战略布局：全球咖啡市场洗牌与业务分拆 此次收购并非简单的企业并购，而是KDP针对全球饮料市场格局变化做出的战略性回应。根据协议， KDP将以每股31.85欧元现金收购JDE Peet's股份，较其近期股价有20%-33%的溢价。 交易完成后，KDP将实施业务分拆，形成两家独立的上市公司。一家公司专注于饮料业务（Beverage Co．），旗下拥有Dr Pepper、7UP、Snapple以及Bloom和Ghost等品牌，预计年收入约为110亿美元。另 一家公司则专注于咖啡业务（Global Coffee Co．），预计年收入将达到约160亿美元，拥有Keurig、 Jacobs、L'OR和Peet's等年收入超过10亿美元的知名品牌。 KDP首席执行官Tim Cofer表示，此次收购是公司财务稳健背景下做出的"大胆举措"，预计将迅速提升 每股收益，并在未来实现约4亿美元的成本节约。 分拆后，Cofer将担任饮料公司的首席执行官，而现任首席财务官Sudhanshu Priyadarshi将出任咖啡公司 负责人。 市场背景：咖啡业务增长遇阻与全球竞争加剧 KDP在美国的咖啡业务近年来面临增长瓶颈。2025年第二季 ...

据了解，作为全球拥有超50个咖啡与茶品牌的行业巨头，JDE Peet's旗下囊括L'OR、Peet's、Jacobs等知 名品牌，此次收购将显著扩充Keurig Dr Pepper的产品矩阵。 周一，keurig dr pepper(KDP.US)开盘跌超7%，报32.44美元。消息面上，该公司宣布以157亿欧元(约合 184亿美元)现金收购荷兰咖啡巨头JDE Peet's NV，旨在通过强强联合重振其持续承压的咖啡业务。根据 周一发布的公告，这笔交易将以每股31.85欧元的价格完成，较JDE Peet's8月22日收盘价存在20%的溢价 空间。 ...

据了解，作为全球拥有超50个咖啡与茶品牌的行业巨头，JDE Peet's旗下囊括L'OR、Peet's、Jacobs等知 名品牌，此次收购将显著扩充Keurig Dr Pepper的产品矩阵。 而Keurig Dr Pepper当前在美国本土的咖啡业务正面临增长瓶颈，第二季度其咖啡销量基本持平——尽 管K-Cups咖啡胶囊提价策略部分对冲了成本压力，但单杯咖啡胶囊及咖啡机出货量的下滑仍制约了整 体表现。 值得注意的是，自2018年以单杯咖啡胶囊技术见长的Keurig与汽水制造商Dr Pepper合并后，受市场竞争 加剧影响，该业务板块始终未能突破增长困境。此次跨国并购或将成为Keurig Dr Pepper扭转局面的关 键战略举措。 智通财经APP获悉，Keurig Dr Pepper(KDP.US)宣布以157亿欧元(约合184亿美元)现金收购荷兰咖啡巨头 JDE Peet's NV，旨在通过强强联合重振其持续承压的咖啡业务。根据周一发布的公告，这笔交易将以每 股31.85欧元的价格完成，较JDE Peet's 8月22日收盘价存在20%的溢价空间。 ...

Core Viewpoint - The acquisition of JDE Peet's by Keurig Dr Pepper (KDP) aims to create a global coffee leader, enhancing KDP's coffee positioning and establishing two independent beverage companies focused on distinct markets and growth strategies [1][4][6]. Group 1: Acquisition Details - KDP will acquire JDE Peet's for €31.85 per share, totaling approximately €15.7 billion, which represents a 33% premium over JDE Peet's 90-day average stock price [2][15]. - The acquisition will be funded through a combination of new debt and cash on hand, with KDP maintaining an investment-grade rating post-transaction [16][25]. - The transaction is expected to close in the first half of 2026, subject to customary conditions [17]. Group 2: Strategic Rationale - The acquisition is positioned as a transformational step in KDP's journey to enhance shareholder value, with anticipated cost synergies of approximately $400 million over three years [4][6]. - Upon separation, Global Coffee Co. will become the world's largest pure-play coffee company with around $16 billion in annual net sales, while Beverage Co. will target the North American refreshment beverage market with over $11 billion in annual net sales [5][6]. Group 3: Market Positioning - Global Coffee Co. will operate in over 100 countries, holding the 1 or 2 market position in 40 of those, benefiting from a diverse portfolio across all coffee segments [5][11]. - Beverage Co. will leverage its strong distribution system and iconic brands to compete effectively in the $300 billion North American refreshment beverage market [6][10]. Group 4: Leadership and Structure - Tim Cofer will serve as CEO of Beverage Co., while Sudhanshu Priyadarshi will lead Global Coffee Co. after the separation [12][13]. - The global headquarters for Global Coffee Co. will be in Burlington, Massachusetts, with Beverage Co. headquartered in Frisco, Texas [14]. Group 5: Future Growth and Innovation - The combined entity is expected to drive coffee innovation and growth, capitalizing on KDP's disruptive spirit and JDE Peet's legacy [8][10]. - Both companies will focus on tailored growth strategies and capital allocation frameworks to deliver sustained value to shareholders [9][19].

Core Insights - JDE Peet's has introduced its 'Reignite the Amazing' strategy aimed at sustainable value creation, focusing on brand-led initiatives and a clear roadmap for long-term performance [2][3][4] Strategic Framework - The strategy is centered around three Big Bets: Peet's, L'OR, and ten local iconic brands led by Jacobs, chosen for their potential to meet consumer needs and drive growth [3][4] - The company aims to simplify its portfolio and organizational model to boost operational efficiency and productivity [6][7] Financial Targets - JDE Peet's has set ambitious medium-term financial targets, including: - 2026-2027: Gross Profit growth of 1-3%, Adjusted EBIT growth of 3-4%, and Free Cash Flow of approximately EUR 2 billion - 2028-2029: Gross Profit growth of 3-4%, Adjusted EBIT growth of 4-5%, and at least EUR 2 billion in Free Cash Flow - 2030-2032+: Gross Profit growth of 4-7%, Adjusted EBIT growth of 5-8%, and at least EUR 3.5 billion in Free Cash Flow [5] Cost Savings and Reinvestment - The company targets EUR 500 million in net productivity savings, with over 50% expected to be achieved by the end of 2027, and plans to reinvest half of these savings into high-potential growth initiatives [6][7] Capital Allocation Strategy - JDE Peet's capital allocation framework includes four priorities aimed at driving sustainable value creation, focusing on organic growth, strengthening the balance sheet, enhancing shareholder returns, and refocusing M&A activities [8][11]

PRESS RELEASE Amsterdam, June 23, 2025 JDE Peet’s (EURONEXT: JDEP), the world’s leading pure-play coffee and tea company, today announced that it has repurchased 29,236 shares in the period from June 16, 2025 up to and including June 20, 2025. The shares were repurchased at an average price of EUR 23.34 per share for a total consideration of EUR 0.7 million. These repurchases were made as part of the EUR 250 million share buyback programme announced on March 3, 2025. The total number of shares repurchased ...

PRESS RELEASE Amsterdam, June 2, 2025 JDE Peet’s (EURONEXT: JDEP), the world’s leading pure-play coffee and tea company, today announced that it has repurchased 21,765 shares in the period from May 26, 2025 up to and including May 30, 2025. The shares were repurchased at an average price of EUR 23.41 per share for a total consideration of EUR 0.5 million. These repurchases were made as part of the EUR 250 million share buyback programme announced on March 3, 2025. The total number of shares repurchased und ...