Cascadia Capital：2023年下半年食品与和饮料制造行业更新报告（英文版）（22页）.pdf

1、ATLANTAAUSTIN LOS ANGELESMINNEAPOLIS NASHVILLESEATTLEFood&Beverage Manufacturing Industry Update 2H 2023December 2023Cascadia Food and Beverage Manufacturing Practice Overview2Practice OverviewCascadia Capital maintains a leading middle market food and beverage contract manufacturing advisory practi

2、ce,grounded in its deep familiarity with industry dynamics,understanding of value driving and constraining factors within business models,and active relationships across the buyer landscape,all honed over historical and current transaction experience.Principal Sub-Sector FocusContract,Private Label,

3、and Foodservice Manufacturing for:Alcoholic and Non-Alcoholic BeverageSolid Foods(Snacks,Baked Goods,etc.)Liquid Foods(Soups,Sauces,Condiments,etc.)Recent Cascadia Food,Beverage&Agriculture TransactionsRyder ThomasVice PresidentFood,Beverage and A(206)436-2582Erik EinwalterManaging DirectorFood,Beve

4、rage and A(206)436-2538Coffee Roasting and PackagingVitamins,Minerals and SupplementsOther GoodsDATEDATENOVEMBER 2023Project HeirloomManufacturer of Formulated Food IngredientsFood&Beverage Manufacturing Industry UpdateSection IExecutive Summary Second Half 2023 UpdateThe major shock of COVID define

5、d 2020 for food and beverage production businesses,and managing through the subsequent hyperinflation,labor challenges,and supply chain challenges shaped 2021 and 2022.However,2023 hasnt had the same defining shock,but rather has been a year of natural industry evolution and maturation,which has com

6、e with its own unique challenges and opportunities by vertical that require more strategic thoughtfulness and intentionality than ever to ensure operating success and optimized valuation in the market4Era of Large-Scale“Legacy”Brands Owned by Food and Beverage ConglomeratesThe Rise of Challenger Bra