Kroger Management
Management criteria checks 1/4
Kroger's CEO is Greg Foran, appointed in Feb 2026, has a tenure of less than a year. directly owns 0.008% of the company’s shares, worth $3.18M. The average tenure of the management team and the board of directors is 1.4 years and 7.3 years respectively.
Key information
Greg Foran
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | 0.008% |
| Management average tenure | 1.4yrs |
| Board average tenure | 7.3yrs |
Recent management updates
Recent updates
New Narrative • Apr 08
Kroger Co (KR): The "Grocery Alchemist" Fusing Physical Scale with Agentic AI
The Kroger Co (KR) , the largest supermarket chain in the United States, closed the April 8, 2026, session at $70.96 USD on the NYSE. The stock faced a tough day, dropping -2.37% as it gave back recent gains following a broader market rotation out of defensive staples.Seeking Alpha • Mar 19
Kroger: Limited Growth Drivers, Downgraded To Hold
Summary Kroger is downgraded from Buy to Hold, with a fair value estimate of $77 and only 3.6% upside from current levels. Management prioritizes profitability over revenue growth, optimizing the business by exiting low-margin segments and focusing on cost control. New CEO Greg Foran is expected to drive digital transformation, but meaningful results are anticipated only from 2027 onward. KR's strong free cash flow supports aggressive buybacks and dividends, but 2026 is forecast as a transitional year with limited growth catalysts. Read the full article on Seeking Alpha
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • Jun 29
Kroger's (NYSE:KR) Dividend Will Be Increased To $0.35
The Kroger Co. ( NYSE:KR ) has announced that it will be increasing its periodic dividend on the 1st of September to...Analysis Article • Jun 17
Here's Why We Think Kroger (NYSE:KR) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...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 AlphaSeeking Alpha • Jan 15
Kroger: Potential To Be A Future Dividend Giant
Summary Kroger has remained resilient through challenging market conditions due to their growing portfolio of 'Our Brand' products, which offer consumers variety at more affordable rates. The current dividend yield of 2.2% may not be impressive, but KR has managed to maintain a double-digit dividend growth rate and a lower payout ratio than peers. There is a sizeable upside price potential, assuming modest earnings growth over time. While higher interest rates, inflation, and unemployment may pose a challenge, KR has a strong balance sheet to navigate unfavorable market conditions. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Kroger Stock Is Cheap, Even As Shares Dip In Post-Earnings Period
Summary Value investing in The Kroger Co. proves resilient despite mixed Q3 results, with shares up 8.2% since September and 201% since 2017. Revenue fell short of expectations, but excluding fuel and Specialty Pharmacy sales, revenue increased by 2.7% year-over-year. Adjusted earnings per share rose to $0.98, aligning with analyst expectations, while operating cash flow nearly doubled to $926 million. Kroger remains attractively priced, offering upside potential, and its pending Albertsons acquisition adds further growth prospects. The rating remains a “buy.”. Read the full article on Seeking AlphaCEO
Greg Foran (64 yo)
less than a year
Tenure
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive VP and Chief Merchant & Marketing Officer | 1.4yrs | US$6.04m | 0.033% $ 13.2m | |
| Chief People Officer | no data | US$6.57m | 0.041% $ 16.6m | |
| Executive VP & Chief Digital Officer | 1.3yrs | US$7.23m | 0.026% $ 10.5m | |
| CEO & Director | less than a year | no data | 0.0078% $ 3.2m | |
| Executive VP & CFO | 1.1yrs | US$10.35m | 0.011% $ 4.4m | |
| Vice President of Investor Relations | 4.8yrs | no data | no data | |
| EVP, Secretary & General Counsel | less than a year | no data | 0.0032% $ 1.3m | |
| Group VP of Corporate Affairs | 6.3yrs | no data | no data | |
| President of the Columbus Division | 10.6yrs | no data | no data | |
| Senior Vice President of Retail Divisions | less than a year | no data | 0.014% $ 5.9m | |
| Head of Government Relations & Regulatory Affairs | 9.3yrs | no data | no data | |
| President of Kroger Health | no data | no data | no data |
1.4yrs
Average Tenure
51yo
Average Age
Experienced Management: KR's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | no data | 0.0078% $ 3.2m | |
| Chairman of the Board | 19.4yrs | US$14.07m | 0.042% $ 16.9m | |
| Independent Director | 29.3yrs | US$321.45k | 0.014% $ 5.7m | |
| Independent Director | 4.8yrs | US$303.58k | 0.00067% $ 271.9k | |
| Independent Director | 6.4yrs | US$333.49k | 0.0050% $ 2.0m | |
| Independent Lead Director | 9.3yrs | US$358.58k | 0.0069% $ 2.8m | |
| Independent Director | 10.4yrs | US$338.48k | 0.0051% $ 2.1m | |
| Independent Director | 5.3yrs | US$316.92k | 0.0036% $ 1.4m | |
| Independent Director | 7.3yrs | US$313.55k | 0.0058% $ 2.4m | |
| Independent Director | 11.4yrs | US$323.52k | 0.0080% $ 3.3m | |
| Independent Director | 5.3yrs | US$303.58k | 0.0036% $ 1.4m |
7.3yrs
Average Tenure
65yo
Average Age
Experienced Board: KR's board of directors are considered experienced (7.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/14 17:02 |
| End of Day Share Price | 2026/05/14 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Kroger Co. is covered by 47 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Seth Sigman | Barclays |
| Dean Rosenblum | Bernstein |