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No. of Recommendations: 2
KHC (Kraft-Heinz) out with an apparently terrible quarter and a dividend cut. If I recall correctly, their Budweiser vehicle has also had some problems and a big dividend cut as well. The industries are tougher than they used to be. House and niche brands hurting KHC and the craft brews hurting Bud.

That being the case, I'm not sure 3G has exactly covered themselves in glory here. Probably don't want to aggressively leverage and push the dividend against industry headwinds. I don't own either or follow either particularly closely, so I could be wrong about their approach.

In any event, I think the changing landscape for brands is pretty interesting.
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