传了6个月，联合利华剥离旗下Graze品牌的消息于近日靴子落地。近日，全球消费巨头联合利华宣布， 已签署协议将旗下健康零食品牌Graze出售给Candy Kittens的德国母企Katjes International。交易完成 后，Graze将并入英国Candy Kittens集团。目前这笔交易的财务细节尚未披露，预计将在2026年上半年 完成。 Graze是一个创立于2008年的线上健康零食品牌，起初通过线上订阅销售坚果、无人工添加剂的种子以 及可定制配料的混合零食盒等，2012年被Carlyle集团收购，随后产品拓展至英国和美国的多个实体零售 渠道中。在健康天然食品需求增加以及零食代替膳食潮流的影响下，联合利华于2019年以约1.5亿英镑 的价格收购了Graze。被联合利华收购后，Graze从以直销消费者为主的品牌发展为在英国零售店拥有强 大影响力的品牌。不过，这期间Graze未能达到预期的增长目标，2024年，其收入同比下降9.9%至3560 万英镑，远低于联合利华收购前一年的5590万英镑。 出售Graze品牌是联合利华新任首席执行官Fernando Fernandez自今年3月上任以来一次重要的战 ...

进入2025年，这一"瘦身"计划正在加速。1月，联合利华将其在德国Knorr品牌旗下的意大利面酱零售业务出售给意大利食品生产商Casalasco。3月，将素食 品牌The Vegetarian Butcher出售给总部位于荷兰的Vivera。7月，联合利华旗下的冰淇淋业务正式完成独立运营，并将于2025年底前完全分拆。11月，据路透 社报道，联合利华正在考虑出售旗下历史悠久的英国品牌Marmite、Colman's和Bovril。 传了6个月，联合利华剥离旗下Graze品牌的消息于近日靴子落地。近日，全球消费巨头联合利华宣布，已签署协议将旗下健康零食品牌Graze出售给Candy Kittens的德国母企Katjes International。交易完成后，Graze将并入英国Candy Kittens集团。目前这笔交易的财务细节尚未披露，预计将在2026年上半年完成。 Graze是一个创立于2008年的线上健康零食品牌，起初通过线上订阅销售坚果、无人工添加剂的种子以及可定制配料的混合零食盒等，2012年被Carlyle集团 收购，随后产品拓展至英国和美国的多个实体零售渠道中。在健康天然食品需求增加以及零食代 ...

Core Viewpoint - Nestlé's CEO Laurent Freixe was dismissed after one year due to an undisclosed romantic relationship, with Philipp Navratil appointed as his successor [2][5]. Company Overview - Laurent Freixe joined Nestlé in 1986 and held various leadership roles, including CEO of the Americas and Latin America [2][3]. - The company has a diverse portfolio, including coffee, confectionery, and pet care, with total assets amounting to 191 billion Swiss francs (approximately 238.6 billion USD) [7]. Leadership Changes - The dismissal of Freixe comes amid ongoing internal complaints and an investigation into his personal conduct [4][5]. - Paul Bulcke, Nestlé's chairman, emphasized the decision was necessary to uphold the company's values and governance [6]. Financial Performance - Nestlé's stock price has declined over 40% since reaching a peak of 127 Swiss francs in 2022 [8]. - The company reported sales of 44.23 billion Swiss francs (approximately 39.34 billion RMB) in the first half of the year, with organic growth of 2.9%, but actual internal growth fell by 0.4% due to consumer resistance to price increases [10]. Strategic Focus - Freixe aimed to refocus Nestlé on its core business, moving away from previous strategies that expanded into health products, which he believed weakened the organizational structure [3][11]. - The company is undergoing a strategic review of its vitamin, mineral, and supplement brands, which were part of a previous acquisition spree [11][12]. Industry Context - Similar restructuring efforts are observed among other consumer goods giants like Unilever and Reckitt, which are divesting underperforming brands to focus on higher-margin categories [12].