Kroger Co.

KR-N

NYSE:KR

28.23
0.24 (0.84%)
The Kroger Company, or simply Kroger, is an American retailing company founded by Bernard Kroger in 1883 in Cincinnati, Ohio.
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Analysis and Opinions about KR-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 22, 2019

Grocers are tough, operating on skinny margins. You have big competition. WMT-N and AMZN-Q are big into grocery. He owns WMT-N.

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Kroger Co. (KR-N)
August 22, 2019

Grocers are tough, operating on skinny margins. You have big competition. WMT-N and AMZN-Q are big into grocery. He owns WMT-N.

DON'T BUY
DON'T BUY
August 13, 2019
She would not buy into this space of US grocers. It looks cheap, but she would stay away. It might be somewhat recession proof, because of the lower cost metrics and people have to buy groceries. It is neither a growth or income stock, so she has no real interest.
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Kroger Co. (KR-N)
August 13, 2019
She would not buy into this space of US grocers. It looks cheap, but she would stay away. It might be somewhat recession proof, because of the lower cost metrics and people have to buy groceries. It is neither a growth or income stock, so she has no real interest.
DON'T BUY
DON'T BUY
August 7, 2019
The pay a small dividend about 2-3%. The technicals suggest you stay away -- it is making lower highs consistently. Fundamentally, they are facing greater competition as is witnessed by the names on the trucks delivering groceries these days. Stay away.
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Kroger Co. (KR-N)
August 7, 2019
The pay a small dividend about 2-3%. The technicals suggest you stay away -- it is making lower highs consistently. Fundamentally, they are facing greater competition as is witnessed by the names on the trucks delivering groceries these days. Stay away.
DON'T BUY
DON'T BUY
August 2, 2019

A serial dividend grower? Traditional grocery stores are threatened by Amazon and hard discounters (in the U.S.). The latter dominate Europe and are a rising threat in North America. He prefers Costco who have the lowest prices anywhere; they also have the best demographics of anyone selling groceries, the wealthy, which makes Costco very defensive/safe.

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Kroger Co. (KR-N)
August 2, 2019

A serial dividend grower? Traditional grocery stores are threatened by Amazon and hard discounters (in the U.S.). The latter dominate Europe and are a rising threat in North America. He prefers Costco who have the lowest prices anywhere; they also have the best demographics of anyone selling groceries, the wealthy, which makes Costco very defensive/safe.

WEAK BUY
WEAK BUY
July 30, 2019

PE only at 10 times? He would buy Amazon instead -- they will steal market share from them. You could by KR-N and still do well, but there needs to be more upward momentum to excite him.

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Kroger Co. (KR-N)
July 30, 2019

PE only at 10 times? He would buy Amazon instead -- they will steal market share from them. You could by KR-N and still do well, but there needs to be more upward momentum to excite him.

PAST TOP PICK
PAST TOP PICK
September 18, 2018

(A Top Pick November 13, 2017. Up 34%). He bought this stock expecting inflationary food prices to take it up, then tripled his position when Amazon caused a panic by buying Whole Foods. He sold off the investment and has bought other consumer stocks with the proceeds.

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Kroger Co. (KR-N)
September 18, 2018

(A Top Pick November 13, 2017. Up 34%). He bought this stock expecting inflationary food prices to take it up, then tripled his position when Amazon caused a panic by buying Whole Foods. He sold off the investment and has bought other consumer stocks with the proceeds.

DON'T BUY
DON'T BUY
September 4, 2018

This was suffering with its entire industry a few years ago but has figured out how to compete and is now doing extremely well. It has strong earnings. He expects acquisitions to be a bolt-on variety (e.g. niches). Grocery is a tough space because of entrenched competition from Amazon, CostCo and Walmart. He is not buying grocery stocks because of the difficulty of this space, but he is very impressed with the management of Kroger and their success in this space.

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Kroger Co. (KR-N)
September 4, 2018

This was suffering with its entire industry a few years ago but has figured out how to compete and is now doing extremely well. It has strong earnings. He expects acquisitions to be a bolt-on variety (e.g. niches). Grocery is a tough space because of entrenched competition from Amazon, CostCo and Walmart. He is not buying grocery stocks because of the difficulty of this space, but he is very impressed with the management of Kroger and their success in this space.

TOP PICK
TOP PICK
November 13, 2017

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

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Kroger Co. (KR-N)
November 13, 2017

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

DON'T BUY
DON'T BUY
August 10, 2017

You have stocks that screen really well on a lot of metrics, and this company is one of them. It generates cash flow. The industry has been beaten up. There are some valid reasons for that, with a lot of big players coming into the grocery space, including Amazon (AMZN-Q) which has just annihilated businesses. What makes it challenging, is that they are dealing with consumers. She doesn’t like the consumer space, because there is no loyalty, and would rather be elsewhere.

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Kroger Co. (KR-N)
August 10, 2017

You have stocks that screen really well on a lot of metrics, and this company is one of them. It generates cash flow. The industry has been beaten up. There are some valid reasons for that, with a lot of big players coming into the grocery space, including Amazon (AMZN-Q) which has just annihilated businesses. What makes it challenging, is that they are dealing with consumers. She doesn’t like the consumer space, because there is no loyalty, and would rather be elsewhere.

DON'T BUY
DON'T BUY
June 15, 2017

She does not follow it closely. Food retaining is quite competitive. She does not like the space in the US. She only owns L-T in Canada and they also have shoppers which she likes. She would not add US retailers to the US portfolios.

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Kroger Co. (KR-N)
June 15, 2017

She does not follow it closely. Food retaining is quite competitive. She does not like the space in the US. She only owns L-T in Canada and they also have shoppers which she likes. She would not add US retailers to the US portfolios.

COMMENT
COMMENT
May 9, 2017

The grocery space has been really, really tough. Underperformance relative to the market really shows that. There has been a lot of competition coming in such as Wal-Mart (WMT-N) and Costco (COST-Q). Now you are getting potential online entrants. If Amazon (AMZN-Q) decides to get into an industry, completely decimate margins, and operate at what seems like a loss in order to take share, it is really tough for incumbent competitors. She would be on the sidelines with this.

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Kroger Co. (KR-N)
May 9, 2017

The grocery space has been really, really tough. Underperformance relative to the market really shows that. There has been a lot of competition coming in such as Wal-Mart (WMT-N) and Costco (COST-Q). Now you are getting potential online entrants. If Amazon (AMZN-Q) decides to get into an industry, completely decimate margins, and operate at what seems like a loss in order to take share, it is really tough for incumbent competitors. She would be on the sidelines with this.

PAST TOP PICK
PAST TOP PICK
April 27, 2017

(Top Pick Jun 21’16, Up 11.95%) This is his sore one. He is hanging in, though. It is because of fears of food deflation. He sees this as a temporary blip. They have a pretty good brand of organics. They have this segment of food and it is not perceived as just for the elite. They have a great deal of market share.

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Kroger Co. (KR-N)
April 27, 2017

(Top Pick Jun 21’16, Up 11.95%) This is his sore one. He is hanging in, though. It is because of fears of food deflation. He sees this as a temporary blip. They have a pretty good brand of organics. They have this segment of food and it is not perceived as just for the elite. They have a great deal of market share.

BUY WEAKNESS
BUY WEAKNESS
January 12, 2017

He has a small position because it is one of the top market share grocers in the US. They have their organic line, private label, as a catalyst for growth. This could help propel margin expansion. Find it in the low $30s or below. There may be some fund flows out of this stock in some funds and this would create an opportunity.

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Kroger Co. (KR-N)
January 12, 2017

He has a small position because it is one of the top market share grocers in the US. They have their organic line, private label, as a catalyst for growth. This could help propel margin expansion. Find it in the low $30s or below. There may be some fund flows out of this stock in some funds and this would create an opportunity.

COMMENT
COMMENT
November 29, 2016

The 2nd largest grocer in the US, only behind Walmart. Trading at a big discount to Walmart. There has been pressure on the company, but it is trading at only 11.5X earnings. Dividend yield of only 1.8%, but have grown it at a double-digit rate for the past decade. Also, only pays out about 20% of earnings. They’ve also done very strategic acquisitions throughout the US to buy smaller regional supermarkets. He likes this a lot.

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Kroger Co. (KR-N)
November 29, 2016

The 2nd largest grocer in the US, only behind Walmart. Trading at a big discount to Walmart. There has been pressure on the company, but it is trading at only 11.5X earnings. Dividend yield of only 1.8%, but have grown it at a double-digit rate for the past decade. Also, only pays out about 20% of earnings. They’ve also done very strategic acquisitions throughout the US to buy smaller regional supermarkets. He likes this a lot.

COMMENT
COMMENT
October 6, 2016

The grocery business is tough. Razor thin margins and very competitive. Food inflation is starting to fall back a little. This started to decline 5 months ago when there was changed guidance on the name, expecting things to fall off a little. This is also showing up in Canada. Also, he understands that Walmart had taken a lot of market share from them, not only in a general basis, but in very specific regional markets.

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Kroger Co. (KR-N)
October 6, 2016

The grocery business is tough. Razor thin margins and very competitive. Food inflation is starting to fall back a little. This started to decline 5 months ago when there was changed guidance on the name, expecting things to fall off a little. This is also showing up in Canada. Also, he understands that Walmart had taken a lot of market share from them, not only in a general basis, but in very specific regional markets.

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