卡夫亨氏 2025年第四季度营收同比下降3.4%至63.5亿美元，略低于分析师预期的63.8亿美元；调整后每股收益为0.67美元，超过分析师预期的0.61美元。有机销售下降4.2%，超过分析师预期的3.72%降幅。展望2026年，公司预计调整后每股收益将介于1.98至2.1美元之间，远低于分析师预期的2.49美元。
此外，公司宣布，经过审慎评估，决定暂停与业务分拆相关的各项工作。公司表示，此举是基于当前市场环境与公司长远发展所做出的谨慎决策，并预计本年度内将不再因此产生相关的负协同效应成本。
分拆计划通常被视为可能释放公司价值、优化业务结构的战略举措。市场分析认为，暂停分拆可能意味着公司战略调整或面临执行挑战，这削弱了投资者对公司短期通过分拆创造价值的预期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.