克罗格(KR.US)再启大型并购，能否弥补艾伯森交易流产后的缺口？

智通财经07-02

智通财经APP获悉，美国超市巨头克罗格(KR.US)周三宣布，已达成一项价值16.5亿美元的交易，收购区域性连锁超市Giant Eagle。此举将强化其在美中西部及中大西洋地区的市场布局。这是克罗格首席执行官Greg Foran上任后的首笔交易，也是该公司自2024年与艾伯森(ACI.US)高达250亿美元的合并计划告吹以来，首次进行的大规模收购。作为家族企业，Giant Eagle年销售额约达...

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Eagle实现的成本节省，将成为未来降价的空间来源。克罗格此前已表示，计划对数千种商品实施降价，资金部分来源于直接进口采购及技术的更高效运用。消费领域研究机构Consumer Edge分析师Michael Gunther指出：“这笔收购恰逢传统超市面临挑战之际。”他补充道，像Trader Joe’s这样的特色品牌表现更为突出，而Aldi等折扣零售商则不断吸引寻求降级消费的客流。不过，Giant Eagle的客户群体以较为稳健的年长消费者为主。消费偏好持续演变当前，消费品领域的并购交易活跃，涵盖食品、饮料、个护、宠物用品及健康产品等行业。企业纷纷通过整合应对通胀压力、消费者偏好的变化以及日趋激烈的市场竞争。克罗格表示，此次交易对价包括12.5亿美元现金，并承担Giant Eagle约4亿美元的未偿负债。公司预计该交易将于2027年完成，并有望在交割后的第二个完整财年实现调整后利润增长。克罗格还表示，将继续维持派息及20亿美元的股票回购计划，同时将净债务与调整后核心利润的目标比率保持在2.3至2.5倍之间。本次交易中，RBC资本市场担任克罗格的财务顾问，富国银行则担任Giant 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