Albertsons Companies is rated a Buy, supported by robust cash flows, digital/pharma expansion, and a major cost-savings program amid competitive and macro headwinds. ACI trades at sector-low valuation multiples, with a ~3.5% dividend yield and a massive buyback program that was recently accelerated and extended. Private-label penetration is targeted to rise to 30%, driving margin improvements and reinforcing ACI's competitive positioning.
Maybe the robots aren't coming for us after all, as grocery retailer Kroger confirmed its retreat from its once-ambitious partnership with fulfillment specialist Ocado.
KR's Q3 results benefit from a 17% e-commerce increase and a strong performance by premium brands.
The Kroger Co. (KR) Q3 2026 Earnings Call Transcript
Kroger's Q3 results missed top-line estimates, triggering a sharp sell-off while peers like Dollar General soared. We dig into the data to understand why the retailer's momentum has suddenly taken a hit. Management is aggressively repurchasing shares, but with leverage rising and interest costs doubling, investors must ask whether this is financial engineering or a deeper structural growth problem. With guidance narrowed to the low end and multiples compressing, I revisit my investment thesis to explain why I am changing my rating.
Kroger Co (NYSE:KR, XETRA:KOG) swung to a quarterly loss in the third quarter as rising expenses weighed on results, despite modest growth in core sales. The US grocery giant reported earnings per share of $1.05, slightly above analysts' expectations of $1.04, while revenue fell short at $33.9 billion, below the $34.2 billion estimate.
Kroger (KR) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $0.98 per share a year ago.
While grocery sales are stable, shoppers remain sensitive to prices and seek discounted items. That could impact earnings.
Grocery powerhouse Kroger Co (NYSE:KR) is down 1.4% to trade at $66.61 this afternoon, as investors gear up for the company's third-quarter results, due out before the open Thursday.
Kroger (KR) demonstrates resilience amid economic uncertainty, delivering strong Q2 results, raising full-year guidance, and maintaining a bullish outlook despite recent price gains. KR's fundamentals remain solid with expanding gross margins, robust e-commerce growth, increased dividend, and ongoing share buybacks supporting shareholder returns. Valuation remains attractive, with a forward P/E of 14.16x and potential upside to a price target of $85, making KR cheaper than peers like WMT and CASY.
In the most recent trading session, Kroger (KR) closed at $67.03, indicating a +1.33% shift from the previous trading day.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Kroger (KR) have what it takes?