Core Insights - Kraft Heinz Co reported mixed financial results for Q4 and full year 2025, pausing its business separation plans [2][5] Financial Performance - For Q4, adjusted earnings per share were $0.67, surpassing Wall Street's consensus of $0.61, while revenue was $6.35 billion, slightly below the forecast of $6.38 billion [2] - Net sales declined by 3.4%, with organic net sales down 4.2% [3] - Gross profit margin decreased by 150 basis points to 32.6%, and adjusted gross profit margin fell by 130 basis points to 33.1% [3] - Operating income reached $1.1 billion, with adjusted operating income down 15.9% to $1.2 billion [3] - For the full year 2025, net sales totaled $26 billion, down 3.5%, while adjusted operating income was $4.7 billion, an 11.5% decline [3] Impairment and Cash Flow - The company recorded a net loss of $4.7 billion, primarily due to $9.3 billion in non-cash impairment charges [4] - Net cash provided by operating activities rose by 6.6% to $4.5 billion, and free cash flow increased by 15.9% to $3.7 billion [4] - The company returned $2.3 billion in capital to shareholders [4] Strategic Initiatives - Kraft Heinz announced a $600 million investment in marketing, sales, research and development, product quality initiatives, and select pricing adjustments to accelerate growth in its US business and Taste Elevation portfolio [5] - The company will pause work related to the previously planned separation to focus resources on profitable growth [5][6] Leadership Statement - CEO Steve Cahillane emphasized the priority of returning the business to profitable growth and the decision to pause separation work to avoid related dis-synergies this year [6]

Core Viewpoint - Kraft Heinz is halting plans to split the company, focusing instead on revitalizing growth through a $600 million investment strategy aimed at marketing, sales, and R&D [1][2][7] Group 1: Company Strategy - CEO Steve Cahillane emphasized that the company's challenges are manageable and that the focus will be on rebuilding growth rather than separation [2][3] - The decision to pause the separation plan is based on the belief that resources should be concentrated on executing the operating plan to return to profitable growth [3][5] Group 2: Financial Commitment - Kraft Heinz has committed $600 million to enhance marketing, sales, R&D, product improvements, and pricing initiatives through 2026, supported by a strong balance sheet and $3.7 billion in free cash flow [7] - The investment is expected to accelerate the company's return to profitable growth, reflecting confidence in future opportunities [7] Group 3: Performance Metrics - For the full year 2025, Kraft Heinz reported a 3.5% decline in net sales to $24.9 billion, with organic sales down 3.4% and volume down 4.1% [8] - Adjusted operating income decreased by 11.5%, with significant pressure noted in coffee, cold cuts, frozen meals, bacon, and select condiments due to inflation outpacing efficiency efforts [8][9] - The company faced an operating loss of $4.7 billion, primarily due to non-cash impairment charges [9]

Leadership Changes - Jim Zallie has been elected as chairman of the board in addition to his role as president and CEO, effective immediately [1][2] - Victoria Reich has been appointed as lead director, emphasizing the company's commitment to strong independent oversight and corporate governance [2][4] - Gregory Kenny has stepped down as independent chairman after serving since 2018 but will remain a board member [3] Company Overview - Ingredion Incorporated is a leading global provider of ingredient solutions, serving customers in nearly 120 countries [5] - The company reported annual net sales of approximately $7.2 billion for 2025, transforming plant-based materials into value-added ingredient solutions for various markets [5] - Ingredion operates innovation centers globally and employs over 11,000 people, focusing on co-creating solutions with customers [5]

春节临近，广西柳州冰鲜螺蛳粉彻底火了！多家企业日均销量达数万包。这一新品如何撬动食客味蕾， 成为消费新宠？ 图为员工 打包冰鲜螺蛳粉订单。林馨 摄 冰鲜螺蛳粉春节热销 多家柳州螺蛳粉企业新推出的冰鲜螺蛳粉持续热销，日均销量达数万包，成为今年新春消费市场的一抹 亮色。"前几天，在董宇辉的直播间，十分钟不到就卖了50万袋冰鲜螺蛳粉。"广西美吉食品科技有限责 任公司董事长莫勤吉表示，连日来冰鲜螺蛳粉销量上涨。 "技术突破是还原这碗粉的关键。"莫勤吉表示，团队经过1年研发才解决了冰鲜螺蛳粉制作、包装、运 输等不同环节遇到的难题。"我们通过工艺调整与高压灭菌相结合，在保持食材'鲜'度的同时，也确保 了产品在物流过程中的稳定性。" 图为冰鲜 图为极速 冷冻锁住原味的柳州螺蛳粉汤底。林馨 摄 广西沪桂食品集团有限公司也嗅准这一商机，在原有的预包装螺蛳粉生产线上新拓展冰鲜螺蛳粉品类。 走进生产车间内，工人们将新鲜出炉的汤底、米粉与配菜分装打包后，立即送入零下18摄氏度的急冻库 冷冻锁鲜。 该公司副总经理杨直透露，冰鲜螺蛳粉自上市以来销量已突破200万袋，复购率超过20%，表现优于传 统袋装产品。"尤其在北上广等一线城市，消费 ...

Group 1 - Kraft Heinz announced a reversal of its plan to split into two businesses, which was initially proposed five months ago, effectively undoing part of the $46 billion merger that created the company [3][5] - The split was intended to separate the company into a business focused on sauces and shelf-stable meals and another on slower-growing grocery staples [4] - The decision to halt the breakup comes amid declining sales as consumers shift towards healthier food options, compounded by inflation and the impact of weight loss drugs [5][6] Group 2 - New CEO Steve Cahillane, who previously oversaw successful separations in other companies, is now focusing on turning around Kraft Heinz's performance and has committed over $600 million to marketing, sales, and product development [6][7] - The company aims to improve product quality and potentially lower prices as part of its strategy to return to profitable growth [7] - The chairman of Kraft Heinz expressed confidence in the decision to pause the separation and focus on growth initiatives [7]

Stock Market LIVE Updates, Wednesday, February 11, 2026: Indian equity benchmark indices, Indian equity benchmark indices, Sensex and Nifty , are likely to witness a positive opening on Wednesday amid mixed global cues.    As a part of the MSCI's February 2026 index review, Aditya Birla Capital and L&T Finance have been added to the MSCI Global Standard Index. IRCTC is the only Indian stock that has been excluded from the index. AU Small Finance Bank will see a weight increase in the index due to a float ad ...

Economic Data - The US economy added 130,000 jobs in January, with the unemployment rate decreasing to 4.3% from 4.4% [3] - Revisions to 2025 payroll growth showed a significant decrease to 181,000 from a previously reported 584,000, marking the weakest annual job growth since 2003, excluding recession periods [4] Market Reactions - The Dow Jones Industrial Average and S&P 500 remained below the flatline, while the Nasdaq Composite fell by 0.4% after initial gains [2] - The strong jobs report has influenced market expectations regarding Federal Reserve rate cuts, with over 40% of traders anticipating that rates will remain steady through June [5] Corporate Earnings - Earnings season is expected to provide insights into consumer behavior and corporate performance, with McDonald's reporting after market close and Kraft Heinz pausing its spin-off plans [6] - Cisco is set to release its quarterly report, competing with Nvidia in the AI networking chip sector [6]

Economic Indicators - Investors are awaiting the January nonfarm-payrolls report, which is considered crucial for setting expectations regarding interest-rate cuts [2][5] - Economists project a gain of approximately 68,000 jobs, with the unemployment rate expected to remain at 4.4% [3] - The report may include significant revisions to 2025 job numbers, indicating fewer new positions added to the economy than previously estimated [3][4] Corporate Earnings - Earnings reports from major companies like McDonald's and Kraft Heinz are anticipated to provide insights into consumer behavior and corporate performance [6] - Ford reported a Q4 profit miss and a net loss of $8 billion for the year, influenced by a $900 million tariff impact [6] - Humana's stock fell 7% due to a profit forecast below analysts' expectations, while Moderna's stock dropped 10% after the FDA declined to review its flu vaccine application [8] Market Trends - There is a growing sentiment in the market regarding potential Federal Reserve rate cuts, with a 77% probability of lower rates by June [5] - Stocks of companies perceived to be at risk from AI developments are experiencing significant sell-offs, affecting both small software firms and large wealth-management companies [12]

Economic Data Summary - The US economy added 130,000 jobs in January, significantly exceeding expectations of 65,000 jobs added for the month [5][6] - The unemployment rate decreased slightly to 4.3% from 4.4% [6] - Revisions to 2025 payrolls showed a decrease in job growth to 181,000 from a previously reported 584,000, marking the weakest annual job growth outside of a recession since 2003 [2][6] Market Reactions - US stock futures rose in premarket trading, with Dow Jones Industrial Average futures up approximately 0.5%, S&P 500 contracts rising 0.6%, and Nasdaq 100 gaining about 0.8% [1] - The positive January jobs data has influenced market expectations regarding Federal Reserve rate cuts, with over 40% of traders anticipating the Fed will hold rates steady through June [4] Corporate Earnings Insights - Earnings season is expected to provide further insights into consumer behavior and corporate performance, with companies like McDonald's and Kraft Heinz reporting [5] - Kraft Heinz announced a pause in its plans to split into two companies, with a commitment to invest $600 million in marketing, sales, research and development, and pricing [11][12] - The company reported adjusted earnings of $0.67, beating expectations of $0.61, while revenue was slightly below expectations at $6.35 billion compared to the anticipated $6.37 billion [13]

Economic Data - The US economy added 130,000 jobs in January, significantly exceeding expectations of 65,000 jobs added for the month [1][5] - The unemployment rate decreased slightly to 4.3% from 4.4% [1][6] - Revisions to 2025 payrolls showed a decrease in job growth to 181,000 from a previously reported 584,000, marking the weakest annual job growth outside of a recession since 2003 [2][6] Market Reactions - The tech-heavy Nasdaq Composite rose approximately 0.9%, while the Dow Jones Industrial Average increased by 0.6% (280 points), and the S&P 500 gained 0.7% [1] - The positive January jobs data has led to increased bets on Federal Reserve rate cuts, with over 40% of market participants expecting the Fed to hold rates steady through June [4] Corporate Earnings - McDonald's is set to report earnings after the market close, while Kraft Heinz announced a pause in its spin-off plans, indicating that its challenges are manageable [5][11] - Kraft Heinz plans to invest $600 million in marketing, sales, research and development, and pricing to accelerate its return to profitable growth [11][12] - Cisco is expected to report quarterly results, competing with Nvidia in the AI networking chip market [5]