Kraft Heinz
Mentioned in 19 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
Morning Brew Daily · May 8, 2026
US Oil Exports Surge to Record High & What to Know About the Hantavirus
“CEO reported consumers running out of money at month-end with negative cash flows in lower-income brackets.”
FactSet U.S. Daily Market Preview · May 6, 2026
Financial Market Preview - Wednesday 6-May
“Reporting earnings before market open on May 6, 2026”
The Ringer NFL Draft Show · Apr 25, 2026
NFL Draft Day 2: Nightmare WR Landing Spots, Steelers and Cardinals Take QBs, A Sean McVay Update, and RFK Jr's Awake Apnea
“Offering lifetime supply of ketchup as incentive for player drafted at 57th overall pick”
America At Night with McGraw Milhaven · Apr 15, 2026
Scott MacFarlane on the CBS Exit, Danielle DiMartino Booth on AI and Financial Risks, Judd Isbell on the Mount Vernon Trail
“Consumer staples company unable to pass price increases to consumers, indicating demand destruction”
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”