联合利华与味好美若达成交易 将缔造新调味品巨头——华尔街日报

投资观察
Yesterday

蛋黄酱制造商联合利华与辣酱品牌Cholula的所有者味好美若实现合并,将在消费者对调味品热情高涨之际,催生新一代酱料霸主。

TD Cowen分析师罗伯·莫斯科指出,这一联合或将"彻底改变"味好美的业务格局,为这家香料制造商带来更大的规模效应、更广阔的国际市场覆盖以及更强的零售商议价能力。

近年来,味好美的表现优于许多大型食品公司,在同行因收入下滑而苦苦挣扎时,其销量持续增长。这家总部位于马里兰州的企业将其归因于风味产品的强劲需求,以及精打细算的消费者增加了居家烹饪频率。

味好美首席执行官布伦丹·弗利在二月份的一次消费品会议上向投资者透露,美国Z世代和千禧一代在辣酱上的支出已超过番茄酱。"他们比任何一代人都更爱使用辣酱,"他表示。

周五早盘交易中,味好美股价微跌1%,而联合利华股价则上涨1%。

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