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    How Kraft Heinz’s CEO Succession and Planned Breakup At Kraft Heinz (KHC) Has Changed Its Investment Story

    Simply Wall St·12/25/2025 00:59:04
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    • The Kraft Heinz Company recently announced that Steve Cahillane will become CEO on January 1, 2026 and later lead its planned Global Taste Elevation Co. after the business separates into two independent, publicly traded companies, while outgoing CEO Carlos Abrams-Rivera will remain as an advisor until March 6, 2026 to support the transition.
    • The appointment of Cahillane, who previously guided Kellogg Company through a major business separation and headed global consumer brands at Kellanova, Coca-Cola and AB InBev, signals that Kraft Heinz is tying its future portfolio reshaping efforts closely to leadership with deep experience in complex corporate splits and brand-focused reinvention.
    • Now we’ll examine how Cahillane’s appointment to steer both Kraft Heinz and its future Global Taste Elevation Co affects the existing investment narrative.

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    Kraft Heinz Investment Narrative Recap

    To own Kraft Heinz today, you need to believe the company can turn around weak North America volumes, rebuild brand relevance and manage costs while executing a complex split into two public companies. Steve Cahillane’s appointment appears directly tied to that separation, but it does not meaningfully change the near term catalyst, which remains whether management can stabilize core retail volumes, nor the key risk of execution missteps around the breakup and ongoing margin pressure.

    The most relevant recent announcement here is the confirmation that Kraft Heinz will separate into a Global Taste Elevation Co. and a North American Grocery Co., with Cahillane leading the former and the board searching for a CEO for the latter. This move could reshape how investors think about growth, margins and capital allocation across the two entities, but also sharpens concerns that dis synergies and higher stand alone costs may weigh on results if the separation proves more complex than expected.

    Yet investors should be aware that the planned separation could magnify existing concerns about weak North America volumes and margin pressure...

    Read the full narrative on Kraft Heinz (it's free!)

    Kraft Heinz's narrative projects $26.1 billion revenue and $3.3 billion earnings by 2028. This requires 1.0% yearly revenue growth and a $8.6 billion earnings increase from $-5.3 billion today.

    Uncover how Kraft Heinz's forecasts yield a $27.08 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    KHC 1-Year Stock Price Chart
    KHC 1-Year Stock Price Chart

    Twenty two members of the Simply Wall St Community see Kraft Heinz’s fair value anywhere between US$22.59 and US$68.79, showing how widely opinions can differ. When you set that against the execution risk of a large scale separation and ongoing cost pressures, it becomes even more important to compare several viewpoints before deciding how this stock fits into your portfolio.

    Explore 22 other fair value estimates on Kraft Heinz - why the stock might be worth over 2x more than the current price!

    Build Your Own Kraft Heinz Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.