2026年一季度餐饮CPG报告(英)-2026
聚焦2026年一季度餐饮CPG报告(英)-2026。pressure to monetize will build through the year. We expect strategic M&A to reaccelerate in H2 as Q4 2025/Q1 2026 portfolio repositioning programs at KDP, Diageo, Hormel Foods, and Maple Leaf Foods progress through their divestiture and deleveraging cycles.