What's Inside

Earlier this month, the $25 billion merger between Albertsons and Kroger (announced in October 2022) was blocked by two judges. The day after it terminated the merger agreement, Albertsons filed a lawsuit against Kroger, alleging that “Kroger willfully breached the merger agreement in several key ways.”

With the merger now terminated, we examine the implications of its collapse across the US grocery and CPG (consumer packaged goods) sectors.

Companies mentioned in this report include: Ahold Delhaize, Albertsons Companies, Aldi, Costco, H-E-B, Kroger, Nestlé, PepsiCo, Procter & Gamble, Publix, Walmart, Wegmans

Other relevant research:

• Kroger-Albertsons Merger in Jeopardy as FTC Sues To Block the Deal
• US Grocery—Retail 2025 Sector Outlook: Volume Growth Headwinds To Continue
• The Corporate and Financial Developments Databank includes details of management changes, financial guidance updates and capital raised by major retail companies.
• Visit the Coresight Research Food, Grocery and CPG Retail Hub to explore sector data, reports and company profiles.