S19E30: Kraft Heinz Breakup Signals the End of Scale at All Costs (September 2, 2025)

Update: 2025-09-02

Description

Kraft Heinz is splitting after a decade, and we unpack what that says about the end of “scale at all costs” in Big Food. Jenny Rae and Namaan dive into why focus beats brute scale, how zero-based budgeting collided with challenger brands, and why owning the shelf no longer locks in customers.

From ketchup loyalty to cream cheese on the “taste elevation” roster, we map the split: condiments vs packaged meals, the margin math, and the acquisition targets a focused sauces business will chase next.

Links:

AP News: Kraft Heinz is putting Lunchables on school lunch menus nationwide
Kraft Heinz Investor Relations: SEC Filings

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