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Retail: Six Companies That Are Everyone’s Target

A consolidation of such scale has not occurred in Croatian retail for a long time, as is currently being carried out by the Polish private equity fund Enterprise Investors, which began in 2018 with the acquisition of the Omis-based Studenac.

Most of the actual targets for consolidators are family-owned companies that have reached their limit of expansion potential, mainly in a limited regional area. They typically generate between 300 and 700 million kuna in annual revenue and have small-format stores that are often individually unprofitable. However, they are interesting to acquirers primarily due to the market shares they hold in their territory. All these companies have already received offers for sale, but it seems that those offers were not as high as their founders believe they should be.

BOSO The Vinkovci-based company, with a revenue of 708 million kuna in 2020, is the leader among potential targets. Its chain predominantly features the smallest store formats, which are the most labor-intensive and logistically demanding to service. The founder is Bosiljko Stanić, who is also a co-owner and has already transferred part of his ownership stakes in the company, as well as roles in the business, to his four children.

GAVRANOVIĆ Among those familiar with the domestic retail scene, it is believed that Milka Gavranović, the majority owner of Gavranović, will eventually sell her company and will certainly achieve the best price compared to other targets. About ten years ago, the company acquired part of the sales outlets of Diona and thus positioned itself quite well in Zagreb. It is also represented in other cities, from Crikvenica to Popovača, with a total of approximately 170 stores, including small towns in Lika and Gorski Kotar where other retailers do not even consider entering. Gavranović has an annual revenue of nearly half a billion kuna.

RIBOLA The company from Kaštel Lukšić also generates around half a billion kuna in annual revenue and has also positioned itself more strongly in the Dalmatian market about ten years ago by acquiring part of Diona’s stores, making it a very interesting target for acquisition. However, at the same time, its owner, Bisera Dragičević, shows that before she (if at all) decides to sell her business, she will strengthen the company significantly. As we unofficially learn, Ribola is in the process of acquiring Djelo from Unešić, a company that will increase its revenues by about 50 percent.

TRGOCENTAR The Zabočka company, oriented towards a rather narrow area around its headquarters, is interesting as a target for acquisition only from the perspective of the revenue it generates (430 million kuna in 2020), but its disadvantage is its overly broad assortment (from food products to agro programs and hardware). From the acquirer’s perspective, an even greater disadvantage is its ownership structure, which involves 61 individuals, a legacy from the transformation and privatization.

TP VARAŽDIN The company owned by Rudolf Kišiček, which has developed to a revenue of 350 million kuna in the areas of Varaždin, Međimurje, Koprivnica-Križevci, and Krapina-Zagorje counties, certainly belongs on the list of desirable targets, both due to a good mix of formats (including neighborhood stores in their uniform facilities and megastores) and because this region has been the least targeted in previous retail consolidations.

BAKMAZ We probably won’t be wrong if we say that Josip and Mirjana Bakmaz are record holders in the number of purchase offers received for their company over three decades of running it. However, the Zadar-based company remains owned by its founders.