Kellogg tab tom npaj cais ua peb lub tuam txhab ywj pheej pej xeem, faib tawm nws cov cim npe rau hauv cov khoom noj txom ncauj txawv, cereal thiab cov lag luam cog qoob loo.
Shares ntawm lub tuam txhab tau nce ntau npaum li 8% hauv kev lag luam ua ntej tab sis kaw tsuas yog 1.9%.
Cov lus tshaj tawm hnub Tuesday los txog kaum xyoo tom qab Kellogg qhov $ 2.7 nphom kev yuav ntawm Pringles, uas qhia tias lub tuam txhab hloov mus rau kev tsom mus rau kev lag luam khoom noj txom ncauj thoob ntiaj teb nrog tib neeg noj ntau dua ntawm cov pluas noj. Kellogg, nrog rau cov neeg sib tw nyiam Frito-Lay-tus tswv PepsiCo thiab Oreo-cookie tus tswv Mondelez, tau leaned rau hauv txoj kev los ntawm kev qhia ntau yam khoom noj txom ncauj thiab snapping li me hom. Hnub Monday, Mondelez tau hais tias nws tau txais Clif Bar rau $ 2.9 billion.
Cereal muag, los ntawm qhov sib txawv, tau stagnated nyob rau hauv Teb Chaws Asmeskas thaum tib neeg noj thaum mus thiab ncav cuag ntau yam kev xaiv thaum sawv ntxov. Cov hom xws li Tshwj Xeeb K, Froot Loops thiab Rice Krispies tau muaj ntau xyoo dhau los ua lub hauv paus ntawm Kellogg, tab sis tsis tau pom dua li tus tsav tsheb loj hlob rau lub tuam txhab. Tus kab mob kis thoob qhov txhia chaw tau rov kho dua cov cereal raws li cov neeg siv khoom noj tshais hauv tsev ntau dua, tab sis Kellogg xav kom cov nyiaj tau los loj hlob ncaj qha rau nws cov lag luam North American cereal yav tom ntej.
"Cov neeg uas khawb lawv lub taub hau hauv 2012 txog xoom-overlap Pringles deal yuav tsum tsis khawb ntxiv lawm. Nws yog keeb kwm ntawm North American lag luam uas tsis haum rau kev tswj hwm cov phiaj xwm, thiab cov lus tshaj tawm hnub no ua rau qhov kawg, "Consumer Edge tus kws tshuaj ntsuam Jonathan Feeney tau sau rau hauv daim ntawv rau cov neeg siv khoom.
Kellogg tau hnyav spinoffs raws li lub tswv yim muaj peev xwm txij li xyoo 2018, cov thawj coj tau hais rau cov tub ua lag luam ntawm lub rooj sib tham hu xov tooj sib tham txog cov lus tshaj tawm rau hnub Tuesday. CEO Steve Cahillane tau hais tias tag nrho peb lub lag luam muaj "tseem ceeb" muaj peev xwm nyob ib leeg, txawm hais tias lub tuam txhab tab tom tshawb nrhiav lwm txoj hauv kev suav nrog kev muag khoom rau nws cov lag luam cog qoob loo.
Ua ke, Kellogg's cog-raws li kev faib thiab North American cereal lag luam suav txog li 20% ntawm lub tuam txhab cov nyiaj tau los xyoo tas los. Cov lag luam uas tseem tshuav suav nrog nws cov khoom noj txom ncauj, noodles, thoob ntiaj teb cereal thiab North American khov noj tshais hom.
Cov kev txwv tsis pub them se yuav tsum ua kom tiav thaum kawg ntawm 2023.
Cov npe rau cov tuam txhab tshiab tseem tsis tau txiav txim siab, thiab cov pab pawg tswj hwm rau ob qhov kev sib tw yuav raug tshaj tawm los ntawm thawj peb lub hlis twg ntawm xyoo tom ntej. Cahillane yuav nyob ua tus thawj coj ntawm lub tuam txhab khoom noj txom ncauj thoob ntiaj teb.
Qhov kev lag luam ntawd yuav tsev cov khoom lag luam xws li Pringles, Cheez-It, Pop-Tarts thiab RXBAR thiab xyoo tas los tshaj tawm txog $ 11.4 billion hauv cov nyiaj tau los. Kwv yees li 10% ntawm cov muag khoom no los ntawm nws cov lag luam noodle loj hlob hauv Africa, thaum lwm 10% yog los ntawm Eggo waffles thiab nws cov lag luam noj tshais khov. North America yuav sawv cev ze li ib nrab ntawm lub tuam txhab cov nyiaj tau los.
Lub tuam txhab tsom mus rau khoom noj txom ncauj kuj tseem tab tom nrhiav ntxiv rau nws cov ntaub ntawv los ntawm kev yuav khoom, raws li Cahillane.
Lub tuam txhab North American cereal tau thov xyoo tas los pom kev muag khoom ntawm $ 2.4 billion. Nyob rau hauv lub sij hawm ze, qhov spinoff yuav tsom mus rau bouncing rov qab los ntawm cov khoom lag luam cuam tshuam thiab rov ua lag luam poob. Kellogg cia siab tias nws yuav tsim cov nyiaj tau los ruaj khov thaum lub sij hawm ua ib lub tuam txhab sawv cev thaum txhim kho cov nyiaj tau los.
"Nws yog kev lag luam ruaj khov zoo nkauj, qis qis," Cahillane hais rau CNBC's Sara Eisen ntawm "Squawk Box." Tom qab ntawv tshaj tawm, ntxiv nws cia siab tias yuav muaj kev tsim kho tshiab thiab lub tuam txhab tsim khoom lag luam los ntawm cov khoom lag luam vim nws cov npe yuav tsis muaj kev sib tw nrog Pringles lossis Cheez-It rau cov peev txheej.
Kellogg's cog-raws li kev faib yuav siv Morningstar Farms ua nws lub hom phiaj thauj tog rau nkoj. Xyoo tas los, kev lag luam tau tshaj tawm txog $ 340 lab hauv kev muag khoom. Yog tias ua tiav, qhov spinoff muab cov tub ua lag luam lwm cov cog-raws li cov khoom ua si ib sab Cuav Nqaij, uas tsis tau hloov ib lub hlis twg cov nyiaj tau los ze li ntawm peb lub xyoos thiab tau pom nws cov shares poob 63% xyoo no.
Lub hauv paus rau peb lub lag luam yuav nyob twj ywm tsis hloov. Ob lub tuam txhab North American cereal thiab cog cov zaub mov spinoff yuav nyob rau hauv Battle Creek, Michigan. Lub tuam txhab khoom noj txom ncauj thoob ntiaj teb yuav khaws nws lub hauv paus chaw haujlwm hauv Chicago, nrog rau lwm lub tsev kawm ntawv hauv Battle Creek.
Kellogg tseem tsis tau txiav txim siab yuav ua li cas nws yuav faib nws cov nyiaj faib ntawm peb lub tuam txhab, Cahillane hais rau CNBC.
Tau qhov twg los: https://www.cnbc.com/2022/06/21/kellogg-to-split-into-three-independent-companies.html