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Shining a light on PE ownership.

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OF

Office Depot

retail
PE-OWNED

Office supplies retailer providing business products, technology, and printing services.

PE-OWNED

Acquired by Bain Capital2022-12-16

View PE Firm Profile

What Made It Great

“

Office supply superstore with business services and competitive pricing

What PE Will Likely Do

Predictions

Reduction in selection of office supplies, technology products, and printing services as Office Depot closes underperforming locations and trims inventory

HIGH LIKELIHOODBased on: Bain Capital's track record of aggressive cost-cutting and revenue expansion tactics in past retail acquisitions

Decline in in-store customer service and technical support as staffing is cut

HIGH LIKELIHOODBased on: Industry playbook showing high frequency of debt loading, dividend recaps, store closures, inventory reductions, and deferred maintenance in PE-owned retail companies

Increase in prices for remaining products and services as Office Depot looks to boost margins

HIGH LIKELIHOODBased on: Similar past cases of Gymboree and Tuesday Morning filing for bankruptcy after PE acquisitions

Deterioration in physical store conditions and quality of on-site printing/copying services as maintenance is deferred

HIGH LIKELIHOODBased on: Similar past cases of Gymboree and Tuesday Morning filing for bankruptcy after PE acquisitions

Expected Timeline

Phases
0-6 monthsCompleted

“0 to 6 months months”

Announcements about 'transforming' the business, hinting at store closures and cost reductions

6-12 monthsYOU ARE HERE

“6 to 12 months months”

First wave of 5-10% of locations closed, reductions in staffing and services announced

12-24 months

“12 to 24 months months”

Continued store closures, product selection declines by 15-20%, visible decline in store upkeep and printing equipment

24-48 months

“24 to 48 months months”

Bankruptcy rumors emerge, more aggressive cost cutting leads to 30%+ reduction in product/service quality and availability

48-60 months

“48 to 60 months months”

Potential bankruptcy, restructuring, or fire sale of remaining assets

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

  • Stockpile critical office supplies and equipment before potential product shortages

  • Avoid relying on Office Depot for important printing, tech support, or other business services as quality is likely to decline

  • Be prepared for price hikes on remaining products and services as Office Depot seeks to boost profitability

Alternatives

CostcoSAFE

Employee-owned warehouse retailer

TargetSAFE

Publicly traded retailer with strong values

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"Office Depot is now PE-owned. Here's what that means for you."