玛氏360亿并购家乐氏后，Utz(UTZ.US)、Celsius(CELH.US)、Freshpet(FRPT.US)成食品业并购焦点?分析师意见现分歧

智通财经08-19

智通财经APP获悉，Piper Sandler的分析师指出，在玛氏公司——全球知名的家族私有零食和糖果制造商，旗下拥有M&M's和士力架等品牌——上周三宣布以360亿美元收购家乐氏(K.US)之后，Utz Brands(UTZ.US)、Celsius Holdings(CELH.US)和Freshpet(FRPT.US)可能成为食品行业内的潜在收购目标。在一份报告中，Piper Sandler的...

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Analysts are divided","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UTZ":1,"FRPT":1,"K":1,"CELH":0.7},"content_text":"智通财经APP获悉，Piper Sandler的分析师指出，在玛氏公司——全球知名的家族私有零食和糖果制造商，旗下拥有M&M's和士力架等品牌——上周三宣布以360亿美元收购家乐氏(K.US)之后，Utz Brands(UTZ.US)、Celsius Holdings(CELH.US)和Freshpet(FRPT.US)可能成为食品行业内的潜在收购目标。在一份报告中，Piper Sandler的分析师Michael Lavery提出，好时(HSY.US)可能会扩展其咸味零食产品线，以便更有效地与合并后的家乐氏/玛氏竞争，而Utz Brands作为纯粹的咸味零食品牌，将是一个合乎逻辑的收购候选。Lavery表示：“尽管我们不确定好时可能对哪些咸味零食业务感兴趣，但我们一直认为Utz Brands对于希望扩展产品组合的大型公司来说，是一个颇具吸引力的潜在补充。”此外，Lavery提到，对于任何宠物食品公司而言，Freshpet都是一个吸引人的收购目标。尽管玛氏公司已有庞大的宠物业务，可能对“近期”的另一笔交易“不太感兴趣”。然而，对于目前尚未涉足宠物食品领域的公司，Freshpet可能具有吸引力，正如通用磨坊(GIS.US)在2018年通过收购Blue Buffalo进入该市场一样。Lavery还指出，Celsius Holdings是另一个吸引人的收购对象，尤其是对于已经持有Celsius约8.5%股份的百事可乐(PEP.US)。由于Celsius的股价自今年年初以来已下跌26%，这一股价的回落可能会激发百事可乐的收购兴趣。然而，Stifel的分析师Matthew E. Smith在报告中提出不同看法，他认为尽管玛氏收购家乐氏的交易规模庞大，但这不太可能引发食品行业的新一轮整合潮。Smith解释称：“我们不认为玛氏与家乐氏的交易会触发整个食品行业的大规模整合。尽管市场销量环境疲软，但公司仍然专注于通过投资来推动收入增长，我们预计并购活动将继续作为增长的驱动力，而非仅仅为了规模效益。”Smith进一步补充道，尽管家乐氏的交易估值处于预期范围的高端，但这并不会阻止行业内的其他交易发生。他认为，这一交易的估值水平不会导致行业并购活动停滞，也不会对未来的交易估值产生不合理的影响。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Company Corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2460703859"}