卡夫亨氏公司决定暂停其调味品与杂货主食业务的拆分计划，转而专注于让业务重归增长轨道。然而，摩根大通的分析师在一份研究报告中指出，这一决策使公司面临新的风险。
据分析师称，在北美市场销量连续19个季度下滑后，该公司计划投入数亿美元用于市场营销和产品开发，以期刺激销售。但分析师们表示，这类投资通常需要时间才能获得消费者的认可。他们补充道，如果实际成本超出预期，卡夫亨氏可能会面临财务灵活性的下降。
基于此，摩根大通将卡夫亨氏的评级从“中性”下调至“减持”，并将其目标股价从24美元下调至22美元。受此影响，卡夫亨氏股价在盘前交易中下跌1.3%。
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