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50亿欧元 哈根达斯要被卖了
Sou Hu Cai Jing·2025-08-06 08:24

Group 1 - Goldman Sachs is reportedly preparing to acquire a stake in Froneri, the world's second-largest ice cream manufacturer, for €15 billion (approximately ¥120 billion) from French private equity firm PAI [2] - Froneri was established in 2016 as a joint venture between PAI and Nestlé, with both parties holding equal shares, and it produces well-known ice cream brands such as Häagen-Dazs, Oreo, and Cadbury in the U.S. market [2][4] - The U.S. ice cream market is valued at approximately $75 billion, with Froneri holding the second-largest market share, trailing only Unilever's Magnum [2] Group 2 - Häagen-Dazs has undergone multiple ownership changes since the 1980s, with significant transitions including its acquisition by Pillsbury in 1983 and later by General Mills in 2001 [3][4] - In 2016, Nestlé and PAI formed Froneri, which subsequently acquired Nestlé's entire ice cream business, giving Froneri operational rights for Häagen-Dazs in over 20 countries [4] - General Mills retains global brand ownership of Häagen-Dazs, primarily managing operations outside North America, especially in China [4] Group 3 - General Mills is reportedly planning to sell Häagen-Dazs' business in China, with potential transaction values estimated between $500 million and $800 million [5] - Häagen-Dazs is facing declining sales in China, with a significant drop in store foot traffic noted in recent financial reports [5][6] - The brand has been actively trying to attract consumers through promotions and discounts, including membership discounts and special pricing [6][7] Group 4 - The Chinese ice cream market has seen a shift in consumer preferences, with a growing demand for lower-priced options, impacting Häagen-Dazs' appeal [7][8] - DQ has emerged as a leading competitor in the domestic ice cream market, capturing nearly 29% market share by 2023, which poses a challenge to Häagen-Dazs [8]