Kraft Heinz Splits Amid Buffett Criticism as Stock Slumps 1.4% on 236th-Ranked $480M Volume

On September 8, 2025, , ranking 236th in market activity. . The company announced plans to split into two independent entities—Global Taste Elevation Co. and North American Grocery Co.—marking a reversal of its 2015 merger. The decision, which drew rare public criticism from , has raised questions about strategic direction and shareholder value.

Buffett, , expressed disappointment with the split, calling it costly and disruptive. He argued the move fails to create value and criticized the lack of shareholder input. Meanwhile, CEO Carlos Abrams-Rivera defended the plan, stating it would streamline operations and allow each business to focus on distinct markets. The split is expected to finalize by mid-2026 but has already triggered volatility in the stock, .

Recent financial results underscore the challenges facing the company. , driven by weak demand for core products like Lunchables and macaroni and cheese. , . Management reaffirmed downward guidance, .

Analysts remain divided. While some view the split as a catalyst for long-term growth, others warn of execution risks. The stock trades at a discount to sector averages, . However, concerns persist about operational complexity and the ability to compete in evolving consumer markets. The path forward hinges on successful implementation of the split and the company’s ability to reignite growth in both new entities.

The back-test requires clarification on universe scope, transaction costs, price type, and rebalancing mechanics to ensure accurate execution. Details such as equity selection criteria, cost assumptions, and rebalancing frequency will determine the final methodology.