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Kraft Heinz

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 30, 2023 by Charlie Munger · said 1 times in 1 episodes since 2023 · across every show →

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Everything said about Kraft Heinz, oldest first

Oct 30, 2023 positive
Insight
Munger says Heinz ketchup has pricing power, but Kraft cheese does not
“There's something about the flavor of ketchup on a goddamn fried potato. People are really willing to change brands over. They want Heinz. And so we could raise the price of Heinz pretty much. But you try to raise the Kraft cheese, and everybody goes into rebe…”
Charlie Munger Oct 30, 2023 ▶ 37:02 Charlie Munger (Audio) · Acquired
Dec 16, 2024
Assertion Supported
Mars's $35.9 billion Kellanova buyout is the largest CPG deal since Kraft-Heinz
“It is the largest CPG transaction since the merger between Kraft and Heinz in twenty-fifteen.”
Ben Gilbert Dec 16, 2024 ▶ 3:11:43 Mars Inc. - The Chocolate Story (Audio) · Acquired
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