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Shining a light on PE ownership.

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AM

American Apparel

retail
PE-OWNED

Vertically integrated clothing manufacturer and retailer known for basics and vintage-inspired styles.

PE-OWNED

Acquired by Golden Gate Capital2017-01-12

View PE Firm Profile

What Made It Great

“

Made-in-USA basics with controversial marketing and vertically integrated manufacturing

What PE Will Likely Do

Predictions

American Apparel's signature high-quality, made-in-USA basics will likely be replaced with lower-cost, offshore-manufactured garments to improve profit margins

HIGH LIKELIHOODBased on: Golden Gate Capital's track record of cost-cutting and debt loading in acquisitions, which is likely to negatively impact American Apparel's vertically integrated manufacturing model and product quality

The variety and uniqueness of American Apparel's vintage-inspired designs will likely be reduced in favor of more generic, mass-market styles

HIGH LIKELIHOODBased on: The industry playbook for retail PE acquisitions, which frequently involves store closures, inventory reductions, and deferred maintenance, all of which would degrade the customer experience

The company's vertically integrated manufacturing model will likely be dismantled, leading to a decline in product quality and consistency

HIGH LIKELIHOODBased on: The historical precedent of similar PE-backed retail companies like Bon-Ton Stores, California Pizza Kitchen, and Payless ShoeSource filing for bankruptcy within a few years of acquisition

Expected Timeline

Phases
0-6 monthsCompleted

“0 to 6 months months”

Announcements about 'streamlining' and 'optimizing' the business, with promises of 'exciting new collections'

6-12 monthsYOU ARE HERE

“6 to 12 months months”

First round of store closures and staff reductions announced, leading to a noticeable decline in customer service and in-store experience

12-24 months

“12 to 24 months months”

Inventory levels will likely be reduced, with a narrower selection of basics and fewer unique, vintage-inspired pieces available

24-48 months

“24 to 48 months months”

Rumors of bankruptcy begin to circulate as the company struggles to maintain its signature product quality and manufacturing model

48-60 months

“48 to 60 months months”

Potential bankruptcy, restructuring, or sale of the brand to a new owner, leading to further disruption and uncertainty for consumers

Similar Cases

Other companies that followed a similar path after PE acquisition

Operating

Toys R Us

KKR·2005

See full case study
Bankruptcy

Sports Authority

Leonard Green & Partners·2006

See full case study
Operating

Payless ShoeSource

Golden Gate Capital·2012

See full case study
Operating

99 Cents Only Stores

Ares Management·2012

See full case study
Operating

Joann

Leonard Green & Partners·2011

See full case study

What You Can Do

Take Action

Actions

  • Consider stocking up on your favorite American Apparel basics before the quality and selection is likely to decline

  • Be cautious about purchasing American Apparel products in the coming years, as the brand's signature quality and manufacturing standards may be compromised

  • Stay informed about any changes to American Apparel's product offerings, store locations, and customer service to make informed purchasing decisions

Alternatives

CostcoSAFE

Employee-owned warehouse retailer

TargetSAFE

Publicly traded retailer with strong values

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"American Apparel is now PE-owned. Here's what that means for you."