分拆前换帅 卡夫亨氏谋变

Core Viewpoint - Kraft Heinz is undergoing management changes to facilitate its split into two independent publicly traded companies, with Steve Cahillane appointed as CEO effective January 1, 2026 [1][2]. Group 1: Management Changes - Steve Cahillane has been appointed as CEO and will also join the board, taking charge of the "Global Taste Elevation Co." post-split [1]. - Carlos Abrams-Rivera, the current CEO of North American Grocery Co., will step down on January 1, 2026, and will serve as a consultant until March 6 [1]. - The board is initiating a global search for a new CEO for North American Grocery Co. [1]. Group 2: Split Plan - Kraft Heinz plans to split into two companies: North American Grocery Co. and Global Taste Elevation Co., with projected sales of approximately $10.4 billion and $15.4 billion respectively for 2024 [2]. - The split aims to simplify the business structure and enhance brand resource allocation and profitability in response to ongoing performance pressures and industry changes [3]. Group 3: Financial Performance - For the first three quarters of 2025, Kraft Heinz reported revenues of $18.588 billion, a year-over-year decline of 3.54%, and a net loss of $6.497 billion [4]. - Revenue figures for the first three quarters were $5.999 billion, $6.352 billion, and $6.237 billion, with net profits of $0.712 billion, -$7.824 billion, and $0.615 billion respectively [4]. - The company has lowered its full-year guidance for organic net sales to a decline of 3% to 3.5% [4]. Group 4: Strategic Implications - The split is expected to lead to restructuring costs in the short term, potentially impacting financial stability, but may enhance operational efficiency and reduce costs in the long term [5]. - The new management is anticipated to bring fresh ideas and strategies that could drive performance improvement and enhance market presence [5].