Kroger's move to acquire Giant Eagle has grocery watchers asking two questions: is it a good deal, and should they do it anyway?
Ben Miller breaks down the numbers, including a $1.6B price tag for roughly $250M in annual profit.
He explains where the real value lies: economies of scale, retail media through Kroger Precision Marketing, and a boost to Giant Eagle's home delivery, the fastest growing piece of US grocery ecommerce.
He also flags the open questions, including why Giant Eagle is selling now and what that means for the rest of the deal.
Full episode: https://youtu.be/-pwAnA4c7Co
