1 - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ------------------------ SCHEDULE 14D-9 AMENDMENT NO. 4 SOLICITATION/RECOMMENDATION STATEMENT PURSUANT TO SECTION 14(D)(4) OF THE SECURITIES EXCHANGE ACT OF 1934 ------------------------ REVCO D.S., INC. (Name of Subject Company) ------------------------ REVCO D.S., INC. (Name of Person(s) Filing Statement) COMMON STOCK, PAR VALUE $.01 PER SHARE (Title of Class of Securities) 761339 10 0 (CUSIP Number of Class of Securities) JACK A. STAPH, ESQ. SENIOR VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL REVCO D.S., INC. 1925 ENTERPRISE PARKWAY TWINSBURG, OHIO 44087 (216) 425-9811 (Name, Address and Telephone Number of Person Authorized to Receive Notice and Communications on Behalf of the Person(s) Filing Statement) WITH A COPY TO: MICHAEL K.L. WAGER, ESQ. BENESCH, FRIEDLANDER, COPLAN & ARONOFF 2300 BP AMERICA BUILDING 200 PUBLIC SQUARE CLEVELAND, OHIO 44114 (216) 363-4500 - -------------------------------------------------------------------------------- - -------------------------------------------------------------------------------- 2 Revco D.S., Inc., a Delaware corporation (the "Company"), hereby amends and supplements its Statement on Schedule 14D-9 (the "Schedule 14D-9"), filed with the Securities and Exchange Commission on December 4, 1995, with respect to a tender offer by Ocean Acquisition Corporation, a Delaware corporation (the "Purchaser") and a wholly owned subsidiary of Rite Aid Corporation, a Delaware corporation ("Parent"), to purchase 35,144,833 shares of common stock, par value $.01 per share, of the Company (the "Shares"), at a price of $27.50 per Share, net to the seller in cash, upon the terms and subject to the conditions set forth in the Offer to Purchase dated December 4, 1995 and the related Letter of Transmittal (which, as amended from time to time, constitute the "Offer"). The item numbers and responses thereto below are in accordance with the requirements of Schedule 14D-9. ITEM 2. TENDER OFFER OF THE PURCHASER. On February 9, 1996, Parent issued a press release which announced that Parent and the Purchaser have extended the expiration date of the Offer to 11:59 p.m., New York City time, on Friday, February 23, 1996. The Offer had previously been scheduled to expire at 7:00 p.m., New York City time, on Thursday, February 15, 1996. As previously announced, Parent had received a request for additional information (a "Second Request") from the Federal Trade Commission (the "FTC") pursuant to the Hart-Scott-Rodino Anti-Trust Improvements Act of 1976. In addition, on February 9, 1996, Parent announced that it has submitted its responses to the Second Request with the FTC and believes that it is in substantial compliance with the Second Request. Under applicable regulations, the Offer may not be consummated until ten days after Parent has substantially complied with the Second Request or such later date as Parent may agree to. Parent further announced that it has voluntarily agreed with the FTC to extend such ten day waiting period through Friday, February 23, 1996. 3 SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: February 12, 1996 REVCO D.S., INC. By: /s/ Jack A. Staph Name: Jack A. Staph Title: Senior Vice President, Secretary and General Counsel 2