The Kroger Co.

NYSE:KR 주식 리포트

시가총액: US$35.1b

Kroger 경영진

경영진 기준 점검 1/4

Kroger CEO는 Greg Foran, Feb2026 에 임명되었습니다 의 임기는 1년 미만입니다. 는 $2.75M 가치에 해당하는 회사 주식의 0.008% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1.7 년과 7.1 년입니다.

핵심 정보

Greg Foran

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율0.008%
경영진 평균 재임 기간1.7yrs
이사회 평균 재임 기간7.1yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jul 20

Kroger: The Business Is Improving, But The Earnings Outlook Is Still Murky

Summary I reiterate a Hold rating on Kroger, as improving traffic and market share are offset by uncertain earnings leverage. KR’s core grocery business shows better traffic and loyal household growth, but identical sales and earnings growth remain insufficient for a Buy rating. The proposed Giant Eagle acquisition offers long-term upside via regional scale and synergies, but its outcome and timing remain uncertain. With KR trading at 11.3x forward PE and 7.7% FCF yield, valuation does not yet justify an upgrade absent stronger core performance. Read the full article on Seeking Alpha
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
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

CEO

Greg Foran (65 yo)

less than a year
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
Ronald Sargent
Non-Executive Chairman19.7yrsUS$14.07m0.043%
$ 15.1m
David John Kennerley
Executive VP & CFO1.3yrsUS$10.35m0.011%
$ 3.8m
Mary Adcock
Executive VP and Chief Merchant & Marketing Officer1.7yrsUS$6.04m0.033%
$ 11.4m
Timothy Massa
Executive VP & Chief Associate Experience Officerno dataUS$6.57m0.041%
$ 14.3m
Yael Cosset
Executive VP & Chief Digital Officer1.6yrsUS$7.23m0.021%
$ 7.3m
Gregory Foran
CEO & Directorless than a year데이터 없음0.0078%
$ 2.8m
Robinson Quast
Vice President of Investor Relations5.1yrs데이터 없음데이터 없음
George Vincent
EVP, Secretary & General Counsel1yr데이터 없음0.0032%
$ 1.1m
Keith Dailey
Group VP of Corporate Affairs6.5yrs데이터 없음데이터 없음
Dana Zurcher
President of the Columbus Division10.8yrs데이터 없음데이터 없음
Michael Marx
Senior Vice President of Retail Divisionsno data데이터 없음데이터 없음
Matthew Perin
Head of Government Relations & Regulatory Affairs9.6yrs데이터 없음데이터 없음
1.7yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: KR의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Ronald Sargent
Non-Executive Chairman19.7yrsUS$14.07m0.043%
$ 15.1m
Gregory Foran
CEO & Directorless than a year데이터 없음0.0078%
$ 2.8m
Karen Hoguet
Independent Director6.7yrsUS$333.49k0.0056%
$ 1.9m
Mark Sutton
Independent Lead Director9.6yrsUS$358.58k0.0075%
$ 2.6m
Mitchell Butier
Independent Directorless than a year데이터 없음0.00064%
$ 224.7k
Anne Gates
Independent Director10.7yrsUS$338.48k0.0051%
$ 1.8m
Judith Amanda Sourry Knox
Independent Director5.6yrsUS$316.92k0.0042%
$ 1.5m
Ashok Vemuri
Independent Director7.6yrsUS$313.55k0.0064%
$ 2.3m
Nora Aufreiter
Independent Director11.7yrsUS$323.52k0.0086%
$ 3.0m
Kevin Brown
Independent Director5.6yrsUS$303.58k0.0042%
$ 1.5m
7.1yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: KR의 이사회경험이 있음으로 간주됩니다(평균 재임 7.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/07 08:40
종가2026/08/07 00:00
수익2026/05/23
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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산업 및 섹터 지표

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분석가 소스

The Kroger Co.는 47명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher GrajaArgus Research Company
Seth SigmanBarclays
Dean RosenblumBernstein