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📰 Big changes for big coffee: What’s happening this week? Heineken has appointed Rafael Oliveira as its new CEO, breaking with tradition by selecting an outsider to address slumping demand. Oliveira, currently CEO of KDP-owned JDE Peet's, will take over on 1 October 2026, subject to shareholder approval. He steps into the role as KDP launches its Global Coffee Co., which will be responsible for US$16bn in worldwide sales. At Costa Coffee, the news is less certain. Coca-Cola has brought in restructuring advisers, AlixPartners and Alvarez & Marsal, following an attempt to sell the chain. The sale collapsed in January after bids failed to reach Costa's £2bn asking price, roughly half the £3.9bn Coca-Cola paid for the business in 2018. On the regulatory side, the UK government confirmed plans to introduce its own deforestation regulation. The EU's legislation, which came into force in 2023, caused significant disruption across the coffee industry, and the UK's equivalent is expected to do the same. Taken together, these stories reflect the pressure bearing down on large coffee companies from multiple directions simultaneously: operational underperformance, leadership instability, and tightening supply chain regulation. Read about these stories and more in this week’s PDG News Recap. https://lnkd.in/emkMa3Bq

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