Kraft Heinz Fights U.S. Consumer Slump With a $280 Million Power Move; Will It Work?

The Kraft Heinz Company’s third quarter 2025 earnings call reveals a mixed picture of progress and ongoing challenges for the company. The results show a slight year-over-year recovery in the top line performance compared to the first half of the year, but they also highlight ongoing difficulties in the operating environment, including worsened consumer sentiment and ongoing inflation. One notable development is Kraft Heinz’s plan to separate into two independently traded companies by the second half of 2026. This move is aimed at unlocking shareholder value by creating more focused entities: one centered around Global Taste Elevation and the other on North American Grocery. However, there is no intention to pivot from this strategy following feedback from investors, as the company is committed to the separation. Financially, Kraft Heinz reports a revision in its 2025 profit expectations due to several factors. The U.S.