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Ben & Jerry's co-founder resigns citing loss of independence under Unilever
Reuters· 2025-09-17 04:12
Ben & Jerry's co-founder Jerry Greenfield, whose name helped shape the popular ice cream brand, has quit the company, his partner Ben Cohen said on Wednesday, deepening the rift with parent Unilever. ...
Markets Sell Ahead of FOMC Rate Cut
ZACKS· 2025-09-16 22:41
Tuesday, September 16, 2025Market indexes closed in the red across the board this day, just ahead of a sure rate cut from the Federal Open Market Committee (FOMC). The S&P 500 and Nasdaq struck new intra-day highs early in the session before breaking lower. The Nasdaq looked as if it may eke out a green close, but dipped just ahead of the bell.The Dow gave back -125 points today, -0.27%, while the S&P 500 was -8 points lower, -0.13%. The Nasdaq was virtually flat: -14 points, -0.07% — snapping a six-day win ...
Kraft Heinz to Separate Into Two Businesses: What Should Investors Know
Benzinga· 2025-09-16 21:09
公司分拆计划 - 卡夫亨氏通过免税分拆将自身分为两家独立上市公司 预计于2026年下半年完成[1] - 分拆后形成全球风味提升公司(主营酱料、涂抹酱和耐储存餐食)与北美杂货公司(主营杂货 staples 业务)[1][2][4] - 分拆交易对卡夫亨氏及其股东免税 需满足常规申报审批程序[10] 业务构成与财务表现 - 全球风味提升公司2024财年销售额达154亿美元 其中约75%来自酱料、涂抹酱和调味品业务[2] - 该公司约20%净销售额来自新兴市场 约20%来自户外消费渠道[2] - 北美杂货公司2024年销售额为104亿美元 其中约75%来自品类领导地位(排名第一或第二)的品牌[4] 战略动机 - 分拆旨在解决当前结构因业务组合过大导致的资本配置、创新和优先级排序效率低下问题[10] - 分离后各业务可减少内部权衡 针对各自特点制定更精准的战略[10] - 酱料/调味品业务与主食业务存在增长曲线分化 前者具备更高增长潜力和地理扩张能力 后者呈现更稳定的现金流特征[10] 投资价值定位 - 分拆为投资者提供清晰选择:可投资增长更快、利润率更高的全球风味公司 或选择现金流稳定的北美杂货业务[6] - 全球风味公司因增长潜力和地理杠杆可能获得估值溢价 北美杂货公司可能作为稳定高现金流业务交易[6] - 各分拆实体可依据国际市场与国内主食业务的不同特点 实施差异化的渠道系统和营销投资策略[10]
Nestlé Chairman Paul Bulcke resigns after CEO Laurent Freixe's dismissal over ‘undisclosed relationship’
MINT· 2025-09-16 20:46
Switzerland-based food and beverage giant Nestlé on Tuesday announced that its chairman, Paul Bulcke, has decided to step down and will be replaced by former Inditex CEO Pablo Isla from October 1 onwards.“The Board of Directors of Nestlé S.A. has announced that Pablo Isla will become Chairman effective October 1, following Paul Bulcke's decision to step down from the Board earlier than planned,” the company said in a release.His resignation comes two weeks after Laurent Freixe was dismissed as CEO due to an ...
Oatly Announces Pricing of Nordic Bonds, Which Are to be Used to Prepay Term Loan B and Repurchase and Cancel Certain U.S. Convertible Notes
Globenewswire· 2025-09-16 20:14
债券发行详情 - 公司发行17亿瑞典克朗高级担保浮动利率债券 发行价格为面值的100% 利率为3个月STIBOR加700个基点 期限4年 预计发行日期为2025年9月30日 [1] - 债券发行框架总额为27亿瑞典克朗 [1] 资金用途 - 债券募集资金将用于全额提前偿还1.3亿美元定期贷款B类信贷安排 回购并注销部分2028年到期925%优先PIK可转换票据 支付相关交易成本 [2] - 上述操作旨在优化资本结构相关成本和条款 不涉及新增融资 [2] 发行限制条款 - 债券未根据美国证券法注册 不得在美国公开发行或销售 [3] - 本次发行不构成对美国 加拿大 澳大利亚 香港 意大利 新西兰 南非 塞浦路斯 英国或日本等地区的证券发售要约 [3]
Nestlé chairman Paul Bulcke steps down after CEO's scandal over romance with subordinate
New York Post· 2025-09-16 16:51
Nestlé said Tuesday Chairman Paul Bulcke has decided to step down, days after the Swiss food giant abruptly dismissed its CEO Laurent Freixe for failing to disclose a romantic relationship with a subordinate.Bulcke will be succeeded by Vice Chairman Pablo Isla, effective Oct. 1. Bulcke was earlier supposed to hand over the reins to Isla in April 2026.“This is the right moment for me to step aside and accelerate the planned transition,” Bulcke said.Chairman Paul Bulcke had planned to step down in April 2026. ...
Nestle ushers in new leadership era as chairman exits early
Yahoo Finance· 2025-09-16 16:21
By John Revill and Shubham Kalia ZURICH (Reuters) - Nestle Chairman Paul Bulcke will step down early and hand over to former Inditex chief Pablo Isla on October 1, accelerating a changing of the guard at the Swiss food giant after an unprecedented period of managerial turmoil. The decision comes just weeks after Laurent Freixe was abruptly fired as chief executive over an undisclosed relationship, and clears the way for new CEO Philipp Navratil and Isla to take full charge of the company that has struggl ...
Nestlé Chairman Paul Bulcke decides to step down; Pablo Isla takes over as Chairman on October 1
Globenewswire· 2025-09-16 16:15
[Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in Français (pdf) and Deutsch (pdf) ............. Vevey, 16 September 2025 Nestlé Chairman Paul Bulcke decides to step down; Pablo Isla takes over as Chairman on October 1 The Board of Directors of Nestlé S.A. has announced that Pablo Isla will become Chairman effective October 1, following Paul Bulcke's decision to step down from the Board earlier than planned. Paul Bulcke, Chairman of Nestlé, stated: "I have full trust in N ...
From bitter to sweet: Goldman flips on Hershey with a double upgrade (HSY:NYSE)
Seeking Alpha· 2025-09-16 13:48
公司评级与股价 - 高盛将好时公司评级从卖出双级上调至买入 同时将目标价上调30% [2] - 好时公司股票当前风险回报比具有吸引力 [2] 市场环境与成本因素 - 成本压力已被市场充分定价 [2] - 市场趋势向好时公司发展 [2]
South Africa’s Libstar receives takeover interest
Yahoo Finance· 2025-09-16 13:04
South African consumer goods producer Libstar has drawn interest from potential acquirers amid an internal review of the business. In a statement today (16 September), the owner of dairy brand Lancewood said it had “received non-binding, indicative expressions of interest” from unnamed parties. In March, Libstar revealed it was evaluating “potential strategies through which to deliver meaningful value unlock for stakeholders”. Libstar said the submissions covered the “potential acquisition of all Libsta ...