Group 1 - The coffee industry is undergoing significant changes, with major players like Starbucks and Costa considering sales, attracting interest from prominent investors such as Carlyle, Hillhouse, and Tencent [1][2] - Coca-Cola is evaluating the sale of Costa Coffee, which it acquired for £3.9 billion in 2018, and has initiated preliminary discussions with private equity firms [2] - Keurig Dr Pepper (KDP) has announced the acquisition of JDE Peet's, the parent company of Peet's Coffee, for a total equity consideration of €15.7 billion (approximately ¥131.42 billion), with the deal expected to close in the first half of 2026 [3] Group 2 - Peet's Coffee, known as the "father of Starbucks," was founded in 1966 and has a rich history in the specialty coffee sector, influencing many industry leaders [4][5] - JAB Holdings, the investment firm behind the acquisition, has invested over $60 billion in coffee-related acquisitions since 2012, including Peet's Coffee and Keurig Green Mountain [9][10] - Following the acquisition, KDP plans to split into two independent publicly traded companies, one focusing on North American beverages and the other on global coffee, aiming to enhance operational focus and unlock value [12] Group 3 - Peet's Coffee has experienced a 23.8% increase in adjusted EBIT in China, despite the competitive pressure from low-cost coffee brands [7] - The company operates approximately 268 stores in China, with a strategy focused on premium locations and a higher average transaction value compared to competitors [6][7] - Peet's Coffee is launching a new brand, "Ora Coffee," targeting the mainstream price range of ¥15-25 to compete with low-cost coffee offerings [7][8]
1314亿,「皮爷咖啡」被卖了
3 6 Ke·2025-08-28 12:32