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亞馬遜收購全食超市,幾家歡喜幾家愁?

亞馬遜收購全食超市,幾家歡喜幾家愁?

Dan Hirschorn 2017-06-21
兩個公司股價同時上漲,食品雜貨商感到恐懼,貝佐斯個人財富大增。

亞馬遜(Amazon)收購全食超市(Whole Foods)絕對是大手筆。事實上,這是亞馬遜史上最大的一筆交易。

這筆交易規模為137億美元,使兩家公司的股價同時上漲,卻讓食品雜貨商的股價遭遇重創。現在,對于亞馬遜搶占他們地盤的舉措,這些公司更有理由感到恐懼。另外,這筆交易也讓杰夫·貝佐斯的個人凈資產大漲20億美元。

以下是上周五這筆巨額交易中的贏家和輸家。

贏家

杰夫·貝佐斯

據彭博社的數據顯示,亞馬遜CEO已經令人驚嘆的個人凈資產,在交易的消息傳出后,又增加了約20億美元。周五,亞馬遜股價大漲超過23美元,增幅近2.4%。貝佐斯現在持有亞馬遜近17%的股份。

據彭博社報道,貝佐斯持有的亞馬遜股票、在航空航天公司藍色起源(Blue Origin)的股份以及其他資產,使他的個人身家達到約847億美元,成為全球第二大富豪。

Jana Partners

Jana Partners在最近開始買入全食超市的股份,最終持股9%,成為該公司的第二大投資者。該激進對沖基金一直在向全食超市施壓,要求對管理層進行大規模調整,或者尋找買家。全食超市CEO約翰·麥基曾斥責該對沖基金是“貪婪的混蛋”。

但Jana絕對是把握住了良機。據路透社報道,其將從在全食超市持有的股份中狂賺約3億美元。Jana在4月份才披露在全食超市的持股情況。(信息披露:Jana Partners最近出售了在《財富》雜志的母公司時代公司(Time Inc.)的股份。)

消費者

SupermarketGuru.com創始人菲利·倫珀特對我們在《MONEY》雜志的合作伙伴表示:“這是消費者的好消息”。他認為這筆交易對于想要省錢的消費者來說“太棒了”。

分析師預測,亞馬遜將給整個超市行業帶來價格下行壓力。

Bankrate.com高級經濟分析師馬克?哈姆里克告訴《MONEY》雜志:“我們可以期待亞馬遜將給食品雜貨購物者帶來更高的價值,不論是在在線平臺還是實體店領域。這將是一筆對消費者有利的好買賣。”

輸家

其他食品雜貨零售商

周五上午,全食超市被收購的消息傳出后,其他食品雜貨公司的股價應聲下跌,開盤跌幅最低5%,最高達到近20%,市值縮水超過130億美元。Supervalu的股價遭遇重創,全天跌幅超過14%,而克羅格(Kroger)同樣損失慘重,跌幅超過9%。

零售業巨頭沃爾瑪(Walmart)和塔吉特(Target)的股價也分別下跌了4.6%和5.1%。

Instacart

Instacart在去年才剛剛與全食超市達成協議,成為其獨家配送合作伙伴。如今雙方的合作或將就此終結。有了全食超市作為食品供應來源,肯定能幫助亞馬遜贏得對其食品雜貨配送服務Amazon Fresh持懷疑態度的消費者。

NPD集團(NPD Group)食品飲料消費領域的國家分析師戴維·波特蘭迪在周五早些時候對《財富》雜志表示:“人們喜歡能觸摸和感受新鮮的食品”,而可以知道食品的來源,肯定能夠改變人們的態度。他認為,全食超市“能夠立刻增加亞馬遜在品質方面的可信度。(財富中文網)

譯者:劉進龍/汪皓

Amazon's deal to purchase Whole Foods was big. Its biggest ever, in fact.

The $13.7 billion deal lifted shares for both companies, punished the stocks of grocery companies who now have even more reason to fear Amazon's moves onto their turf, and added a cool $2 billion to Jeff Bezos' net worth.

Here's a brief look at the winners and losers in Friday's big deal.

Winners

Jeff Bezos

The Amazon CEO's already formidable net worth rose by about $2 billion on news of the deal, according to Bloomberg data. Amazon (amzn, +2.40%) shares surged more than $23 Friday, an increase of about 2.4%. Bezos owns almost 17% of the company.

Including his Amazon stock, his stake in the aerospace company Blue Origin and other assets, Bezos is worth about $84.7 billion, according to Bloomberg, making him the second-richest person in the world.

Jana Partners

With a 9% stake, much of it accumulated relatively recently, Jana Partners was Whole Foods' second largest investor. The activist hedge fund had been pressuring the grocery chain to make major changes in its management or find a buyer. Whole Foods CEO John Mackey had lambasted the hedge fund as "greedy bastards."

But Jana sure had good timing, and now they're poised to make about $300 million on a stake in Whole Foods (wfm, +29.28%) they had only disclosed in April, Reuters reports. (Disclosure: Jana Partners recently sold a stake in Time Inc. (time, +0.74%), which owns Fortune.)

Consumers

"It's good news for consumers," Phil Lempert, founder of SupermarketGuru.com, told our partners at MONEY, calling it "fabulous" for grocery shoppers looking to save money.

Analysts expect Amazon to put downward pressure on prices across the supermarket industry.

"Amazon can be expected to work to deliver better value to grocery customers, both online and within the brick-and-mortar space," Mark Hamrick, a Bankrate.com senior economic analyst, told MONEY. ""This will be a good deal for consumers."

Losers

Other companies that sell groceries

Shares of other companies in the grocery sector quickly shed value on news of the sale Friday morning, opening as little as 5% and as much as almost 20% lower and losing more than $13 billion dollars in value. Supervalu (svu, -14.36%) was hit hard, dropping more than 14% on the day, and Kroger (kr, -8.88%) didn't fare much better, losing more than 9%.

Even retail giants Walmart @walmart and Target (txt, +0.32%) were down, 4.6% and 5.1%, respectively.

Instacart

It was only last year that Instacart inked a deal to be Whole Foods' exclusive delivery partner. So much for that. Having Whole Foods as a source for nosh is sure to help win over consumers who might be skeptical of Amazon's grocery delivery service, Amazon Fresh.

“People like to touch and feel their fresh foods,” David Portalatin, national analyst for the NPD Group on food and beverage consumption, told Fortune earlier on Friday, and the ability to see where their groceries are coming could make a difference. Whole Foods, he said, “gives Amazon instant credibility from a quality perspective.”

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