Kroger-Albertsons Merger Spells Doom, Gloom Thiab Boom

KrogerKR
thiab AlbertsonsACI
tab tom npaj kev sib koom ua ke uas yuav tsim ib lub khw muag khoom thib ob hauv qhov ntsuas tsuas yog rau WalmartWMT
. Kev sib xyaw ua ke ntawm ob lub khw muag khoom loj hauv Teb Chaws Asmeskas tuaj yeem muaj qhov cuam tshuam peb, ua rau muaj kev puas tsuaj rau qee tus, kev ntxhov siab rau lwm tus, thiab kev tawg rau lwm tus.

Nws tuaj yeem txhais tau tias cov npoo nyias nyias rau cov khw muag khoom me me, ywj pheej thiab qee tus neeg muag khoom; kev sib tw ntau dua rau cov players loj dua, thiab muaj peev xwm ua kom muaj kev sib koom ua ke yav tom ntej.

Yog li qhov kev pom zoo txhais li cas rau F&B kev lag luam, ob lub tuam txhab, cov neeg sib tw, cov neeg muag khoom, thiab cov neeg siv khoom?

gloom

Saib seb, Walmart? Lub ntiaj teb cov khw muag khoom loj tshaj plaws yuav tau saib nws lub xub pwg sai sai. Kroger-Albertsons mega-merger yuav tsim ib lub tuam txhab nrog txog 5,000 US khw muag khoom, ib tug thib ob ze rau Walmart's 5,335 nyob rau hauv lub tebchaws United States. Qhov kev pom zoo tuaj yeem tsim "tus neeg sib tw ntau dua rau nws cov neeg sib tw loj tshaj plaws, Walmart," raws li Arun Sundaram, ntawm CFACFA
Kev tshawb fawb. Yuav loj npaum li cas dhau lub khw suav yuav lub tuam txhab nyiaj ntau lab daus las tshiab nyob rau hauv qhov kev sib ntaus khoom noj no?

Kroger thiab Albertsons ua ke hauv cov nyiaj txiag '21 tau nce $ 210 nphom hauv cov nyiaj tau los thiab $ 3.3 nphom hauv cov nyiaj tau los, raws li Xov Xwm Loj. Robert Ohmes ntawm Bank of AmericaBAC
Kev nyab xeeb tau hais tias Kroger thiab Albertsons ua ke, ua ntej txhua lub khw yuav kaw, yuav tswj txog 19 feem pua ​​​​ntawm Asmeskas cov khw muag khoom noj. Walmart twb tswj 25 feem pua, lossis 30 feem pua ​​suav nrog Sam's Club. Costco tswj lwm 9 feem pua. Qhov ntawd txhais tau hais tias peb lub khw muag khoom sab saum toj yuav tswj ntau dua li ib nrab ntawm cov haujlwm. Qhov ntawd yog ntau tus neeg vam khom tsuas yog ob peb lub tuam txhab xwb, thiab nws yuav txhais tau tias ob peb tus neeg ua si loj heev. Nws kuj tuaj yeem txhais tau tias muaj zog thib ob nipping ntawm pob taws ntawm Walmart.

Thaum Kroger-Albertsons yuav yog qhov loj, nws yuav txawv heev ntawm AmazonAMZN
los yog Walmart, uas tswj tsuas yog ob peb hom. Kroger thiab Albertsons txhua tus twb tswj hwm ntau lub khw muag khoom lag luam, tsim qhov kev xav tsis thoob ntawm ntau tus neeg ua haujlwm ywj pheej. Qhov kev cog lus no yuav muab tag nrho cov npe no tso rau hauv ib lub pob tawb.

Ntxiv rau cov khw muag khoom nrog lub tuam txhab npe, Kroger tswj Ralphs, Dillons, Smith's, King Soopers, Fry's, QFC, City Market, Owen's, Jay C, Them Less, Baker's, Gerbes, Harris Teeter, Xaiv N' Txuag, Metro Market, Mariano's, Fred Meyer, Food 4 Less thiab Foods Co.

Ntxiv rau cov khw muag khoom lag luam, Albertsons ua haujlwm Safeway, Vons, Jewel-Osco, Shaw's, Acme, Tom Thumb, Randalls, United Supermarkets, Pavilions, Star Market, Haggen, Carrs, Kings Food Markets thiab Balducci's Food Lovers Market.

doom

Lwm lub khw muag khoom loj loj tuaj yeem ua rau muaj kev ntxhov siab ntau dua rau cov neeg ua si me thiab hloov qhov sib npaug ntawm lub zog hauv kev ua haujlwm nrog cov neeg muag khoom. Lub teb chaws ob lub khw muag khoom loj tshaj plaws yuav tswj ntau dua 70% ntawm cov khw muag khoom noj hauv ntau dua 160 lub nroog, raws li Stacy Mitchell, ntawm Lub Tsev Haujlwm rau Kev Ntseeg Tus Kheej Hauv Zos. Lub koom haum tshiab yuav txhais tau tias qee tus neeg sib tw lub khw muag khoom yuav raug kaw, "raws li cov khw muag khoom hauv zos ntau raug tshem tawm ntawm kev lag luam," Mitchell tau hais.

Raws li Greg Ferrara ntawm National Grocers Association, kev sib koom ua ke tuaj yeem muab "ib lub khw loj loj" kev tswj hwm ntxiv rau "lub teb chaws cov khoom noj khoom haus saw." Qhov no tuaj yeem ua rau muaj kev sib tw hnyav dua rau cov khw muag khoom me, txawm hais tias Kroger thiab Albertsons sib cav tias nws tuaj yeem ua rau tus nqi zoo dua rau cov neeg siv khoom.

"Kev sib koom ua ke yuav tsis tsuas yog ua rau cov neeg sib tw me me ntawm qhov tsis ncaj ncees, tab sis kuj ua rau muaj kev sib tw ntawm cov neeg yuav khoom los ntawm cov neeg muag khoom noj, uas thaum kawg yuav ua rau cov neeg siv khoom txaus ntshai," Ferrara hais. Mitchell tau hais tias lub koom haum tshiab yuav muaj kev cuam tshuam ntau dua hauv kev cuam tshuam nrog cov neeg ua liaj ua teb, cov neeg ua zaub mov thiab cov khw muag khoom hauv zos.

Tawg

Kroger Thawj Tswj Hwm thiab CEO Rodney McMullen hais tias qhov kev pom zoo "ua ke ob lub koom haum ua haujlwm los ua kom muaj txiaj ntsig zoo rau cov neeg siv khoom, cov koom tes, cov zej zog thiab cov tswv lag luam." Nws tuaj yeem yog ib feem ntawm kev sib koom ua ke raws li cov tuam txhab txuas ntxiv loj hlob los ntawm kev sib koom ua ke.

"Kuv ntseeg tias qhov kev sib koom ua ke no yog qhov pib ntawm qhov sib txawv thiab peb tuaj yeem pom kev sib koom ua ke ntau dua," raws li Ken Fenyo, ntawm Coresight Research. Coresight tsab ntawv ceeb toom ntawm kev sib sau ua ke hauv cheeb tsam ntawm cov khw muag khoom noj tau pom tias txij xyoo 2015 txog 2020 M&A tau loj hlob hauv lub tebchaws loj tshaj plaws kev lag luam sib koom ua lag luam raws li lawv tau txais cov neeg sib tw hauv cheeb tsam nruab nrab thiab nthuav dav ntxiv.

Hy-Vee yog tus neeg ua si tseem ceeb hauv Midwest, thaum Wakefern yog ib tus neeg tseem ceeb hauv Northeast los ntawm ShopRite, Nqe Rite, Fairway, thiab ntau lwm tus. Publix yog ib tus neeg ua si loj nyob rau sab qab teb, thiab Cov Khoom Muag Khoom Noj yog qhov loj nyob rau sab hnub poob. Kroger-Albertsons mega-merger tuaj yeem rub tawm daim ntawv qhia lub tebchaws raws li kev sib koom ua lag luam thiab lwm txoj hauv kev raws li kev sib koom ua ke txuas ntxiv.

Tus "S" hauv "superstore" tuaj yeem sawv cev rau "kev sib koom ua ke" nrog rau "txuag" rau lub tuam txhab tshiab. Qhov kev pom zoo yuav dhau mus dhau cov khoom noj kom suav nrog kev kho mob. Lub chaw tshiab tau tshaj tawm tias yuav yog lub khw muag tshuaj loj tshaj plaws thib tsib hauv lub tebchaws, nrog ze li 4,000 lub tsev muag tshuaj. Saib Walgreen's?

Zoom rau yav tom ntej

Kev sib koom ua ke zoo li no tuaj yeem ua kom nrawm rau kev siv thev naus laus zis xws li cov ntaub ntawv loj thiab kev lag luam e-lag luam hauv F&B kev lag luam, pub rau hauv kev muag khoom hauv online. Raws li Numerator.com, Albertsons tau loj hlob e-lag luam muag khoom sai nrog ntau tsev neeg yuav khoom hauv online thiab siv nws "kev vam meej nyem & sau cov tswv yim."

Numerator.com tau hais tias Albertsons tau tuaj yeem "tso tseg thiab txhim kho kev yuav khoom ib txwm muaj" hauv online, nrog cov neeg yuav khoom tuaj tos hauv khw los ntawm lub tuam txhab Drive-Up & Go muab. Albertsons 'kev muag khoom digital tau nce 36 feem pua ​​​​hauv lub quarter thib ob ntawm 2022, raws li Numerator.com.

"Kroger tuaj yeem siv Albertsons qhov kev nqis peev zoo digital zoo los pab ua cov haujlwm zoo sib xws rau lawv tus kheej cov kev pabcuam online," raws li Numerator.com

Ntxiv lossis nce cov neeg hlau zoo li Ocado cov chaw ua tiav cov neeg siv khoom tuaj yeem pab txhim kho cov npoo, tsis yog qhov tseem ceeb, raws li Fenyo. Kroger txoj kev koom tes nrog Ocado Group twb tau coj mus rau txog 20 qhov chaw ua tiav cov neeg siv khoom ua tiav thiab lwm qhov chaw, thaum Albertsons tau tsom mus rau Instacart, DoorDash, thiab Uber Eats, raws li Xov Xwm Loj.

Peb tuaj yeem pom cov ntaub ntawv loj, high-tech boom fueled los ntawm cov hnab ris tob. Numerator.com pom tias Albertsons 'e-lag luam sib koom yuav luag peb npaug rau 12 lub hlis xaus rau lub Cuaj Hlis 30.

Chav loj hlob

Tseem tuaj yeem muaj qee tus yeej ntawm cov me me uas nrhiav chaw kom vam meej. Kroger-Albertsons tej zaum yuav kaw lossis tshem tawm ntawm qee qhov ntawm nws cov khw muag khoom sib tshooj, tej zaum yuav teb rau cov cai tiv thaiv kev ntseeg. Qhov ntawd tuaj yeem tshwm sim hauv California, Texas, Washington, DC thiab / lossis Phoenix, thiab lwm yam. Arun Sundaram ntawm CFRA Kev Tshawb Fawb xav kom Albertsons mus rau 100 mus rau 375 lub khw muag khoom sib tshooj. Kev kaw tuaj yeem ua rau qee qhov qhib rau cov neeg sib tw, muab chaw rau lawv loj hlob.

Lub caij nplooj ntoos hlav

Yuav muaj lwm sab ci ntsa iab rau cov me me uas ntsib cov neeg sib tw loj. Qhov loj tuaj yeem ua rau kev ua tau zoo thiab tejzaum nws tus nqi qis dua vim muaj kev sib txuas lus, muaj txiaj ntsig rau cov neeg siv khoom. Tab sis qee tus ntseeg tias qhov ntsuas tuaj yeem ua rau muaj kev cuam tshuam, vim qee cov neeg siv khoom siv "me me-yog-zoo nkauj mus kom ze," ntseeg cov khw me me nyob ze rau cov neeg siv khoom.

Rachel Shemirani ntawm Barons Market ntseeg tias cov neeg siv khoom yuav "nrhiav qhov kev nkag siab ntawm zej zog lwm qhov." Shemirani ntseeg tias kev pabcuam cov neeg siv khoom yuav yog huab tais, nrog "kev yoog raws, lub siab thiab mob siab rau" ntawm cov khw muag khoom noj ywj pheej.

Peb yuav pom mega-mergers tsim superpowers nyob rau hauv lub khw muag khoom sector. Qhov ntawd tuaj yeem ua rau qee lub khw muag khoom me me kaw thiab qee tus neeg ua si loj loj tuaj yeem loj dua.

Txawm li cas los xij, rau txhua tus ntawm lawv tus kheej. Cov khw muag khoom me thiab loj dua ob qho tib si tuaj yeem muaj ntau yam. Tab sis kev lag luam yav tom ntej yuav nyob ntawm, raws li ib txwm muaj, ntawm tus nqi, xaiv, yooj yim, qhov chaw, kev pabcuam, thiab tau kawg, cov neeg siv khoom loyalty.