Apollo struggles to sell Hispanic grocer after US immigration raids hit sales - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
商业快报

Apollo struggles to sell Hispanic grocer after US immigration raids hit sales

Investors and analysts say customers’ fear of Trump’s deportation campaign weakened the private equity-owned chain
00:00

{"text":[[{"start":10.45,"text":"Apollo is struggling to offload a Hispanic-focused grocery chain after US President Donald Trump’s mass deportation campaign dented the retailer’s business."}],[{"start":19.95,"text":"The private equity group has not been able to secure buyers for Heritage Grocers Group, which describes its business as “grocery chains that connect shoppers to Hispanic culinary traditions”, according to people familiar with the matter."}],[{"start":32.25,"text":"Heritage Grocers has reported consecutive quarters of reduced foot traffic and sales following a wave of raids through schools, homes and other public spaces aimed at deporting undocumented immigrants, which have sown fear in Hispanic communities."}],[{"start":47.2,"text":"“Their customer base is the Hispanic community, so [immigration raids] reduced the foot traffic and made customers change their behaviours in terms of where they shop,” said Viktoria Kovalenko, associate director at S&P Global. "}],[{"start":61.550000000000004,"text":"Apollo’s challenging exit from its investment underscores the direct threat that White House immigration policies pose to US businesses."}],[{"start":69.7,"text":"Chains such as Home Depot have also been caught up in Trump’s deportation drive as agents targeted undocumented people working in construction."}],[{"start":78.8,"text":"The mass deportation policy has led some customers to avoid shops and other public places where they think raids may occur — whether because they are undocumented or because they fear being targeted based on their race or appearance."}],[{"start":92.6,"text":"Prospective buyers of Heritage had balked in part because of the impact of immigration raids alongside deteriorating performance, intensifying supermarket competition and the dwindling purchasing power of low-income consumers, the people said."}],[{"start":105.89999999999999,"text":"Heritage’s publicly traded debt, an $895mn loan maturing in 2029, now trades at a deeply distressed level of 64 cents on the dollar."}],[{"start":118.14999999999999,"text":"“Once people get used to buying groceries online . . . because they don’t feel safe to go out, they might never return to the stores,” said a leveraged debt investor."}],[{"start":128.64999999999998,"text":"Apollo and adviser UBS have struggled to find buyers after aiming for a valuation of as much as $1.5bn for the grocery group when it launched the sale process last October."}],[{"start":139.64999999999998,"text":"Apollo chief executive Marc Rowan, nonetheless, has been a prominent Republican donor and a financial backer of Trump’s campaign for president. "}],[{"start":147.89999999999998,"text":"Rowan had also been accused by some investors of misusing Apollo’s resources to push personal political causes, including lobbying universities to adopt conservative policies, the FT previously reported. "}],[{"start":160.45,"text":"Heritage, which operates more than 100 stores in six US states under brands including Cardenas Markets and El Rancho Supermercado, generated about $150mn of earnings before interest, taxes, depreciation and amortisation last year. "}],[{"start":176.75,"text":"Its earnings were just $38mn in the fourth quarter — historically the industry’s peak season — according to people familiar with the company."}],[{"start":185.8,"text":"Same-store sales declined 4.1 per cent in the fourth quarter, S&P Global said in April as it downgraded Heritage deeper into junk territory and forecast continued declines in revenue and profit margin in 2026. "}],[{"start":199.65,"text":"The group has begun rolling out a digital initiative to allow customers to buy groceries online, but its effectiveness remained to be seen, Kovalenko said."}],[{"start":209.25,"text":"S&P Global also cited the cuts to government food aid, which it estimated accounts for about 10 to 13 per cent of Heritage’s revenues, above the industry’s average."}],[{"start":220.4,"text":"The group hired industry veteran David Hinojosa as chief executive in March, after operating without one for most of 2025. "}],[{"start":228.6,"text":"Apollo and UBS declined to comment. Heritage did not respond to a request for comment."}],[{"start":246.6,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1783040107_2277.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

英国的国家实力困局

英国的军事实力和全球影响力已跌至战后低点,在动荡的世界中使这个国家更加暴露于风险之下。

阿里•哈梅内伊之后的伊朗

伊朗最高领袖下葬后,他的儿子穆杰塔巴将不得不直面重重挑战,而公众对其仍知之甚少。

韩国AI芯片热潮:富有与更富有的分野

半导体从业者获得巨额奖金,让那些传统上被视为体面高薪的职业从业者感觉自己相对吃亏。

勒庞、法拉奇与民意的裁决

这两位右翼领导人试图通过选票寻求自救。

“梅西战术”能让阿根廷走多远?

库柏:这支以这名39岁球员为核心打造的球队依靠传控打法,在对垒佛得角一战中暴露出明显短板。

如何应对下一轮新兴市场资本热潮?

卢宾:外汇储备并非限制投机性短期资金涌入的唯一手段。
设置字号×
最小
较小
默认
较大
最大
分享×