📉 버크셔가 KHC 지분 매각하면 주가 어디까지 빠질까?

I think $20 is very possible and wouldn't be surprised if it goes under that.

The fact that one of the spin-off companies was called "Global Taste Elevation Co." in the PR is absolutely hilarious. That's the more appealing side of the spin-off, although I don't see some kind of noteworthy turnaround as likely. It's the kind of thing that maybe bounces here-and-there but probably more/less wanders over the years.

Verrrrrry small chance, but I wouldn't be that surprised if the grocery side is an eventual zero.

Not as bad as Lampert with Sears, but 3G did a *horrendous* job with Kraft - years and years of not inovating, not nurturing brands (how many billions in brand value were written down over the years with 3G?), etc.

I posted this quote several years ago (and really, has anything changed much?): "Take it from Lemann, among the most powerful and private investors on the planet, who heads 3G Capital and is a board member of its principal large-capitalization consumer investments like brewer Anheuser-Busch InBev , foods giant Kraft Heinz, and burger and doughnut seller Restaurant Brands. “I’m a terrified dinosaur,” he said of the craft brand-driven changes in tastes and in Amazon-driven consumer spending habits that are reshaping the world’s largest consumer companies, including 3G holdings.

**“I’ve been living in this cozy world of old brands and big volumes," said Lemann. “We bought brands that we thought could last forever,” and borrowed cheap money to do so, he added: “You could just focus on being very efficient... All of a sudden we are being disrupted.”**

BRK dumping its 27.5% KHC stake (~$7.7B at $24) already tanked shares to six-year lows around $22, but analysts still peg fair value at $26-28 avg (low $24); full offload could dip to $20 on forced selling, though block buyers might cap downside. Fundamentals suck with volume drops and private label pressure, so don't chase.

Short KHC above $24 with $22 stop, target $20 if volume surges on sales.