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1 3G tried to copy the AB InBev 'buy-and-slash' model. Works for beer, not for ketchup.
2 Since the 2015 merger: sales flat, profits down, stock down 60 %. Berkshire's off the board and 3G has sold out.
A split could help, but only if the new bosses spend money on real food upgrades. Think cleaner labels and better taste, not gimmicks like pink Valentine's Mac & Cheese.
In groceries, the product is the moat.
Fix the food first; the numbers will follow.
Read my take here: https://www.beatingthetide.com/i/168102026/my-two-cents-on-the-kraft-heinz-split
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