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Main Authors: Dong, Xiao, Koh, Paul, Raval, Devesh, Smith, Dominic, Wendling, Brett
Format: Preprint
Published: 2026
Subjects:
Online Access:https://arxiv.org/abs/2604.15045
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author Dong, Xiao
Koh, Paul
Raval, Devesh
Smith, Dominic
Wendling, Brett
author_facet Dong, Xiao
Koh, Paul
Raval, Devesh
Smith, Dominic
Wendling, Brett
contents Antitrust authorities frequently rely on structural divestitures to address competitive concerns raised by mergers. Using census-level establishment data and proprietary transaction records from the U.S. grocery sector, we provide systematic evidence on the long-run effects of such remedies. Divested stores experience an average 31 percent decline in employment over five years, driven by elevated exit rates and persistent contraction among surviving establishments. Sales similarly decline. Transaction-level evidence indicates that divested assets are systematically weaker and are often transferred to lower-capability buyers. These findings suggest that structural remedies may be less effective when the implementation of divestitures allows merging parties substantial discretion over the assets and buyers involved.
format Preprint
id arxiv_https___arxiv_org_abs_2604_15045
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Antitrust on Aisle Five: How Well Do Divestiture Remedies Work?
Dong, Xiao
Koh, Paul
Raval, Devesh
Smith, Dominic
Wendling, Brett
General Economics
Economics
Antitrust authorities frequently rely on structural divestitures to address competitive concerns raised by mergers. Using census-level establishment data and proprietary transaction records from the U.S. grocery sector, we provide systematic evidence on the long-run effects of such remedies. Divested stores experience an average 31 percent decline in employment over five years, driven by elevated exit rates and persistent contraction among surviving establishments. Sales similarly decline. Transaction-level evidence indicates that divested assets are systematically weaker and are often transferred to lower-capability buyers. These findings suggest that structural remedies may be less effective when the implementation of divestitures allows merging parties substantial discretion over the assets and buyers involved.
title Antitrust on Aisle Five: How Well Do Divestiture Remedies Work?
topic General Economics
Economics
url https://arxiv.org/abs/2604.15045