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星巴克否认收购Chipotle:一场可能创餐饮业纪录的交易传闻四天内从引爆股价到被亲口叫停

2026-10-12 · 金融 · GSM News

美国两家最知名的连锁餐饮品牌之间一场潜在的巨型并购,周一被当事方亲口叫停。据路透社10月12日报道,星巴克发言人当天明确表示,公司不会收购墨西哥风味连锁Chipotle,否认了上周由英国《金融时报》率先披露、随后席卷市场的收购传闻。

传闻的发酵速度显示了这笔交易的想象空间。《金融时报》上周报道称,星巴克过去数月曾与顾问探讨收购Chipotle的可能性;消息传出后,Chipotle股价单日大涨逾7%,星巴克则下跌约3%。若交易成真,两家合计年销售额约500亿美元,将诞生餐饮业有记录以来规模最大的并购之一,也会让星巴克在通胀挤压消费、运营成本上升的环境下多出一个增长引擎。Chipotle目前市值约400亿美元;该公司尚未就否认一事回应路透社的置评请求。否认消息公布后,周一盘前交易中星巴克股价上涨约1%,Chipotle下跌约2%。

这桩传闻还有一层人事渊源:星巴克现任首席执行官尼科尔此前正是Chipotle的掌门人,他在Chipotle的经营成绩是其后被星巴克挖角的重要履历,这也让市场对"老东家回购旧主"的故事格外敏感。

Starbucks Denies Buying Chipotle, Ending Days of Speculation Over What Could Have Been a Record Restaurant Deal

Starbucks said on Monday it is not buying Chipotle Mexican Grill, its spokesperson told Reuters, ending speculation about what could have been the largest restaurant deal on record. The Financial Times reported last week that Starbucks had worked with advisers in recent months on a possible takeover of the burrito chain; that report sent Chipotle shares up more than 7% and Starbucks down about 3%. A combination would have created a restaurant group with roughly $50 billion in annual sales. Chipotle, with a market value of around $40 billion, did not immediately respond to a request for comment. After Monday's denial, Starbucks rose about 1% in premarket trading while Chipotle fell about 2%. Starbucks' chief executive previously ran Chipotle, a link that had fuelled the market's interest in the story.

图片来源:星巴克门店外景。YosemiteYamper 摄,CC BY-SA 4.0,维基共享资源

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