Kraft Heinz’s split into Global Taste Elevation and North American Grocery left investors cold, triggering a 7% stock drop. Instead of unlocking value, the move may simply double down on existing challenges.
Despite economic headwinds, food retail is booming, as 94% of operators rate their business health as strong. Tech adoption and foodservice add-ons are fueling expansion, even as inflation and data challenges persist.
Walmart’s Q2 sales crushed expectations, but tariffs and health costs trimmed profits. Grocery and fresh categories surged, signaling strong share gains, even as the retailer braces for a murky, margin-pinched second half.
Amazon’s $10B grocery blitz just got fresher, as Prime members in 1,000+ cities now get free Same-Day Delivery on perishables. With Whole Foods integration and bold logistics, Amazon’s rivals have cause for concern.
