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BA

Bakkavor Group

food_consumer
PE-OWNED

Fresh prepared foods manufacturer producing ready meals, salads, and desserts.

PE-OWNED

Acquired by Ares Management2017-11-16

View PE Firm Profile

What Made It Great

Leading position in UK fresh prepared foods market with retailer partnerships

What PE Will Likely Do

Bakkavor Group will likely reduce the quality of ingredients in their ready meals, salads, and desserts to cut costs

HIGH LIKELIHOODBased on: Ares Management's track record of cost-cutting and debt-loading tactics in past acquisitions, with a bankruptcy rate of 23%

The company will likely engage in shrinkflation, reducing the package sizes of their products while maintaining or increasing prices

HIGH LIKELIHOODBased on: The industry playbook for PE firms in the food consumer sector, which shows a high frequency of tactics like ingredient downgrade, shrinkflation, supply chain changes, and formula changes

Bakkavor Group will likely switch to lower-cost suppliers and manufacturing options, leading to changes in the supply chain

HIGH LIKELIHOODBased on: The typical timeline of how these tactics play out in the food consumer industry, leading to brand reputation damage and market share loss over 3-5 years

The company will likely alter the recipes of their products to further reduce costs, potentially impacting the taste and nutritional value

HIGH LIKELIHOODBased on: The typical timeline of how these tactics play out in the food consumer industry, leading to brand reputation damage and market share loss over 3-5 years

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Minimal visible changes as Ares Management completes the ownership transition

6-12 monthsYOU ARE HERE

6 to 12 months months

Behind-the-scenes changes begin, such as ingredient substitutions and supplier switches

12-18 months

12 to 18 months months

Consumers start noticing quality differences in Bakkavor Group's ready meals, salads, and desserts, like smaller portions, less fresh ingredients, and changes in taste

18-36 months

18 to 36 months months

Bakkavor Group's brand reputation begins to suffer as customer complaints increase, and the company may lose significant market share

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Be on the lookout for changes in the quality, taste, and portion sizes of Bakkavor Group's ready meals, salads, and desserts

  • Compare the current products to past versions and consider switching to alternative brands if you notice significant quality degradation

  • Voice your concerns and complaints to Bakkavor Group and their retail partners to hold the company accountable for any reductions in product quality

Alternatives

Research independent alternativesSAFE

Look for family-owned or employee-owned businesses

Share this company's PE status

"Bakkavor Group is now PE-owned. Here's what that means for you."