• MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

  • Sep 5 2024
  • Length: 1 hr and 3 mins
  • Podcast

MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

  • Summary

  • Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case.

    For more information about MDC Financial Research, please visit: https://mdcfinancial.com/

    Chapters:

    [0:00] Introduction + Episode sponsor: Ycharts

    [2:02] Overview of the $ACI / $KR case thus far (high level halftime report)

    [5:35] Anything Michael seeing in the courtroom that you wouldn't be able to pick up unless you're there

    [9:00] Market definition

    [12:58] Pricing argument

    [23:34] Divestiture

    [32:00] Eric Winn's testimony

    [36:57] C&S lack of data scientists, what does this mean

    [42:04] How does the fear this will be "Haggen 2.0" frame this discussion

    [45:58] Labor argument

    [50:10] Politics entering the case?

    [51:50] How this merger not going through could be bad for consumers

    [55:15] Final thoughts or anything missed from the trial thus far

    [57:36] Odds right now for the merger approved / dismissed

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