Goldman Sachs 2026-06-21

Kroger Co. (KR): Price investment uncertainty weighs on stock, while improving market share remains encouraging

Report Coverage

Broker
Goldman Sachs
Region
Global
Report Type
Market Report
Primary Focus
Kroger Co. (KR)

Full Report Document Access

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Report Summary

2Q26E FY26E FY27E FY28E Old New Old New Old New Old New Total Revenue $34,238 $34,086 $148,915 $149,454 $151,671 $152,206 $154,485 $155,015 yoy change 0.9% 0.4% 0.9% 1.2% 1.9% 1.8% 1.9% 1.8% ID sales (ex-fuel) 1.5% 1.0% 1.5% 1.4% 2.0% 2.0% 2.0% 2.0% Gross profit $7,860 $7,792 $34,649 $34,582 $35,389 $35,231 $36,145 $35,914 Gross margin % 23.0% 22.9% 23.3% 23.1% 23.3% 23.1% 23.4% 23.2% Operating, G&A expenses $5,816 $5,790 $25,

Key Takeaways

  • P/E Valuation $73 50%
  • EV/EBITDA $71 50%
  • 2Q26E FY26E FY27E FY28E Old New Old New Old New Old New Total Revenue $34,238 $34,086 $148,915 $149,454 $151,671 $152,206 $154,485 $155,015 yoy change 0.
  • 8% ID sales (ex-fuel) 1.
  • 0% Gross profit $7,860 $7,792 $34,649 $34,582 $35,389 $35,231 $36,145 $35,914 Gross margin % 23.

Why This Report Matters

Goldman Sachs's 10-page analysis on "Kroger Co. (KR): Price investment uncertainty weighs on stock, while improving market share remains " provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.

Topics Covered

retail profit M&A

Companies Mentioned

Equity Research June Kroger Co Price Price Target Upside Leah Jordan Despite

Who this summary is for

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