SDR Ventures：2022年下半年食品饮料行业并购趋势报告（英文版）（15页）.pdf

1、Investment Banking&Securities Offered Through SDR Capital Markets,LLC,Member FINRA&SIPC.DateDateTargetTargetBuyer(s)Buyer(s)SegmentSegmentAmountAmount($in Mil)($in Mil)TEV/TEV/RevRevTEV/TEV/EBITDAEBITDA1 2/1 9/2022Mondelez InternationalPerfetti Van MelleCPG Foods1 350.00-1 2/1 4/2022Waterloo Brewing

2、CarlsbergAlcohol1 06.891.3x8.3x1 1/1/2022Denali IngredientsOrkla Food IngredientsIngredients&Flavors1 68.001.7x1 1.7x1 0/28/2022Recipe UnlimitedFairfax Financial Holdings Restaurants834.98-1 0/28/2022Qdoba RestaurantButterfly Equity,King Street Capital Management,Modern MarketRestaurants-1 0/1 9/202

3、2Seattles Best CoffeeNestl Non-Alcohol71 50.00-1 0/3/2022Winland FoodsInvestindustrialCPG Foods950.00-8/31/2022Stone BrewingSapporo Holdings Alcohol1 65.00-8/9/2022BBQ HoldingsMTY Food Group Restaurants200.00-8/1/2022Clif Bar&CompanyMondelez International Natural&Organic2900.00-If You Are a Business

4、 Owner Looking for Additional Transaction Activity If You Are a Business Owner Looking for Additional Transaction Activity Within Your Industry,Please Call Our Offices at 720.221.9220.Within Your Industry,Please Call Our Offices at 720.221.9220.30 23 34 8 13 15 21 18 16 35 15 -5 10 15 20 25 30 35 40

5、Strategic70%Financial30%-70%-60%-50%-40%-30%-20%-10%0%10%Dec-21Jan-22Feb-22Mar-22Apr-22May-22Jun-22Jul-22Aug-22Sep-22Oct-22Nov-22Dec-22AlcoholNon-AlcoholCPG FoodsNatural&Organic FoodsDairyProteinsProduceIngredients&FlavorsCo-PackersRestaurantsDigitally NativeS&P 500 Company NameSymbolMarket Cap($in

6、Mil)Price($)Quarter ChangeYTD Change%of 52 Week HighEst.Revenue GrowthEBITDA MarginTEV/RevTEV/EBITDAPrice/EPSTEV/NTM RevenueTEV/NTM EBITDADiageoDGE99,849$44.00$3.8%(1 9.2%)79.2%6.6%34.0%5.8x1 7.1 x23.7x5.4x1 5.8xConstellation BrandsSTZ42,742 231.75 0.9%(7.7%)88.6%4.3%1 3.9%5.7x41.1 xNM5.5x1 5.1 xBro