-投资动态- 丹麦食品公司REDUCED完成3245万元融资 近日，丹麦食品科技公司REDUCED完成400万欧元（折合人民币约3245万元）融资，使本轮融资总额达到1200万欧元（折合人民币约9738万元），用于 推进其发酵咸味配料平台的工业化落地。本轮融资由Delphinus Venture Capital共同领投，NovoHoldings、ECBF及EIFO投。 REDUCED通过固态发酵与可控反应工艺，将食品工业副产物流转化为天然咸味配料，生成umami、kokumi及Maillard反应风味，定位为传统水解植物蛋白 和酵母提取物的替代方案。（新蛋白网） 小编评： 对于REDUCED而言，此次融资资金可以用于扩大产能、强化质量与供应链体系、丰富产品组合，加速其从技术开发向工业供应转型。 OZiva业绩表现强劲，预计到2025年，其规模将达到约48亿卢比（折合人民币约3.6亿元），过去两年的复合年增长率高达130%。（联合利华） 小编评： 早在2022年12月，联合利华就已收购了OZiva 51%的股权，此次全资控股，意味着前者将加入更大扶持力度，推动OZiva业绩快速提升。 LVMH考虑出售旗下彩妆品 ...

Despite recent volatility, the stock market remains near record highs. However, in the case of certain stocks, including some dividend stocks, various factors have placed them under pressure. However, after falling 20% or more from their 52-week highs, now may be the time to go bottom-fishing with these stocks. Following their respective price declines, each now has a much higher forward yields, providing steady gains regardless of price action. Where to invest $1,000 right now? Our analyst team just rev ...

Core Viewpoint - Kraft Heinz is undergoing a strategic shift under new CEO Steve Cahillane, who acknowledges that previous cost-cutting measures have negatively impacted the company's performance and plans to invest in rebuilding capabilities and brand relevance [1][2][4]. Group 1: Financial Performance - Kraft Heinz's shares have decreased approximately 74% from their peak in 2017, indicating significant financial struggles [2]. - The company anticipates a decline in organic net sales between 1.5% and 3.5% for the current year [2]. - Berkshire Hathaway is contemplating an exit from its investment in Kraft Heinz after incurring a $3.8 billion write-down on its stock last year [3]. Group 2: Strategic Changes - Under Cahillane's leadership, Kraft Heinz plans to invest $600 million in various areas, including research and development and marketing, to enhance its operational capabilities [4]. - The company is pausing a planned break-up to focus on strengthening its core business [4]. Group 3: Product Innovation - Kraft Heinz is experimenting with new product formats, such as selling Capri-Sun drinks in plastic bottles, which have shown early success in increasing popularity among teenagers [5]. Group 4: Brand Relevance - Cahillane emphasizes the need to make Kraft Heinz's iconic brands relevant for today's consumers, acknowledging that the company has relied too heavily on its established brand names without adapting to current market demands [6].

（来源：北京商报） 距离2025年9月宣布将业务拆分为"北美食品杂货公司"与"全球风味提升公司"两大独立上市公司过去不 到半年，卡夫亨氏的分拆计划按下了"暂停键"。近日，卡夫亨氏宣布暂停上述分拆计划，并将原计划用 于拆分重组的约6亿美元，转向营销、销售能力建设、研发、产品质量提升及战略性定价调整。 对于这一系列举措，江瀚表示，卡夫亨氏拥有众多标志性品牌但近年品牌老化严重，营销投入可直接刺 激销量回升，相比分拆的一次性成本，营销是持续性投资，能形成品牌资产积累。研发与定价策略的组 合投入契合产业竞争逻辑。研发投入可提升"产品优越性"，增强差异化竞争力。成功关键在于投入的精 准性和组织执行能力，新CEO的快消行业经验是积极信号，但需警惕"投入即增长"的线性思维陷阱。 就暂缓分拆计划、如何实现盈利性增长等相关问题，北京商报记者向卡夫亨氏发去了采访函，但截至发 稿未收到回复。 北京商报记者 郭秀娟 王悦彤 在叫停备受关注的业务分拆计划并转向盈利性增长后，卡夫亨氏管理层的调整也随之而来。近日，卡夫 亨氏宣布，Nicolas Amaya将于2026年2月23日接替Pedro Navio成为北美业务负责人，执掌卡夫亨氏规模 ...

而按照原计划，为简化业务结构，提升品牌资源配置和盈利能力，卡夫亨氏拟于2026年下半年正式拆分为两家 独立上市公司，一家是聚焦北美市场的"北美食品杂货公司"，包括Maxwell House、Oscar Mayer、Lunchables等 品牌；另一家则是名为"全球风味提升公司"的国际业务主体，囊括Heinz、Philadelphia Cream Cheese、Kraft Mac & Cheese等品牌。 2026年1月起出任卡夫亨氏首席执行官的Steve Cahillane表示，"我的首要任务是让业务恢复盈利性增长，这需要 确保所有资源都完全专注于运营计划的执行。因此我们认为暂停分拆相关工作较为审慎，今年将不再承担相关 分拆带来的负面影响"。至于分拆计划是暂缓执行还是无限期暂停，他仅表示"当前外部环境并不利于推进分 拆"。 在叫停备受关注的业务分拆计划并转向盈利性增长后，卡夫亨氏管理层的调整也随之而来。近日，卡夫亨氏宣 布，Nicolas Amaya将于2026年2月23日接替Pedro Navio成为北美业务负责人，执掌卡夫亨氏规模最大的北美市 场业务。公开信息显示，Nicolas Amaya于2001年加 ...

The Kraft Heinz Company (NASDAQ:KHC) is included among the 14 Best Warren Buffett Dividend Stocks to Buy. Kraft Heinz (KHC) Faces Continued Pressure as Morgan Stanley Cuts Price Target On February 17, Morgan Stanley analyst Megan Alexander Clapp lowered the firm’s price recommendation on The Kraft Heinz Company (NASDAQ:KHC) to $23 from $24. The analyst kept an Underweight rating on the stock. The analyst noted that while the company’s recent reset and continued backing from Berkshire Hathaway may reduce ...

​The Kraft Heinz Company (NASDAQ:KHC) is among the Best Affordable Stocks Under $40 to Buy. Wall Street has a mixed opinion on The Kraft Heinz Company (NASDAQ:KHC) since the company released fiscal Q4 2025 earnings on February 11. ​Recently, on February 13, Leah Jordan from Goldman Sachs reiterated a Hold rating on the stock but lowered the price target from $27 to $23. Earlier on February 12, Thomas Palmer from J.P. Morgan downgraded the stock from Hold to Sell, while also lowering the price target from ...

Core Viewpoint - Kraft Heinz has postponed its breakup into two entities and plans to invest $600 million to improve its business, which may benefit the company in the long term. However, Berkshire Hathaway, holding a significant stake, may still consider selling its shares, potentially impacting stock prices negatively [1]. Financial Performance - In Q4, Kraft Heinz reported a 3.4% decline in sales year-over-year, totaling $6.35 billion. Operating income, excluding certain items, fell by 15.9% to $1.16 billion. The adjusted gross profit margin decreased by 1.3 percentage points to 33.1% [5]. - Analysts predict a 21.5% drop in earnings per share (EPS) for 2026, estimating it will fall to $2.04 from $2.60 in 2025. The company's forward price-earnings ratio stands at 11.9 times [5]. Strategic Decisions - Kraft Heinz had previously announced plans to split into two companies, focusing on different product lines. However, the new CEO, Steve Cahillane, has decided to postpone this split to concentrate on returning to profitable growth, with the company remaining united through 2026 [4]. Market Trends and Opportunities - The company faces challenges as health-conscious consumers are purchasing fewer of its products. There is an opportunity for Kraft Heinz to invest in developing healthier products and marketing them effectively to U.S. consumers. Additionally, the company could explore new product launches, market entries, and potential acquisitions, especially in emerging markets where sales increased by 4.6% last quarter [7].

Welcome back. Craft Hinds making big news recently. Food giant trying to reverse its yearslong stock slump and sales slump.The company just last week announcing a pause on its planned separation into two companies and just yesterday naming a new president for its North American business. Joining us now in a CNBC exclusive interview is Craftine CEO Steve Cahelain. Just laid out the company's turnaround plan at the Kagney Consumer Conference in Orlando.Steve, thank you for taking the time. So tell us I I mean ...

Core Viewpoint - Craft Hinds is attempting to reverse its prolonged stock and sales slump by pausing its planned separation into two companies and focusing on turning around its North American business [1][4]. Group 1: Company Strategy - The company has decided to pause the separation plan to concentrate on improving the health of its North American grocery business, which has not been performing as expected [4][5]. - The CEO emphasizes that the primary focus is now on turning around the North American business to create a healthier state, which will preserve the option for future separation if desired [5][6]. - A significant investment of $600 million has been announced to support marketing expansion and return to organic growth, addressing the loss of market share over the past decade [7][9]. Group 2: Market Performance - Since the merger of Craft Hinds ten years ago, the company has consistently lost market share each year, with the last year being particularly poor [8][9]. - The company operated with significantly lower overhead and marketing levels compared to peers, which contributed to its declining market position [8][9]. - The new investment aims to bring marketing levels closer to industry benchmarks, with the expectation that improvements will take time but are necessary for recovery [9][10].