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Over the past few weeks we’ve witnessed several prominent portfolio restructurings across the industry: Big Food is trimming the fat (or, in Marie Kondo terms, selling off assets that no longer “spark joy.”) 

This week, one of the market’s biggest mergers in recent memory officially unraveled as Kraft Heinz announced plans to split into two separate businesses. But Kraft isn’t the only one portioning off assets. 

Stalwarts are struggling under their own weight. In the age of trade wars, elevated costs, supply chain challenges and shifting consumer behaviors, is diversification still a solid strategy?

What do you believe will be the fate of Big Food’s entrepreneurial efforts? We’re gathering the industry's opinions as Kraft prepares to split. Click here to send Adrianne your thoughts.

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The Campbell’s Company expressed optimism in its portfolio after posting a 1% net sales increase to $2.3 billion in Q4 2025 and detailing growth opportunities behind its two core segments – Meals & Beverages and Snacks – despite looming steel tariffs, import taxes and changing consumer behaviors expected to take shape within its balance sheet throughout the year.

Insiders can access the full cost savings plan breakdown.

Seeking to prove “the next chapter in food isn’t plant vs. animal,” The Plant-based Seafood Co. has launched Smash It Foods, a line of “Salmon Superfood Smashers” crafted with real salmon and veggies, according to a LinkedIn post by CEO Monica Talbert. 

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In this episode of CPG Week, Nosh managing editor Monica Watrous and senior reporter Brad Avery dig into Kraft Heinz’s separation plans and PepsiCo’s increased investment in Celsius Holdings. The hosts also chat about Pepsi’s warning letter from an activist investor and Huel’s ready-to-drink foray into the red-hot greens category.

Click here to listen to this week’s episode. Also available on Spotify and Apple Podcasts.

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