Keurig Dr Pepper's acquisition of JDE Peet's and subsequent split into two specialized companies is reshaping the global beverage market. This strategic move creates a massive new competitor in the coffee sector, potentially creating new opportunities for rival beverage companies and their suppliers.
Published on August 27
This £18.4 billion deal creates the world's largest pure-play coffee company, fundamentally reshaping an industry worth hundreds of billions globally.
As the new coffee giant focuses its efforts, rival beverage companies could capture significant market share in categories with reduced competition.
Coffee bean suppliers and packaging companies may see increased demand from the consolidated operations and heightened industry activity.
Keurig Dr Pepper's massive £18.4 billion acquisition of JDE Peet's is creating the world's largest pure-play coffee company. This strategic consolidation represents a shift towards corporate specialisation that could unlock significant value and reshape competitive dynamics across the entire global beverage industry.
This group includes major beverage companies, coffee retailers, and essential suppliers who could benefit from this market disruption. As the new coffee giant focuses its efforts, rivals may capture share in other categories whilst suppliers could see increased demand from consolidated operations.
These companies were handpicked by professional analysts as key players positioned to benefit from this landmark consolidation. From beverage conglomerates to raw material suppliers, each represents a tactical opportunity to gain exposure to this significant market event and its ripple effects.
Summary and investor key points for the basket 'The Great Coffee Shake-Up' based on provided market capitalisation breakdown.
KDP: $37.59B
SBUX: $97.64B
KO: $306.39B
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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On average, analysts expect assets in this group to grow 0.86% over the next year.
13 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
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