MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case from Yet Another Value Podcast

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

1 hour 3 minutes Posted Sep 5, 2024 at 1:18 pm.

] Introduction + Episode sponsor: Ycharts

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

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

] Market definition

] Pricing argument

] Divestiture

] Eric Winn's testimony

] C&S lack of data scientists, what does this mean

] How does the fear this will be "Haggen 2.0" frame this discussion

] Labor argument

] Politics entering the case?

] How this merger not going through could be bad for consumers

] Final thoughts or anything missed from the trial thus far

] Odds right now for the merger approved / dismissed

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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:

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