TL;DR: Kroger delivered a stable but unspectacular 3Q, with growth increasingly dependent on digital channels and pressure intensifying from Walmart and Amazon. The retailer is resetting its eCommerce operating model, leaning harder into omni-enablers, and preparing for a more urgent push toward digital profitability in 2026. Brands should plan for modest topline growth, sustained value-seeking behavior, steady trade asks, and rising expectations around digital readiness.
Join the Stratably community
-
Bite-sized market updates
-
Deep dive analyses
-
Industry benchmarks
-
Retailer forecasts
-
Invites to live events
-
And More!
Enterprise Membership unlocks our full insights that you and your team can use to drive alignment across your organization, improve your forecasting, and invest in the right capabilities.
Simply put, it makes your organization much more informed, providing a competitive edge over your rivals.
