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标志性品牌帝国或解体!卡夫亨氏(KHC.US)拟分拆求生,巴菲特现罕见“滑铁卢”
智通财经网·2025-07-15 01:14

Core Viewpoint - The article discusses the significant decline in Kraft Heinz's performance since its creation, highlighting Warren Buffett's rare misstep in investment as the company plans to split its brands after ten years of operation [1][2]. Company Performance - Kraft Heinz's stock price has dropped over 60% since its merger, while the overall market has seen substantial gains [1]. - Berkshire Hathaway's stake in Kraft Heinz, approximately 27%, has lost about $4.5 billion in market value [1]. - Despite the losses, Berkshire Hathaway has earned over $6 billion in dividends from its investment in Kraft Heinz [2]. Market Trends - The company has faced challenges due to inflation and a decline in demand for packaged foods, partly driven by the rise of weight-loss medications [2]. - Analysts suggest that the market is shifting towards healthier food options, which may have been underestimated by Buffett [2]. Strategic Moves - Kraft Heinz is considering a business split to create a new entity, which could potentially improve its financial performance [2][3]. - Following the announcement of the split, Kraft Heinz's stock price increased by nearly 5% [3]. - Analysts believe that the split could enhance the investment's performance, which has been underwhelming thus far [3].