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 […]
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TL;DR: Kroger, Target, and Instacart are evolving in ways that make “one-size-fits-all” planning inefficient. Brands must tailor spend to each network’s maturity, double down on paid search efficiency before expanding offsite, and measure every dollar against incremental growth. 3 minute read Retail media has become one of the defining battlegrounds for growth in consumer brands. […]
TL;DR: Kroger continues to deliver modest topline growth with digital driving the majority of gains, but consumer brands face margin pressures, rising promotional asks, and private label momentum. 1 minute read Log in to access the full report linked at the bottom Our Kroger SWOT Analysis and Multi-Year Forecast is designed to give you a […]
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TL;DR: CPG growth forecasts for 2025–2026 have edged higher following a stronger-than-expected 2Q, but consumer sentiment remains fragile and uncertainty persists. Margins are set to contract in 2025 under tariff and cost pressures, though still healthy relative to historic norms. Innovation, price pack architecture, disciplined pricing, sustained brand investment, targeted promotions, and eCommerce remain the […]
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