Core Insights - Keurig Dr Pepper (KDP) is seeking $7 billion in funding from Apollo and KKR in response to market concerns following its €15.7 billion acquisition of JDE Peet's, which led to a significant drop in its stock price by approximately 25% [1][3] - The funding aims to alleviate pressures from investors worried about KDP's financial leverage and potential challenges from activist investors, particularly after the stock's decline post-acquisition announcement [3][4] - Following the announcement of the funding, KDP's stock price rebounded by about 10% in early trading, closing up over 7% [1] Financing and Market Response - The financing is a direct response to the dual pressures KDP faces: concerns over its financial leverage and the threat from activist investors like Starboard Value, which has taken a $270 million position in KDP [3] - The involvement of Apollo and KKR is seen as a strategic move to counter potential demands for change from activist investors [3][4] Management Changes and Future Plans - KDP announced plans to search for a new CEO for its coffee subsidiary, while the current CEO, Tim Cofer, will lead the independent beverage business post-split [5] - The company plans to split into two independent entities focusing on sparkling beverages and coffee products after completing the acquisition of JDE Peet's, with the new funding providing essential support for this strategic transition [5]
收购“皮爷咖啡”后股价暴跌,美国饮料巨头KDP被迫向PE求助,阿波罗和KKR计划联手投资70亿美元
Hua Er Jie Jian Wen·2025-10-28 01:00