Kroger Co.

KR-N

NYSE:KR

32.29
0.69 (2.18%)
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
COMMENT
COMMENT
October 4, 2016

This is facing food deflation in the US as well as a more competitive environment. There is an impact across the sector. A phenomenal grocery store chain, and he likes it. Has a reasonable valuation.

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Kroger Co. (KR-N)
October 4, 2016

This is facing food deflation in the US as well as a more competitive environment. There is an impact across the sector. A phenomenal grocery store chain, and he likes it. Has a reasonable valuation.

DON'T BUY
DON'T BUY
September 19, 2016

He would stay away from grocery in general. A major factor is food deflation, but even if the gross margin of a grocery store were to remain constant, and selling prices are lower, they are delivering less growth margin dollars against the fixed costs. The other problem is that a lot of the profit pools of the grocery industry are really under assault. There are hard discounters coming into the US like Aldi, Richard selling natural foods at incredibly low prices, working on very low markups. (See Top Picks.)

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Kroger Co. (KR-N)
September 19, 2016

He would stay away from grocery in general. A major factor is food deflation, but even if the gross margin of a grocery store were to remain constant, and selling prices are lower, they are delivering less growth margin dollars against the fixed costs. The other problem is that a lot of the profit pools of the grocery industry are really under assault. There are hard discounters coming into the US like Aldi, Richard selling natural foods at incredibly low prices, working on very low markups. (See Top Picks.)

BUY
BUY
September 12, 2016

Believes this is the biggest grocery store in the US. It off about 20% in the last little while. There is basically a lot of focus on food and cost inflation, and how are they going to successfully manage both and pass it on to the consumer. He prefers using his Cdn$ to buy a name like Loblaw’s (L-T). Kroger is trading at about 13X earnings with a yield of about 1.5%, and thinks they will manage through this. The kind of name you want to buy in this correction.

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Kroger Co. (KR-N)
September 12, 2016

Believes this is the biggest grocery store in the US. It off about 20% in the last little while. There is basically a lot of focus on food and cost inflation, and how are they going to successfully manage both and pass it on to the consumer. He prefers using his Cdn$ to buy a name like Loblaw’s (L-T). Kroger is trading at about 13X earnings with a yield of about 1.5%, and thinks they will manage through this. The kind of name you want to buy in this correction.

DON'T BUY
DON'T BUY
September 7, 2016

(Market Call Minute.) A little too expensive. A supermarket that is trading close to 20X earnings. Margins are traditionally extremely skinny in this type of business.

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Kroger Co. (KR-N)
September 7, 2016

(Market Call Minute.) A little too expensive. A supermarket that is trading close to 20X earnings. Margins are traditionally extremely skinny in this type of business.

TOP PICK
TOP PICK
September 1, 2016

Gaining share the last few years. The market is worried about food price inflation. You will get double digit earnings growth. 14 times earnings and great dividend growth. These guys are great at execution.

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Kroger Co. (KR-N)
September 1, 2016

Gaining share the last few years. The market is worried about food price inflation. You will get double digit earnings growth. 14 times earnings and great dividend growth. These guys are great at execution.

TOP PICK
TOP PICK
June 21, 2016

They are across all the US and are the largest market share in terms of business that also has a niche play into affordable organic foods, which was only launched 2 years ago, but represents $1.2 billion of their annual sales. They recently made an $800 million acquisition and got 24 new grocery store locations, giving them access to Wisconsin and the Mariano’s name in Chicago. They are #2 in terms of market share, 2nd only to Walmart. Dividend yield of 1.22%.

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Kroger Co. (KR-N)
June 21, 2016

They are across all the US and are the largest market share in terms of business that also has a niche play into affordable organic foods, which was only launched 2 years ago, but represents $1.2 billion of their annual sales. They recently made an $800 million acquisition and got 24 new grocery store locations, giving them access to Wisconsin and the Mariano’s name in Chicago. They are #2 in terms of market share, 2nd only to Walmart. Dividend yield of 1.22%.

DON'T BUY
DON'T BUY
January 21, 2016

They have done a great job of growing same store sales. They are the largest grocer in the US. The whole industry could use a little inflation, which is good for grocers. The difficulty he has right now is the valuation. It is a good company, but not such a good stock.

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Kroger Co. (KR-N)
January 21, 2016

They have done a great job of growing same store sales. They are the largest grocer in the US. The whole industry could use a little inflation, which is good for grocers. The difficulty he has right now is the valuation. It is a good company, but not such a good stock.

DON'T BUY
DON'T BUY
November 30, 2015

A lot of investors have been hanging out in these highly defensive names, which are trading at pretty big PE multiples. The whole business is getting very competitive. Consumers are changing their shopping habits, and grocers are going to have to make increasing efforts to remain competitive. You also have to worry about food price inflation. There are better areas to be invested in.

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Kroger Co. (KR-N)
November 30, 2015

A lot of investors have been hanging out in these highly defensive names, which are trading at pretty big PE multiples. The whole business is getting very competitive. Consumers are changing their shopping habits, and grocers are going to have to make increasing efforts to remain competitive. You also have to worry about food price inflation. There are better areas to be invested in.

COMMENT
COMMENT
October 29, 2015

Stock has been moving sideways, but still paying a decent dividend. He likes this company given the fact that the US domestic economy and environment is improving. That should help a name like this. Thinks they will improve on their sales growth and their margins as the company benefits from its expanding offerings of wider margin type of business, including organic foods and natural foods and private label foods. Pays a moderate dividend of 1.1%.

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Kroger Co. (KR-N)
October 29, 2015

Stock has been moving sideways, but still paying a decent dividend. He likes this company given the fact that the US domestic economy and environment is improving. That should help a name like this. Thinks they will improve on their sales growth and their margins as the company benefits from its expanding offerings of wider margin type of business, including organic foods and natural foods and private label foods. Pays a moderate dividend of 1.1%.

HOLD
HOLD
April 17, 2015

One of the biggest supermarket chains in the US. This has been an attractive area because it is purely domestic and earnings have been growing as they’ve been consolidating some of their stores and cutting expenses. This has been boosting profitability. The stock has done very well.

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Kroger Co. (KR-N)
April 17, 2015

One of the biggest supermarket chains in the US. This has been an attractive area because it is purely domestic and earnings have been growing as they’ve been consolidating some of their stores and cutting expenses. This has been boosting profitability. The stock has done very well.

DON'T BUY
DON'T BUY
February 26, 2015

It has had a pretty good run and it is not attractive from a valuation point of view. It will pullback more than others in a market correction.

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Kroger Co. (KR-N)
February 26, 2015

It has had a pretty good run and it is not attractive from a valuation point of view. It will pullback more than others in a market correction.

BUY WEAKNESS
BUY WEAKNESS
July 12, 2013

Likes the sector and likes their latest acquisition. These are low margin/low growth vehicles. This one has had a good run this last year because of the safety of the business. This is one of the best managed stores. Has a very good presence in a number of markets.

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Kroger Co. (KR-N)
July 12, 2013

Likes the sector and likes their latest acquisition. These are low margin/low growth vehicles. This one has had a good run this last year because of the safety of the business. This is one of the best managed stores. Has a very good presence in a number of markets.

COMMENT
COMMENT
July 8, 2013

Chart shows a big upward parabolic move off of the trend line earlier this year. It had to be corrected and it did and now it is starting to move out again. In technical language, this could be called a “down flag” in an uptrend. Stock looks great.

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Kroger Co. (KR-N)
July 8, 2013

Chart shows a big upward parabolic move off of the trend line earlier this year. It had to be corrected and it did and now it is starting to move out again. In technical language, this could be called a “down flag” in an uptrend. Stock looks great.

DON'T BUY
DON'T BUY
July 2, 2013

Amazing comeback story. They figured out how to handle Walmart. There will be very little growth in the whole business. Grocery store space is growing faster than the population.

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Kroger Co. (KR-N)
July 2, 2013

Amazing comeback story. They figured out how to handle Walmart. There will be very little growth in the whole business. Grocery store space is growing faster than the population.

HOLD
HOLD
December 6, 2011
Has done very, very well, nice balance sheet, profitable, reasonable dividend. Have proven they can take on the competition. Know what they are doing. The stock upside is too muted for him but for other systems it could be a good play.
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Kroger Co. (KR-N)
December 6, 2011
Has done very, very well, nice balance sheet, profitable, reasonable dividend. Have proven they can take on the competition. Know what they are doing. The stock upside is too muted for him but for other systems it could be a good play.
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