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The Kraft Heinz Company (KHC) investor relations material
The Kraft Heinz Company Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary3 Sep, 2025
Strategic rationale for business separation
Announced plan to split into Global Taste Elevation Co and North American Grocery Co to drive focus and unlock shareholder value.
Focused business units are expected to improve performance by reducing complexity and aligning resources and incentives.
The split is not a reversal of the previous merger but a response to evolving consumer behavior and future growth opportunities.
Each entity will have its own capital allocation principles and strategic direction.
Both companies are being structured to maintain investment grade ratings and financial flexibility.
Operational and financial impacts
Expected dissynergies from the split are estimated at $300 million, mainly affecting the global company.
Global Taste Elevation is projected to grow at the upper end of the current 2–3% top-line growth range, while North American Grocery is expected to grow at low single digits.
Growth projections are supported by exposure to emerging markets and away-from-home channels.
North American Grocery can maintain growth even with slight market share losses due to category growth rates.
No significant margin reset is anticipated; ongoing investments will focus on expertise and operational efficiencies.
Brand and category strategy
Brand growth system has driven performance improvements in key brands through quality, marketing, and innovation.
Mac and cheese included in Global Taste Elevation due to strong category growth, high market share, and operational synergies.
Lunchables moved to North American Grocery for operational synergies and focus on refrigerated space.
Expansion into new channels like Dollar General addresses consumer trade-down trends and broadens distribution.
Five categories will comprise about 50% of North American Grocery, enabling sharper focus and agility.
GTE U.S. growth: How to reverse trends?
NAGC margin opportunity drivers?
Why Mac & Cheese in Global Taste Elevation?
Partial view of Summaries dataset, powered by Quartr API
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Next The Kraft Heinz Company earnings date
Q3 2025 Prepared Remarks29 Oct, 2025
Next The Kraft Heinz Company earnings date
Q3 2025 Prepared Remarks29 Oct, 2025
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Frequently asked questions
Ketchup, Cheese, and More
The Kraft Heinz Corporation, one of the world's largest food and beverage companies, is a product of a 2015 merger between Kraft Foods Group and H.J. Heinz Company. With a heritage dating back to the late 19th century, the company owns numerous iconic brands that have become household names across the globe. Headquartered in both Chicago and Pittsburgh the unified entity offers a vast portfolio of well-known brands that it sells across the world.
Massive Merger
Heinz, founded by Henry John Heinz in 1869, started out selling horseradish, but soon expanded, notably introducing its iconic ketchup. Kraft's beginnings can be traced back to the early 1900s when James L. Kraft started a cheese delivery service in Chicago. The two companies grew as the decades passed, and both Heinz and Kraft separately broadened their portfolios and established global presences. One entity of Kraft was spun off into a company that later became Mondelez in 2012.
In 2015, a significant event in the food industry took place: Heinz and Kraft merged to form The Kraft Heinz Company. This merger unified two substantial entities, making the combined company one of the world's leading food and beverage producers, combining their vast product offerings under one umbrella.
The Brands
Both parts that make up the modern version of The Kraft-Heinz Company owned their fair share of iconic and well-known brands. Kraft, known for its cheeses, also offers products like Kraft Macaroni & Cheese and Jell-O. Heinz is iconic for its ketchup but also produces a variety of sauces, beans, and soups. In addition to these flagship brands, the company's lineup includes Oscar Mayer meats, Philadelphia cream cheese, Planters nuts, Maxwell House coffee, and Capri Sun beverages. Furthermore, Velveeta, Miracle Whip, Lunchables, and Claussen pickles are also owned by Kraft Heinz.
Global Reach
The company's footprint spans the globe, with its presence felt in both established markets like North America and Europe and in emerging economies across Asia, Latin America, and Africa. Benefiting from a chain of manufacturing, distribution, and sales facilities, the company ensures efficient delivery and availability of its products in countless retail outlets, supermarkets, and eateries worldwide.
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