日前，《金融时报》援引知情人士消息报道，美国软饮巨头可口可乐公司拟出售英国咖啡连锁品牌咖世家（Costa Coffee）的交易面临破裂风险，该公司正 与私募股权公司TDR资本展开最后谈判，试图挽救此项交易。 报道称，TDR资本上周早些时候被选定为可口可乐的优先竞标方，但谈判因价格问题陷入僵局。对此，TDR资本拒绝置评，可口可乐也未立即回应。 另据知名金融科技平台TipRanks消息，知情人士透露，价格已成为此次交易的主要障碍。TDR资本的兴趣主要集中在Costa Coffee的英国本土业务及国际业 务，并不包含中国区业务。而可口可乐正考虑保留Costa Coffee的少数股权，并可能调整股权相关条款。市场预计，可口可乐将在本周内决定是敲定交易还 是放弃出售计划。 资料显示，TDR资本是英国本土投资公司，主要投资于成熟行业，包括消费零售、能源、金融服务、工业制造、商业服务等，偏好通过杠杆收购控股或联合 控股企业，推动运营优化与长期价值提升。 在投资策略上，其常与其他投资机构或产业资本联合进行大规模收购。例如，2021年曾联手Issa兄弟，以68亿英镑价格从沃尔玛手中收购英国第三大超市阿 斯达，展现了其在大型交易 ...

The Coca-Cola Company (NYSE:KO) is among the 12 Best Performing Dow Stocks in 2025.  The Coca-Cola Company (NYSE:KO) Sees More Innovation Potential For Bolt-on M&A According to a December 2 update from TheFly, The Coca-Cola Company (NYSE:KO) revealed more innovation and possibilities for bolt-on M&A. Henrique Braun will succeed James Quincey as CEO of The Coca-Cola Company (NYSE:KO) on March 31, 2026, according to a December 10 CNBC report. Furthermore, Braun will be nominated to the board of directors. ...

With increasing inflation and cost of living, retirees and those planning for retirement are searching for safe, reliable investments to protect their savings. Few investors are as trusted during economic uncertainty as Warren Buffett, the legendary chairman of Berkshire Hathaway and soon-to-be retiree himself. For You: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Check Out: 6 Safe Accounts Proven To Grow Your Money Up To 13x Faster Known for his disciplined approach and focus on long-te ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. A Coca-Cola producer and distributor is planning to open a $475 million manufacturing plant to help it achieve its growth targets and sustainability goals. The 620,000-square-foot bottling facility in Colorado Springs, Colorado, will produce more than 230 beverages across 60 brands, Swire Coca-Cola said in an announcement. Swire Coca-Cola will break ground on the facil ...

今年，食品饮料行业的收并购事件频频发生，星巴克中国易主博裕，可口可乐在评估剥离Costa咖啡业务，雀巢也传出想出售蓝瓶咖啡（Blue Bottle Coffee）。 其中，不少资产出售价格远低于买入价，出现明显的价格缩水： 雀巢2017年以约7亿美元估值收购蓝瓶咖啡68%股权，如今传出以低于7亿美元的价格出售（只卖门店、保留品牌）。 可口可乐2018年以39亿英镑（约合51亿美元）收购Costa咖啡，如今也被曝考虑大幅折价出售，交易价格相较购入价已明显缩水。 这些曾经代表了精品、高端化的生活方式品牌，如今却成为了"包袱"，在资产负债表上成为累赘。 这篇内容，我们尝试讨论三个问题： 一、为什么剥离的往往都是实体门店业务 相比快消行业，线下实体零售生意更非标、不容易复制，也面临更高的管理难度。 先回答一个问题，快消品行业和实体门店业务有什么不同？ 更重要的是，在快消品巨头的业务结构下，实体门店业务很难成为战略级业务，很难获得足够多的资金和资源投入到门店扩张中，所以逐渐在市场竞争中 缺失竞争力，进而成为边缘化业务，到了被甩卖的境地。 快消行业提供的是产品，实体门店提供的是产品+服务+空间，不同的行业需要的能力不同。 ...

本文源自：金融界AI电报 派杰投资：将可口可乐(KO.N)目标价从81美元上调至87美元。 ...

派杰投资：将可口可乐(KO.US)目标价从81美元上调至87美元。 ...

Core Insights - Coca-Cola's brand name is its most valuable asset, with strong global recognition and a presence in over 200 different drinks, leading to 2.2 billion servings consumed daily, indicating significant market power [1] Financial Performance - The company has prioritized returning profits to shareholders, raising its dividend for 63 consecutive years, with the current payout at $0.51 per share each quarter [4] - To generate $10,000 in annual dividends at current levels, an investor would need approximately 4,902 shares, equating to nearly $346,000 based on a stock price of $70.50 [5] - Coca-Cola's market capitalization stands at $303 billion, with a current stock price of $70.52 [6][7] Market Position - Coca-Cola maintains a wide economic moat supported by its powerful brand, experiencing stable demand across various economic conditions, and achieving a third-quarter operating margin of 32% [7] - The stock has a reasonable price-to-earnings ratio of 23, although it is not expected to outperform the broader market in the long term based on the last decade's performance [8]

来源：市场资讯 此前参与竞标的私募巨头Apollo和KKR在过去几个月已退出收购竞争。 （来源：欧洲并购与投资） 图片来源：thehindubusinessline.com 可口可乐拟出售Costa Coffee的交易面临破裂风险 据媒体报道，可口可乐拟出售咖世家（Costa Coffee）的交易面临破裂风险，可口可乐上周末正与英国 私募股权公司TDR Capital举行最后谈判以挽救这笔交易。 该报道称，TDR于上周早些时候被可口可乐选为Costa Coffee的首选竞标方，但谈判在价格上遇阻，并 补充称交易内容包括可口可乐保留Costa Coffee的少数股权。另外，TDR看中的是Costa Coffee的英国和 国际业务，不包括其中国业务。预计近日可口可乐将就是否放弃出售流程做出决定。 面对独立咖啡连锁等竞争对手以及咖啡豆、工资和其他主要投入成本上涨的挑战，Costa Coffee在财务 上陷入困境。据媒体此前报道，可口可乐拟以20亿英镑（约27亿美元）出售英国最大咖啡连锁品牌 Costa Coffee，而可口可乐在2018年从Premier Inn母公司Whitbread收购时支付了39亿英镑（约51 ...

Coca-Cola (NYSE:KO) and private equity firm TDR Capital are in urgent discussions following a potential disruption of Coca-Cola’s planned sale of Costa Coffee. What Happened: Previously, TDR Capital, the owner of Asda, was selected by Coca-Cola as the preferred bidder for Costa after a board meeting in New York. However, the deal is now at risk due to disagreements over the pricing. Coca-Cola is set to decide next week whether to continue with or abandon the sale process, reports The Financial Times. The cu ...