日前，在由巴克莱举办的一场全球消费会议上，雀巢首席财务官 François Roger就雀巢分销的星巴克产品会否超越浓遇咖啡（Nespresso），为何在入股食物过敏疗法公司Aimmune多年后才大手笔收购，以及雀巢最大的变化是什么等系列问题，回答了提问。
Starbucks and Nespresso
Nestle has taken over some Starbucks business with great efforts, such as selling Starbucks coffee beans and coffee capsules outside the coffee shop. How is the business going now? “First of all, we are very satisfied with the acquisition. When we bought it, the business had revenue of $2 billion (a year). Last year, we increased our sales by another $300 million, which is great. ” “Starbucks products are growing at double-digit rates this year,” Roger said
in Roger’s view, although Starbucks and Nestle coffee products may have “a little bit of competition”, but the degree is very limited. According to Mr. Roger, who also explained the issue of competing for food last year, Nestle has considered and fully realized the above-mentioned situation when signing the agreement with Starbucks, “and has incorporated it into the established business model”.
“Mark Schneider has been CEO since 2017, and a lot of things have changed,” he noted. What is the biggest change in this period of time? ” Roger’s answer is: Nestle is faster. “I think we’ve gone through a change in the last few years. Nestle has had 154 years of success, and I think the pace is accelerating under Mark’s leadership, with the support of the executive team and the board of directors. ” Roger said.
Mark Schneider, Nestle’s CEO (photo)
Wait for the opportunity
In this year’s acquisition, Nestle plans to spend nearly 14 billion yuan to win aimmune, which is definitely the most popular one. According to the introduction of snack food agents, aimmune has been described as “the subversion of the anti allergy market”, and has palforzia, which claims to be the “first and only oral product approved by FDA” to solve peanut allergy. As early as 2016, Nestle took a stake in the company and increased its holdings several times. Finally, at the end of August this year, Nestle announced plans for a wholly-owned acquisition.
“Why now? First of all, this project (palforzia) has only recently been registered with the US FDA, and we also need one thing to trigger the acquisition. ” Roger said at the meeting that “the product has been launched in the United States, although it has been delayed due to the epidemic situation, it has actually started in July and August.” “We have a lot of confidence in this product.” “When they started listing in the U.S., we thought it was the right time,” Roger said Speaking later on about palforzia, Roger described it as “a product with great potential” and expected its future sales to exceed $1 billion. “Because it’s the only product currently available to children aged 4-17. So we’re talking about medical needs, and we’re going to be able to help some children lead a normal life that they’ve never really had before. “
Fran ó OIS Roger, chief financial officer, Nestle (information photo)
据Roger透露，雀巢是通过少数股权投资和获取董事会席位进入该公司的。“在过去四年里，雀巢健康科学首席执行官Greg Behar（毕格瑞） 一直担任该公司的董事会成员。我们与他们建立了合作伙伴关系。我们观察了他们的工作方式和发展，并学会了怎么和他们合作。”他说。