Consumer Defensive

  • Kraft Heinz Stock Pops Up In The Bill & Melinda Gates Foundation Trust

    A reader of this site recently asked what Warren Buffett and Bill Gates might see in Kraft Heinz (KHC). It’s a good question given the stock’s struggles: Kraft shares have dropped from above $90 per share in 2017 to $38.40 currently with only around $11.15 per share in cumulative dividend cash to cushion the blow.…

  • Anheuser-Busch InBev Has A Dollar Problem

    Anheuser-Busch InBev (BUD) has significantly underperformed mega-cap consumer defensive stocks since it closed on the SABMiller acquisition in late 2016. Back then, the BUD ADSs that trade in New York changed hands for around $130 per share. Currently, they change hands for $61.85 per share, while shareholders only collected around $12 per share in dividend…

  • Coca-Cola: Showing Its Quality With Strong 2022 Results

    I know “Coke v PepsiCo” articles seem to be cropping up left, right and center at the moment, but having recently covered the latter it only seems right to follow up with a piece on Atlanta-based Coca-Cola. For my part I see these two as being complimentary: Coke for the beverages and PepsiCo for the…

  • PepsiCo: Knocking It Out The Park

    It is a good time to be a PepsiCo (PEP) shareholder. I admit to being unsure how shares of the New York-based giant would fare heading into the environment of last year. I had no qualms on the business side of things; PepsiCo was also going to be relatively well-positioned to deal with inflationary conditions.…