He really wants to "eat" KFC? Truth is not the case-Ant gold suit, KFC, Pizza Hut-IT information
Note: this article was published on September 2.
Dinner time, many people heard the message, he "ate" of Kentucky Fried chicken.
Later in the day was the cause of KFC and Pizza Hut parent yum's announcement, says business is about to officially split parkson China, sold them to the spring of capital and Ant-gold suit. Under the agreement, Primavera capital and ants clothing will give yum China to invest $ 410 million and $ 50 million. Price per share after the split is completed 31-60 yum in China during the day volume weighted average price of the shares as a benchmark, giving you a discount of 8%. Primavera capital and Ant-gold suits and has a total of two batch of stock options can be exercised within five years, both as a $ 12 billion and $ 15 billion in equity value of the exercise price, each batch acquiring yum approximately 2% common shares.
In addition, Primavera capital that Hu will be yum, founder of China's non-Executive Chairman of the Board, he had previously served as Chairman of Goldman Sachs greater China.
And most hilarious thing about this point is not the details of the deal, but Ant-gold suit and Ma "retaliation Kentucky" jokes . 2014 Ma rejected once joked he had to apply for Kentucky Fried chicken, and Alibaba gold affiliates ants take the split involved in yum's China behavior in social networks play into the "Ma's takeover by after KFC rejected developed anger and" Satin wide-spread. This is a "when you love take me now I let you climb down on" inspirational stories.
But jokes are jokes, Ant-gold clothing not in the buyers actually lead. The leading acquisition of Primavera capital, a dollar and RMB dual currency investment fund, has been bidding for yum's China business. From the proportion of the acquisition (Primavera $ 410 million, Ant gold serving 50 million US dollars) can also learn that are Primavera capital "ingest" of Kentucky Fried chicken.
Although inside was Yum yum China highest growth of a sector (yum 2016 fiscal second-quarter earnings report showed business sales rose to 3%), but the decline of KFC in China is an indisputable fact. Primavera capital and Ant the gold suit buyers is to figure what?
I contact the Golden ants clothing's public relations Department (I also direct Ant-gold clothes CEO Jing Xiandong, SMS, of course he didn't reply), the answer is:
Alipay and Word of mouth to help yum's China subsidiary of KFC, Pizza Hut and other thousands of stores for hundreds of millions of consumers with better quality service experience. Such as the convenience of PayPal payment, you can greatly reduce queuing time for consumers in restaurants. Member management and marketing services provided by reputation, you can help yum's China to better manage customer relationships and marketing. We look forward to closer cooperation with yum's China.
Associate plan yum yum's China operations plans to split out separate listing, as PE listed Primavera capital from a piece of perfectly understandable. Ant Jin served as a top Internet companies, investing in a quarterly growth of 3% financial investment for the project is definitely not a good look. So I can only be interpreted as it was a strategic investment, Jing Xiandong said, through the yum brands provide Alipay, China as a convenient mobile payment service.
Primavera capital and Alibaba has deep origins and its associated enterprises. Primavera capital participated in the ants in a row gold dress a, b two rounds of financing, and one of the rookie first-round investment in network. In paid treasure and reputation and hundred WINS China of cooperation has so close of situation Xia, Ant gold clothing select voted is money and spring with buyers, favors has of, a lift car of mentality has of, as management customer relationship and market marketing data of claims listening to listening to on good, split points listed of critical juncture Shang introduced Ant gold clothing this weight level investment party added holding Internet marketing of imagination, more nice Ah.
马云真的要“吃下”肯德基？真相并非如此 - 蚂蚁金服,肯德基,必胜客 - IT资讯
注：本文发布时间为9月2日晚。
晚饭时间，很多人都听到了一个消息，马云“吃下”了肯德基。
起因是今天晚些时候肯德基和必胜客的母公司百胜集团发布公告，称即将正式拆分百盛中国的业务，将其卖给了春华资本和蚂蚁金服。根据协议，春华资本和蚂蚁金服将分别向百胜中国投资4.10亿美元和5000万美元。每股价格以分拆完成后31至60天期间百胜中国股票的成交量加权平均价为基准，给予8%的折让。另外春华资本和蚂蚁金服还合共拥有两批可以在五年内行使的认股权，分别按120亿美元和150亿美元股本价值的行权价，每批收购百胜中国大约2%的普通股。
另外，春华资本的创始人胡祖六将出任百胜中国董事会非执行董事长，他此前曾担任高盛大中华区主席。
然后这件事最热闹的点不是这次交易的细节，而是蚂蚁金服和马云“报复肯德基”的段子。2014年马云曾经调侃当年自己曾应聘肯德基而遭到拒绝，于是，阿里巴巴的关联企业蚂蚁金服此次参与百胜中国的拆分行为就在社交网络上演变成了“马云因曾被肯德基拒绝发达之后怒而收购之”的段子广而传播。这简直是一个“当年你对我爱搭不理如今我让你高攀不起”的励志故事啊。
不过段子毕竟是段子，实际上蚂蚁金服在此次接盘中不是主角。此次主导收购的是春华资本，一家美元和人民币双币投资基金，一直在竞购百胜中国业务。从这次收购的占比（春华4.1亿美元，蚂蚁金服5000万美元）也可以了解到，其实是春华资本“吃下”了肯德基。
虽说百胜中国已经是百胜集团内部增长率最高的一个部门（百胜集团2016财年第二季度财报显示中国业务的销售额增长了3%呢），但肯德基在中国的没落已经是个不争的事实。那么春华资本和蚂蚁金服的这次接盘是图什么？
我第一时间联系了蚂蚁金服的公关部门（我也直接给蚂蚁金服CEO井贤栋发了短信，当然他没回复），得到的答复是：
支付宝与口碑共同帮助百胜中国旗下的肯德基、必胜客等数千家门店为上亿的消费者提供更加优质的服务体验。比如支付宝的便捷支付，可以大大减少消费者在餐厅的排队时间。口碑提供的会员管理与营销服务，则能够帮助百胜中国更好的管理客户关系以及进行市场推广营销。我们期待与百胜中国更加紧密的合作。
联想到百胜集团此前计划将百胜中国业务拆分出来独立上市的计划，作为PE的春华资本想从上市中分一杯羹完全可以理解。可蚂蚁金服作为一家顶级的互联网企业，投资一个季度增长率只有3%项目看起来绝对不是一笔划算的财务投资。于是我只能解释为这又是一笔战略投资，因为井贤栋说了，要通过百胜中国的品牌提供支付宝这一便捷的移动支付业务。
其实春华资本与阿里巴巴及其关联企业渊源颇深。春华资本连续参与了蚂蚁金服的A、B两轮融资，同时也是菜鸟网络的首轮投资方之一。在支付宝和口碑与百胜中国的合作已经如此紧密的情况下，蚂蚁金服选择投一点钱与春华一起接盘，人情有之，搭便车的心态有之，至于管理客户关系和市场营销数据的说法听听就好，拆分上市的节骨眼儿上引入蚂蚁金服这种重量级投资方加持互联网营销的想象力，多好听啊。