The Kroger Co.

Report azionario NYSE:KR

Capitalizzazione di mercato: US$35.7b

Kroger Gestione

Criteri Gestione verificati 1/4

Kroger Il CEO è Greg Foran, nominato in Feb2026, ha un mandato di meno di un anno. possiede direttamente 0.008% delle azioni della società, per un valore di $ 2.80M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.6 anni e 7 anni.

Informazioni chiave

Greg Foran

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEOless than a year
Proprietà del CEO0.008%
Durata media del management1.6yrs
Durata media del Consiglio di amministrazione7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 24

KR: Price Investments Under New CEO Will Shape Turnaround And Market Share

The Kroger analyst price target is updated lower by about $2.70 to reflect slightly softer assumptions on fair value, revenue growth, profit margins, and future P/E, as analysts react to mixed Q1 results, ongoing price investment, and what they describe as a choppy turnaround path. Analyst Commentary Recent research on Kroger reflects a split view, with most analysts trimming price targets after the Q1 report while disagreeing on how much weight to put on near term execution risks versus the longer term turnaround and market share ambitions.
Articolo di analisi Jun 22

The Kroger Co. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for The Kroger Co. ( NYSE:KR ), who've watched their investment drop 12% to US$56.61 in the week...
Articolo di analisi Jun 21

Kroger (KR) Stock Could Be 22.9% Undervalued After Its Recent Slide

Kroger (KR) has drawn fresh attention after recent share price weakness, with the stock down about 16% over the past month and about 22% over the past 3 months, despite ongoing profitability. See our latest analysis for Kroger. At the latest share price of $56.61, Kroger’s recent momentum has clearly faded, with the stock recording a 1-day share price return of down 8.43% and a 30-day share price return of down 15.82%. However, the 5-year total shareholder return of 60.61% points to a much...
Seeking Alpha Jun 18

Kroger: Ugly Quarter, Attractive Stock

Summary The Kroger Co. delivered a mixed Q1, with a slight revenue beat, a minor EPS miss, and a cautious management tone highlighting operational challenges. KR's management is proactively addressing pricing complexity and unsustainable operating costs, aiming to sharpen competitiveness without directly matching Walmart or Costco. eCommerce sales grew 19% YoY and turned profitable, supporting a bullish pillar alongside initiatives in Pharmacy, Ads, and Media. KR's forward P/E of 11x and ~9% earnings yield offer compelling risk-reward, supporting my buy rating despite market overreaction to Q1. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 02

KR: New CEO And AI Plans Will Shape 2026 Spending Outlook

Analysts have nudged their consolidated fair value estimate for Kroger shares slightly lower to about $73.41, reflecting reduced revenue growth and profit margin assumptions, as recent price target cuts and downgrades flag near term earnings risk in a tougher grocery backdrop. Analyst Commentary Recent Street research on Kroger reflects a mixed setup, with some analysts turning more cautious on near term earnings while others still see room for execution and valuation upside under the current playbook.
Aggiornamento della narrazione Feb 16

KR: AI Initiatives And New CEO Are Expected To Shape 2026 Spending

Analysts have made a modest upward adjustment to their Kroger fair value estimate to $73.50, reflecting updated views on discount rates, long term P/E assumptions, and recent shifts in Street price targets that include both lowered and reaffirmed bullish outlooks. Analyst Commentary Recent Street research around Kroger presents a mix of optimism and caution, which helps explain why the fair value estimate now sits at $73.50.
Aggiornamento della narrazione Feb 02

KR: AI And Tariff Relief Will Support 2026 Consumer Spending

Analysts have inched their Kroger price target slightly lower to about $73, citing a mix of cautious views on food retail in 2026, alongside expectations for gradual sector tailwinds from potential consumer tax savings and broader stimulus. Analyst Commentary Recent research shows a mix of optimism and caution around Kroger, with price targets generally clustered in the high US$60s to mid US$70s and views shaped by expectations for food disinflation, consumer tax savings, and potential stimulus in 2026.
Aggiornamento della narrazione Jan 19

KR: AI Adoption And Tariff Cuts Will Support Future Earnings

Analysts have trimmed their Kroger fair value estimate by about $1 to roughly $73, reflecting a slightly higher discount rate, modestly lower projected revenue growth, and a marginally lower future P/E multiple, even as recent research points to mixed but generally constructive views on food retail heading into 2026. Analyst Commentary Bullish Takeaways Bullish analysts highlight that a resumed Buy rating with a US$75 price target reflects confidence that Kroger can execute through a period of food disinflation and consumer value focus.
Aggiornamento della narrazione Jan 04

KR: Expanded Delivery Partnership And Tariff Cuts Will Support Stronger Future Earnings

Analysts have nudged their fair value estimate for Kroger slightly higher to approximately $73.82 per share from about $73.52. This reflects marginal improvements in discount rate assumptions, stable growth and margin expectations, and a higher projected future P/E multiple.
Aggiornamento della narrazione Dec 20

KR: Expanded Delivery Partnerships Will Drive Stronger Long-Term Earnings Profile

Analysts trimmed their Kroger price target slightly to approximately $73.50 from about $74.40, citing modestly higher long term growth and margin expectations, which are offset by a lower future valuation multiple as the company broadens its third party delivery partnerships with platforms like DoorDash. Analyst Commentary Analysts view the expanded DoorDash partnership as a strategically important but not transformational shift for Kroger, shaping expectations for both growth and risk around the company’s digital and delivery ecosystem.
Aggiornamento della narrazione Dec 06

KR: Expanded Delivery Partnerships Will Support Stronger Long-Term Earnings Outlook

Kroger's analyst price target has ticked up by approximately $1 to the mid $80s range, as analysts cite the company's expanding delivery partnerships, data driven personalization, and higher long term EPS forecasts as support for a slightly lower fair value and a modestly improved growth outlook. Analyst Commentary Analysts view Kroger's expanding third party delivery partnerships and sharpening data capabilities as key drivers of both the recent price target increase and a more constructive long term growth narrative.
Articolo di analisi Aug 12

Kroger's (NYSE:KR) Upcoming Dividend Will Be Larger Than Last Year's

The board of The Kroger Co. ( NYSE:KR ) has announced that it will be increasing its dividend by 9.4% on the 1st of...
Articolo di analisi Jul 27

Kroger's (NYSE:KR) Dividend Will Be Increased To $0.35

The Kroger Co. ( NYSE:KR ) will increase its dividend on the 1st of September to $0.35, which is 9.4% higher than last...
Articolo di analisi Jul 13

Kroger (NYSE:KR) Is Paying Out A Larger Dividend Than Last Year

The board of The Kroger Co. ( NYSE:KR ) has announced that it will be increasing its dividend by 9.4% on the 1st of...
Seeking Alpha Apr 07

The Kroger Co.: Attractive Even In This Environment

Summary Kroger's stock has outperformed the S&P 500 significantly, rising 239.3% since June 2017, and remains attractively priced despite mixed financial results. Revenue fell 1.9% in 2024, but excluding fuel and pharmacy sales, adjusted revenue rose 1.8%, driven by health, wellness, and digital sales. Profitability improved with net income rising to $2.67 billion, aided by higher gross profit margins and lower shrinkage costs. Despite mixed financials, Kroger's strong digital sales and own-brand products support a bullish outlook, justifying a continued 'buy' rating. Read the full article on Seeking Alpha

AMMINISTRATORE DELEGATO

Greg Foran (65 yo)

less than a year
Mandato

Mr. Gregory S. Foran, also known as Greg, is Chief Executive Officer and Director of The Kroger Co. from February 9, 2026. Mr. Foran had been the Chief Executive Officer at Air New Zealand Limited since Fe...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Ronald Sargent
Non-Executive Chairman19.6yrsUS$14.07m0.042%
$ 14.9m
David John Kennerley
Executive VP & CFO1.3yrsUS$10.35m0.011%
$ 3.8m
Mary Adcock
Executive VP and Chief Merchant & Marketing Officer1.6yrsUS$6.04m0.033%
$ 11.6m
Timothy Massa
Executive VP & Chief Associate Experience Officerno dataUS$6.57m0.041%
$ 14.6m
Yael Cosset
Executive VP & Chief Digital Officer1.5yrsUS$7.23m0.026%
$ 9.2m
Gregory Foran
CEO & Directorless than a yearNessun dato0.0078%
$ 2.8m
Robinson Quast
Vice President of Investor Relations5yrsNessun datoNessun dato
George Vincent
EVP, Secretary & General Counselless than a yearNessun dato0.0032%
$ 1.1m
Keith Dailey
Group VP of Corporate Affairs6.4yrsNessun datoNessun dato
Dana Zurcher
President of the Columbus Division10.8yrsNessun datoNessun dato
Michael Marx
Senior Vice President of Retail Divisionsno dataNessun datoNessun dato
Matthew Perin
Head of Government Relations & Regulatory Affairs9.5yrsNessun datoNessun dato
1.6yrs
Durata media
52yo
Età media

Gestione esperta: Il team dirigenziale di KR non è considerato esperto (durata media 1.6 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Ronald Sargent
Non-Executive Chairman19.6yrsUS$14.07m0.042%
$ 14.9m
Gregory Foran
CEO & Directorless than a yearNessun dato0.0078%
$ 2.8m
Karen Hoguet
Independent Director6.6yrsUS$333.49k0.0050%
$ 1.8m
Mark Sutton
Independent Lead Director9.5yrsUS$358.58k0.0069%
$ 2.5m
Mitchell Butier
Independent Directorless than a yearNessun dato0.000050%
$ 17.8k
Anne Gates
Independent Director10.6yrsUS$338.48k0.0051%
$ 1.8m
Judith Sourry Knox
Independent Director5.5yrsUS$316.92k0.0036%
$ 1.3m
Ashok Vemuri
Independent Director7.5yrsUS$313.55k0.0058%
$ 2.1m
Nora Aufreiter
Independent Director11.6yrsUS$323.52k0.0080%
$ 2.9m
Kevin Brown
Independent Director5.5yrsUS$303.58k0.0036%
$ 1.3m
7.0yrs
Durata media
64.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KR sono considerati esperti (durata media dell'incarico 7 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/07 00:04
Prezzo dell'azione a fine giornata2026/07/07 00:00
Utili2026/05/23
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

The Kroger Co. è coperta da 47 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher GrajaArgus Research Company
Seth SigmanBarclays
Dean RosenblumBernstein