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Bon-Ton Stores

retail
PE-OWNED

Regional department store chain serving smaller markets in the Northeast and Midwest.

PE-OWNED

Acquired by Golden Gate Capital2018-02-04

View PE Firm Profile

What Made It Great

Regional department store serving smaller markets with personalized service

What PE Will Likely Do

Bon-Ton Stores will likely experience a rapid decline in the quality and selection of merchandise offered in their stores

HIGH LIKELIHOODBased on: Golden Gate Capital's track record of cost-cutting and debt loading in acquired companies

Customers will notice a reduction in personalized service and attention as the company cuts staff to reduce costs

HIGH LIKELIHOODBased on: The retail industry playbook of common PE tactics like store closures, inventory reductions, and deferred maintenance

The in-store shopping experience will likely degrade with less investment in store maintenance, renovations, and merchandising

HIGH LIKELIHOODBased on: The negative consumer impact score of -0.02 associated with Golden Gate Capital's approach

Bon-Ton may begin closing underperforming stores, leading to a shrinking retail footprint and reduced convenience for customers

HIGH LIKELIHOODBased on: The negative consumer impact score of -0.02 associated with Golden Gate Capital's approach

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Announcements about 'cost optimization' and 'efficiency initiatives' that will impact customer experience

6-12 monthsYOU ARE HERE

6 to 12 months months

First wave of store closures in smaller markets, staff reductions in remaining locations

12-24 months

12 to 24 months months

Noticeable decline in store cleanliness, lighting, and product selection as maintenance is deferred

24-48 months

24 to 48 months months

Accelerated store closures, potential bankruptcy rumors as debt levels rise

48-60 months

48 to 60 months months

Potential bankruptcy, liquidation, or sale of Bon-Ton brand and assets

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Consumers should be prepared for a decline in the quality and selection of merchandise at Bon-Ton Stores locations

  • Customers may want to consider shopping at the remaining Bon-Ton stores sooner rather than later, as the company is likely to close underperforming locations

  • Consumers should be cautious about making any major purchases or investments in Bon-Ton Stores gift cards or loyalty programs, as the company's long-term viability is uncertain

Alternatives

CostcoSAFE

Employee-owned warehouse retailer

TargetSAFE

Publicly traded retailer with strong values

Share this company's PE status

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