).
Analysts expect segment sales of $835.6M in Meals & Beverages and $981.9M in Snacks.
Over the last 2 years, CPB has beaten EPS estimates 88% of the time and has beaten revenue estimates 38% of the time.
Over the last 3 months, EPS estimates have seen 0 upward revisions and 15 downward. Revenue estimates have seen 3 upward revisions and 7 downward.

bron: https://seekingalpha.com/news/3735797-c ... gs-preview

[sjos]

Campbell Soup tops expectations, guides cautiously in front of inflation headwinds
Sep. 01, 2021
Campbell Soup (NYSE:CPB) edges higher after beating sales, EPS and adjusted EBIT expectations with its FQ4 report.
Organic sales fell 4% against the tough pandemic comparable from a year ago, but were 9% higher than the 2019 level. The decline was driven by a 5% decrease in volume and mix as at-home consumption faded and a partial retailer inventory recovery in the prior year played in. Lower promotional spending and favorable price and sales allowances each contributed a 1% increase to sales compared to a year ago. Adjusted gross margin fell to 31.4% of sales from 35.6%. Higher cost inflation and other supply chain costs were partially offset by supply chain productivity improvements and cost savings initiatives.
The company's board approved a $500M strategic share repurchase program. CPB expects to fund the repurchases out of its existing cash flow generation. The repurchase program replaces the suspended $1.5B program, which has been canceled.
"As we head into fiscal 2022, we have robust in-market momentum on our brands, strong plans to manage inflation, and a talented and committed team to lead through what we expect to be a very challenging environment," states CEO Mark Clouse.
Full-year profit guidance from Campbell Soup arrived at $2.75 to $2.85 vs. $2.85 consensus, which is in line with other food companies that have recently guided conservatively with inflation pressures in front of them.
Shares of Campbell Soup (CPB) are up 0.70% in premarket trading to follow on yesterday's 1.88% gain. CPB is on Seeking Alpha's Catalyst Watch this week.

enkele commentaren:
1. CPB is an iconic American brand. It is poorly managed. The stock has done poorly. They pay a satisfactory, if unspectacular, dividend which is easily covered. I think in an all time high market this is worth dipping one's toes in. For a long term investor CPB is a worthy hold. I like to trim my high flyers and add to my underperformers. Never be all in or all out.
2. Well said. I plan to do the same. The best strategy for holding a stock like CPB is to keep its dividend within 90% of your average dividend payout. If the rest of your pack continues to pull away, this will force you to re-think, each year, whether it is worth it to continue holding. Let the market tell you when too slow is too slow. Don't try to get ahead of it. Most of us are not as smart as we think we are.

bron: https://seekingalpha.com/news/3735985-c ... -headwinds

[Berlin]

Campbell Soup tops expectations, guides cautiously in front of inflation headwinds
Sep. 01, 2021
Campbell Soup (NYSE:CPB) edges higher after beating sales, EPS and adjusted EBIT expectations with its FQ4 report.
Organic sales fell 4% against the tough pandemic comparable from a year ago, but were 9% higher than the 2019 level. The decline was driven by a 5% decrease in volume and mix as at-home consumption faded and a partial retailer inventory recovery in the prior year played in. Lower promotional spending and favorable price and sales allowances each contributed a 1% increase to sales compared to a year ago. Adjusted gross margin fell to 31.4% of sales from 35.6%. Higher cost inflation and other supply chain costs were partially offset by supply chain productivity improvements and cost savings initiatives.
The company's board approved a $500M strategic share repurchase program. CPB expects to fund the repurchases out of its existing cash flow generation. The repurchase program replaces the suspended $1.5B program, which has been canceled.
"As we head into fiscal 2022, we have robust in-market momentum on our brands, strong plans to manage inflation, and a talented and committed team to lead through what we expect to be a very challenging environment," states CEO Mark Clouse.
Full-year profit guidance from Campbell Soup arrived at $2.75 to $2.85 vs. $2.85 consensus, which is in line with other food companies that have recently guided conservatively with inflation pressures in front of them.
Shares of Campbell Soup (CPB) are up 0.70% in premarket trading to follow on yesterday's 1.88% gain. CPB is on Seeking Alpha's Catalyst Watch this week.

enkele commentaren:
1. CPB is an iconic American brand. It is poorly managed. The stock has done poorly. They pay a satisfactory, if unspectacular, dividend which is easily covered. I think in an all time high market this is worth dipping one's toes in. For a long term investor CPB is a worthy hold. I like to trim my high flyers and add to my underperformers. Never be all in or all out.
2. Well said. I plan to do the same. The best strategy for holding a stock like CPB is to keep its dividend within 90% of your average dividend payout. If the rest of your pack continues to pull away, this will force you to re-think, each year, whether it is worth it to continue holding. Let the market tell you when too slow is too slow. Don't try to get ahead of it. Most of us are not as smart as we think we are.

bron: https://seekingalpha.com/news/3735985-c ... -headwinds

@sjos had een pakket verkocht ... idd 3 maanden terug @43.9
En deze week een groter pakketje in gekocht @35.90 -

top bij oversold
En verder dalen .... kan altijd hé (mensen gaan terug fysiek werken & niet meer koken )

Grtz