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June 09, 2015


Bidders Cut Valuation Of £1bn Tesco Clubcard:
・sky NEWS:Monday 01 June 2015
・Bidders for Tesco's Clubcard data unit believe the business may be worth just half the mooted £2bn valuation, ・Sky News learns.
・Sky News has learnt that private equity groups which have expressed an interest in acquiring Dunnhumby began holding meetings with Britain's biggest retailer last week - and have since cut their projected valuations of the company from £2bn to around half that sum.
・Bidders are understood to have been informed that a renegotiation of Dunnhumby's relationship with Kroger, the US retailer, meant that the profitability of the business that is being marketed for sale is now substantially lower.
・Goldman Sachs, which is running the auction, has been approached by dozens of parties, although a number of questions relating to issues such as exclusivity in other markets remain.
・Prospective buyers include WPP Group, which is working with the buyout firm General Atlantic Partners, and other private equity firms such as TPG Capital and Clayton Dubilier & Rice, where the former Tesco chief executive Sir Terry Leahy is a partner.

dunnhumby Price Down to a Mere Billion?
・Daily Research News Online:June 1 2015
・Tesco's price tag for analytics pioneer dunnhumby may be reduced from around £2bn to something like half that following the dissolution of the firm's JV with US supermarket chain Kroger a month ago, reports Sky News.
・Potential bidders for the groundbreaking consumer data firm include WPP, Nielsen, Experian and VC firm TPG. ・Sky News said private equity groups began their meetings with Tesco last week and have discussed offers around the £1bn mark, following the announcement in late April that staff from Cincinatti-based dunnhumbyUSA were moving to a new agency, to be known as 84.51° and wholly owned by grocery giant The Kroger Co.

・ダンハンビーの入札価格が半減したそうです。これまで、ダンハンビーの親会社、テスコはWPPとの入札交渉で約3500億円の線で交渉していたそうですが、ここへきて、先月、ダンハビーの重要なパートナー、クローガーとのジョイントベンチャーが解消されたことによって、約500人がクローガーの新会社84.51°へ移籍、結果、ダンハンビーの企業価値が下がったことが、交渉価格が半減した要因とのことです。また、これによって、入札企業も増加、「WPP, Nielsen, Experian and VC firm TPG」等が参加しているとのことで、かねてから交渉の優位にたっていた本命のWPPが入札するか、わからない状況に入ったといえます。それにしても、たった数週間で企業価値が半減するということが起こったわけですので、ダンハビーとクローガーとのジョイントベンチャーはそれだけ、ダンハンビーにとっては大きな価値を生んでいたといえます。ただ、これで、テスコのリストラも計算が狂ったといえますので、より、踏み込んだ、リストラが必須となってきました。テスコ、一段と苦境に入ったといえます。

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