| [: Ʒ Ư ũ(valuewalk.com) 2022 7 27 Դϴ. ֽĿ ǰ Դϴ.]
* ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "CONSUMER STAPLE KRAFT-HEINZ QUIETLY BUILDS MOMENTUM," 2022 7 27, https://www.valuewalk.com/consumer-staple-kraft-heinz-quietly-builds-momentum/
ͷ 4.0%, * ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "CONSUMER STAPLE KRAFT-HEINZ QUIETLY BUILDS MOMENTUM," 2022 7 27, https://www.valuewalk.com/consumer-staple-kraft-heinz-quietly-builds-momentum/
ũƮ (Kraft-Heinz: NASDAQ--KHC) ֱ 3Ⱓ ȭ , ߴ. ģ ڻ Ű Ʈ , 繫´ (2015 ũƮ ) պ ̰, ȸ ˵ ߴ. PER 14.5, ʼҺ ETF(NYSEARCA—XLP) 鿡 ġ̸, ϰ ִ.
ũƮ ͷ ְ 36.75 4.2% ̸̻, 缺 ̴. 2019 ȯ 谨߱ , ݴп ߴ ȭ 谨 ɼ . ɼ ó װ 繫¸ ȭϸ鼭, ϴ ̴. ̴ λ ̾ ִ ó.
2022 2б, ȸź¼
2022 2б ũƮ Ǹ ƴ, ֳθƮ 븦 ȸϴ ´. 655000 (ڻ Ű Ե) 1.1% ϶, ϺƮ 300bp ȸߴ. ָؾ 12.4% λ Ǹŷ Ҵ 2.3% 10.1% ߴٴ ̴.
, ϾƸī ι 13.1% λ 9.8% ߰, ؿ ι 10.3% λ 11.0% ߴ. ؿ κ ۳ ־ μ Ǹŷ (+0.7%) Ҵ.
ͷ ͷ , Ϲȸ ͷ ϶, ̴ ݿǾ ̴. , ⺻ Ȥ ȸ ε (ͷ) 帧 ̴. ̷ ȸ ε鿡 ڻ Ű 籸 õ ִµ, ڻ Ű 籸 ȸ ϴ Ǵ ̴.
ȸ ټ ̴. ̴, ֱ ŴŬũ(Kimberly-Clark: NYSE--KMB) ֵ, ʼҺ ݿ ̴. ũƮ ֱ , , ݿ ǥ , EBITDA ǥ ϰ ߴ. ̴ ̶ , ü ߸ ִ ÷̼ Ȳ ϶ ɼ ο ̴. ̰, 繫 ּ 2б ȴٴ ̴.
а üͺ Կ ָؾ
2б ǥ ũƮ ְ 7.5% ̻ ϶ߴµ, ̴ ̾. ̷ ְ ϶ν, ߱ ڵ鿡Դ ŷ ż Ǿ.
ũ ְ ϶ 34.70 ϶ ִٴ ̴. ̷ ó ְ 32 Ȥ α ϶ ִ. 34.70 ϸ, ְ 18 ߴ Ÿ ӹ ɼ ſ .
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