亚马逊收购全食超市，几家欢喜几家愁？

亚马逊（Amazon）收购全食超市（Whole Foods）绝对是大手笔。事实上，这是亚马逊史上最大的一笔交易。

这笔交易规模为137亿美元，使两家公司的股价同时上涨，却让食品杂货商的股价遭遇重创。现在，对于亚马逊抢占他们地盘的举措，这些公司更有理由感到恐惧。另外，这笔交易也让杰夫·贝佐斯的个人净资产大涨20亿美元。

以下是上周五这笔巨额交易中的赢家和输家。

赢家

杰夫·贝佐斯

据彭博社的数据显示，亚马逊CEO已经令人惊叹的个人净资产，在交易的消息传出后，又增加了约20亿美元。周五，亚马逊股价大涨超过23美元，增幅近2.4%。贝佐斯现在持有亚马逊近17%的股份。

据彭博社报道，贝佐斯持有的亚马逊股票、在航空航天公司蓝色起源（Blue Origin）的股份以及其他资产，使他的个人身家达到约847亿美元，成为全球第二大富豪。

Jana Partners

Jana Partners在最近开始买入全食超市的股份，最终持股9%，成为该公司的第二大投资者。该激进对冲基金一直在向全食超市施压，要求对管理层进行大规模调整，或者寻找买家。全食超市CEO约翰·麦基曾斥责该对冲基金是“贪婪的混蛋”。

但Jana绝对是把握住了良机。据路透社报道，其将从在全食超市持有的股份中狂赚约3亿美元。Jana在4月份才披露在全食超市的持股情况。（信息披露：Jana Partners最近出售了在《财富》杂志的母公司时代公司（Time Inc.）的股份。）

消费者

SupermarketGuru.com创始人菲利·伦珀特对我们在《MONEY》杂志的合作伙伴表示：“这是消费者的好消息”。他认为这笔交易对于想要省钱的消费者来说“太棒了”。

分析师预测，亚马逊将给整个超市行业带来价格下行压力。

Bankrate.com高级经济分析师马克•哈姆里克告诉《MONEY》杂志：“我们可以期待亚马逊将给食品杂货购物者带来更高的价值，不论是在在线平台还是实体店领域。这将是一笔对消费者有利的好买卖。”

输家

其他食品杂货零售商

周五上午，全食超市被收购的消息传出后，其他食品杂货公司的股价应声下跌，开盘跌幅最低5%，最高达到近20%，市值缩水超过130亿美元。Supervalu的股价遭遇重创，全天跌幅超过14%，而克罗格（Kroger）同样损失惨重，跌幅超过9%。

零售业巨头沃尔玛（Walmart）和塔吉特（Target）的股价也分别下跌了4.6%和5.1%。

Instacart

Instacart在去年才刚刚与全食超市达成协议，成为其独家配送合作伙伴。如今双方的合作或将就此终结。有了全食超市作为食品供应来源，肯定能帮助亚马逊赢得对其食品杂货配送服务Amazon Fresh持怀疑态度的消费者。

NPD集团（NPD Group）食品饮料消费领域的国家分析师戴维·波特兰迪在周五早些时候对《财富》杂志表示：“人们喜欢能触摸和感受新鲜的食品”，而可以知道食品的来源，肯定能够改变人们的态度。他认为，全食超市“能够立刻增加亚马逊在品质方面的可信度。（财富中文网）

译者：刘进龙/汪皓

Amazon's deal to purchase Whole Foods was big. Its biggest ever, in fact.

The $13.7 billion deal lifted shares for both companies, punished the stocks of grocery companies who now have even more reason to fear Amazon's moves onto their turf, and added a cool $2 billion to Jeff Bezos' net worth.

Here's a brief look at the winners and losers in Friday's big deal.

Winners

Jeff Bezos

The Amazon CEO's already formidable net worth rose by about $2 billion on news of the deal, according to Bloomberg data. Amazon (amzn, +2.40%) shares surged more than $23 Friday, an increase of about 2.4%. Bezos owns almost 17% of the company.

Including his Amazon stock, his stake in the aerospace company Blue Origin and other assets, Bezos is worth about $84.7 billion, according to Bloomberg, making him the second-richest person in the world.

Jana Partners

With a 9% stake, much of it accumulated relatively recently, Jana Partners was Whole Foods' second largest investor. The activist hedge fund had been pressuring the grocery chain to make major changes in its management or find a buyer. Whole Foods CEO John Mackey had lambasted the hedge fund as "greedy bastards."

But Jana sure had good timing, and now they're poised to make about $300 million on a stake in Whole Foods (wfm, +29.28%) they had only disclosed in April, Reuters reports. (Disclosure: Jana Partners recently sold a stake in Time Inc. (time, +0.74%), which owns Fortune.)

Consumers

"It's good news for consumers," Phil Lempert, founder of SupermarketGuru.com, told our partners at MONEY, calling it "fabulous" for grocery shoppers looking to save money.

Analysts expect Amazon to put downward pressure on prices across the supermarket industry.

"Amazon can be expected to work to deliver better value to grocery customers, both online and within the brick-and-mortar space," Mark Hamrick, a Bankrate.com senior economic analyst, told MONEY. ""This will be a good deal for consumers."

Losers

Other companies that sell groceries

Shares of other companies in the grocery sector quickly shed value on news of the sale Friday morning, opening as little as 5% and as much as almost 20% lower and losing more than $13 billion dollars in value. Supervalu (svu, -14.36%) was hit hard, dropping more than 14% on the day, and Kroger (kr, -8.88%) didn't fare much better, losing more than 9%.

Even retail giants Walmart @walmart and Target (txt, +0.32%) were down, 4.6% and 5.1%, respectively.

Instacart

It was only last year that Instacart inked a deal to be Whole Foods' exclusive delivery partner. So much for that. Having Whole Foods as a source for nosh is sure to help win over consumers who might be skeptical of Amazon's grocery delivery service, Amazon Fresh.

“People like to touch and feel their fresh foods,” David Portalatin, national analyst for the NPD Group on food and beverage consumption, told Fortune earlier on Friday, and the ability to see where their groceries are coming could make a difference. Whole Foods, he said, “gives Amazon instant credibility from a quality perspective.”