潜水简介:
克里集团将购买美国阿里亚克和Southeastern Mills' North American coating and seasonings business for about $367 million.
美国阿里亚克, the北美企业Ariake Japan Co.生产了家禽，猪肉和蔬菜的清洁标签味道解决方案。东南磨坊生产涂料和调味料。
The acquisitions, which Kerry said would be financed from existing lines of credit, will boost its technology portfolio and strengthen its position in foodservice.
潜水见解：
购买这两家美国业务将有助于加强克里的清洁标签投资组合，并且就东南磨坊的涂料和调味料业务而言，可以增强其可以为肉类客户提供的产品。至于阿里亚克（Ariake），克里（Kerry）表示希望从其“highly specialized extraction technologies and development capabilities [that] produce a suite of tailored solutions" across a number of markets.
The Irish company has been doing well overall — and in the flavor category in particular.根据食物成分, Kerry reported a 4.1% jump in its taste and nutrition division for the first nine months of this year and reaffirmed growth in full-year earnings per share of 7% to 10%. During the nine month period, volumes were up 3.5% and revenues 2.2%. The company estimated that其收入的53％comes from the Americas.
While Ariake USA and Southeastern Mills are both privately owned firms and don't publicly reveal their earnings, both have been either planning for, or engaging in, facility expansions. Ariake announced in October 2017it was investing $17 million在其在弗吉尼亚州的工厂中增加20,000平方英尺的制造空间。东南米尔斯说，八月将建造一个120,000平方英尺warehouse and distribution facility in Rome, Georgia.
Kerry has been on an aggressive acquisition trajectory for a while now, having购买了益生菌开发商和制造商Ganedenlast fall for an undisclosed amount; and Wellmune from Biothera Pharmaceuticals in 2015. In October,Kerry agreed to acquireFleischmann's Vinegar Company and AATCO Food Industries for a combined value of $414 million. Just this past week,克里说这是合作的带有文艺复兴生物科学制作，出售和分发Acryleast，一种非转基因丙烯酰胺酵母酶。
所有这些并购活动都表明该公司对定制成分和调味料都看好，该职位与消费者兴趣保持风味的同时，在追求更好的食品和饮料。去年夏天的技术研究showed87% of consumers order ethnic fare or food with ethnic flavors, and 36% like to explore regional varieties of mainstream ethnic cuisines to try new foods and flavors.
Perhaps more significant for ingredients companies is the study found one-third of consumers eat ethnic food at least once a week and 32% would pay more for the real thing. In response to this and other trends, Kerry may look to increase innovations with its two new seasonings acquisitions — and could pursue additional ones in the near future.
麦考密克公司（McCormick＆Co。）是一家调味公司的一个很好的例子，该公司通过利用消费者对风味的兴趣，尤其是在千禧一代中的兴趣而做得很好。麦考密克的销售are expected to jump 12% to 14%在公司当前财政年度，由于人口统计和持续的创新而导致的。
As long as ingredient-related deals pan out, M&A activity in the sector is expected to continue. It seems to be a bright spot that attracts consumers and revenue even while other CPG companies struggle. It's a fair bet that more businesses will be looking to enter or increase their presence in the space.
