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Walmart 'seriously considering' Asda stock market flotation | Walmart 'seriously considering' Asda stock market flotation |
(32 minutes later) | |
Walmart is “seriously considering” a stock market flotation for Asda that is likely to value the business at more than £7bn after the failure of a planned merger between its British supermarket group and rival Sainsbury’s. | Walmart is “seriously considering” a stock market flotation for Asda that is likely to value the business at more than £7bn after the failure of a planned merger between its British supermarket group and rival Sainsbury’s. |
Judith McKenna, the chief executive of Walmart’s international businesses, told Asda staff on Tuesday: “While we are not rushing into anything, I want you to know that we are seriously considering a path to an initial public offering [IPO] – a public listing – to strengthen your long-term success.” | |
However, she added that preparations for a flotation could “take years” and in the meantime Walmart would ensure the UK chain had sufficient resources to realise its “potential for even greater things”. | However, she added that preparations for a flotation could “take years” and in the meantime Walmart would ensure the UK chain had sufficient resources to realise its “potential for even greater things”. |
McKenna said the US retailer did not have a “one size fits all” approach to its divisions around the world and that Asda should focus on improving its operations, including the implementation of £80m of price cuts to take on rivals such as Aldi and Lidl. | |
Analysts suggested talk of an IPO indicated that Walmart was struggling to find a plan B for its UK business, having failed to offload it into a merger with Sainsbury’s. | |
The £7.3bn deal was blocked by the UK’s competition watchdog, which ruled last month that a merger could mean less choice and higher prices for shoppers. | The £7.3bn deal was blocked by the UK’s competition watchdog, which ruled last month that a merger could mean less choice and higher prices for shoppers. |
John Colley, an associate dean of Warwick Business School, said: “Asda is clearly not wanted by Walmart, which is occupied with greater challenges such as the threat of Amazon. | |
“The fact that an IPO is being considered suggests private equity firms are not interested at a price that will appeal to Walmart. However, an IPO also seems unlikely as future growth is likely to be limited. | |
“If the big four [British supermarkets] want to keep their market shares they will have to sharpen their prices in the face of rapidly expanding cost players Aldi and Lidl. The likelihood of a bleak future will not make Asda attractive to potential stock market investors.” | “If the big four [British supermarkets] want to keep their market shares they will have to sharpen their prices in the face of rapidly expanding cost players Aldi and Lidl. The likelihood of a bleak future will not make Asda attractive to potential stock market investors.” |
Union leaders said they had demanded an urgent meeting with Asda’s bosses to seek reassurances for staff about the future of the company. | Union leaders said they had demanded an urgent meeting with Asda’s bosses to seek reassurances for staff about the future of the company. |
Gary Carter, national officer of the GMB union, said: “GMB’s tens of thousands of Asda members have had enough uncertainty – they need to know that their futures are safe and secure. | |
“Walmart needs to remember they are playing with people’s lives while they try to make billions on the stock market.” | “Walmart needs to remember they are playing with people’s lives while they try to make billions on the stock market.” |
Asda is expected to reveal a further quarter of sales growth on Thursday but Roger Burnley, the chief executive of the retailer, has acknowledged it will be harder to sustain momentum without the Sainsbury’s deal. | |
He said new services were as important to customers as price and so the group would be testing ideas including same-day grocery deliveries and more use of technology such as scanning goods and paying via mobile phone in stores. | He said new services were as important to customers as price and so the group would be testing ideas including same-day grocery deliveries and more use of technology such as scanning goods and paying via mobile phone in stores. |
Burnley told staff: “We have a mountain to climb – continuing momentum into growth and ultimately, sustainability – but we can make a difference.” | Burnley told staff: “We have a mountain to climb – continuing momentum into growth and ultimately, sustainability – but we can make a difference.” |
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