Can’t comment. But the recap centers on the problem/ solution mind set that I like. The kernels friendly associates.e-commerce focus. Dealing with customer trust. Getting it right. Good review. Good use of the fireside chat philosohy. And the promise to stay engaged. Like the first year so far for Mr. Greg.

Kroger reports Fri Sep 11 with sentiment at 5 after two quarters at 6 and an 8 before that. CEO Greg Foran's first scored quarter framed operating costs growing faster than sales as the core issue and an affordability plan funded by cost savings. Revenue rose 2.2% to $46.1 billion, identical sales excluding fuel grew 1%, and adjusted EPS was $1.58. eCommerce grew 19% and turned profitable ahead of schedule, with cost of goods sold savings running 30% ahead of plan. Full-year guidance was reaffirmed, with earnings growth weighted to the back half. Michael Lasser (UBS) carries a 64% challenge rate among the most active questioners and presses on margins and guidance. Simeon Gutman (Morgan Stanley) and John Heinbockel (Guggenheim) lead volume on pricing, competition, and capital allocation. https://lnkd.in/eR8hbv7N #Kroger #Earnings

Kroger's identical sales barely moved, and the score shows it. Fiscal Q2 landed at a 3 on Tellvest's 0-10 earnings-call sentiment scale, down from 5 the prior quarter. Identical sales without fuel grew just 0.2%. Management cut full-year identical-sales guidance to 0.2% to 0.8% from 1% to 2%, while holding the adjusted FIFO operating profit and EPS ranges. The bright spots were real: adjusted ecommerce up 20%, retail media up 24%. Profit held via cost savings. The tone on the call still read like a soft-sales quarter that management is defending, not celebrating. https://lnkd.in/eR8hbv7N #earnings #retail

Kroger Cuts Sales Outlook as E-Commerce Profitability Supports Earnings Kroger lowered its full-year identical-sales outlook to 0.2% to 0.8% but reaffirmed adjusted earnings guidance as e-commerce and retail media helped profitability. https://lnkd.in/esj-fNr7 #Kroger #KR #GroceryRetail #Earnings

Kroger keeps delivering - with visits up 0.5% YoY in Q2 2026 🛒📈 Its fifth consecutive quarter of growth, with visits per location up an even stronger 1.6% YoY. Want to learn how Kroger keeps on growing? Link in the comments.

Kroger's gross margin runs about 23 percent. P&G's runs north of 50. Follow it all the way to net profit and the gap gets worse. Kroger keeps under 2 cents on every sales dollar. Its manufacturers keep multiples of that, even after cost increases. That gap is a big part of why Boar's Head and Red Bull are currently missing from some Kroger shelves. We broke down the real numbers behind the standoff, and what it means for every Kroger supplier weighing a price increase. Read the full post: https://lnkd.in/g4g9EtMJ #Kroger #CPG #GroceryRetail #TradeSpend #CategoryManagement #PricingStrategy

Kroger’s CEO Greg Foran has said that he is confident the company will become America’s favorite grocer, after a stagnant sales period mired by a lowered earnings forecast for investors. https://lnkd.in/dvzJGHFF

Kroger saw total company sales grow slightly in the second quarter to $34.6B, up from $33.9B during the same period last year: https://lnkd.in/eGDyb4ip The national grocer adjusted e-commerce sales were up 20% in Q2, and retail media grew 24% during the quarter. #kroger #grocery #foodretail

Kroger Co - Kroger Company Analysis Kroger remains one of the largest US grocers with 2,697 supermarkets, a significant private label business, and a retail media arm leveraging first-party data. The thesis now hinges on Kroger’s ability to drive higher-margin digital and media profits while defending core grocery share against intensifying competition and macro headwinds. [S1] [S2] [N1] [N2] Key points: • Kroger operates 2,697 supermarkets across 35 states, with 2,250 pharmacies and 1,731 fuel centers, serving 63 million households annually. [S1] • The company reported cash and liquidity metrics for the period; these figures do not by themselves establish operating runway, investment capacity, financial flexibility, or financing capacity. [S2] • Private label (‘Our Brands’) sales topped $39 billion in 2025, underpinned by 13,000 SKUs and partial in-house production. [S1] • Kroger Precision Marketing, fueled by loyalty data, remains a high-margin growth lever in the company’s alternative profit strategy. [S1] • Recent earnings highlighted cost control and firm profits, but also a reduced sales outlook and broader retail market softness. [N1] [N2] Read the full Valye analysis: https://lnkd.in/eSZTYrMY #RetailInnovation #PrivateLabel #DigitalTransformation

Kroger pulls Red Bull from shelves nationwide over pricing disputes and margin leverage. Emerging F&B founders watch that standoff and assume it is just a corporate pricing dispute between giants. Then the cash conversion cycle catches up. When retail buyers squeeze category margins, they do not just push back on wholesale pricing. They test supplier working capital terms. Distributors take their 15 to 25 points while brands fund production upfront. Payment terms stretch to 60 or 90 days while cash sits tied up in accounts receivable. Distributor deductions, trade spend, slotting fees, and co-packer prepayments pile up while cash leaks out. If Red Bull can lose retail shelf space over margin leverage, an emerging brand without balance sheet leverage gets wiped out. This is the exact dynamic we examine with $1M-$20M F&B brands fighting to protect liquidity.