10:15 AM EDT, 09/02/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

KHC announced plans to separate into two publicly traded companies, effectively unwinding the 2015 Kraft-Heinz ( KHC ) merger. Global Taste Elevation Co. will house faster-growing brands like Heinz, Philadelphia, and Kraft Mac & Cheese ($15.4B sales, 26% adj-EBITDA margin), while North American Grocery Co. will include brands like Oscar Mayer, Kraft Singles, and Lunchables ($10.4B sales, 22% margin). The separation is expected to drive greater attention and focus into each area of the business, ultimately unlocking shareholder value. KHC expects $300M of dis-synergies from the split, with closing anticipated in 2H 2026. The transaction resembles Kellogg's split, though KHC's entities are more similar in size and current CEO Abrams-Rivera will lead the slower-growing grocery business. We see North American Grocery Co. as having greater long-term margin expansion opportunities, while Global Taste Elevation Co. is positioned for stronger top-line growth in emerging markets and food-away-from-home channels.