全球最大乳制品公司或收购恒天然200亿消费品业务

Group 1 - Fonterra plans to divest its consumer brands business, with Lactalis emerging as the leading bidder after being granted exclusivity for negotiations [1][3] - The consumer brands business generates over NZD 20 billion in annual revenue and includes brands like Anchor and Anlene [1][8] - Fonterra is exploring two options for divestment: sale or IPO, but if Lactalis successfully acquires the business, the IPO route will be abandoned [1][14] Group 2 - Lactalis has a strong position in the bidding process, having locked in exclusive negotiation rights, which prevents Fonterra from engaging with other potential buyers [3][5] - The sale process involves multiple interested parties, with around 30 companies expressing interest, including Bega, FrieslandCampina, and KKR [10][12] - The Australian Competition and Consumer Commission (ACCC) has informally reviewed Lactalis's acquisition proposal and indicated it would not oppose the deal due to limited overlap in their operations [13] Group 3 - If the acquisition is successful, it would significantly enhance Lactalis's position in the global dairy market, as it is already the largest dairy processor with a revenue of EUR 30.3 billion in 2024 [14][17] - Fonterra's consumer brands business, referred to as Mainland Group, recorded a net income of NZD 4.9 billion in the 2024 fiscal year [18] - The divestment process is expected to take 12 to 18 months, with Fonterra focusing on optimizing its operations in the Greater China region, which will not be affected by the divestment [19][21]