Campari verkauft Rhum-Agricole-Marken

Campari hat mit seinen Halbjahreszahlen den Verkauf von 5 Spirituosenmarken, darunter 3 Rhum Agricole-Marken, für zusammen 30 Mio € bekanntgegeben. Beim Kauf in der Zeit von 2007 bis 2019 haben sie zusammen locker 180 Mio € gezahlt.
Ein krasser Wertverfall, der die Tiefe der Branchenkrise zeigt. Dass auch Rhum Agricole von diesem Wertverfall erfasst wird, hätte ich angesichts der angeblich weiterhin steigenden Nachfrage nicht erwartet.

Verkaufte Marken:

Zitat aus den aktuellen Halbjahreszahlen von Campari, S. 4: https://www.camparigroup.com/sites/default/files/downloads/20260729%20H1%202026%20Results%20Press%20Release.pdf

RECENT EVENTS
[…]
Disposals of Bellonnie et Bourdillon Successeurs, Bisquit&Dubouché and Cabo Wabo.
On July 13th, 2026, Campari Group entered into exclusive negotiations and a put option agreement with a French private industry player to sell 100% of Bellonnie et Bourdillon Successeurs, together with its subsidiaries, whose activities include sugarcane cultivation and the manufacturing, distribution and sale of rhum agricole products under the Trois Rivières, Maison La Mauny and Duquesne brands, as well as the distribution and sale of third-party products in Martinique. The companies in the transaction perimeter comprise the intellectual property rights related to the brands, inventories, production facilities, real estate assets and other assets used to conduct the business.*
Moreover, on July 24th, 2026, Campari Group entered into a put option agreement with another player, in relation to the sale of the Bisquit&Dubouché cognac and Cabo Wabo tequila. The transaction perimeter includes the intellectual property rights, certain finished goods inventories for both brands and the real estate assets related to the Bisquit&Dubouché cognac business. In addition, the parties will enter into a supply agreement for the supply of Bisquit&Dubouché liquid, as well as a transitional manufacturing agreement for Cabo Wabo.*
Both transactions remain subject to the completion of the applicable consultation, regulatory and approval processes and are expected to close by the end of 2026. The combined proceeds for both transactions are estimated at c.€30 million.

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