具体来看，KDP将以每股31.85欧元的价格收购JDE Peet's 100%的股权，JDE Peet's的股东仍将获得此前宣布的每股0.36欧元的股息。 交易消息一经公布，市场迅速作出反应。JDE Peet's在阿姆斯特丹上市的股价快速飙升。而KDP的股价连续重挫，从此前的35美元/股跌至29美元/股附近。 无独有偶，近日，有市场消息称，可口可乐公司正在与投资银行Lazard合作，评估出售Costa咖啡，目前已与私募股权投资机构进行初步接触。 【导读】1300亿元，皮爷咖啡母公司被收购 瑞幸的劲敌们接连被出售…… 近日，美国饮料巨头Keurig Dr Pepper（以下简称KDP）公告称，将以157亿欧元现金（约合人民币1303亿元）收购皮爷咖啡母公司JDE Peet's。 更早之前，星巴克中国的股权被考虑出售的消息传出，吸引了高瓴、凯雷投资、信宸资本、春华资本等一众大佬的兴趣。据说待价而沽的星巴克中国的估 值已接近翻倍。 瑞幸重回美利坚之际，它的竞争对手们纷纷传出并购重组的消息。 "星巴克的祖师爷"被卖了 官网显示，收购方KDP旗下拥有众多知名品牌，包括碳酸饮料胡椒博士、七喜，还有新奇士（Sunkist） ...

彭博情报公司高级消费品分析师Kenneth Shea在业绩发布后的展望报告中写道："美国咖啡部门的销售 额和利润受到了因提高价格以应对更高原咖啡成本而产生的影响的冲击，我们认为这一情况可能会在本 年度剩余时间里对这一业务板块造成不利影响。" 与此同时，JDE Peet's NV 的有机营收超出了上半年的预期，并上调了全年业绩预期。新任首席执行官 Rafael Oliveira对这家在阿姆斯特丹上市的咖啡生产商的策略进行了全面改革，并希望在近年来绿咖啡 价格上涨导致利润率受到挤压的情况下推动利润增长。 JDE Peet's 公司在 7 月份表示，在 2026 至 2027 年期间，其毛利润将增长 1%至 3%，调整后EBIT将实现 3%至 4%的年增长率。该公司采取以品牌为核心的策略，围绕"三大赌注"展开，其中包括 Peet's 和 L'OR。 智通财经APP获悉，据一位知情人士透露，Keurig Dr Pepper(KDP.US)即将达成一项收购欧洲咖啡公司 JDE Peet's NV 的交易，交易金额约为 180 亿美元。该公司正努力提升其陷入困境的咖啡业务。该人士 表示，相关协议最快可能在周一公布。据报道 ...

Group 1 - The total revenue of the companies on the Fortune Global 500 list is approximately $41.7 trillion, which is over one-third of the global GDP, representing a growth of about 1.8% compared to last year [1] - The minimum sales revenue required to be listed increased from $32.1 billion to $32.2 billion [1] - The total net profit of the listed companies grew by approximately 0.4% year-on-year to about $2.98 trillion [1] Group 2 - In the food and beverage sector, the list of companies remains unchanged, but many did not continue the significant ranking improvements seen last year [3] - PepsiCo and Coca-Cola are exceptions, showing resilience in a challenging environment [3] Group 3 - In the "Food: Consumer Products" sub-list, the companies listed are Nestlé, PepsiCo, and Mondelez International, with PepsiCo being the only company to see an increase in ranking and growth in both revenue and profit [5] - Nestlé's revenue increased by 0.2% to $103.7495 billion, while its profit decreased by 0.9% to $12.361 billion [6] - PepsiCo's revenue grew by 0.4% to $91.854 billion, and profit increased by 5.6% to $9.578 billion [9] Group 4 - Mondelez International's ranking dropped by 14 places to 436, with revenue growth of 1.2% to $36.441 billion, but profit decreased by 7% to $4.611 billion [9] - Mars, Inc. is not listed but has a significant revenue of $54.6 billion, which would place it at 267th if it were included [11] Group 5 - In the "Beverages" sub-list, Coca-Cola had the highest revenue growth of 2.9% to $47.061 billion [13] - Anheuser-Busch InBev and Fomento Económico Mexicano maintained stable revenue and rankings, while Heineken's revenue decreased by 1.8% [15] Group 6 - In the "Food: Food Service" sub-list, Compass Group improved its ranking by 28 places to 370, with a revenue increase of 10.5% to $42.002 billion [17] - Starbucks' ranking fell by 23 places to 441, with a slight revenue increase of 0.6% to $36.176 billion [17] Group 7 - In the "Food Production" sub-list, ADM remains at the top despite a drop of 26 places to 143, with revenue of $85.530 billion [22] - JBS and Wilmar International follow, with JBS rising 9 places to 167 [23] Group 8 - China Resources ranked 67th with a revenue of $129.624 billion, up 5 places [26] - COFCO Group ranked 133rd with a revenue of $88.26 billion, down 27 places [28] Group 9 - Walmart remains the largest company globally for the twelfth consecutive year, with a revenue increase of 5.1% to $680.985 billion and a profit increase of 25.3% to $19.436 billion [30] - Saudi Aramco leads in profit with approximately $105 billion, despite a year-on-year decline of about 13% [32] Group 10 - A total of 130 Chinese companies made the list, with 49 improving their rankings and 68 declining [34] - Pinduoduo saw the most significant ranking increase among Chinese companies, rising 176 places to 266 [34]

Core Viewpoint - The controversy surrounding Wahaha's bottled water being produced by Jinmailang highlights the common practice of contract manufacturing in the beverage industry, with Wahaha confirming its partnership with Jinmailang and announcing the termination of this relationship by April 2025 [1][4]. Group 1: Contract Manufacturing in the Beverage Industry - Contract manufacturing is a prevalent practice in the beverage and fast-moving consumer goods (FMCG) sectors, with many products in supermarkets being produced by third-party manufacturers [5]. - Companies like Wahaha resort to contract manufacturing when facing temporary capacity constraints, while others may use it to expand into new markets without the immediate need for their own production facilities [5][6]. - New and smaller brands often choose contract manufacturing to minimize costs and risks associated with entering the market, as establishing their own production facilities can be complex and costly [5][6]. Group 2: Major Players and Their Strategies - Major beverage companies, such as Coca-Cola and Pepsi, utilize contract manufacturing in China, partnering with local bottlers for production, which is part of their global strategy [6]. - The relationship between large companies and their contract manufacturers often evolves into a deep partnership, where manufacturers may exclusively produce for these brands [6][7]. Group 3: Advantages of In-House Production - While contract manufacturing is common, companies like Wahaha are investing in their own production facilities to ensure stable supply chains and maintain control over their products [7][8]. - Owning production facilities allows companies to protect proprietary recipes and reduce long-term costs compared to relying on contract manufacturers [7][8]. - The trend towards in-house production is evident in companies like Genki Forest, which has invested over 6 billion yuan in its own factories, moving away from contract manufacturing as their market stabilizes [7][8].