The following video is part of our "Motley Fool Conversations" series, in which consumer-goods editor and analyst Austin Smith and industrials editor and analyst Brendan Byrnes discuss topics around the investing world.

In today's edition, Austin and Brendan talk about Sara Lee's (NYSE: SLE) announcement to split into two divisions. There are legitimate bull and bear cases to be made on either side, but Austin isn't a fan. Sara Lee seems to be parroting a similar move by Kraft (NYSE: KFT) to split into two companies, which also seems less than ideal. Both companies are giving up significant synergies under the belief that they'll be able to make it up with more focused divisions. The problem is, both of these companies are spinning off major coffee labels, but neither one has the brand strength or positioning to compete with the already entrenched Starbucks (Nasdaq: SBUX). Austin would rather see them stay in the same wheelhouse and realize what synergies and economies of scale they can.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.