Core Viewpoint - The global coffee market is undergoing significant changes, with major players like Coca-Cola and JDE Peet's considering sales of their coffee brands, indicating a potential shift in the industry landscape [1][9]. Group 1: Company Developments - Coca-Cola is reportedly in talks to sell Costa Coffee, the largest coffee chain in the UK, after acquiring it for £3.9 billion in 2018 [2][3]. - Costa Coffee has struggled to expand since its acquisition, with only about 400 new stores added in seven years, bringing the total to approximately 4,200 stores globally [3][7]. - In China, Costa has closed over 100 stores in the past five years, focusing on profitability rather than aggressive expansion [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][6]. - Starbucks China has initiated a price adjustment plan due to declining same-store sales, while JDE Peet's has launched a budget brand, Ora Coffee, in response to market pressures [6][9]. Group 3: Financial Implications - Costa's revenue for 2023 was £1.22 billion, a 9% increase from the previous year, but still below pre-acquisition levels [7]. - Reports suggest that Costa's potential sale price could be around £2 billion, indicating a significant loss for Coca-Cola compared to its original acquisition cost [7][8].

咖啡市场要"变天"了？ 国际咖啡巨头接二连三抛出重磅"出售"消息。 8月23日，小食代援引英国天空新闻消息称，可口可乐公司正在酝酿出售英国最大的咖啡连锁店Costa（咖世家咖啡），目前已经跟包括私募股权公司在内 的少数潜在竞标者进行了初步谈判。 另一则重磅出售传闻的主角则是"皮爷咖啡母公司JDE Peet's"。 根据华尔街日报消息，美国知名饮料公司Keurig Dr Pepper正打算以180亿美元收购JDE Peet's。 再加上此前星巴克中国也被摆上了"货架"，吸引了20多家资本竞逐。目前，最新进展显示， 星巴克已要求入围竞标者在两周内提交非约束性标书，目标 年内确认交易协议。 8月，Costa亚太区总经理及全球零售业务负责人Tom Edgar曾向媒体透露，其在中国的战略是"先做好，再做大"（better before bigger）。而对于关店动 作，Tom Edgar的解释则是："我们确实关闭了一些不盈利的城市门店，拒绝价格战，我们凭借优质的空间以及全面的服务，为顾客提供了非常好的体验， 向顾客展现我们的高端定位，也解释了为什么他们值得为我们支付比其他品牌更高的价格。" △图片来源：Costa官方小 ...