卡夫亨氏暴跌7%，公司暂停拆分计划并发布疲软指引

Core Viewpoint - Kraft Heinz's stock plummeted 7% after announcing the suspension of its planned company split and disappointing guidance for 2026, failing to meet analyst expectations [1] Financial Performance - The company reported an adjusted earnings per share of $0.67 for Q4, exceeding analyst expectations of $0.61, but quarterly revenue was $6.35 billion, slightly below the expected $6.38 billion, representing a year-over-year decline of 3.4% [3] - Organic sales fell by 4.2%, worse than the anticipated decline of 3.72% [3] - For the fiscal year 2025, Kraft Heinz reported a net loss of $5.85 billion, compared to a profit of $2.74 billion in 2024, primarily due to a non-cash impairment loss of $9.3 billion [4] - Adjusted earnings per share for 2025 were $2.60, a 15% decrease from the previous year's $3.06 [4] Strategic Changes - The company announced a significant strategic shift, halting work related to the previously announced business split, with new CEO Steve Cahillane emphasizing a focus on restoring profitable growth [3] - Kraft Heinz plans to invest $600 million in marketing, sales, and R&D to drive business recovery, particularly in the U.S. market [3] Future Outlook - The 2026 outlook disappointed investors, with adjusted earnings per share projected between $1.98 and $2.10, significantly lower than the analyst expectation of $2.49 [3] - The company forecasts organic net sales to decline by 1.5% to 3.5%, with adjusted operating profit expected to decrease by 14% to 18% [3]