潜水简报:
- Unilever has puts its margarine and spreads business up for sale, according toFoodBev Media. The unit includes Bertolli, Flora, Stork and I Can’t Believe it’s So Good.
- FoodBev speculates Dairy Crest, Kraft Heinz and Arla Foods could all be potential acquirers of the business valued at up to $8.5 billion.
- Paul Polman, Unilever’s CEO, said the margarine segment was in decline, so it may not attract some of the big players who normally are interested in deals like this.
潜入洞察力：
A最近的FMI研究report found margarine consumption in developed countries is decreasing as more people become obese and health awareness programs becomes more fruitful. Margarine and spreads used to be viewed as healthier substitutes to butter, but their sales have been slipping for years.
Unilever’s own CEO called the spreads business “a declining segment” so buyers may not be lining up to acquire the brands too swiftly. It also explains why Unilever is looking to unload a business that is dragging down its bottom line. Analysts estimated the divisioncould sell for between $7.5 billion and $8.5 billion.
Kraft Heinz wasunsuccessful in acquiring Unilever整个今年早些时候，分析师已经知道该公司的欧洲愿望。像这样的收购可能是一个很好的开始。考虑到收购企图，它显然在联合利华上进行了尽职调查。牛皮纸Heinz的一个潜在障碍是，与其他食品制造商一样，它正在寻求提升销售放缓，而且像蔓延和人造黄油一样的衰退可能很难转身或增加有意义的促进收入。
联合利华仍在努力使股东拒绝后保持股东快乐，在股票回购计划中达到53亿美元，并增加其股息12％。谈话分离食品业务also has been rumored. Polman has said Unilever needs to accelerate its plans to unlock further value faster and it would speed up a cost-savings plan, targeting a 20% underlying operating margin by 2020. A sale of its spreads and margarine business is likely to be just the beginning of big changes at the盎格鲁 - 荷兰集团。
