Didn't Join

Science Fiction fan. Avid reader and researcher.
Investment Advisor Principal, Kraft Heinz $KHC Long, Never investment advice.
I follow back.

[Didn't Join @Funko_Bobble]

Costco $COST is the third largest grocery retailer in the U.S. with ~8.75% market share.

We did some due diligence on Kraft Heinz $KHC products today and notice almost double the visibility and product selection, along with great pricing (value not cheap).🧵

[Didn't Join @Funko_Bobble]

@InformaBTL Han Solo, frozen in graphite, in our fridge?

Wow!

Go Capri Sun!

[Didn't Join @Funko_Bobble]

@InformaBTL That is awesome! What a great commercial.

As a grown man who still makes lunches for his (not so little anymore) daughter, this resonates with me.

[Didn't Join @Funko_Bobble]

@HisNameIsMax It will likely go up. The Kraft Heinz supply chain and logistics is superb...and global.

[Didn't Join @Funko_Bobble]

@Coaster101 @DisneyParks @KraftHeinzCo I never knew about this. It might be the coolest thing ever. You can customize your sauces digitally!

Here is the Heinz Foodservice link: https://t.co/Nff0oi8S4H

[Didn't Join @Funko_Bobble]

@theblazetrends Star Wars Heinz Ketchup dispensers sounds so cool!

We need one!

[Didn't Join @Funko_Bobble]

@Fin_Eng_Net True, we look for brand relevance.

Kleenex TM does not matter to me anymore, personally. Tissue quality varies, true, along with lotions, but I don't know how brands vary anymore.

Think about Tesla in EVs.
Apple vs. Motorola vs. LG vs. Nokia in cell.
Coke & Pepsi in cola.

[Didn't Join @Funko_Bobble]

Due Diligence thread on Kraft Heinz in Costco.
$KHC $COST

KTA: Kraft Heinz is expected to increase product sales through Costco based on better product selection, product display, and value pricing. This matters since Costco sells ~8.75% of US groceries.

[Didn't Join @Funko_Bobble]

Costco $COST is the third largest grocery retailer in the U.S. with ~8.75% market share.

We did some due diligence on Kraft Heinz $KHC products today and notice almost double the visibility and product selection, along with great pricing (value not cheap).🧵

[Didn't Join @Funko_Bobble]

This morning traders closed 3.5 million shares of deep ITM calls expiring today. No delivery of shares expected.

That frees up the market makers for another week of trading. That frees up the short sellers (or lotto buyers) to go another week.

[Didn't Join @Funko_Bobble]

$KHC 5.5 million July 17 2026 ITM call option holders. If they take delivery this week, market makers will need to reload their share inventory.

These call option positions have not yet been rolled forward to next week *(usually done Wednesday or Thursday).

[Didn't Join @Funko_Bobble]

They rolled 3.5 million shares of $KHC call options (NTM) $26.50 and $27 into next week without closing this week's position.

Market makers need to increase inventory to cover it.

I expect strength with heavy buying market on close (MOC).

[Didn't Join @Funko_Bobble]

@MMatters22596 This is true, but not always.

I have been talking about a certain stock for 6 months, and it has been an undiscovered gem. A diamond in the rough.

[Didn't Join @Funko_Bobble]

In total, this trip to Costco showed me that their Kraft Heinz commercial team is doing a great job helping Costco, and their consumers / shoppers, to see and buy their great products.

The positive difference from my last shop ~8 weeks ago is significant.

[Didn't Join @Funko_Bobble]

Costco $COST is the third largest grocery retailer in the U.S. with ~8.75% market share.

We did some due diligence on Kraft Heinz $KHC products today and notice almost double the visibility and product selection, along with great pricing (value not cheap).🧵

[Didn't Join @Funko_Bobble]

And this last one was fun. Kraft Parmesan Cheese and Velveeta Cheese in a combined display.