3 6 Ke·2025-08-26 03:49Core Viewpoint - The global coffee market is undergoing significant changes as major players like Coca-Cola and Keurig Dr Pepper are considering selling their coffee brands, indicating a potential shift in the industry landscape [1][10]. Group 1: Company Developments - Coca-Cola is reportedly planning to sell Costa Coffee, the largest coffee chain in the UK, after acquiring it for £3.9 billion in 2018 [2][10]. - Costa Coffee has struggled to expand its store presence significantly since its acquisition, with only about 400 new stores added in seven years, totaling approximately 4,200 stores globally [3][8]. - In China, Costa has closed over 100 stores in the past five years, focusing on maintaining high-end positioning rather than competing on price [3][5]. Group 2: Market Trends - The global specialty coffee market is projected to grow at a compound annual growth rate (CAGR) of 9.2% until 2028, but growth in the Chinese market is expected to slow from 25% in 2023 to 12% by 2025 [5]. - Starbucks China has initiated a price adjustment plan due to declining same-store sales, reducing prices on popular items by an average of 5 yuan [7]. - JDE Peet's, the parent company of Peet's Coffee, is also facing challenges, with plans for a $18 billion acquisition by Keurig Dr Pepper amid a slowdown in store openings in China [12]. Group 3: Financial Performance - Costa Coffee reported annual revenue of £1.22 billion in 2023, a 9% increase from the previous year, but still below pre-acquisition levels [8]. - The potential sale price for Costa is rumored to be around £2 billion, indicating a significant loss for Coca-Cola compared to its original acquisition price [10].