Kraft Heinz Charts Breakup to Unlock Shareholder Value
Jul/14/2025
Nearly a decade after its storied merger, Kraft Heinz is preparing to divide itself in a bid to rejuvenate stagnant growth and align more closely with evolving consumer preferences. The food conglomerate — born of a 2015 tie-up masterminded by Warren Buffett and 3G Capital — is considering spinning off much of its traditional grocery portfolio, including the iconic Kraft brand, into a standalone entity potentially worth up to $20 billion. The move would allow the remaining company to focus on higher-growth categories like sauces, dressings, and condiments. Although discussions remain fluid and board approval is pending, the plan reflects the industry’s broader reckoning with inflation, shifting tastes, and the decline of legacy processed foods. The firm, once celebrated as a blueprint for Big Food’s future, has struggled post-merger, shedding $57 billion in market value and underperforming peers. With 3G now fully exited and Berkshire Hathaway stepping back from board oversight, Kraft Heinz’s restructuring echoes industry moves like Kellogg’s snack business spinout and could signal more realignments ahead as global food giants seek relevance in a health-conscious, price-sensitive marketplace. The following chart shows the number of food-related trademarks published in the United States between January and June 2025.
