KR The Kroger Co. : Bullish and Bearish Analyst Opinions

LNG/JKM price fears look overblown. Vast majority of SK’s LNG imports would be unaffected if Hormuz were closed. Majority of imports already arrive via Hormuz-free routes like Australia, US, Malaysia, Indonesia. Then 82% of 2024 imports for example were long term contracts, not spot, but likely oil indexed. So I'd argue majority of the affect would depend largely on oil rather than LNG/helium, but this would just be price costs. But even if they costs shot up, opex would be passed onto h

Kroger offered a soft forecast for the full year as the largest US supermarket operator seeks to stabilize operations under its new top boss https://t.co/v4JrLOkJqI

$KR | Kroger Q4 Earnings: EPS: $1.35 Adjusted EPS: $1.28 (est $1.2) Sales: $34.700B (est $35.064B) Gross Margin: 23.1% Identical Sales Growth Without Fuel 2.4%

KROGER Q4 EARNINGS: EPS: $1.35 || ADJUSTED EPS: $1.28 (EST $1.2) || SALES: $34.700B (EST $35.064B) || GROSS MARGIN: 23.1% || IDENTICAL SALES GROWTH WITHOUT FUEL 2.4%

Kroger is reportedly planning to hire Greg Foran, the former CEO of Walmart U.S., as its next chief executive. Kroger has been searching for permanent leadership. Hiring a high-profile executive with direct experience running Kroger's biggest competitor (Walmart) is viewed as a strong strategic move to improve operations and competitiveness. Reports of the hiring decision. Execution risk during the leadership transition.