突发！巴菲特，重大警告！发生了什么？

Core Viewpoint - Warren Buffett publicly criticized Kraft Heinz for announcing a split plan without consulting shareholders, expressing disappointment and indicating the possibility of reducing or liquidating his stake in the company [1][4]. Group 1: Company Actions and Market Reactions - Kraft Heinz announced plans to split into two publicly traded companies, one focusing on sauces and the other on grocery products, with the split expected to be completed by the second half of 2026, pending regulatory approval [7][8]. - The company's stock has declined nearly 9% this year, significantly underperforming the major U.S. indices, with a current market capitalization of $32.3 billion [2]. - Moody's has placed Kraft Heinz on a credit rating downgrade watch and initiated a comprehensive review of its investment-grade rating due to uncertainties surrounding the company's future capital structure following the split [1][8]. Group 2: Buffett's Position and Historical Context - Buffett's Berkshire Hathaway holds a 27.5% stake in Kraft Heinz, valued at approximately $8.9 billion, making it the largest shareholder [4]. - Buffett expressed that the split reverses the merger he helped facilitate in 2015, which he now regrets, stating that the initial merger was not a wise decision and that the current split will not resolve existing issues [5][4]. - Since the merger, Kraft Heinz's stock has plummeted by 69%, and Berkshire has recorded significant impairment charges on its investment, totaling $3.8 billion over the years [5].