BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens

Reuters00:42

BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens

** Kroger KR.N narrowed annual sales forecast on Thursday on signs of shoppers turning more selective on their groceries and fresh produce purchases, while leaning more on promotions

** At least five analysts cut PT following results

** Median PT of 24 brokerages is $75.50

GROWTH HINGES ON ECOMMERCE PROFITABILITY

** Jefferies ("buy," PT: $80) notes demand for fresh produce and online sales as bright spots alongside cost discipline while competition remains an "overhang"

** J.P.Morgan ("neutral," PT: $71) says Kroger was upbeat on improving competitive edge, e-commerce profitability and store investments, but faces risk from softer industry trends and fierce competition

** Telsey Advisory Group ("outperform," PT: $80) flags longer-term risks from Kroger's reliance on third-party delivery firms, warning they could turn into rivals, as Instacart is building its own grocery network, or hurt Kroger’s brand with poor service

** UBS ("neutral," PT: $70) believes business trajectory remains "unclear" as KR will need to rely on its ecommerce and pharmacy segments to drive sales, pressuring its profitability

(Reporting by Savyata Mishra in Bengaluru)

((Savyata.Mishra@thomsonreuters.com))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2589912819?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-06 00:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2589912819","market":"nz","top_or_hot":-1,"title":"BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens</title></head><body><p>** Kroger <span>KR.N</span> <span>narrowed</span> annual sales forecast on Thursday on signs of shoppers turning more selective on their groceries and fresh produce purchases, while leaning more on promotions</p><p>** At least five analysts cut PT following results</p><p>** Median PT of 24 brokerages is $75.50</p><p>GROWTH HINGES ON ECOMMERCE PROFITABILITY</p><p>** Jefferies (\"buy,\" PT: $80) notes demand for fresh produce and online sales as bright spots alongside cost discipline while competition remains an \"overhang\"</p><p>** J.P.Morgan (\"neutral,\" PT: $71) says Kroger was upbeat on improving competitive edge, e-commerce profitability and store investments, but faces risk from softer industry trends and fierce competition</p><p>** Telsey Advisory Group (\"outperform,\" PT: $80) flags longer-term risks from Kroger's reliance on third-party delivery firms, warning they could turn into rivals, as Instacart is building its own grocery network, or hurt Kroger’s brand with poor service</p><p>** UBS (\"neutral,\" PT: $70) believes business trajectory remains \"unclear\" as KR will need to rely on its ecommerce and pharmacy segments to drive sales, pressuring its profitability</p><p>(Reporting by Savyata Mishra in Bengaluru)</p><p>((Savyata.Mishra@thomsonreuters.com))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-06 00:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens</title></head><body><p>** Kroger <span>KR.N</span> <span>narrowed</span> annual sales forecast on Thursday on signs of shoppers turning more selective on their groceries and fresh produce purchases, while leaning more on promotions</p><p>** At least five analysts cut PT following results</p><p>** Median PT of 24 brokerages is $75.50</p><p>GROWTH HINGES ON ECOMMERCE PROFITABILITY</p><p>** Jefferies (\"buy,\" PT: $80) notes demand for fresh produce and online sales as bright spots alongside cost discipline while competition remains an \"overhang\"</p><p>** J.P.Morgan (\"neutral,\" PT: $71) says Kroger was upbeat on improving competitive edge, e-commerce profitability and store investments, but faces risk from softer industry trends and fierce competition</p><p>** Telsey Advisory Group (\"outperform,\" PT: $80) flags longer-term risks from Kroger's reliance on third-party delivery firms, warning they could turn into rivals, as Instacart is building its own grocery network, or hurt Kroger’s brand with poor service</p><p>** UBS (\"neutral,\" PT: $70) believes business trajectory remains \"unclear\" as KR will need to rely on its ecommerce and pharmacy segments to drive sales, pressuring its profitability</p><p>(Reporting by Savyata Mishra in Bengaluru)</p><p>((Savyata.Mishra@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251205:nL4N3XB0RR:1","article_id":"2589912819","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589912819","pubTimestamp":1764952955,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens** Kroger KR.N narrowed annual sales forecast on Thursday on signs of shoppers turning more selective on their groceries and fresh produce purchases, while leaning more on promotions** At least five analysts cut PT following results** Median PT of 24 brokerages is $75.50GROWTH HINGES ON ECOMMERCE PROFITABILITY** Jefferies  notes demand for fresh produce and online sales as bright spots alongside cost discipline while competition remains an \"overhang\"** J.P.Morgan  says Kroger was upbeat on improving competitive edge, e-commerce profitability and store investments, but faces risk from softer industry trends and fierce competition** Telsey Advisory Group  flags longer-term risks from Kroger's reliance on third-party delivery firms, warning they could turn into rivals, as Instacart is building its own grocery network, or hurt Kroger’s brand with poor service** UBS  believes business trajectory remains \"unclear\" as ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","KR":"克罗格","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4588":"碎股","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4504":"桥水持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4559":"巴菲特持仓","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","BK4207":"综合性银行","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0238689110.USD":"贝莱德环球动力股票基金","JEF":"杰富瑞","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4113":"食品零售","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","CART":"Instacart, Inc. (Maplebear Inc.)"},"translate_title":"BUZZ街景：随着食品支出疲软，克罗格押注电子商务利润","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CART":0.9,"KR":0.9,"JEF":0.9},"content_text":"BUZZ-Street View: Kroger bets on ecommerce margins as food spending weakens** Kroger KR.N narrowed annual sales forecast on Thursday on signs of shoppers turning more selective on their groceries and fresh produce purchases, while leaning more on promotions** At least five analysts cut PT following results** Median PT of 24 brokerages is $75.50GROWTH HINGES ON ECOMMERCE PROFITABILITY** Jefferies (\"buy,\" PT: $80) notes demand for fresh produce and online sales as bright spots alongside cost discipline while competition remains an \"overhang\"** J.P.Morgan (\"neutral,\" PT: $71) says Kroger was upbeat on improving competitive edge, e-commerce profitability and store investments, but faces risk from softer industry trends and fierce competition** Telsey Advisory Group (\"outperform,\" PT: $80) flags longer-term risks from Kroger's reliance on third-party delivery firms, warning they could turn into rivals, as Instacart is building its own grocery network, or hurt Kroger’s brand with poor service** UBS (\"neutral,\" PT: $70) believes business trajectory remains \"unclear\" as KR will need to rely on its ecommerce and pharmacy segments to drive sales, pressuring its profitability(Reporting by Savyata Mishra in Bengaluru)((Savyata.Mishra@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589912819","isCrawlerRequest":true}