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Mondelez International, Inc. Message Board

  • rotsevnilio rotsevnilio Apr 16, 2009 4:56 PM Flag

    Kraft Cuts The Cheese


    OMG - what a pathetic stock. Up a whopping 8.9% since 5-Mar, lagging the S&P by only 2,200 basis points
    I received Kraft in the spin-off from MO, and promptly sold it as I never liked that MO even owned it.
    Checking back in, and I can't believe what a dog this thing really is.
    Of course, the problem is that Kraft is a hodge podge of brands scattered all over the store - they don't dominate any aisle, and the aisles in which they are strong, e.g. dairy and crackers, are highly competitive and prone to private label.
    Strong consumer packaged goods companies tend to dominate their aisles - P&G, PEP (frito-lay), etc.
    Kraft is a piece of crap and isn't going anywhere - at a minimum always lagging the sector
    Do yourself a favor - bail out like I did

    This topic is deleted.
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