The Panic-Proof Portfolio (Stockchase Research) Kraft Heinz Company KHC-Q TOP PICK Oct 13, 2022

Very strong company with excellent brands.
Good long term investment.
Consumer staples business with defensive business model.
Recent earnings strong.

Oscar Meyer brand up for sale - will be interesting to see if full value is realized. Does not think it will be notable. Don't buy. 

It deserves to be struggling. It has the worst collection of brands. Shares deserve to go lower.

Folks over 25 have some nostalgia for the brands. Product offerings to the market have been challenged. Consumer has evolved to be more health-conscious. Despite yield of 5.5%, stock price is more indicative of its future.

Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.

Companies like Unilever and Nestle are huge in NA, but huge globally as well.

Gives you some cover at times like these. But on the other side, you're faced with changing food habits and GLP-1 drugs. May not be a lot of organic growth in this type of company. Chart is lumpy.