以下文章来源于东四十条资本 ，作者刘燕秋 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 将投中网设为"星标⭐"，第一时间收获最新推送 费列罗又开启了并购扩张策略。 作者丨 刘燕秋 来源丨 东四十条资本 一代人有一代人的消费习惯，大多数时候，能否跟上这些偏好的变化左右着一家消费品公司的生死。 近日，总部位于美国的谷物商 WK 家乐 氏 宣布，费列罗将以每股 23 美元的现金收购家乐氏，这一价格接近其独立前市值的 两倍。公告发布后， WK 家乐氏的股价当日飙升约 31% ，达到一年多以来的高峰。交易已获得家乐 氏 董事会的一致批准， 预计将于 2025 年下半年完成。 此次收购，涵盖家乐氏"遍布美国、加拿大和加勒比地区的标志性早餐谷物产品组合"。具体来说，包括 Frosted Flakes 、 Froot Loops 、 Special K 、 Rice Krispies 、 Raisin Bran 、 Kashi 、 Bear Naked 等，以及遍布美国、加拿大和加 勒比地区的六家制造工厂和分销网络。 在这笔收购前，分拆出来的零食公司先找到了 ...

Core Viewpoint - Ferrero, known for brands like Nutella and Kinder, is acquiring WK Kellogg to expand its sales in North America, with a total transaction value of approximately $3.1 billion at $23 per share [1][12]. Group 1: Acquisition Details - The acquisition includes six manufacturing plants and the marketing and distribution of breakfast cereal products in the U.S., Canada, and the Caribbean [1]. - WK Kellogg's stock rose by 31% during midday trading following the announcement of the acquisition [2]. - Kellogg's has a long history, founded in 1906, and produces iconic cereal brands such as Corn Flakes and Froot Loops [2][3]. Group 2: Kellogg's Current Operations - Kellogg's operates four factories in the U.S. located in Michigan, Pennsylvania, Tennessee, and Nebraska, with additional factories in Mexico and Canada, employing around 3,000 people [3]. - The current Kellogg's company was established in 2023 after spinning off its snack brands into a new company called Kellanova [3]. Group 3: Market Challenges - WK Kellogg has struggled with a long-term decline in cereal consumption in the U.S., exacerbated by a shift in consumer preferences towards protein bars and other breakfast foods [6]. - Sales of cold cereal in the U.S. decreased by 6% compared to the same period in 2022, with Kellogg's net sales projected to drop by 2% to $2.7 billion in 2024 [7]. Group 4: Strategic Implications - The acquisition is attractive to Ferrero due to Kellogg's extensive distribution network and relationships with major retailers, which could enhance product pricing and shelf positioning [8]. - This move allows Ferrero to diversify its business from snacks and candies into the breakfast food sector, although it may lead to potential brand or factory closures [9]. Group 5: Future Considerations - The acquisition is subject to approval from Kellogg's shareholders and is expected to be completed in the second half of the year, after which Kellogg's will cease trading on the New York Stock Exchange [12].

Core Points - The article reports on the results of food safety inspections conducted on 209 samples across 18 categories of food products, revealing that 205 samples passed while 4 samples failed due to pesticide residue and food additive violations [3][4]. Food Safety Inspection Results - A total of 209 food samples were tested, with 205 passing and 4 failing the safety standards [3]. - The non-compliant samples included: - Pesticide residue exceeding limits in green peas sold by a local supermarket [3]. - Food additives exceeding limits in: - Yangmei sold by a local supermarket, where dehydroacetic acid and its sodium salt were found non-compliant [4]. - Yangmei sold by two fruit stores, where sweeteners were found non-compliant [4]. Regulatory Actions - Local market supervision departments have been instructed to take immediate actions such as removing the non-compliant products from shelves [4]. - The identified units are required to disclose their risk control measures within 7 days of the announcement and report their findings to the local market supervision bureau within 3 months [4].

Group 1: Monetary Policy Measures - The People's Bank of China announced a comprehensive monetary policy package consisting of ten measures to support market stability and expectations [4] - Key measures include a 0.5 percentage point reduction in the reserve requirement ratio, expected to provide approximately 1 trillion yuan in long-term liquidity [4] - The policy interest rate was lowered by 0.1 percentage points, with the 7-day reverse repurchase rate decreasing from 1.5% to 1.4%, likely leading to a similar decline in the Loan Prime Rate (LPR) [4] Group 2: Consumer Finance Support - The People's Bank of China is set to issue guiding documents to enhance consumer finance services, with a focus on sectors like accommodation, dining, and entertainment [6] - A special action plan was released in Guangdong to promote consumption, including a 500 billion yuan re-loan for service consumption and elderly care [6][7] Group 3: Automotive Industry Regulations - The Ministry of Industry and Information Technology is working on mandatory safety standards for automotive door handles to enhance safety and standardization in vehicle design [5] Group 4: Electric Vehicle Industry Developments - Zeekr became one of the first companies to receive certification under the new national standard for electric vehicle batteries, indicating compliance with upcoming safety regulations [8] - Other companies like Lantu and Geely also announced they received similar certifications, highlighting a trend towards improved safety standards in the EV sector [8] Group 5: Corporate Actions in the Automotive Sector - Geely announced intentions to privatize Zeekr and delist it from the New York Stock Exchange, aiming to consolidate its automotive business and enhance innovation capabilities [9] Group 6: IPO Activity - CATL is on track for a significant IPO in Hong Kong, potentially raising between 4 billion to 5 billion USD, marking the largest IPO in the region in four years [10] Group 7: Real Estate Market Trends - Guangzhou's real estate market is experiencing a resurgence, with significant increases in visitor numbers and property transactions during the recent holiday period [11][12] Group 8: Financial Sector Reforms - Guangdong's rural credit system is undergoing reforms to establish a rural commercial bank, with a focus on improving management and governance [13] Group 9: Commodity Price Impact - Major chocolate brands like Mars and Ferrero are planning price increases due to rising cocoa prices, with Mars products seeing price hikes between 4.9% and 15% [14][15] Group 10: Corporate Acquisition - Skechers has accepted a buyout offer from 3G Capital, valuing the company at over 9 billion USD, amid pressures from trade tensions and performance challenges [16]

近日，玛氏、费列罗被曝准备对旗下巧克力产品进行涨价。 5月8日，南都湾财社记者从多个零售商了解到，包括玛氏、费列罗等多个巧克力品牌确实在近期发布了 涨价通知。一家国内大型连锁超市透露，其已经接到通知，玛氏部分单品涨价，涨价幅度在4.9%-15% 不等，暂时没有接到费列罗涨价的消息。费列罗官方回应记者称，其旗下品牌健达巧克力产品将在6月 小幅上调价格，这是基于市场情况的业务运营调整措施之一。 受到主要原料可可价格飙升影响，在全球市场，调价的国际巨头还有更多。 玛氏巧克力单品最高涨价15% 费列罗集团旗下健达价格将小幅上调 根据欧睿国际提供的数据，按照零售额计算，2024年，中国巧克力甜食产品的市场规模约230亿元，玛 氏、费列罗为市场排名前二的企业，合计市场份额超过60%，排在第三位的是雀巢。玛氏旗下拥有德 芙、士力架、M&M's、脆香米等巧克力品牌，费列罗则有费列罗、健达等，雀巢旗下的巧克力品牌有 脆脆鲨、奇巧、徐福记等，主要产品是巧克力饼干等。 针对涨价传闻，5月8日，费列罗中国相关负责人告诉南都湾财社记者，"费列罗集团旗下品牌健达巧克 力产品的价格在6月份会有小幅上调，这是基于市场情况的业务运营调整措施之 ...

Group 1 - The core issue involves a consumer reporting an unknown white circular object found in Ferrero chocolate, raising concerns about potential contamination [1][2] - Ferrero responded by stating that the issue is likely due to cocoa butter crystallization, which can occur with temperature fluctuations, and does not pose a food safety risk [2] - The company has conducted thorough checks of its inventory, raw materials, and production processes, finding no signs of spoilage or contamination [1][2] Group 2 - Ferrero is a major Italian chocolate and confectionery manufacturer, recognized as the second-largest chocolate producer globally, with popular products including Kinder chocolate and Nutella [2] - The company has previously faced issues related to salmonella contamination, leading to a global recall of certain products produced at its Arlon, Belgium factory [3] - The World Health Organization confirmed a link between a salmonella outbreak and products from Ferrero's Belgian factory, which were distributed to at least 113 countries, including China [3]