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The Kroger Co.·Grocery Stores·US
The Kroger Co. operates as a food and drug retailer in the United States. The company operates combination food and drug stores, multi-department stores, marketplace stores, and price impact warehouse...
2 Total1 External1 In-site
KRThe Kroger Co.
2026-02-14🛒 Consumer DefensiveComment
In-siteby Warren Buffett
Kroger是美国最大的超市连锁之一。食品零售是一个永恒的行业——人们永远需要吃饭。Kroger的数字化转型做得不错，自有品牌策略也在提升利润率。在当前的估值下，这是一个合理的投资。
commented onWith The Merger Between Albertsons And Kroger Almost Certain To Fail, I Smell A Discountby Daniel Jones
KRThe Kroger Co.
2024-01-31🛒 Consumer DefensivePitch
Externalby Daniel Jones · YellowBrick
With The Merger Between Albertsons And Kroger Almost Certain To Fail, I Smell A Discount
ACI -29% from KR's $34.10 deal price on high regulatory risk, but cheap at 6x forward P/E vs peers ~10x. KR+ACI committed to H1 '24 close w/ price cuts, worker benefits. ACI a buy: limited downside if deal fails, 40% upside if it closes.