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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“For customers, including Wendy's, Kroger, and Woolworths Group.”
Kroger is named among customers whose interactions run on Gemini Enterprise, a read-through on the retailer's AI adoption.
“Lone Tree Village, a King Soopers-anchored center in Denver.”
Kroger's King Soopers banner is anchoring a new Regency ground-up development in Denver, a signal of Kroger banner expansion.
“We're very excited to be partnering with companies like Kroger or CVS to really offer the highest possible quality, the perfect inventory accuracy at the lowest cost and the fastest speeds.”
DoorDash is partnering with Kroger on DashMart Fulfillment Services to power same-day grocery delivery, a read-through to Kroger's third-party fulfillment and delivery strategy.
“we acquired Kroger Specialty Pharmacy. And in light of that, we had a commitment to transition those scripts by the end of this year, which we're making really good progress on.”
Elevance is integrating the Kroger Specialty Pharmacy business it acquired from Kroger, migrating scripts onto its BioPlus platform.
“Strong growth continued in food as our strategic collaboration with Kroger ramps up as expected.”
Avery Dennison's fresh-food RFID collaboration with Kroger is ramping as expected, driving Intelligent Labels food-segment growth.
“doing a major redevelopment with Kroger.”
Regency is undertaking a major redevelopment anchored by Kroger, reflecting an ongoing grocer investment relationship.
“we're super excited about all the selection that we're adding, including Kroger, who we announced in the recent quarter.”
DoorDash added Kroger as a grocery partner, part of its push to lead grocery order volume and new-customer acquisition on the platform.
“What I will say is our rollout with Kroger continues to be as expected. They're up to around about 700 stores now, the midpoint of the year in terms of the rollout.”
Avery Dennison's Intelligent Labels rollout with Kroger is on track at roughly 700 stores mid-year, with discussions underway to accelerate into additional categories like protein.
“we started with acquiring BioPlus and then Kroger Specialty Pharmacy.”
Elevance's CarelonRx acquired Kroger Specialty Pharmacy as part of its SpecialtyRx expansion strategy, reflecting Kroger's continued divestiture of its specialty pharmacy business.
“our strategic collaboration with Kroger focused on enabling more frequent and accurate inventory information to maximize freshness, reduce waste, and improve the consumer and associate experience is on track.”
Kroger continues expanding RFID/intelligent-label inventory tracking with Avery Dennison, signaling ongoing grocery-sector adoption momentum for AVY's Intelligent Labels platform.
“In food, we announced a strategic collaboration with Kroger in October focused on making possible more frequent and accurate inventory information to maximize freshness, reducing waste in perishable categories and improving the consumer and associate experience.”
Avery Dennison is rolling out item-level RFID tagging in Kroger's bakery department starting 2025, marking Kroger as the first grocer to adopt this Intelligent Labels use case at scale.
“HEB, Publix, Kroger, they continue to be very active in their own self-development program”
Kroger is cited as one of Regency's biggest sources of competition for new development sites because major grocers like Kroger run active self-development programs rather than leasing from third-party developers.
“you don't need to be on top of Walmart. You just need to be close enough to win in a lot of your other competitive advantages.”
An analyst characterizes Kroger's historical price strategy relative to Walmart as needing to be close enough rather than matching, in a discussion of price-gap investment.
“We've obviously announced the partnership with Google.”
Kroger has announced an agentic-shopping partnership with Google as part of its AI-driven digital roadmap.
“Together with Instacart, we expect our convenience offerings to deliver over $1.5 billion in sales in 2026, which will help us accelerate our e-commerce growth.”
Kroger expects its convenience offerings, including Instacart, to top $1.5B in 2026 sales, underscoring Instacart's role in Kroger's e-commerce acceleration.
“The early results from our new relationship with DoorDash and Uber Eats have exceeded what we originally planned.”
Kroger's new delivery relationship with Uber Eats has beaten plan, extending reach with incremental, profitable orders, a positive read-through for Uber.
“The early results from our new relationship with DoorDash and Uber Eats have exceeded what we originally planned.”
Kroger's new delivery relationship with DoorDash has beaten plan, extending reach with incremental, profitable orders, a positive read-through for DoorDash.
“Uber Eats, you know, that leverages Uber's existing customer base and the Uber app.”
Kroger added Uber Eats as a store-based delivery partner targeting speed and younger customers, expanding grocery order volume flowing through the Uber platform.
“We are encouraged by the early results from our DoorDash relationship. In its first month alone, we fulfilled 1 million orders bringing new customers and incremental meal occasions to The Kroger Co.”
Kroger's expanded DoorDash partnership drove 1 million orders in its first month, a positive signal for DoorDash's grocery-fulfillment volume and new-customer acquisition.
“You think about Instacart, which is our largest partner, you know, they deliver broad geographic reach. They have got great scale. They can handle very large basket sizes.”
Kroger names Instacart its largest third-party delivery partner and plans to add Instacart's AI-powered cart assistant, a positive read-through for Instacart's grocery delivery and agentic-shopping volumes.
“we think there's a big opportunity in pharmacy given the, you know, the Rite Aid closures”
Kroger sees Rite Aid store closures as a pharmacy share opportunity, a negative read-through for the exiting competitor.
“an area where we are well-positioned based on our conveniently located store network coupled with our delivery partner, Instacart.”
Kroger relies on Instacart as a delivery partner enabling sub-two-hour delivery from 97% of stores, a positive read-through for Instacart's grocery fulfillment role.
“we recently put an issue behind us by reaching a legal settlement with C&S Wholesale Grocers.”
Kroger reached a legal settlement with C&S Wholesale Grocers, resolving claims tied to the terminated Albertsons merger divestiture arrangement.
“So I guess I just want to start with Express Scripts. So I was curious how that ramp is going versus expectations?”
An analyst asks about the ramp of Kroger's pharmacy network agreement with Express Scripts (Cigna's PBM); Kroger's CFO later confirms ESI had a minimal impact (less than 10 basis points on sales) this quarter.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Simeon Gutman | Morgan Stanley | 12 (8%) |
| Mike Lasser | UBS | 11 (73%) |
| Leah Jordan | Goldman Sachs | 10 (0%) |
| John Heinbockel | Guggenheim | 10 (10%) |
| Ed Kelly | Wells Fargo | 10 (10%) |
| Rupesh Parikh | Oppenheimer | 8 (0%) |
| Mike Montani | Evercore ISI | 5 (0%) |
| Krisztina Katai | Deutsche Bank | 4 (0%) |
| Seth Sigman | Barclays | 4 (0%) |
| Robbie Ohmes | Bank of America | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 12 (8%) |
| UBS | 1 | 11 (73%) |
| Goldman Sachs | 1 | 10 (0%) |
| Guggenheim | 1 |
| 10 (10%) |
| Wells Fargo | 1 | 10 (10%) |
| Oppenheimer | 1 | 8 (0%) |
| JPMorgan | 2 | 7 (14%) |
| Evercore ISI | 1 | 5 (0%) |
Kroger closed FY2025 with identical sales growing 2.9% and adjusted EPS of $4.85, up 9% at the top end of expectations, as new CEO Greg Foran brought Walmart US and Food Retail pedigree. E-commerce became profitable in 2026 as a $16 billion business growing 20%, and positive market share was achieved in the final period for the first time since 2021. Alternative profit reached $1.5 billion in operating profit with media growing double digits. FY2026 guidance introduced strong targets of 1-2% identical sales (2.3-3.3% ex-IRA), $5.0-$5.2B operating profit, and $5.10-$5.30 EPS.
Margin | Competitive Dynamics | Revenue Growth | Pricing | Demand | Cloud & AI | Cost Pressure | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 3 | 4 | 2 | 2 | 5 | 2 | 1 | |
| 2024Q4 | 6 | 4 | 3 | 4 | 2 | 2 | 2 | 2 |
| 2025Q1 | 6 | 6 | 6 | 4 | 3 | 3 | 2 | 2 |
| 2025Q2 | 8 | 5 | 5 | 7 | 6 | 5 | 2 | 2 |
| 2025Q3 | 5 | 2 | 4 | 2 | 1 | 4 | 3 | |
| 2025Q4 | 2 | 7 | 4 | 4 | 2 | 2 | 3 | 1 |
| 2026Q1 | 2 | 3 | 2 | 3 | 3 | 4 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Margin | 3 | 6 | 6 | 8 | 5 | 2 | 2 |
| Competitive Dynamics | 4 | 4 | 6 | 5 | 2 | 7 | 3 |
| Revenue Growth | 2 | 3 | 6 | 5 | 4 | 4 | 2 |
| Pricing | 2 | 4 | 4 | 7 | 2 | 4 | 3 |
| Demand | 5 | 2 | 3 | 6 | 1 | 2 | 3 |
| Cloud & AI | 2 | 2 | 3 | 5 | 4 | 2 | |
| Cost Pressure | 1 | 2 | 2 | 2 | 3 | 4 | |
| Capex Investment | 2 | 2 | 2 | 3 | 1 |