:. Food Industry News


Asda Mulls Sainsbury Bid Antitrust Impact

Source: Reuters
26/03/2007

London, Mar. 26 - Asda, the UK arm of Wal-Mart Stores, is sounding out advisers on whether a bid for rival J. Sainsbury would break competition rules, sources familiar with the matter said on Monday.

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Asda was looking to contact relevant regulatory authorities to explore the feasibility of it bidding for Sainsbury should a private equity consortium launch an offer for Britain's third biggest supermarket owner, one of the sources said.

 "Asda is interested in getting involved in some way with Sainsbury," a second source added.

It would have to consult regulators on the available options, whether that meant a full bid for the company or buying any assets that private equity buyers chose to sell, the source added.

A spokesman for the Competition Authority declined to comment.

Nobody was immediately available for comment at Asda or the Office of Fair Trading.

A group of private equity firms said on February 2 it was considering making an offer for Sainsbury, setting off a wave of speculation about possible rival bidders for the retailer.

Britain's takeover watchdog has set an April 13 deadline for a decision to be made by the group, which includes CVC Capital Partners, Blackstone Group, Kohlberg Kravis Roberts and Texas Pacific Group.

U.S.-based buyout firms Bain Capital and Apollo are also considering teaming up to make a counter-offer for Sainsbury, a source familiar with the matter told Reuters earlier this month.

Asda Chief Executive Andy Bondy declined to comment last month on talk he could be considering a bid for Sainsbury. He has said that he could consider acquiring convenience stores, an area where Sainsbury and larger rival Tesco dominate.

 Asda could present a strong case to the Competition Commission for a full offer for the company by arguing that an Asda-Sainsbury tie-up is the only way to create a real long-term competitor to Tesco, Citigroup said in a research report last month.

It also suggested that Asda, along with other space hungry retailers, would be a willing buyer of some of Sainsbury's stores if a private equity buyer decided to break up the company.

A Sainsbury fourth-quarter trading statement due on March 28 is expected to provide a watershed for any bid, with analysts forecasting a rise of 4 to 5.5 percent in like-for-like sales excluding gasoline.

Sainsbury pension trustees said on Friday the consortium could have to address a pension hole of as much as 3 billion pounds to succeed in bidding for the company.



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