Kraft Heinz
Mentioned in 15 analyzed podcast episodes across 10 shows
A major food manufacturing company and Berkshire Hathaway subsidiary that has faced significant investment challenges, including a $4.5 billion write-down and underperformance due to commoditized products and private label competition. The company operates cold cuts processing facilities and is discussed in investment and business podcasts as both a cautionary tale in portfolio quality assessment and a potential beneficiary of shifting consumer health trends. It serves as a major regional employer in communities like Kirksville, Missouri.
Mentioned On
Episode Mentions
Fell Into Food · Apr 13, 2026
FURQAN MEERZA: FUGITIVE CHEFS / HEAD OF KETCHUP FOR THE WORLD / CHEF IDENTITY CRISIS
“Furqan's current employer as Senior Innovation Chef; leads global R&D for ketchup and sauces outside North America”
Mad Money w/ Jim Cramer · Apr 7, 2026
'Mad Money w/ Jim Cramer 4/7/26
“Food company declining; packaged food weakness”
Marketplace · Apr 3, 2026
Gas vs. gas
“CEO stated current operations fine but dependent on sustained oil prices and how inflation flows through consumer system”
Marketplace All-in-One · Apr 3, 2026
Gas vs. gas
“CEO stated everything is fine now but dependent on sustained oil prices and how costs flow through system to consumers”
Morning Brew Daily · Apr 1, 2026
We’re Going Back to the Moon & TMZ Exposes Vacationing Politicians
“Example of mega-merger that appears to have underperformed expectations in food industry”
Omni Talk Retail · Apr 1, 2026
Retail Daily Minute | McCormick's $45B Unilever Food Deal, Macy's Launches Ask Macy's AI Shopping Assistant & Allbirds Sells for $39M
“Referenced as example of mega-merger execution challenges investors are skeptical about”
Marketplace All-in-One · Mar 31, 2026
A fuel-driven economy
“Condiment competitor mentioned as also being former separate food giant; stock declined 7.3% following McCormick-Unilever deal announcement.”
Motley Fool Money · Mar 31, 2026
Nobody Told Us This Was M&A Week
“Consumer goods merger cited as example of value-destructive M&A in food industry”
Money Rehab with Nicole Lapin · Mar 16, 2026
7 Investing Lessons from Warren Buffett
“Struggling 2015 investment that new CEO Abel is reportedly preparing to exit or scale down”
Motley Fool Money · Mar 2, 2026
NASA Doubles Down on the Moon
“Berkshire Hathaway subsidiary that received $4.5 billion write-down in recent quarter”
The Dave Gerhardt Show (from Exit Five) · Feb 17, 2026
How to Build a Brand in B2B with Ryan Narod (VP of Marketing at Rippling)
“Rippling customer featured in hot dog-themed webinar promotion”
Invest Like the Best with Patrick O'Shaughnessy · Feb 10, 2026
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
“Investment that underperformed due to commoditized portfolio exposed to private label competition; key lesson on business quality assessment”
Mad Money w/ Jim Cramer · Feb 5, 2026
Mad Money w/ Jim Cramer 2/4/26
“Food company expected to benefit from GLP-1 market decline; stock rising on AI productivity narrative”
The Journal. · Feb 2, 2026
How Kraft Lost Its Mac and Cheese Crown
“Main subject; lost mac and cheese market dominance due to cost-cutting post-2015 merger and failure to innovate against competitors”
The Peacemaker · Dec 2, 2025
Episode 8: Sanctuary
“Now Kirksville's largest employer after Truman State's decline; operates cold cuts processing plant employing migrant workers”