Working individually, students will be writing a final report on a case study. The case analysis will be based on
the course content covered through Unit 10 of the course. The case study will be made available at the
beginning of Unit 11. The grading for the case study will use the same rubric as used for the other case
studies.
Read the following case study and answer questions at the end:
Hatch, J. E., & Kalboneh, G. (2015). Loblaw Companies Limited – Acquiring Shoppers Drug Mart. Ivey
Publishing. https://www.iveycases.com/ProductView.aspx?id=71855
Ivey Case Study #: 9B15N006
Case study can be purchased using the link above from Ivey Publishing.
Lay out the strategic opportunities for Loblaw in acquiring Shoppers. As part of the analysis, identify and
attempt to quantify the possible synergies that may be attained.
How much should Loblaw offer for Shoppers? As part of your analysis, place a value on Shoppers utilizing both
DCF and comparable methods, as well as using precedent transactions.
What form should the offer take, and how should the offer be financed? Support your recommendations on
qualitative analysis (a forecast of financial information and ratios is not expected).
Instructions
Step 1. Define the problem (15%)
Be sure to identify the problem and not the symptom of a problem. For example, a decline in sales is a
symptom of a problem; you must identify the actual cause of the decline in sales.
Step 2. Formulate alternative solutions and evaluate each alternative (30%)
It may be helpful to brainstorm as many solutions as you can and then narrow your list down to three or four
solutions you feel are the strongest.
To evaluate alternative solutions, you should consider their strengths (e.g. increased productivity) and their
weaknesses (e.g. increased cost).
Step 3. Recommend and justify an effective solution (35%)
Be sure to record the reasons why the chosen solution is most effective. In your Case Analysis you must
provide a recommendation that is supported by your analysis.
Note: Your analysis may require that you identify more than one problem and develop a set of
recommendations.
Step 4. Conclusion and circumvention of potential problems (20%)
Summarize the case and key findings. If there could be problems with your recommendations, state them. As
well, suggest ways to overcome these problems – A contingency plan to address potential difficulties.
Notes:
Please review the instructions for uploading assignment files through Turnitin.
The system will not allow you to resubmit after the due date.
Please review the instructions for reviewing your feedback in a Turnitin assignment.
Evaluation
The Exam Part II: Cumulative Case Study will be marked in its entirety out of 100. The following rubric
indicates the criteria students are to adhere to, and their relative weights to the assignment overall.