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AS

Asda and Morrisons

Retail
PE-OWNED

PE-OWNED

Acquired by Blackstone, KKR, and Fortress Investment Group

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What PE Will Likely Do

Reduction in the quality and selection of fresh produce, meats, and baked goods at Asda and Morrisons stores due to inventory cuts and cost-saving measures

HIGH LIKELIHOODBased on: The PE firms involved (Blackstone, KKR, and Fortress) have a history of employing cost-cutting tactics in their acquisitions, including debt loading, dividend recapitalization, store closures, and inventory reductions

Fewer store renovations and maintenance, leading to a decline in the overall store environment and shopping experience

HIGH LIKELIHOODBased on: The retail industry playbook indicates a high frequency of these tactics being used in PE-backed acquisitions, often leading to a decline in product quality and the overall shopping experience

Increased reliance on private-label and lower-quality generic brands to boost profit margins

HIGH LIKELIHOODBased on: Asda and Morrisons are both established grocery store chains, which are typically targeted for these types of cost-cutting measures to boost short-term profitability

Potential closures of underperforming Asda and Morrisons locations, leaving some communities without easy access to affordable grocery options

HIGH LIKELIHOODBased on: Asda and Morrisons are both established grocery store chains, which are typically targeted for these types of cost-cutting measures to boost short-term profitability

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Announcements about 'transforming' the business and 'optimizing' operations

6-12 monthsYOU ARE HERE

6 to 12 months months

First round of store closures and staff reductions announced

12-24 months

12 to 24 months months

Noticeable decline in store quality, reduced product selection, and an increase in generic brand offerings

24-48 months

24 to 48 months months

Bankruptcy rumors begin, more aggressive cost-cutting measures implemented

48-60 months

48 to 60 months months

Potential restructuring, sale, or liquidation of Asda and Morrisons assets

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Monitor the quality and selection of products at Asda and Morrisons stores in the coming months and years

  • Be prepared for potential store closures or reductions in operating hours that could impact community access to affordable grocery options

  • Consider supporting alternative local grocery options to maintain access to high-quality, fresh food in the event of Asda and Morrisons declining

Alternatives

CostcoSAFE

Employee-owned warehouse retailer

TargetSAFE

Publicly traded retailer with strong values

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