Kraft Heinz targets away-from-home growth via Disney
The bull case for Kraft Heinz centers on its multi-year partnership with Disney to drive revenue growth beyond traditional grocery shelves.
The argument
The company is attempting to revive sales after years of declines. The guest noted that the deal will see Kraft Heinz products served at Disney's North American resorts and allow the use of Disney characters on retail goods, aligning with the CEO's strategy to expand in the 'away-from-home' channel.
The thesis, stress-tested
✓ What validates it
- ✓Revenue growth acceleration in the away-from-home segment in upcoming quarterly earnings
- ✓Successful rollout of co-branded products in retail stores
▸ Risks discussed
- ▸Historical multi-year sales declines may be difficult to reverse
- ▸Execution risks in expanding away-from-home distribution channels
Hear it yourself
"We are exclusively reporting that Kraft Heinz and Disney have struck a multi-year deal that'll see the food conglomerate's products served at Disney's North American resorts and allow it to use Disney characters on some of its goods in stores."
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