Kraft Heinz is embarking on a dramatic strategic pivot, underscored by the recent appointment of three new independent directors to its board. This move coincides with the company’s progressing plan to split into two separate publicly-traded entities. The central question for investors is whether this comprehensive reset can finally rejuvenate a stock that has been languishing for years.
The Impending Corporate Split Gains Momentum
The board refreshment is a direct component of Kraft Heinz’s ambitious strategy to separate into two distinct companies by the second half of 2026. The planned structure will see one entity house high-growth global brands such as Heinz and Philadelphia, while the other will focus on the North American grocery business, featuring staples like Oscar Mayer and Kraft Singles.
This radical restructuring is widely seen as a necessary response to persistent challenges. Since its peak in 2017, the company’s shares have shed more than 70 percent of their value. Shifting consumer preferences toward healthier options and declining sales volumes have pressured the conglomerate. The separation is designed to grant each new company greater strategic focus and a more efficient allocation of resources.
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New Board Appointments Inject Specialized Expertise
On October 22, Kraft Heinz fortified its leadership with three distinguished experts, each bringing a unique skill set. L. Kevin Cox offers extensive experience guiding transformation initiatives at major corporations like American Express and General Electric. Mary Lou Kelley contributes crucial e-commerce knowledge from her tenure at Best Buy. Rounding out the trio is Tony Palmer, a veteran with deep-seated expertise in the consumer goods industry from roles at Kimberly-Clark, Kellogg, and Coca-Cola.
Executive Chair Miguel Patricio was explicit about the expectations for these appointments. He stated that their “combined decades of insight and experience” will be instrumental in strengthening the core business and advancing the separation into “two industry-leading companies.” CEO Carlos Abrams-Rivera is counting on this new expertise to simultaneously enhance existing operational performance and ensure the division is executed successfully.
Upcoming Earnings to Provide an Early Test
The market will get its first significant indicator of whether the new strategic direction is yielding results in the coming week. Kraft Heinz is scheduled to release its third-quarter 2025 financial report on October 29. Market analysts are forecasting earnings per share between $0.57 and $0.58, which would represent a decline compared to the same period last year. However, the company has a recent history of surpassing expectations, offering a glimmer of hope for a positive surprise.
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