S19E30: Kraft Heinz Breakup Signals the End of Scale at All Costs (September 2, 2025)

Send us a text 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. Links: AP News : Kraft Heinz is putting Lunchables on school lunch menus nationwide Kraft Heinz Investor Relations : SEC Filings Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube. Subscribe to the Market Outsiders feed for daily episodes ( Apple , Spotify ). Follow Management Consulted on LinkedIn and subscribe on YouTube Connect with Namaan and Jenny Rae on LinkedIn Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube ! Follow us on LinkedIn , Instagram , and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us ( team@managementconsulted.com ) with questions or feedback.