Bloomberg Intelligence BI Weekend: Kraft Heinz Split, Macy’s Earnings
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Sep 5, 2025 Antoine Vagneur-Jones, Head of Trade and Supply Chains at Bloomberg BNEF, dives into the clean energy transition influenced by the Trump administration. He discusses the significant uncertainties affecting manufacturers due to new trade policies and federal support. The conversation touches on the challenges of onshore manufacturing and ventures in clean energy funding amidst a changing regulatory landscape. With insights on how these factors shape the future of energy, Vagneur-Jones provides a critical perspective on the industry’s evolution.
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Kraft Heinz Splits To Reset Growth
- Kraft Heinz is splitting into two companies to reinvigorate growth across diverging portfolios.
- The split acknowledges secular weakness in shelf-stable packaged foods as consumers shift to fresher options.
Split Brings Short-Term Costs And Promotions
- Kraft Heinz expects about $300 million of dis-synergies from the split but may up marketing to defend share.
- That likely means more promotions short-term and pressure on margins for incumbents.
Elliott Pushes PepsiCo To Unlock Beverage Value
- Elliott's stake in PepsiCo pressures operational changes like refranchising bottlers and SKU rationalization.
- The firm targets capital-intensive bottling units to unlock the high-margin concentrate business value.