150亿欧元 哈根达斯要被卖了

Core Viewpoint - Goldman Sachs is reportedly preparing to acquire a stake in Froneri, the world's second-largest ice cream manufacturer, from French private equity firm PAI for €15 billion (approximately ¥120 billion) [2][3] Group 1: Acquisition Details - The acquisition deal is expected to be signed as early as September this year, but no official comments have been made by PAI, Goldman Sachs, Nestlé, or Froneri [3] - Froneri was established in 2016 as a joint venture between PAI and multinational giant Nestlé, with both parties holding equal stakes [3] - Froneri produces well-known ice cream brands such as Häagen-Dazs, Oreo, and Cadbury in the U.S. market, holding the second-largest market share in the $75 billion U.S. ice cream market, following Unilever's Magnum [3][4] Group 2: Häagen-Dazs Ownership History - Häagen-Dazs has undergone multiple ownership changes since the 1980s, starting with Pillsbury acquiring it for $70 million in 1983 [4] - In 2001, General Mills purchased Häagen-Dazs from Diageo for $650 million, and in 2002, Nestlé acquired the U.S. operational rights [4] - The joint venture Froneri was formed in 2016, and in 2019, General Mills transferred its European ice cream business, including Häagen-Dazs, to Froneri [4] Group 3: Market Challenges - General Mills is reportedly considering selling Häagen-Dazs' business in China, with potential transaction values between $500 million and $800 million [5] - Häagen-Dazs is facing declining sales in China, with a two-digit percentage drop in store foot traffic reported in recent years [5][6] - The brand currently operates 263 stores in mainland China, with significant closures reported in major cities [5][6] Group 4: Consumer Trends - Häagen-Dazs has attempted to attract consumers through promotions, including discounts and special offers, but faces challenges due to changing consumer preferences [7][8] - The average price acceptance for ice cream in China is between ¥3 and ¥10, with only 1.8% of consumers willing to pay over ¥20 [7] - The brand's positioning as a luxury product is being challenged by local competitors and changing consumer values, leading to a decline in demand for high-end ice cream [8]