Supply Chain Research

Marfrig looks for scale in meat supply chain in post-pandemic recovery

May 25, 2021

Brazilian meat packer Marfrig has acquired a 24.2% stake in its competitor BRF to achieve “complementarities with its sector of activity” it does not intend to “exert influence over the activities of BRF”. Economies of scale and scope matter in food supply chains, particularly in the wake of ... Read more →

DSV Panalpina diversifies further as systemic congestion continues

April 27, 2021

DSV Panalpina (DSV) reported Q1’21 revenue growth of 23.1% year over year, led by a 45.5% growth in Air & Sea revenues. The growth came mainly from higher shipping rates given the firm’s volumes of ocean freight handling rose by just 1%. The improvement in shipping rates has been driven by sys... Read more →

Canadian Pacific Kansas City’s opportunities could include beverages, car parts

March 22, 2021

Class 1 railroad operator Canadian Pacific has proposed a merger with Kansas City Southern. The firms cite the USMCA trade deal as making “the efficient integration of the continent’s supply chains more important than ever before”. The deal is subject to regulatory approvals, likely including ... Read more →

Kerry-SF Holding deal provides challenge to Amazon, DSV

February 11, 2021

SF Holding will purchase a 51.5% stake in Kerry Logistics in a deal designed to allow the China-focused package firm to gain an international footprint. The deal may spark a new round of M&A in the airfreight and logistics sector after dealmaking in 2020 fell to 178 transactions from 222 deals... Read more →

Total steps into increasingly independent Indian solar power sector

January 19, 2021

Total has announced a $2.5 billion investment in Adani Green Energy (AGEL) as the global oil major looks to improve its renewable energy footprint with a significant expansion in the Indian solar power sector. India’s imports of solar power equipment have been in decline with a 45.6% drop in 2... Read more →

Cargotec and Konecranes announce merger to chase cost savings

October 8, 2020

Logistics equipment suppliers Cargotec and Konecranes have announced a merger due to be completed in 2022 in order to become a “global leader in material flows”. There’s evidence of a continued slowdown in activity from both firms with U.S. seaborne imports linked to Cargotec and Konecranes do... Read more →

LVMH sacrifices Tiffany deal in Franco-American tariff tiff

September 11, 2020

LVMH has abandoned its bid for Tiffany & Co., reportedly after pressure from the French government related to a set of ongoing trade spats between France and the U.S. That likely relates to current and planned U.S. tariffs on French exports in a disagreement over aerospace subsidies and in con... Read more →

Diageo swoops in for Aviation Gin after Beefeater eats its lunch

August 19, 2020

Diageo is set to spend as much as $610 million to buy Davos Brands as part of its push to expand its premium liquor business. The deal includes the purchase of the U.S. Aviation Gin brand, part owned by actor Ryan Reynolds. Demand for imported gins in the U.S. has been in decline with an 11.1%... Read more →

Mitsui E&S, Tsuneishi deal comes as shipyard exports reach worst since 2008

August 4, 2020

Consolidation is set to continue in the shipbuilding industry with the potential merger of Mitsui E&S and Tsuneishi adding to over 100 mergers or acquisitions in the sector since the start of 2018. Weakening demand has been a major driver as well as the need to build bigger vessels and improve... Read more →

Kansas City Southern may face bid as autos weigh on recovery

August 4, 2020

Rail operator Kansas City Southern will reportedly become subject to a takeover bid from Blackstone and Global Infrastructure Partners. KSC has faced lower revenues due to the COVID-19 pandemic with total revenues down by 23.0% year over year in Q2. Cross-border U.S.-Mexico traffic may be part... Read more →

Supply Chain Research

Showing research about Mergers