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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