The Modern Retail Podcast

Kraft Heinz splits in two, Starbucks' protein play and what it takes to get on Walmart's shelves

21 snips
Sep 6, 2025
Jessica Rolph and Rod Morris, co-founders of Lovevery, share insights on their Montessori-inspired toy brand. They discuss successfully launching products at Walmart and the importance of balancing quality with affordability for mass audiences. The duo emphasizes using consumer feedback and insights to develop innovative toys while navigating day-to-day operations. They also touch on the broader trends like Kraft Heinz's split and Starbucks' shift to protein-rich options, showcasing how adapting to consumer behavior is crucial in the retail landscape.
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INSIGHT

Why Kraft Heinz Is Splitting

  • Kraft Heinz is splitting into two companies to separate its stronger shelf-stable meals business from a scaled-back staples portfolio.
  • The split reflects difficulty moving a massive CPG conglomerate fast enough to meet shifting consumer preferences.
INSIGHT

Scale Slows CPG Modernization

  • Legacy CPG brands face headwinds from health trends, clean-ingredient demand and faster-moving niche challengers.
  • Large scale makes fast R&D and cultural relevance harder, hampering modernization and acquisitions.
INSIGHT

Product Issues Expose Relevance Risk

  • Specific brand issues (e.g., Lunchables recall) expose reputational and relevance risks in school and family channels.
  • Consumer concerns about health and ingredients accelerate the need for product reinvention.
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