2025年的冬天，对于95岁的沃伦·巴菲特来说，或许比以往都要寒冷一些。这源于在面对媒体时罕见地用"失望"来形容他对卡夫亨氏（KraftHeinz）最新分 拆计划的看法。 十年前，正是他和3G资本的雷曼联手，用460亿美元制造了这起食品行业最大的"联姻"。彼时，人们相信只要把毛巾拧得足够干，利润就会像番茄酱一样 挤出来。 十年后，神话破灭。3G资本已悄然清仓离场，留给巴菲特的是一个股价腰斩、增长乏力的庞然大物。为了讲出新故事，卡夫亨氏在2025年末做了最后、 也是最激进的决定："截肢"求生——将公司一分为二，并请来了一位擅长"分家"的CEO。 与此同时，被划入"优质资产包"的中国市场，也正如临大敌。甚至可以说，这是这家入华四十年的外企，留在牌桌上的所剩不多的筹码。 "拆弹专家" "必赢市场" 在这次分拆中，中国业务被划入了"全球风味提升公司"。从纸面上看，这是一种荣誉，意味着中国市场被视为"增长引擎"。卡夫亨氏甚至喊出了"未来十 年中国市场净销售额翻番"的口号。 卡夫亨氏董事会这次没有选一位温和的改良派，而是直接从凯拉诺瓦（Kellanova，前家乐氏分拆后的零食业务）挖来了CEO史蒂夫·卡希兰（Steve ...

本文源自：金融界AI电报 当地时间12月16日，卡夫亨氏公司宣布已任命Steve Cahillane担任公司首席执行官，该任命自2026年1月 1日起生效。卡夫亨氏表示，在公司计划分拆为两家独立上市公司后，Cahillane还将加入公司董事会， 并担任Global Taste Elevation公司的首席执行官。同时，现任首席执行官Carlos Abrams-Rivera将于2026 年1月1日卸任，并担任公司顾问至2026年3月6日，以确保领导职责的平稳交接。 ...

The Kraft Heinz Company ( KHC ) is a classic example of a company that seems like it would be a stable blue-chip investment, but it is in steady decline. As a result, I feel veryWilliam has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he has a keen eye for identifying hidden g ...

We had expected in September that the current CEO would lead one of the two new companies, specifically the one that is the grocery staples. They actually don't have official names yet, but that was a collection of the least profitable or less profitable food items there, including things like Lunchables and Oscar Mayer deli meats. The surprise came this morning that he is, in fact, not going to lead that company.And instead they are bringing in Steve Cahillane from Kilonova to lead the second company after ...

We had expected in September that the current CEO would lead one of the two new companies, specifically the one that is the grocery staples. They actually don't have official names yet, but that was a collection of the least profitable or less profitable food items there, including things like Lunchables and Oscar Mayer deli meats. The surprise came this morning that he is, in fact, not going to lead that company.And instead they are bringing in Steve Cahillane from Kilonova to lead the second company after ...

Key Takeaways Kraft Heinz (KHC) is changing its recipe for leadership ahead of a planned split next year. The food and beverage giant on Tuesday said Steve Cahillane will become its CEO, effective Jan. 1. Cahillane, who was Kellanova's chief executive until its recent acquisition by Mars, also will join its board and serve as CEO of "Global Taste Elevation Co." following Kraft's planned split into two independent, publicly traded companies. Global Taste will take on the company's sauces and spreads business ...

Kraft Heinz is changing its leadership as it moves ahead with plans to break itself into two companies, ending a turbulent chapter marked by falling sales and investor frustration. The food conglomera... ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

卡夫亨氏候任首席执行官史蒂夫·卡希兰表示，他支持公司计划中的分拆。 本文源自：金融界AI电报 ...

本文源自：金融界AI电报 卡夫亨氏候任首席执行官史蒂夫·卡希兰表示，公司股价被低估是因为其未能实现有机增长，未来将致 力于解决这一问题。 ...