巴菲特接班人发声：伯克希尔暂不调整卡夫亨氏(KHC.US)持股赞同公司转向产品与价格投入

智通财经03-05

智通财经APP获悉，伯克希尔·哈撒韦(BRK.A.US,BRK.B.US)首席执行官阿贝尔表示，在卡夫亨氏(KHC.US)暂停分拆计划后，公司目前没有立即调整所持股份的打算。此前，卡夫亨氏首席执行官Steve Cahillane上个月突然宣布，公司将暂停将业务拆分为两家公司的计划。相反，公司将投入约6亿美元用于开发新产品并下调部分产品价格，以提振销售增长。该决定一度令市场感到意外，也为卡夫亨氏...

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Cahillane上个月突然宣布，公司将暂停将业务拆分为两家公司的计划。相反，公司将投入约6亿美元用于开发新产品并下调部分产品价格，以提振销售增长。该决定一度令市场感到意外，也为卡夫亨氏近年来的战略调整再添新的转折。卡夫亨氏的故事可以追溯到大约十年前。当时在伯克希尔前首席执行官巴菲特主导推动下，卡夫食品与亨氏完成了一笔价值约460亿美元的合并交易。然而，这笔交易并未给投资者带来理想回报，自合并以来公司股价持续下滑，长期表现明显落后于市场。在卡夫亨氏此前讨论分拆业务的背景下，伯克希尔今年1月提交的一份注册文件显示，公司正寻求出售其所持有的卡夫亨氏剩余约28%的股份。当时市场普遍解读为伯克希尔可能逐步退出这笔曾被视为经典消费品投资的交易。不过，随着卡夫亨氏管理层改变战略方向，伯克希尔的态度也趋于谨慎。阿贝尔在接受采访时表示，Cahillane最新作出的决定“绝对是正确的做法”。阿贝尔解释称，伯克希尔此前提交注册声明主要是为了“做好准备”，以便未来若决定出售股份时能够顺利进行，但这并不意味着公司会立即采取行动。“我们提交注册文件，只是为了确保如果未来有出售计划，我们具备相应条件。但这并不代表我们目前就会采取任何立即行动，”阿贝尔表示。分析人士认为，卡夫亨氏选择加大产品创新和价格调整的策略，显示公司正在尝试在竞争激烈的食品行业中重新激活增长动力。对于长期股东伯克希尔而言，短期维持持股不变，也意味着其仍在观察公司战略调整能否带来业绩改善。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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巴菲特接班人发声：伯克希尔暂不调整卡夫亨氏(KHC.US)持股 赞同公司转向产品与价格投入

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巴菲特接班人发声：伯克希尔暂不调整卡夫亨氏(KHC.US)持股赞同公司转向产品与价格投入