Shares of consumer powerhouse General Mills (NYSE: GIS) plummeted more than 7% in early trading on February 18, 2026, after the company issued a stark warning regarding its fiscal 2026 performance. The Minneapolis-based food giant significantly lowered its guidance for both top-line growth and profitability, signaling a deepening crisis for
Kraft Heinz’s fourth quarter results reflected ongoing challenges in packaged foods demand, as the company’s sales declined year over year in line with Wall Street expectations. Management attributed performance to sustained pressure on sales volumes, particularly in North America, and acknowledged underinvestment in its brand portfolio over the past decade. CEO Steve Cahillane was candid about the need for change, stating, “I knew that the company was underinvested… and indeed, I did find underinvestment.” The team pointed to early signs of improvement in certain brands, but overall trends remained subdued.
On Saturday, The Kraft Heinz Company drew fresh attention after Berkshire Hathaway CEO Greg Abel backed CEO Steve Cahillane for halting work on a previously announced plan to split Kraft from Heinz.
As of February 12, 2026, The Kraft Heinz Company (NASDAQ: KHC) finds itself at a defining crossroads. Long considered the poster child for the "efficiency-at-all-costs" model pioneered by 3G Capital, the global food giant is now undergoing a radical transformation. After a turbulent 2025 that saw massive non-cash impairments and a CEO transition, KHC has [...]
In a dramatic reversal of strategy, The Kraft Heinz Company (NASDAQ: KHC) announced on February 11, 2026, that it is indefinitely pausing its previously detailed plan to split into two independent, publicly traded companies. The decision, revealed during a somber fourth-quarter earnings call, marks a total pivot from the "transformation
Packaged foods company Kraft Heinz (NASDAQ:KHC) met Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 3.4% year on year to $6.35 billion. Its non-GAAP profit of $0.67 per share was 9.1% above analysts’ consensus estimates.
The Kraft Heinz Company (NASDAQ: KHC) finds itself at a historic crossroads. On February 11, 2026, the global food giant released a Q4 2025 earnings report that has sent shockwaves through the consumer packaged goods (CPG) sector. In a stunning reversal of a multi-year strategy, the company announced it would suspend its highly anticipated plan [...]
Packaged foods company Kraft Heinz (NASDAQ:KHC) met Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 3.4% year on year to $6.35 billion. Its non-GAAP profit of $0.67 per share was 9.1% above analysts’ consensus estimates.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
