{"id":3211,"date":"2026-03-23T01:23:58","date_gmt":"2026-03-23T01:23:58","guid":{"rendered":"https:\/\/ihavenomoney.co.kr\/?p=3211"},"modified":"2026-03-23T01:23:58","modified_gmt":"2026-03-23T01:23:58","slug":"%ed%95%98%ea%b2%90%eb%8b%a4%ec%a6%88-%eb%b0%b0%eb%8b%b9%ea%b8%88","status":"publish","type":"post","link":"https:\/\/ihavenomoney.co.kr\/?p=3211","title":{"rendered":"\ud558\uac90\ub2e4\uc988 \ubc30\ub2f9\uae08"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">1\ufe0f\u20e3 \ud558\uac90\ub2e4\uc988\ub294 \u201c\uc0c1\uc7a5\ud68c\uc0ac\u201d\uac00 \uc544\ub2d8<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>H\u00e4agen\u2011Dazs \ub294 **\uc8fc\uc2dd\ud68c\uc0ac(\uc0c1\uc7a5\uae30\uc5c5)**\uac00 \uc544\ub2c8\ub77c<br>\u2192 \ub2e8\uc21c <strong>\uc544\uc774\uc2a4\ud06c\ub9bc \ube0c\ub79c\ub4dc(\uc0ac\uc5c5\ubd80\/\uc790\uc0b0)<\/strong> \uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uc0bc\uc131\uc804\uc790\ucc98\ub7fc \u201c\uc8fc\ub2f9 \ubc30\ub2f9\uae08 \uc5bc\ub9c8\u201d \uc774\ub7f0 \uac8c \uc874\uc7ac\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">2\ufe0f\u20e3 \uc2e4\uc81c \ub3c8\uc740 \uc5b4\ub514\ub85c \ubc30\ub2f9\ub418\ub098?<\/h2>\n\n\n\n<p>\ud558\uac90\ub2e4\uc988 \uc0ac\uc5c5\uc740 \ud604\uc7ac \uad6c\uc870\uac00 \uc774\ub807\uac8c \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc81c\uc870\/\uc0ac\uc5c5 \uc8fc\uccb4: <strong>Froneri (\ud569\uc791\ud68c\uc0ac)<\/strong><\/li>\n\n\n\n<li>\uc9c0\ubd84:\n<ul class=\"wp-block-list\">\n<li>Nestl\u00e9<\/li>\n\n\n\n<li>PAI Partners (PE\ud380\ub4dc)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uc774 Froneri\uac00 \ub3c8\uc744 \ubc8c\uba74<br>\u2192 <strong>Nestl\u00e9 \uac19\uc740 \uc8fc\uc8fc\uc5d0\uac8c \ubc30\ub2f9<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">3\ufe0f\u20e3 \u201c\uc791\ub144 \ubc30\ub2f9\u201d\uc5d0 \uac00\uc7a5 \uac00\uae4c\uc6b4 \uc2e4\uc81c \uc0ac\ub840<\/h2>\n\n\n\n<p>2025\ub144 \uae30\uc900 \ud070 \uc774\ubca4\ud2b8:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Froneri\uac00 \uc57d <strong>\u20ac4.4B (\uc57d 6~7\uc870\uc6d0)<\/strong> \uaddc\ubaa8<br>\ud83d\udc49 \uc8fc\uc8fc \ubc30\ub2f9(\uc815\ud655\ud788\ub294 dividend recap) \uc2e4\uc2dc<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uc774\uac8c \uc0ac\uc2e4\uc0c1<br>\u201c\ud558\uac90\ub2e4\uc988 \ud3ec\ud568 \uc544\uc774\uc2a4\ud06c\ub9bc \uc0ac\uc5c5\uc5d0\uc11c \ub098\uc628 \ubc30\ub2f9\u201d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4\ufe0f\u20e3 \ucc38\uace0: Nestl\u00e9 \ubc30\ub2f9<\/h2>\n\n\n\n<p>\ub9cc\uc57d \ud22c\uc790 \uad00\uc810\uc774\uba74 \uc774\uac8c \ub354 \uc911\uc694\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nestl\u00e9 2024 \uae30\uc900 \ubc30\ub2f9<br>\ud83d\udc49 <strong>CHF 3.05 \/ \uc8fc<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \ud558\uac90\ub2e4\uc988 \uc218\uc775\ub3c4 \uc77c\ubd80 \uc5ec\uae30 \ud3ec\ud568\ub428<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">\u2714\ufe0f \ud575\uc2ec \uc815\ub9ac<\/h1>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u274c \ud558\uac90\ub2e4\uc988 = \ubc30\ub2f9 \uc5c6\uc74c (\ube0c\ub79c\ub4dc\ub77c\uc11c)<\/li>\n\n\n\n<li>\u2705 \uc2e4\uc81c \ubc30\ub2f9 \uc8fc\uccb4 = Froneri \/ Nestl\u00e9<\/li>\n\n\n\n<li>\u2705 2025\ub144: \uc57d 4.4B \uc720\ub85c \ub300\ud615 \ubc30\ub2f9 \ubc1c\uc0dd<\/li>\n\n\n\n<li>\u2705 \uac1c\uc778 \ud22c\uc790\uc790\ub294 Nestl\u00e9 \uc8fc\uc2dd \ud1b5\ud574 \uac04\uc811 \ucc38\uc5ec<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udc49 \ud22c\uc790 \uad00\uc810 \ud55c\uc904<\/h2>\n\n\n\n<p>\ud83d\udc49 \u201c\ud558\uac90\ub2e4\uc988\uc5d0 \ud22c\uc790\u201d =<br><strong>Nestl\u00e9 or Froneri (\ube44\uc0c1\uc7a5) \ud22c\uc790 \uad6c\uc870<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\uc6d0\ud558\uba74<br>\ud83d\udc49 \u201c\ud558\uac90\ub2e4\uc988 \uc0ac\uc5c5 \uc218\uc775\ub960 \/ \ub9c8\uc9c4 \uad6c\uc870 \/ \ud55c\uad6d\uc5d0\uc11c \ub3c8 \ubc84\ub294 \ubc29\uc2dd\u201d<br>\ud83d\udc49 \u201cNestl\u00e9 vs Unilever \uc544\uc774\uc2a4\ud06c\ub9bc \uc0ac\uc5c5 \ube44\uad50\u201d<\/p>\n\n\n\n<p>\uae4c\uc9c0 \uc2e4\uc81c \ud22c\uc790 \uad00\uc810\uc73c\ub85c \ubd84\uc11d\ud574 \ub4dc\ub9b4\uac8c\uc694.<\/p>\n\n\n\n<p>\ud55c\uad6d \ud558\uac90\ub2e4\uc988 \ub300\uc8fc\uc8fc \ubc30\ub2f9\uae08\uc740?<\/p>\n\n\n\n<p>\ud575\uc2ec\ub9cc \uc815\ud655\ud788 \ub9d0\uc500\ub4dc\ub9ac\uba74 \ud83d\udc47<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u2705 \ud55c\uad6d \ud558\uac90\ub2e4\uc988 \u201c\uc2e4\uc81c \ubc30\ub2f9\uae08\u201d<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2022\ub144 \ubc30\ub2f9:<\/strong> \uc57d <strong>16\uc5b5 \uc6d0<\/strong><\/li>\n\n\n\n<li><strong>2023\ub144 \ubc30\ub2f9:<\/strong> \uc57d <strong>25\uc5b5 \uc6d0<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uc989, \ucd5c\uadfc \uae30\uc900\uc73c\ub85c \ubcf4\uba74<br><strong>\uc5f0\uac04 20\uc5b5~25\uc5b5 \uaddc\ubaa8 \ubc30\ub2f9\uc744 \ud558\ub294 \uc548\uc815\uc801 \ud604\uae08\ucc3d\ucd9c \ud68c\uc0ac<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">1\ufe0f\u20e3 \ud55c\uad6d \ud558\uac90\ub2e4\uc988 \uc9c0\ubc30\uad6c\uc870<\/h2>\n\n\n\n<p>\ud55c\uad6d\uc740 \uae00\ub85c\ubc8c \uad6c\uc870\ub791 \uc870\uae08 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c0\ubd84 \uad6c\uc870:\n<ul class=\"wp-block-list\">\n<li>\ud574\uc678 \ud558\uac90\ub2e4\uc988 \ubc95\uc778 (\ub124\ub35c\ub780\ub4dc) \u2192 \uc57d 50%<\/li>\n\n\n\n<li>\ud55c\uad6d \uc624\ub108 \uc77c\uac00 (\ubc31\uc885\uadfc \ud68c\uc7a5 \uac00\ubb38) \u2192 \uc57d 50%<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uadf8\ub798\uc11c \ubc30\ub2f9\uc740<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc678\uad6d \ubcf8\uc0ac (Froneri\/Haagen-Dazs \uae00\ub85c\ubc8c)<\/li>\n\n\n\n<li>\ud55c\uad6d \uac1c\uc778 \ub300\uc8fc\uc8fc (\uc624\ub108 \uc77c\uac00)<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 <strong>\ub458\uc774 \ubc18\ubc18 \ub098\ub220 \uba39\ub294 \uad6c\uc870<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">2\ufe0f\u20e3 \ubc30\ub2f9 \uc131\uaca9 (\uc911\uc694 \ud3ec\uc778\ud2b8)<\/h2>\n\n\n\n<p>\uc774 \ud68c\uc0ac \ud2b9\uc9d5:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9e4\ucd9c: \uc57d 800~900\uc5b5<\/li>\n\n\n\n<li>\uc601\uc5c5\uc774\uc775: \uc57d 40\uc5b5 \uc218\uc900<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uadf8\ub7f0\ub370 \ubc30\ub2f9\uc774 25\uc5b5\uc774\uba74?<\/p>\n\n\n\n<p>\ud83d\udc49 <strong>\uc774\uc775\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ubc30\ub2f9\uc73c\ub85c \uac00\uc838\uac00\ub294 \uad6c\uc870<\/strong><\/p>\n\n\n\n<p>\uc989<br>\u2714 \uc131\uc7a5\ud615 \ud68c\uc0ac \u274c<br>\u2714 <strong>\uce90\uc2dc\uce74\uc6b0 (\ud604\uae08 \ud68c\uc218\ud615 \uc0ac\uc5c5)<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">3\ufe0f\u20e3 \ud22c\uc790 \uad00\uc810 \ud574\uc11d<\/h2>\n\n\n\n<p>\uc774\uac74 \uaf64 \uc911\uc694\ud55c \uad6c\uc870\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud83d\udc49 \ud55c\uad6d \ud558\uac90\ub2e4\uc988 =<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud504\ub9ac\ubbf8\uc5c4 \ube0c\ub79c\ub4dc<\/li>\n\n\n\n<li>\ub192\uc740 \ub9c8\uc9c4<\/li>\n\n\n\n<li>CAPEX \uac70\uc758 \uc5c6\uc74c<\/li>\n\n\n\n<li>\uc548\uc815\uc801\uc778 \ud604\uae08 \ud750\ub984<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 \uadf8\ub798\uc11c \uc804\ub7b5\uc740:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubc8c\uba74 \u2192 \ubc14\ub85c \ubc30\ub2f9<\/li>\n\n\n\n<li>\uc7ac\ud22c\uc790 \uac70\uc758 \uc5c6\uc74c<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4\ufe0f\u20e3 \ud604\uc2e4\uc801\uc778 \uc758\ubbf8<\/h2>\n\n\n\n<p>\ud83d\udc49 \ud55c\uad6d \uc2dc\uc7a5\uc5d0\uc11c \ud558\uac90\ub2e4\uc988\ub294<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201c\ube0c\ub79c\ub4dc \uc0ac\uc5c5 + \uc720\ud1b5 \ub9c8\uc9c4 \uc0ac\uc5c5\u201d<\/li>\n\n\n\n<li>\uc0ac\uc2e4\uc0c1 <strong>\ub85c\uc5f4\ud2f0 + \ub9c8\ucf00\ud305 + \uc720\ud1b5 \ud68c\uc0ac<\/strong><\/li>\n<\/ul>\n\n\n\n<p>\uadf8\ub798\uc11c<br>\ud83d\udc49 \ubc30\ub2f9\uc774 \uafb8\uc900\ud788 \ub098\uc624\ub294 \uad6c\uc870<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">\u2714\ufe0f \ud55c\uc904 \uc815\ub9ac<\/h1>\n\n\n\n<p>\ud83d\udc49 <strong>\ud55c\uad6d \ud558\uac90\ub2e4\uc988\ub294 \uc5f0 20\uc5b5\ub300 \ubc30\ub2f9\uc744 \ud558\ub294 \u2018\ud604\uae08 \ud68c\uc218\ud615 \ud504\ub9ac\ubbf8\uc5c4 \ube0c\ub79c\ub4dc \uc0ac\uc5c5\u2019<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1\ufe0f\u20e3 \ud558\uac90\ub2e4\uc988\ub294 \u201c\uc0c1\uc7a5\ud68c\uc0ac\u201d\uac00 \uc544\ub2d8 \ud83d\udc49 \uc0bc\uc131\uc804\uc790\ucc98\ub7fc \u201c\uc8fc\ub2f9 \ubc30\ub2f9\uae08 \uc5bc\ub9c8\u201d \uc774\ub7f0 \uac8c \uc874\uc7ac\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. 2\ufe0f\u20e3 \uc2e4\uc81c \ub3c8\uc740 \uc5b4\ub514\ub85c \ubc30\ub2f9\ub418\ub098? \ud558\uac90\ub2e4\uc988 \uc0ac\uc5c5\uc740 \ud604\uc7ac \uad6c\uc870\uac00 \uc774\ub807\uac8c \ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4: \ud83d\udc49 \uc774 Froneri\uac00 \ub3c8\uc744 \ubc8c\uba74\u2192 Nestl\u00e9 \uac19\uc740 \uc8fc\uc8fc\uc5d0\uac8c \ubc30\ub2f9 3\ufe0f\u20e3 \u201c\uc791\ub144 \ubc30\ub2f9\u201d\uc5d0 \uac00\uc7a5 \uac00\uae4c\uc6b4 \uc2e4\uc81c \uc0ac\ub840 2025\ub144 \uae30\uc900 \ud070 \uc774\ubca4\ud2b8: \ud83d\udc49 \uc774\uac8c \uc0ac\uc2e4\uc0c1\u201c\ud558\uac90\ub2e4\uc988 \ud3ec\ud568 \uc544\uc774\uc2a4\ud06c\ub9bc \uc0ac\uc5c5\uc5d0\uc11c \ub098\uc628 \ubc30\ub2f9\u201d\uc785\ub2c8\ub2e4. 4\ufe0f\u20e3 \ucc38\uace0: &hellip; <a href=\"https:\/\/ihavenomoney.co.kr\/?p=3211\" class=\"more-link\"><span class=\"screen-reader-text\">\ud558\uac90\ub2e4\uc988 \ubc30\ub2f9\uae08<\/span> \ub354\ubcf4\uae30 <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[8],"tags":[],"class_list":["post-3211","post","type-post","status-publish","format-standard","hentry","category-stock"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/3211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3211"}],"version-history":[{"count":1,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/3211\/revisions"}],"predecessor-version":[{"id":3212,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/3211\/revisions\/3212"}],"wp:attachment":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}