The Kroger Co.

NYSE:KR Stock Report

Market Cap: US$34.0b

Kroger Management

Management criteria checks 2/4

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 $2.67M. The average tenure of the management team and the board of directors is 3.3 years and 7 years respectively.

Key information

Greg Foran

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership0.008%
Management average tenure3.3yrs
Board average tenure7yrs

Recent management updates

Recent updates

Narrative Update 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.
Analysis Article 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...
Analysis Article 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
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...
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
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

NamePositionTenureCompensationOwnership
David John Kennerley
Executive VP & CFO1.3yrsUS$10.35m0.011%
$ 3.7m
Mary Adcock
Executive VP and Chief Merchant & Marketing Officer1.6yrsUS$6.04m0.033%
$ 11.1m
Timothy Massa
Executive VP & Chief Associate Experience Officerno dataUS$6.57m0.041%
$ 13.9m
Yael Cosset
Executive VP & Chief Digital Officer1.5yrsUS$7.23m0.026%
$ 8.8m
Gregory Foran
CEO & Directorless than a yearno data0.0078%
$ 2.7m
Robinson Quast
Vice President of Investor Relations5yrsno datano data
George Vincent
EVP, Secretary & General Counselless than a yearno data0.0032%
$ 1.1m
Keith Dailey
Group VP of Corporate Affairs6.4yrsno datano data
Dana Zurcher
President of the Columbus Division10.8yrsno datano data
Matthew Perin
Head of Government Relations & Regulatory Affairs9.5yrsno datano data
Colleen Lindholz
President of Kroger Healthno datano datano data
Scott Hays
President of the Cincinnati/Dayton Division8.8yrsno datano data
3.3yrs
Average Tenure
52yo
Average Age

Experienced Management: KR's management team is considered experienced (3.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Gregory Foran
CEO & Directorless than a yearno data0.0078%
$ 2.7m
Ronald Sargent
Executive Chairman of the Board19.6yrsUS$14.07m0.042%
$ 14.2m
Karen Hoguet
Independent Director6.6yrsUS$333.49k0.0050%
$ 1.7m
Mark Sutton
Independent Lead Director9.5yrsUS$358.58k0.0069%
$ 2.4m
Mitchell Butier
Independent Directorless than a yearno data0.000050%
$ 17.0k
Anne Gates
Independent Director10.6yrsUS$338.48k0.0051%
$ 1.7m
Judith Sourry Knox
Independent Director5.5yrsUS$316.92k0.0036%
$ 1.2m
Ashok Vemuri
Independent Director7.5yrsUS$313.55k0.0058%
$ 2.0m
Nora Aufreiter
Independent Director11.6yrsUS$323.52k0.0080%
$ 2.7m
Kevin Brown
Independent Director5.5yrsUS$303.58k0.0036%
$ 1.2m
7.0yrs
Average Tenure
64.5yo
Average Age

Experienced Board: KR's board of directors are considered experienced (7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/01 21:36
End of Day Share Price 2026/07/01 00:00
Earnings2026/05/23
Annual Earnings2026/01/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.

AnalystInstitution
Christopher GrajaArgus Research Company
Seth SigmanBarclays
Dean RosenblumBernstein