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TL;DR: Kroger shared a credible, if not modest, plan at its Investor Day, including a 3% comp run rate by 2029, $5 billion of price investment funded by cost savings, private label penetration reaching 40% of sales, 110 new stores, and a 30% eCommerce penetration ambition. In addition, Kroger is shifting to simpler promotions favoring […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: 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 […]
TL;DR: Kroger cut its sales outlook and held its profit target following 2Q26 results. Management signaled pushback on supplier price increases, Our Brands widened its lead over national brands, and Kroger Precision Marketing is earning more from every visit. eCommerce again supplied all of the growth. Brands should plan digital-first, prepare for tougher cost conversations, […]
TL;DR: Kroger is evolving into a complicated retail partner. Its business is rapidly shifting towards eCommerce, now profitable for the first time and accounting for effectively all of its growth in recent quarters. Its new CEO is demanding every SKU earn its place on the shelf. And the rise of its private label items makes […]
TL;DR: Missed Russ Dieringer’s opening keynote at Syndigo Connect 2026? Watch the full presentation and download the slides to learn how leading brands are separating signal from noise and building more intelligent commerce strategies. 1 minute read (Presentation recording and slide deck linked below) Stratably’s Russ Dieringer presented the opening keynote at Syndigo Connect 2026, […]
TL;DR: Kroger delivered another quarter of steady growth, with identical sales up +2.4% driven entirely by digital channels, including new DoorDash and Uber Eats partnerships that are exceeding expectations and expected to hit $1.5bn in sales next year. In 2026, brands should plan for low-single-digit topline growth, sustained price investment, and rising digital execution standards. […]
This is a gated article just for members Join the Stratably community Access independent research on the omnichannel market Enterprise membership unlocks: 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 […]