CG: The 3G Capital Playbook Falls Short for Kraft Heinz
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 5 December 2017
⏱️ 27 minutes
🧾️ Download transcript
Summary
Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.
Transcript
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| 0:00.0 | Support for the Molly Fool and Industry Focus comes from our friends at My |
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| 0:21.5 | Welcome to industry focus, the podcast it dives into a different sector of the stock market every day. |
| 0:28.0 | It's Tuesday, December 5th, which means the consumer and retail sectors are on tap for today. I'm your host |
| 0:34.4 | Vincent Chen and I'm joined via Skype by senior fool.com contributor Assad Sharma |
| 0:38.6 | who's calling in from Raleigh, North Carolina. Hey Assad, good to have you with us. |
| 0:43.0 | Thanks always fun to be back, Vince and listeners. |
| 0:47.0 | What up fools? |
| 0:48.0 | So Assad, I'm going to start us off with an update on a story that we first discussed three weeks ago. |
| 0:54.0 | So on November 14th, you and I talked about the buyout offer, Buffalo Wild Wings, which they |
| 1:00.2 | received that from private equity firm or capital. |
| 1:03.4 | So on that show we covered some of the challenges that B-dubs has encountered the past few years, |
| 1:08.5 | things like declining comps, weak traffic, things that have affected a lot of the restaurant industry. |
| 1:14.0 | And then over the summer there was a battle for control between management and activist |
| 1:18.1 | investor Mercado Capital, CEO Sally Smith would soon be stepping down. |
| 1:24.4 | Mercado was pushing the company to refranchise its stores. |
| 1:27.6 | But now we have details of the official offer for more capital, |
| 1:31.5 | or I should clarify one of its portfolio restaurant branch |
| 1:34.0 | Arby's restaurant group and the two companies have agreed to a deal at a cash offer |
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