卡夫亨氏突然叫停业务分拆，新CEO称首要任务是重回盈利性增长

Core Viewpoint - Kraft Heinz has paused its previously announced plan to split into two independent companies, as stated by the new CEO Steve Cahillane during the release of the company's 2025 performance and 2026 operational plan [1][2]. Group 1: Company Strategy - The decision to pause the split is aimed at refocusing resources on achieving profitable growth and executing the operational plan [1][3]. - Cahillane emphasized that the challenges faced by Kraft Heinz are manageable and that the company is committed to returning to a path of profitable growth [1][2]. - The company plans to invest $600 million (approximately 4.1 billion RMB) in marketing, sales, R&D, and product excellence to accelerate growth in its "Taste Elevation" product line and revive its U.S. business [2][3]. Group 2: Financial Performance - Following the announcement of the split's pause, Kraft Heinz's stock price fell by approximately 6% in pre-market trading [2]. - The company expects organic net sales for 2026 to decline by 1.5% to 3.5% year-over-year, with adjusted operating profit projected to decrease by 14% to 18% [9]. - Adjusted earnings per share are estimated to be between $1.98 and $2.10 [9]. Group 3: Historical Context - The split was initially announced in September 2022, aiming to create two companies: "Global Taste Elevation Co." and "North American Grocery Co." [5]. - The split was intended to leverage Kraft Heinz's brand strengths and simplify operational structures, but investor reactions were lukewarm, leading to a decline in stock price since the announcement [7][8]. - Concerns regarding the split's logic and potential benefits were raised by analysts, with notable opposition from major investor Warren Buffett, who indicated disapproval of the split [7][8].