Market Outsiders
Welcome to Market Outsiders — where business news meets real insight, fast. Two days per week, the Management Consulted leadership team breaks down one major story through a business lens, helping you spot what really matters behind the headlines.
Market Outsiders
Kraft Heinz Breakup Signals the End of Scale at All Costs (September 2, 2025)
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.
Resources:
- AP News: Kraft Heinz is putting Lunchables on school lunch menus nationwide
- Kraft Heinz Investor Relations: SEC Filings
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