百威英博于周二强调，通过重新获得旗下工厂的完全控制权，公司将能够保障"旗下品牌产品的品质、 成本效益、创新速度及供应稳定性，同时在美国各地社区创造具有行业领先水平的制造业就业岗位，推 动地方经济增长"。 高级行业分析师Duncan Fox指出："百威英博此举很可能是为应对铝关税而巩固其在美国关键包装资产 的质量。" Bernstein分析师Trevor Stirling则认为，这笔交易更类似于一种"债务回购"操作。他补充道，这同时 也"彰显了公司对其基本现金流和去杠杆能力的信心"。 智通财经APP获悉，百威英博(BUD.US)宣布，将以约30亿美元的价格，从由阿波罗全球管理(APO.US) 牵头并提供咨询服务的机构投资者财团手中，回购其美国金属罐工厂49.9%的股权。 百威英博在一份声明中表示，上述金属罐工厂业务涵盖分布于美国6个州的7座生产设施，是公司美国供 应链体系中的关键战略组成部分。旗下拥有时代啤酒、百威啤酒等品牌的百威英博将使用自有现金完成 此次收购。 据了解，这家全球最大的啤酒酿造商曾于2020年将该部分股权以30亿美元的价格出售给阿波罗，旨在偿 还因2016年收购竞争对手南非米勒而累积的巨额债务 ...

Investment Dynamics - Nestlé is investing approximately £28 million (around 260 million RMB) to upgrade its Dalston factory in Cumbria, UK, aimed at expanding its ready-to-drink coffee production line, which will include a new mixing workshop and two packaging lines, reducing manual handling by 80% and achieving a capacity of 60,000 packs per hour [3] - Danone Canada announced a historic investment in its Boucherville factory in Quebec, which includes energy recovery equipment to enhance sustainable operations, marking Danone's largest investment in Canada to rapidly increase yogurt production capacity to meet growing health demands [6] - Subway's management company in Shanghai increased its registered capital from approximately 320 million RMB to about 380 million RMB, a 21% increase, to support rapid store expansion and narrow the gap with competitors like McDonald's and KFC [9] - "Meet Little Noodles" is targeting to raise $100 million (approximately 780 million HKD) through a pre-IPO roadshow, which will support its expansion to a thousand stores and strengthen its brand in the Chinese dining sector [10] Acquisition Dynamics - Uni-President Enterprises has signed a share purchase agreement to acquire Carrefour Taiwan for a total of approximately $970 million (around 6.9 billion RMB), which is about $32 million (approximately 230 million RMB) less than the 2023 transaction price [15] - Guangxi Travel Health Industry Group is acquiring a 20% stake in Southern Black Sesame Group, which will help the latter repay short-term debts and aim for profitability by 2025 [18] - Anheuser-Busch InBev is in talks to acquire BeatBox, valuing the company at approximately $700 million (around 5 billion RMB), which will enhance its presence in the ready-to-drink segment and leverage existing distribution channels [20] - JBS's subsidiary Mantiqueira USA is set to acquire Hickman's Egg Ranch, one of the top 20 egg producers in the U.S., as part of its strategy to diversify its protein business [22] Personnel Dynamics - Roland Mouret has stepped down as creative director of his eponymous brand, with Han Chong taking over as the sole creative director, which may impact the brand's short-term performance due to the loss of a key creative force [24] - Francesca Bellettini, CEO of Gucci, has joined the board of Brioni, which may enhance the brand's supply chain resources and potentially replicate Gucci's high-margin model to boost profitability [27]

Investment Dynamics - China Resources Holdings' subsidiary Huachuang Xinxin plans to reduce its stake in Shanxi Fenjiu by up to 16.20 million shares, representing a maximum of 1.33% of the company's total share capital. The company currently holds 10.50% of Shanxi Fenjiu [3] - Huachuang Xinxin has previously reduced its holdings, with a total of 6.30 million shares sold between December 2024 and February 2025. The parent company, China Resources, maintains confidence in Shanxi Fenjiu's future despite the reduction [3] Brand Dynamics - LVMH's beauty incubator Kendo has sold its vegan makeup brand KVD Beauty to private equity fund Windsong Global, marking Kendo's first brand sale. KVD will join the multi-brand beauty platform Belle Brands [11] - Netflix has signed a global co-marketing agreement with Anheuser-Busch, focusing on promotional activities for shows like "The Gentlemen" and "Culinary Class Wars," featuring Budweiser and other brands during major events [14] - McDonald's is launching a Mid-Autumn Festival campaign in collaboration with the game "Black Myth: Wukong," featuring themed products and events across over 7,100 restaurants [17] - Lanzhou Beef Noodle has entered a strategic partnership with Coca-Cola to promote cultural heritage and develop co-branded products through various marketing channels [20] - The tea brand "Bawang Chaji" is opening new stores in Hong Kong, expanding its market presence since entering in 2024 [23] - Alibaba's Amap has waived the annual entry fee for all restaurant merchants and is providing various support services to enhance business opportunities [26] - IKEA's parent company Inter IKEA Group announced a CEO transition, with Jakub Jankowski set to take over in January 2026, aiming to drive international manufacturing and digitalization [28]