Important signal! Top capital is "buying low" on consumption.

Recently, the consumer sector has been particularly lively: after CPE Yuanfeng announced a strategic partnership with the American restaurant brand Burger King, Dazheng Capital was rumored to be evaluating a potential acquisition offer for the British coffee chain brand Costa Coffee. Just a week ago, Boyu Capital acquired 60% of Starbucks China, and last month, KKR's acquisition of the national soda brand Daye Soda officially closed. On one hand, the M&A frenzy is heating up, and on the other hand, the consumer market growth is weak. Why are top-tier capital firms rushing to invest in consumer brands? What investment logic is hidden behind this? Selling off part of businesses is to optimize business structures and seek a path of refined development. This trend has also emerged in A-share consumer companies: many companies are improving overall operational quality by selling off non-core assets, splitting off inefficient businesses, and acquiring and integrating high-quality resources.