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.
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Published on July 14
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.
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.
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.
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.
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.
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.
Aggregate market capitalisation and investor takeaways for the CPG Spin-Offs & Reshuffling basket.
KHC: $30.28B
PG: $354.86B
K: $28.88B
Here are a few of the assets in this group. Create an account to unlock the full list.
KRAFT HEINZ CO
KHC
Current Price
$25.79
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.
P&G
PG
Current Price
$144.63
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
$83.44
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.
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Part of Exinity Group 2015, serving over a million customers globally.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+16.91%
On average, analysts expect assets in this group to grow 16.91% over the next year.
8 of 15 assets in this group are rated Buy by professional analysts.
