11:05 AM EDT, 07/14/2025 (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:

According to an unconfirmed WSJ report, KHC is considering a breakup, potentially separating its slower-growing grocery business from its faster-growing condiments segment. This follows the company's May announcement that it is evaluating strategic options to unlock shareholder value. A breakup would follow the precedent set by Kellogg, which split into WK Kellogg (cereal) and Kellanova (snacks), a move that improved investor sentiment and turned both entities into acquisition targets. Given ongoing sales softness and lackluster equity valuations across the industry, more packaged food companies may pursue similar strategies to accelerate value creation, especially given limited visibility into when volume sales will return to growth. While high prices remain a key factor behind the ongoing volume softness, other forces may be at play as well, including the impact of weight loss drugs (e.g., GLP-1s) and a broader consumer shift toward healthier food choices.