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PE

Pep Boys

retail
PE-OWNED

Automotive aftermarket chain providing parts, accessories, and services.

PE-OWNED

Acquired by KKR2016-02-01

View PE Firm Profile

What Made It Great

One-stop automotive service and parts destination with installation services

What PE Will Likely Do

Pep Boys will close a significant number of their retail stores, reducing customer convenience and access to their services

HIGH LIKELIHOODBased on: KKR's history of using debt-heavy acquisitions, cost-cutting, and short-term profit maximization tactics

The quality and selection of automotive parts, accessories, and services at remaining Pep Boys locations will decline as inventory levels are reduced and maintenance is deferred

HIGH LIKELIHOODBased on: The playbook of common private equity strategies in the retail sector, including debt loading, dividend recapitalization, store closures, inventory reduction, and deferred maintenance

Pep Boys will increase prices on parts, accessories, and services to boost profits, reducing affordability for consumers

HIGH LIKELIHOODBased on: The negative consumer impact score associated with KKR's typical approach

Pep Boys' expert technical staff and installation services will be scaled back, leading to longer wait times, less personalized attention, and poorer quality work for customers

HIGH LIKELIHOODBased on: The bankruptcy outcomes of similar past private equity acquisitions in the retail and service industries

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Announcements about 'transforming the business' and 'optimizing the store footprint'

6-12 monthsYOU ARE HERE

6 to 12 months months

First round of store closures and staff reductions announced, inventory levels start to decline

12-24 months

12 to 24 months months

Noticeable reduction in part and accessory selection, longer wait times for installations and repairs, and general decline in store upkeep and appearance

24-48 months

24 to 48 months months

Bankruptcy rumors begin to circulate, more aggressive cost cutting measures implemented including further store closures and reduced technical staff

48-60 months

48 to 60 months months

Potential bankruptcy, restructuring, or fire sale of Pep Boys assets

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Consumers should expect reduced selection, higher prices, and lower quality of parts, accessories, and services at Pep Boys locations

  • Customers may want to consider alternative automotive service providers that are not owned by private equity firms

  • Consumers should be prepared for potential store closures that could make accessing Pep Boys services more inconvenient

Alternatives

CostcoSAFE

Employee-owned warehouse retailer

TargetSAFE

Publicly traded retailer with strong values

Share this company's PE status

"Pep Boys is now PE-owned. Here's what that means for you."