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Kraft Heinz taps former Kellanova CEO to lead company ahead of breakup
CNBC· 2025-12-16 12:00
Core Viewpoint - Kraft Heinz is planning to split into two separately traded companies, reversing its 2015 merger orchestrated by Warren Buffett [1] Group 1: Leadership Changes - Steve Cahillane, former CEO of Kellanova, will become the CEO of Kraft Heinz on January 1, leading the company post-split [2] - Cahillane previously oversaw Kellogg's breakup in 2023, which separated its North American cereal business from its snacking unit [3] - Carlos Abrams-Rivera, the outgoing CEO, will transition to an advisory role until March 6 [3] Group 2: Company Structure Post-Split - The new entity, Global Taste Elevation, will include high-growth brands such as Heinz, Philadelphia, and Kraft Mac & Cheese [2] - Kraft Heinz is searching for a new CEO to lead the North American Grocery segment, which includes brands like Oscar Mayer and Kraft Singles [4] - John Cahill will succeed Miguel Patricio as chair of the board during this transition [4] Group 3: Timeline and Projections - The separation of Kraft Heinz into two publicly traded companies is projected to occur in the second half of 2026 [4]
Tesla stock hits an all-time high, why this analyst is 'cautiously optimistic' about markets
Youtube· 2025-12-15 21:19
Hello and welcome to market domination. I'm Josh Lipton live from our New York headquarters that just now go to the closing bell and stocks. Well, let's take a look at the popular averages.The Dow, the S&P 500, they're both basically flat right here. Tech heavy NASDAQ in the red. It's down about 4/10en of a percent.Let's welcome in Jared Blickery to bring us to break down all the headlines. Jared, what are you seeing in the markets. >> Bit of red right now. A little bit of green.We'll get into that. But in ...
Kellanova Stock Is No More. Should Consumer Packaged Goods Fans Buy Shares of This Blue-Chip Stock Instead?
Yahoo Finance· 2025-12-12 19:29
Kellanova, a huge consumer packaged goods company, has been acquired by Mars, and K stock is expected to be delisted soon, as its acquisition closed yesterday, Dec. 11. Consequently, the former owners of K stock may be thinking of looking to buy Kraft Heinz (KHC), which is the closest publicly traded alternative to Kellanova. About KHC Stock Kraft Heinz, as its name indicates, owns and markets the Kraft and Heinz brands. It also has many other consumer packaged food brands, such as Oscar Mayer, Jell-O, ...
La transparence radicale comme antidote au chaos alimentaire | Xavier Bengoa | TEDxGeneva
TEDx Talks· 2025-12-11 17:39
[applaudissements] avril 2023, je suis au Guatemala avec mes enfants et ma femme enceinte. Chaud, un regeton qui vibre à fond dans la voiture. On roule sur une piste en direction de la mer des Caraïbes.Autour forêt tropicale, quelques plantations de bananes et de café. Quand soudain je vois des bras qui s'agitent au devant, je vois des hommes qui tirent un câble au travers de la route. Je plante les freins dans un nuage de poussière.Les hommes s'approchent, sont des paysans. Peste la vitre, il me demande de ...
Is Kellanova Stock Underperforming the Dow?
Yahoo Finance· 2025-12-11 10:32
Headquartered in Chicago, Illinois, Kellanova (K) is a global manufacturer and marketer of snacks and convenience foods. Its diverse portfolio includes crackers, cereals, snack bars, savory snacks, frozen foods, noodles, and more. With a market cap of approximately $29 billion, Kellanova firmly claims “large-cap” status and sells powerhouse brands like Kellogg’s, Cheez-It, Pringles, Eggo, RXBAR, and Morningstar Farms across more than 180 countries. More News from Barchart K shares are trading only slig ...
Ares Replaces Pop-Tarts Purveyor Kellanova on S&P 500
Yahoo Finance· 2025-12-10 05:01
Ares Management just joined the S&P 500 club and is already reaping the benefits of membership. The alternative asset manager’s stock got a 7.27% boost on Tuesday as investors digested its new street cred. The S&P Dow Jones Indices announced Monday that Ares would replace Kellanova — owner of pantry favorites like Pringles, Pop-Tarts and Cheez-It — before the market opens on Thursday. The switch-up comes as fellow food company Mars is set to complete a $36 billion acquisition of Kellanova. SUBSCRIBE: Rec ...
PubMatic (NasdaqGM:PUBM) Conference Transcript
2025-12-09 20:22
Summary of PubMatic Conference Call - December 09, 2025 Company Overview - **Company**: PubMatic (NasdaqGM:PUBM) - **Industry**: Digital Advertising and Advertising Technology - **Founded**: Approximately 20 years ago, led by technology co-founders - **Focus**: AI-driven ad tech, delivering value to buyers, publishers, data owners, and commerce media networks [3][5][6] Key Points and Arguments Macro Environment - **Q3 Performance**: PubMatic reported solid Q3 results, exceeding guidance on both revenue and earnings, with significant growth in CTV (Connected TV) and merchant revenues [10][11] - **Revenue Breakdown**: CTV business accounts for nearly 20% of revenues, growing double digits; merchant revenues represent about 10% and grew over 80% [10][11] - **Market Sentiment**: Some consumer discretionary verticals showed muted seasonality in October, but overall confidence remains due to a diverse set of ad verticals [10][12] Industry Dynamics - **Blurring Lines**: The distinction between buy-side and sell-side is diminishing, with advertisers focusing more on performance, transparency, and control [13][14] - **Curation and AI**: PubMatic is leveraging AI to enhance curation capabilities, providing an efficient platform for buyers to access valuable data sets [17][18] Diversification Strategy - **DSP Relationships**: PubMatic is diversifying its exposure to various Demand-Side Platforms (DSPs), focusing on performance buyers and mid-tier DSPs, which grew 25% year-over-year [20][21] - **Trade Desk Relationship**: The relationship with The Trade Desk has stabilized, with PubMatic being the first sell-side platform to participate in their Price Discovery initiative [22] Regulatory Environment - **Google Trial**: The ongoing trial against Google is seen as a potential positive for PubMatic, with expectations for behavioral remedies that could create a more level playing field [23][24][25] AI Initiatives - **AI Leadership**: PubMatic is positioned as a leader in AI capabilities, with significant improvements in infrastructure and product offerings [27][28][31] - **Activate Product**: The Activate platform has seen 100% year-over-year revenue growth, allowing buyers to execute campaigns efficiently [34][35] CTV Business - **Market Position**: PubMatic works with over 90% of the top 30 global streamers, with CTV revenues growing over 50% in the last quarter [36][37] - **Innovative Offerings**: New formats like pause ads and a live sports marketplace are contributing to growth in the CTV segment [36][37] Investment Focus - **Future Investments**: CTV, Activate, and AI initiatives will be prioritized for investment in 2026, with a balanced approach to resource allocation [38][39] - **Growth Expectations**: Anticipated re-acceleration of growth in the second half of 2026, particularly excluding the Trade Desk and political advertising impacts [42][43] Additional Important Insights - **Customer Feedback**: Positive feedback from clients like Mars Petcare highlights the effectiveness of the Activate platform [35] - **Unified Platform**: PubMatic emphasizes a unified platform approach, allowing seamless execution of campaigns across various data sources [18] This summary encapsulates the key insights and strategic directions discussed during the PubMatic conference call, highlighting the company's performance, market dynamics, and future growth opportunities.
X @Bloomberg
Bloomberg· 2025-12-08 14:18
Mars's $36 billion bid for Kellanova won EU approval after regulators backtracked on earlier concerns over the largest packaged-food deal in almost a decade https://t.co/7mqNES5aPo ...
EU Commission clears Mars' $36 bln Kellanova deal
Reuters· 2025-12-08 14:04
Core Insights - The European Commission has approved a $36 billion bid from Mars to acquire Kellanova, the maker of Pringles, following a comprehensive investigation [1] Company Summary - Mars, a leading candy and snacks company, is set to enhance its portfolio with the acquisition of Kellanova, which is known for its popular Pringles brand [1] - The approval from the European Commission indicates a significant step forward in the consolidation of the snack food industry, potentially impacting market dynamics and competition [1] Industry Summary - The acquisition reflects ongoing trends in the snack food sector, where major players are seeking to expand their product offerings and market share through strategic mergers and acquisitions [1] - The approval process by the European Commission highlights the regulatory scrutiny that large-scale acquisitions face in the food and beverage industry, emphasizing the importance of compliance and market analysis [1]
Mars to close $36B Kellanova acquisition following EU approval
Yahoo Finance· 2025-12-08 13:00
This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. Dive Brief: Mars is expected to complete its $36 billion purchase of Pringles maker Kellanova on Dec. 11 after receiving approval from the European Union. The EU, which was the last of 28 regulatory approvals and clearances needed to sign off on the deal, concluded the merger does "not raise competition concerns” and would not result in higher prices for consumers. The ...