KR
🛒 必需消费The Kroger Co.
US· Grocery StoresWeight
0.02%
Industry
必需消费
Kindred Ideas
1
Total Ratings
1
Kindred Research
1Pitch2024-01-31
Externalby Daniel Jones · YellowBrick
With The Merger Between Albertsons And Kroger Almost Certain To Fail, I Smell A Discount
ACI -29% from KR's $34.10 deal price on high regulatory risk, but cheap at 6x forward P/E vs peers ~10x. KR+ACI committed to H1 '24 close w/ price cuts, worker benefits. ACI a buy: limited downside if deal fails, 40% upside if it closes.
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Warren Buffett2026年2月14日
Kroger是美国最大的超市连锁之一。食品零售是一个永恒的行业——人们永远需要吃饭。Kroger的数字化转型做得不错，自有品牌策略也在提升利润率。在当前的估值下，这是一个合理的投资。