Keurig Dr Pepper Inc.(KDP)在周四大盘收盘前盘中股价大跌5.1%,报收于34.8美元。此前该公司宣布耗资9.9亿美元收购能量饮料制造商Ghost公司60%股权,激起了市场的担忧情绪。
据悉,此次收购是KDP有史以来最大的一笔交易,规模之大让投资者担心将会加重公司的财务压力。与此同时,公司第三季度营收38.9亿美元的数据也同样低于市场预期,令市场对其业绩前景缺乏信心。一位分析人士指出,KDP可能是想通过收购Ghost来拓展能量饮料产品线,充实公司在健康和运动营养品类的产品组合,但较高的收购成本短期内也将影响公司的盈利能力。
不过也有人对这一交易持有乐观态度。能量饮料市场的火热需求和Ghost品牌的知名度有望为KDP注入新的盈利增长点。另外,按计划KDP将于2028年收购Ghost剩余40%股权,完全整合公司有望实现协同效应。总的来说,市场对此次收购及其对KDP带来的影响存在分歧,需要进一步观察后续情况。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.