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雀巢扩建工厂;赛百味增资至3.8亿;Gucci CEO加入Brioni董事会
Sou Hu Cai Jing· 2025-11-24 03:32
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]