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卡夫亨氏宣布拆分,中国业务划归“全球风味提升公司”

Group 1 - Kraft Heinz announced a split into two independent publicly traded companies, "Global Taste Elevation Co." focusing on sauces and ready-to-eat meals, and "North American Grocery Co." concentrating on North American grocery business, expected to be completed in the second half of 2026 [1] - "Global Taste Elevation Co." will have annual sales of approximately $15.4 billion, including key brands like Heinz ketchup and Kraft macaroni and cheese, with a significant presence in the Chinese market [4] - "North American Grocery Co." will have annual sales of about $10.4 billion, featuring grocery items such as Oscar Mayer and Lunchables [4] Group 2 - The Chinese business will be part of "Global Taste Elevation Co." with a focus on sauces, where 60% of sales come from Chinese sauces and 40% from Western sauces, with retail channels accounting for 70% of sales [5] - Industry observers suggest that the split may make both companies attractive acquisition targets, with the condiment business potentially drawing interest from giants like Nestlé and Unilever, while the grocery business may attract retailers like Walmart [8] - Kraft Heinz is one of the largest food and beverage companies globally, headquartered in Chicago, with a diverse product range including sauces, condiments, meat products, dairy, and snacks [8] Group 3 - Kraft Heinz was formed in 2015 through a merger driven by Berkshire Hathaway and 3G Capital, but has seen its stock price decline over 70% since its peak in 2017 [10] - In 2019, Warren Buffett acknowledged mistakes in the investment, and by 2023, 3G Capital fully exited its shareholder position [10]