CPG Spin-Offs & Reshuffling
This carefully selected group of stocks focuses on consumer packaged goods companies that are unlocking value through strategic restructuring. Our professional analysts have identified companies poised to benefit from the industry-wide trend of separating slow-growth legacy brands from high-growth segments.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Kraft Heinz Company, The
KHC
Current price
$27.67
As the catalyst for the theme, Kraft Heinz's potential spin-off is designed to unlock shareholder value by separating its growth engines from its lega...
As the catalyst for the theme, Kraft Heinz's potential spin-off is designed to unlock shareholder value by separating its growth engines from its legacy brands.
Procter & Gamble Company, The
PG
Current price
$154.36
Procter & Gamble has a long and successful history of spinning off major brands to increase shareholder value, making it a model for the type of restr...
Procter & Gamble has a long and successful history of spinning off major brands to increase shareholder value, making it a model for the type of restructuring Kraft Heinz is considering.
Kellogg Co.
K
Current price
$80.19
Having already successfully spun-off its cereal business, Kellanova is a prime example of this strategy and may continue to optimize its portfolio of ...
Having already successfully spun-off its cereal business, Kellanova is a prime example of this strategy and may continue to optimize its portfolio of snack brands.
Join Nemo FREE today and unlock every stock
It only takes 60 seconds.
About This Group of Stocks
Our Expert Thinking
Major consumer goods companies are splitting up to unlock value. Kraft Heinz's potential $20 billion spin-off signals a wider trend where food and household product giants are separating high-growth segments from legacy brands to create more focused, agile businesses that can better respond to changing consumer preferences.
What You Need to Know
This collection provides exposure to a specific corporate restructuring trend rather than broad economic cycles. It includes companies that might pursue spin-offs, those that have successfully done so, and potential acquirers that could benefit from industry reshuffling. These stocks come from the defensive consumer staples sector.
Why These Stocks
We've carefully selected companies across the consumer packaged goods landscape that are positioned to benefit from this strategic industry shift. This includes the catalyst company Kraft Heinz, other diversified giants that might follow suit, successful examples of past spin-offs, and companies that could acquire divested brands.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+17.34%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 17.34% over the next year.
Stocks Rated Buy by Analysts
8 of 15 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Corporate Breakups Creating Value
Major consumer brands are splitting up to unlock hidden value. When companies like Kraft Heinz separate high-growth segments from legacy brands, both new entities often see their combined value increase significantly.
Acquisition Targets Emerging
As large CPG companies reshape their portfolios, they create more focused, nimble businesses that become attractive acquisition targets. This restructuring wave could trigger a series of mergers that reward shareholders.
First-Mover Advantage
Kraft Heinz's $20 billion spin-off announcement is likely just the beginning. Getting in early on this industry trend could position you ahead of wider market recognition as more consumer goods giants follow suit.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
Frequently Asked Questions
Everything you need to know about the product and billing.