Kroger pom zoo yuav Albertsons rau $ 24.6 billion

Cov khoom sib tw Kroger thiab Albertsons Hnub Friday tau tshaj tawm cov phiaj xwm sib koom ua ke.

Cov tuam txhab tau hais tias Kroger pom zoo yuav Albertsons rau $ 34.10 ib feem ntawm qhov kev pom zoo muaj nqis txog $ 24.6 billion. Albertsons shares tau kaw hnub Thursday ntawm $ 28.63 tom qab tau nce siab ntawm cov lus ceeb toom tias qhov kev pom zoo yuav tshwm sim.

Kroger yog tus muag khoom loj thib ob los ntawm kev lag luam hauv Tebchaws Meskas, tom qab Walmart, thiab Albertsons yog plaub, tom qab Costco. Ua ke, Kroger thiab Albertsons yuav yog qhov thib ob ze rau Walmart.

Ob lub tuam txhab cov thawj coj tau pom zoo pom zoo rau daim ntawv cog lus, uas tseem yuav xav tau kev pom zoo rau kev tswj hwm.

Nyeem ntxiv: Yuav ua li cas Kroger thiab Albertsons npaj kom yeej Wall Street thiab Washington

Kev sib khi los ntawm lub sijhawm nyuaj hauv kev lag luam khoom noj khoom haus. Cov khw muag khoom loj tau sib tw kom ua raws li cov neeg yuav khoom tau txais txoj hauv kev tshiab ntawm kev rov ua dua lub tub yees. Cov tuam txhab lag luam yuav tsum tau nqis peev hauv automation, kev cob qhia cov neeg ua haujlwm thiab ntau dua thaum cov neeg siv khoom sib tw ntawm cov khw muag khoom, xaj khoom xa tuaj hauv tsev thiab siv cov khoom thauj khoom.

Cov khw muag khoom noj kuj raug cuam tshuam los ntawm kev nce nqi. Cov nqi zaub mov tau dhia 11.2% los ntawm ib xyoos dhau los, raws li cov ntaub ntawv tshiab ntawm Bureau of Labor Statistics. Cov tuam txhab lag luam yuav tsum tau ntsuas thaum twg yuav dhau los ntawm cov nqi siab dua rau cov neeg siv khoom thiab thaum twg los nqus lawv kom nyob twj ywm kev sib tw.

Kev lag luam khoom noj khoom haus yog fragmented heev. Cov khw muag khoom ntiag tug hauv cheeb tsam, xws li HEB hauv Texas thiab Publix hauv Florida, nyob twj ywm cov neeg ua haujlwm muaj zog thiab hais kom muaj kev ncaj ncees. Cov txheeb ze tshiab xws li cov luv nqi Aldi thiab Lidl, thiab Amazon's Amazon Fresh, tau nyiam cov neeg siv khoom, ib yam nkaus. Ntxiv rau, qee cov neeg Asmeskas khaws cov khoom noj ntawm cov koom haum warehouse xws li Costco, Walmart-owned Sam's Club thiab BJ lag luam wholesale.

Kroger thiab Albertsons kuj muaj ntau lub khw muag khoom, nrog rau cov npe uas cov neeg ua haujlwm tau txais ntau xyoo. Kroger's banners suav nrog Fred Meyer, Ralphs thiab King Soopers, thiab Albertsons banners suav nrog Safeway, Acme thiab Tom Thumb.

Ua ke, Kroger thiab Albertsons ntiav ntau tshaj 700,000 tus neeg hla txog 5,000 lub khw.

Kroger tau ntes txog 9.9% ntawm Asmeskas khw muag khoom noj hauv 12 lub hlis xaus rau Lub Rau Hli 30, raws li tus kws tshawb fawb kev lag luam Numerator. Albertsons feem ntau yog 5.7%. Peb tus neeg loj tom ntej tom qab Albertsons yog Ahold-Delhaize, Publix, Sam's Club thiab Target. Ahold DelhaizeCov banners suav nrog Food Lion thiab Stop & Shop, nrog rau Fresh Direct, ib qho khoom noj hauv online uas nws tau txais.

Txhawm rau koom ua ke, Kroger thiab Albertsons xav tau cov neeg tswj hwm los kos npe tawm. Cov neeg tswj hwm yuav saib xyuas qhov twg cov tuam txhab muaj kev tswj hwm thiab ntsuas yog tias lawv yuav muaj hwj chim ntau dhau yog tias ua ke, Eleanor Fox, tus xibfwb ntawm New York University uas tshwj xeeb hauv kev tawm tsam thiab kev sib tw txoj cai. Kev sib koom ua ke yuav tsis tshua pom zoo yog tias lawv yog ob lub khw muag khoom loj tshaj plaws hauv ntau lub khw, nws hais.

Qee lub tuam txhab kev lag luam muaj qhov sib tshooj tseem ceeb, xws li Southern California, Colorado, Seattle thiab thaj chaw ntawm Midwest thiab Texas, Simeon Gutman, tus kws tshuaj ntsuam xyuas muag rau Morgan Stanley, tau sau rau hauv daim ntawv tshawb fawb hnub Thursday. Lwm thaj chaw, xws li Northeast thiab Southeast, muaj tsawg heev sib tshooj.

Kroger CEO Rodney McMullen tau hais hauv tsab xov xwm tshaj tawm tias "Albertsons Cos. coj cov kev taw qhia ntxiv thiab ua haujlwm hauv ntau qhov chaw hauv lub tebchaws nrog tsawg lossis tsis muaj Kroger khw," Kroger CEO Rodney McMullen tau hais hauv xov xwm tshaj tawm txog qhov kev pom zoo.

Kev sib xyaw ua ke yuav zoo li yuav dhau mus rau lub sijhawm tshuaj xyuas ntev los ntawm cov neeg tswj hwm thiab yuav xav tau lub khw muag khoom, Morgan Stanley's Gutman tau hais.

Gutman kuj tau ceeb toom txog nyiaj txiag upside ntawm qhov kev pom zoo. Kev sib sau ua ke hauv kev lag luam khoom noj khoom haus tsis tau them keeb kwm yav dhau los ntawm cov txiaj ntsig siab dua, nws hais. Txawm li cas los xij, nws tau hais tias kev lag luam tuaj yeem nyob rau ntawm qhov chaw uas muaj kev sib koom ua ke loj tuaj yeem nqa cov paj tau paj.