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đź”´ PRIVATE EQUITY OWNED

99 Cents Only Stores

discount · Commerce, CA

PE Firm

Ares Management

Year Acquired

2012

“A $1.6 billion buyout of a dollar store. Twelve years later: 371 stores dark, 14,000 jobs gone.”

The PE Playbook

  • •Ares Management and CPPIB bought 99 Cents Only for $1.6B in 2012; by 2024 the company was insolvent and announced total liquidation
  • •All 371 stores permanently closed beginning April 5, 2024; 14,000 employees laid off
  • •Owners extracted $20M in annual cash dividends even as the company struggled with debt it couldn't service
  • •Dollar Tree scooped up leases for 170 former locations — PE's loss became competitors' gain

Since the Acquisition

  • â–¸Filed for bankruptcy in April 2024 and liquidated ALL 371 stores across California, Arizona, Nevada, and Texas — the entire chain gone
  • â–¸14,000 employees laid off with no severance pay
  • â–¸Items priced at 99 cents or less dropped from 65% of merchandise in 2020 to below 50% by 2023 — a dollar store where most things cost more than a dollar
  • â–¸Customers lost access to a beloved discount retailer in hundreds of low-income communities