Retail Watchers

CalItalian

I don't care because you're wrong. It's right in what you just posted! Read it! The assets are being spun to Albertsons shareholders. Not to Kroger shareholders. Yes, but it will include Albertsons and Kroger assets. Now, can we end this bickering? LOL. No, because you're wrong. You can not put Kro...

CalItalian

You need to read the press release - that’s not what it says. It clearly states that Kroger and Albertsons will JOINTLY choose which assets go into SpinCo and will JOINTLY choose how the company is capitalized. SpinCo will be spun off AT CLOSING. Once again, you ARE NOT reading it correctly. The on...

CalItalian

Once again, you ARE NOT reading it correctly. The only reason they are jointly choosing the assets is to pass FTC muster. They're all Albertsons assets. From the Kroger/Albertsons press release: "In connection with obtaining the requisite regulatory clearance necessary to consummate the transa...

CalItalian

There’s nothing to suggest SpinCo will comprise of Albertsons assets only; the press release indicates that Kroger and Albertsons will jointly make the decision in which assets are put into into, SpinCo will be spun off to Albertsons shareholders as part of the deal and the final price may be adjus...

CalItalian

Are we sure there are just Albertson's assets going to SpinCo? Food4Less actually wouldn't have much of an issue finding a buyer and I believe that it is probably less valuable to Kroger than Jewel if they had to choose one over the other. I'd imagine Bodega Latina the owner of Smart & Final mi...

CalItalian

From (PDF) https://www.justice.gov/file/1120636/download (below) If you're asking why HAGGEN is mentioned so many times, it's because the government and the Chairwoman of the FTC uses it as an example. Over and over. B. Ineffectiveness of Some Types of Structural Remedies Some structural remedies co...

CalItalian

I anticipate Kroger already has gone through the entire Albertsons store portfolio in regions with overlap and has prepared what they want to divest, various what/if/than scenarios to play with FTC, and how this will go. The various state AGs suing may get in the way and cause Kroger some fun, but ...

CalItalian

Nice to see all the speculation but this merger isn't happening. The FTC will kill it. What do you expect? Kroger and Albertsons will separate and continue as they are? After Kroger already got significant insight into the business of Albertsons as part of the due diligence process... seems like a ...

CalItalian

Almost every company has debt. That's just how it works. Pull up basically any company you can think of on Yahoo Finance. 90%+ will have debt. Expected return on equity is MUCH higher than the cost of debt. If there was no debt, the companies would have to generate even higher income to meet the ex...

CalItalian

EBITDA is the money they have to pay principal, pay interest, pay taxes, for capex, and to deal with working capital changes. Round numbers, they have $4bn in EBITDA. Assuming $14bn of debt at a 5% interest rate, interest expense would be $700MM per year, leaving them ~$3.3bn to do everything else....

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Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?

Re: Kroger to merge with Albertsons?