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Supervalu

food_consumer
PE-OWNED

Grocery wholesaler and retailer operating multiple supermarket chains.

PE-OWNED

Acquired by Cerberus Capital Management2013-07-15

View PE Firm Profile

What Made It Great

Major grocery wholesaler and operator of regional supermarket chains

What PE Will Likely Do

Supervalu will likely replace higher-quality ingredients in their private label and store-brand grocery products with cheaper alternatives, leading to noticeable decreases in taste, freshness, and nutritional value

HIGH LIKELIHOODBased on: Cerberus Capital Management's history of cost-cutting and debt loading tactics in their acquisitions

Supervalu will likely reduce package sizes of their grocery products while maintaining or increasing prices, a practice known as 'shrinkflation'

HIGH LIKELIHOODBased on: The industry playbook for common private equity tactics in the food/consumer sector, including ingredient downgrades, shrinkflation, supply chain changes, formula changes, and manufacturing consolidation

Supervalu will likely switch to lower-cost suppliers and manufacturing options for their grocery products, leading to inconsistencies in quality and availability

HIGH LIKELIHOODBased on: The negative consumer impact score associated with Cerberus Capital Management's past acquisitions

Supervalu will likely alter the recipes of their grocery products to reduce costs, changing the taste, texture, and nutritional profile that customers are accustomed to

HIGH LIKELIHOODBased on: The negative consumer impact score associated with Cerberus Capital Management's past acquisitions

Supervalu will likely close some of their less profitable supermarket locations and consolidate production, leading to reduced convenience and selection for customers in affected areas

HIGH LIKELIHOODBased on: The negative consumer impact score associated with Cerberus Capital Management's past acquisitions

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Minimal visible changes as ownership transition takes place

6-12 monthsYOU ARE HERE

6 to 12 months months

Behind-the-scenes changes to suppliers, ingredients, and formulas begin

12-24 months

12 to 24 months months

Customers start to notice quality differences in Supervalu's grocery products, with complaints about taste, freshness, and nutritional value increasing

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Closely monitor the quality and pricing of Supervalu's grocery products, especially their private label and store-brand items

  • Be prepared to switch to alternative grocery retailers if Supervalu's product quality and value significantly deteriorate

  • Voice concerns and complaints to Supervalu's customer service if you notice significant changes in the taste, freshness, or nutritional content of their products

Alternatives

Research independent alternativesSAFE

Look for family-owned or employee-owned businesses

Share this company's PE status

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