潜水简介：
- Last week Nestle announced plans to sell its $925 million U.S. confectionery business, which analysts speculate could lead to industry consolidation,according to Food Business News。
- The confection giant's decision to sell “represents a compelling opportunity for U.S. candy companies to consolidate the category at a critical moment. Consumers have cut back on sugar-based snacks and shifted more of their shopping online,” Robert Moskow of Credit Suisse wrote in a note.
- For the 52 weeks ended October 8, U.S. confectionery market share data from Nielsen places Nestle (4.5%) in fifth place behind Hershey (31%), Mars (29.1%), Mondelez International (5.3%) and Lindt/Ghirardelli (5.3%).
潜入洞察力：
It shouldn't come as much of a surprise thatNestle is shopping around its U.S. confectionery business。对于一个company that aims to have a #1 or #2 category position, Nestle’s U.S. candy operation captures just 5% market share, ranking it fifth behind bigger competitors. As consumer preferences shift toward healthier snacking and retailers如CVS.返工前端冲动区域解除糖果和其他不健康的零食，糖果前景并不似乎太甜蜜。业内公司可能几乎没有选择，而是巩固和巩固从交易中节省成本。
Hershey，火星和一系列其他欧洲糖果制造商，如Lindt / Ghirardelli和Ferrero正在被抛弃作为潜在的买家，其中任何可能增加协同作用和标量经济都应该发生。随着竞争的增长和对糖果游行的需求，杂货店和C型商店推动供应商的杂货店和C型商店推动供应商的速度和C型商店可能只是所需的尺寸和规模。
Should a prospective buyer come from within the candy sector, a further shakeout of marginal brands becomes a distinct possibility. There also is the potential that one merger spurs consolidation among the remaining players who are forced to combine in order to remain competitive against the newly formed, more nimble player.
它可能会对雀巢有兴趣，如果没有其他原因而不是挫败他人takeover attempt by Mondelez International。But a Hershey/Nestle combination, with market share potential approaching 50% or higher, would undoubtedly be scrutinized by the Federal Trade Commission.
和Mondelez's high interest level in Hershey，雀巢可以很容易地成为其价格的下一个目标。零食制造商已经证明穿透糖果市场的兴趣with its recent Oreo chocolate bar introduction.
Whoever buys Nestle's U.S. candy operations, they will add several perennial brand favorites, including Nestle’s Crunch, Butterfinger, BabyRuth, and its Willy Wonka franchise, to its portfolio.
