Core Viewpoint - KKR is reportedly close to acquiring an 85% stake in the Chinese beverage company Daya, which has gained recognition in recent years, particularly in the restaurant channel, and is looking to expand its market presence [1][3][8]. Group 1: Company Overview - Daya was founded in the 1980s and has recently gained traction outside of Inner Mongolia, with its products now exported to Russia and Southeast Asia [1][3]. - The company has been exploring an IPO to raise up to $500 million but has publicly stated that it is currently focused on operational development rather than listing [3][8]. - Daya's sales strategy focuses on the restaurant channel, which accounts for over 85% of its sales since 2014, with a network of over 1,000 distributors and a retail presence in all 31 provinces of China [7][8]. Group 2: KKR's Investment Strategy - KKR, founded in 1976, has over $664 billion in assets under management and has been actively investing in various sectors, including consumer goods in China [3][4]. - The firm has a history of investing in Chinese consumer brands, including Haier and ByteDance, and is known for its post-investment management capabilities [4][9]. - KKR's potential acquisition of Daya represents a strategic move to capitalize on the growing Chinese beverage market, which is dominated by international giants like Coca-Cola and Pepsi [8][10]. Group 3: Market Context and Challenges - The Chinese beverage market is heavily influenced by major players, with Coca-Cola and Pepsi controlling approximately 95% of the market share [8][10]. - Daya faces challenges in expanding its brand recognition and distribution beyond the restaurant channel to larger retail outlets [8][10]. - The recent positive market signals and KKR's investment reflect a growing confidence in the Chinese consumer market, potentially leading to increased foreign investment in local brands [10].

大窑真正的必答题，是如何真正走出"酒替""佐餐"等场景。 6月23日，据36氪报道，美国私募股权机构KKR拟收购一家中国饮料公司85%股权，猜测是大窑饮品。一位接近交易的知情人士表示，"这笔交易谈了一 年。" 年初，曾有消息称大窑饮品正筹备最快2025年下半年在香港的IPO。如今，下半年已经到来，大窑IPO的消息迟迟没有新进展，反而再度传出了"卖身"的 消息。 对于几乎每年都会有的"卖身"传闻，大窑已经有了足够的应对经验：不予置评。 骑着三轮车卖汽水 中国的汽水是有籍贯的。 因为国产汽水厂大多成立于20世纪60年代之前，物资相对匮乏，技术能力落后。由于受灌装工艺与运输能力的掣肘，为了满足本地百姓的饮用需求，就出 现了很多区域性品牌。 1979年3月30日，美国摄影师詹姆斯·安丹森（James Andanson）拍摄了一张中国男孩在长城上喝可乐的照片，这张被《国家地理杂志》刊登的作品《红色 中国的第一罐可乐》，既是中国改革开放的象征性影像，也是国内汽水市场的分水岭。 可口可乐与百事可乐入华，改变了很多行业的走向，汽水自然首当其冲。《中国品牌四十年（1979-2019）》中提到，两乐"入关"之前，原轻工部担忧一 ...

将投中网设为"星标⭐"，第一时间收获最新推送 KKR：无法提供更多评论。 作者丨 刘燕秋 来源丨 投中网 国民汽水大窑也要卖给 KKR ？ 外媒援引多位知情人士消息称， KKR 即将达成一项协议，收购中国饮料公司大窑 85% 的控股权。交易完成后，大窑创始团队将保留少数股权， KKR 则将掌控多数股权。不过，该交易仍需获得中国监管部门的批准，尚未最终敲定。针对这一消息，大窑不予置评。投中网联系 KKR ，对方也表示"无法 提供更多评论"。 和很多消费企业类似，大窑也是大器晚成的创业代表。品牌始创于二十世纪八十年代，一直偏居一隅，十年前才开始走出内蒙，近年来伴随占领餐饮渠 道和吴京的广告逐渐家喻户晓，产品出口至俄罗斯及东南亚地区，在国际上也有了一定影响力。 关于这家公司的资本动作，彭博社今年早些时候曾报道称，大窑一直在探索赴香港上市，以筹集至多 5 亿美元资金。不过，大窑很快公开回应称，公司 以经营发展为主，暂未考虑 IPO 事项，一切以官方信息为准。如此明确的回应，说明 IPO 可能确实不在这家公司的规划之中。 如果这笔交易达成，将是 KKR 在中国布局消费的最新举措。创立于 1976 年的 KKR 是杠杆收 ...