The Kroger Co.

NYSE:KR 株式レポート

時価総額:US$36.3b

Kroger 将来の成長

Future 基準チェック /26

Kroger利益と収益がそれぞれ年間15.8%と2.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に40.4% 19.2%なると予測されています。

主要情報

15.8%

収益成長率

19.19%

EPS成長率

Consumer Retailing 収益成長9.3%
収益成長率2.2%
将来の株主資本利益率40.39%
アナリストカバレッジ

Good

最終更新日07 Jul 2026

今後の成長に関する最新情報

分析記事 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...

Recent updates

ナラティブの更新 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.
分析記事 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...
分析記事 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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

業績と収益の成長予測

NYSE:KR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/2029157,0613,1343,5366,97514
1/31/2028153,6703,0313,2396,79519
1/31/2027151,0333,0632,8796,14721
5/23/2026148,6451,0462,8326,936N/A
1/31/2026147,6421,0093,4567,311N/A
11/8/2025147,2257812,2696,062N/A
8/16/2025147,0002,7142,2126,018N/A
5/24/2025146,9722,5651,8445,601N/A
2/1/2025147,1232,6451,7775,794N/A
11/9/2024149,8792,7452,1806,310N/A
8/17/2024150,2022,7741,7595,888N/A
5/25/2024150,1432,1322,0906,270N/A
2/3/2024150,0392,1462,8846,788N/A
11/4/2023147,7971,8632,3046,028N/A
8/12/2023148,0381,6182,8336,435N/A
5/20/2023148,8232,5212,8956,256N/A
1/28/2023148,2582,2241,4204,498N/A
11/5/2022146,4842,3371,8704,737N/A
8/13/2022144,1462,4192,7695,494N/A
5/21/2022141,1902,1572,4975,036N/A
1/29/2022137,8881,6393,5766,190N/A
11/6/2021135,5771,0042,8985,709N/A
8/14/2021133,4401,1511,6924,533N/A
5/22/2021132,2471,4981,8394,826N/A
1/30/2021132,4982,5563,9506,815N/A
11/7/2020130,6542,9543,6866,513N/A
8/15/2020128,9052,5893,9026,792N/A
5/23/2020126,5842,0733,7166,641N/A
2/1/2020122,2861,640N/A4,664N/A
11/9/2019121,6791,573N/A4,479N/A
8/17/2019121,5361,626N/A4,181N/A
5/25/2019121,3811,835N/A4,064N/A
2/2/2019121,8523,076N/A4,164N/A
11/10/2018124,5973,666N/A4,092N/A
8/18/2018124,5153,746N/A3,348N/A
5/26/2018124,0993,594N/A3,472N/A
2/3/2018123,2801,890N/A3,413N/A
11/4/2017119,2421,545N/A3,870N/A
8/12/2017118,0501,540N/A4,565N/A
5/20/2017117,0181,570N/A4,502N/A
1/28/2017115,3371,959N/A4,272N/A
11/5/2016113,8912,013N/A4,528N/A
8/13/2016112,4092,049N/A5,117N/A
5/21/2016111,3832,098N/A5,241N/A
1/30/2016109,8302,021N/A4,917N/A
11/7/2015108,8721,979N/A4,624N/A
8/15/2015108,7841,913N/A4,403N/A

アナリストによる今後の成長予測

収入対貯蓄率: KRの予測収益成長率 (年間15.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: KRの収益 ( 15.8% ) US市場 ( 18.2% ) よりも低い成長が予測されています。

高成長収益: KRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: KRの収益 ( 2.2% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: KRの収益 ( 2.2% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: KRの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 40.4 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/09 20:22
終値2026/07/09 00:00
収益2026/05/23
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Kroger Co. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47

アナリスト機関
Christopher GrajaArgus Research Company
Seth SigmanBarclays
Dean RosenblumBernstein