"Whether you're planning a road trip to visit family and friends, gearing up for relaxation on the beach or seeking thrills at your favorite theme park, we look forward to connecting more customers to Kroger Delivery," said Rebekah Manis, Senior Director, Kroger Delivery Fulfillment Centers. "Our service enables us to meet our customers' needs during special moments like family vacations, providing exceptional friendly service from our best-in-class uniformed drivers, and a personalized shopping experience ...

新产品推出 - 克罗格公司推出了多款新的Our Brands海鲜产品，为家庭提供了更加实惠和便捷的海鲜料理解决方案[1] - Private Selection推出了新的烤箱和微波炉即食选项，让顾客在短短七分钟内品尝到美味、高质量的海鲜[2] - 克罗格还提供了海鲜柜台上的便捷选择，顾客可以选择自己喜欢的鱼类和调料，由店员免费在店内准备好，无需烦恼[3]

超市行业趋势 - 超市行业的主要趋势包括强大的全渠道努力，公司致力于提升线上和线下渠道的运营[4] - 超市公司在线上业务的增长势头强劲，通过收购、合作和提升交付和支付系统等方式不断加强在线存在[5] 超市行业挑战 - 超市行业面临的挑战包括动态的经济环境、成本上升对利润率的侵蚀以及消费者对更具成本效益的商品的偏好[8][9]

Key Points Kroger shares surged after a solid report affirming its value for shareholders. The stock is cheap and pays a solid dividend that is expected to grow. The merger with Albertsons may not happen, but it may not matter; Kroger is in its best shape in years and ready to deliver to shareholders. 5 stocks we like better than Kroger Kroger’s NYSE: KR stock surged following the Q4 results and guidance, not because of any mind-blowing growth but because this high-quality cash-producing machine proved its ...

Retailer honored for commitment to creating inclusive workplace by Mogul CINCINNATI, March 11, 2024 /PRNewswire/ -- The Kroger Co. (NYSE: KR), today announced it has been recognized as a Best Workplace for Diverse Professionals by Mogul, a diversity-focused HR tech and recruitment firm. Kroger ranked in the top three among the list of 100 honorees. "We appreciate Mogul for recognizing Kroger's commitment to creating a welcoming workplace for all associates, from all walks of life," said Tim Massa, senior vi ...

Value investors in particular may be eying Kroger (KR) and United Natural Foods (UNFI) stock with both beating their quarterly earnings expectations this week. The grocery chain giant and leading organic food distributor have been on two different spectrums in terms of their price performance but remain attractive regarding promising business operations and reasonable valuations. To that point, Kroger’s stock is at 52-week highs at around $55 a share while United Natural Foods is sitting on lows of $11 a sh ...

Shares of Kroger (KR 9.88%) popped 9.9% on Thursday after the grocery store chain announced strong fourth- quarter 2023 results and better-than-expected forward guidance. Kroger ended the year on a high note For its fourth quarter of 2023, Kroger's total company sales grew 6.4% year over year to $37.06 billion, including around $2.7 billion from an extra week in the quarter relative to the same year-ago period. Identical sales without fuel declined by 0.8%. On the bottom line, that translated to net earning ...

财务数据和关键指标变化 - 2023年全年调整后每股收益为4.76美元,扣除第53周的影响后增长8%,超出年初指引范围的上限 [46] - 2023年全年相同店销售额(不含燃料)增长0.9%,调整后FIFO毛利率(不含燃料)增加18个基点,主要得益于自有品牌表现出色、采购成本下降和终止与Express Scripts合作的影响,部分被价格投资和损耗率上升所抵消 [47][48] - 2023年第四季度调整后每股收益为1.34美元,扣除第53周的影响后增长15% [53] - 2023年第四季度相同店销售额(不含燃料)下降0.8%,调整后FIFO毛利率(不含燃料)增加13个基点,主要得益于自有品牌表现出色、采购成本下降和损耗率上升 [53][55] 各条业务线数据和关键指标变化 - 2023年数字销售额增长12%,其中配送业务增长25% [21] - 2024年公司预计数字销售额将继续实现两位数增长 [21] - 2023年替代利润业务实现13亿美元的营业利润,其中媒体业务表现出色 [27][28] - 2024年公司预计媒体业务将实现20%以上的增长 [28] - 2023年个人金融业务利润基本持平,主要受到宏观环境挑战导致坏账增加的影响 [32] - 2023年健康与保健业务表现优于预期,公司计划通过提升患者体验、吸引新患者和加快疫苗业务增长来推动该业务发展 [33][34][35][36] 各个市场数据和关键指标变化 - 公司在部分高增长地区进行新店开设、搬迁和扩张,预计2024年将完成30个大型门店项目 [63][64] - 公司预计2024年相同店销售额(不含燃料)将增长0.25%-1.75%,其中第一季度可能略低于下限,第二季度在中间水平,下半年接近上限 [68][71] 公司战略和发展方向及行业竞争 - 公司坚持"新鲜、自有品牌、无缝和个性化"的四大战略重点,通过提升客户体验和投资员工来实现愿景 [8][9] - 公司计划在2024年加大新店开设力度,认为实体店网络对数字业务发展至关重要 [10][11][12] - 公司认为自有品牌是提升利润率的关键,2024年将推出800多款新产品,并对品牌组合进行全面升级 [17][18][19] - 公司认为食品外卖是一个巨大的增长机会,正在通过改善外卖产品和体验来提升市场份额 [92][93] - 公司表示零售行业竞争加剧,但公司了解客户需求并据此经营 [79] 管理层对经营环境和未来前景的评论 - 2023年客户受政府福利减少、利率上升和疫情期间储蓄消耗等因素影响,对家庭食品支出产生压力,公司通过提供更低价格和个性化优惠来满足客户需求 [13][14][15] - 公司预计2024年消费者情绪将有所改善,但客户仍将面临多方面宏观压力,公司将继续提供低价和优质体验 [15][16] - 公司认为数字业务和替代利润业务是未来增长的关键驱动力,将继续大幅投资以提升盈利能力 [21][22][27][28] - 公司对2024年的业务前景保持乐观,预计将实现可持续的收益和现金流增长 [44][45][74] 问答环节重要的提问和回答 问题1 **Simeon Gutman 提问** 公司2024年相同店销售额指引中蕴含的市场份额增长预期 [83][84][85] **Rodney McMullen 和 Todd Foley 回答** 公司预计随着摆脱SNAP和Express Scripts的影响,以及新店开设,销售额增长趋势将在全年逐步改善,第四季度有望接近指引上限 [83][84][85] 问题2 **Leah Jordan 提问** 公司在哪些渠道获得客流增长,食品外卖占比提升是否是一个重要因素 [92][93] **Rodney McMullen 回答** 公司的忠实客户群体和购买频次都在持续提升,食品外卖是一个巨大的增长机会,公司正在通过改善产品和体验来提升市场份额 [92][93] 问题3 **Michael Lasser 提问** 在即将完成收购Albertsons的情况下,公司为何要加大自身新店开设力度 [95][96][97] **Rodney McMullen 和 Todd Foley 回答** 公司认为在当前市场环境下,在一些高增长地区开设新店仍有良好的投资回报,这与是否完成Albertsons收购无关,是公司持续执行增长战略的一部分 [95][96][97]

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers' doors quickly. This week, Target announced a new paid membership program with free same-day home deliveries as a key perk. Walmart expanded its same-day delivery offering to allow shoppers to get online purchases dropped off earlier in the morning. And Kroger said Thursday that home deliveries helped propel its more than 10% year-over-year growth in digital sales ...

纽约社区银行公司（NYSE:NYCB） - NYCB公司股价上涨7.7%，达到3.73美元[2] - NYCB公司获得10亿美元投资，包括Citadel Global Equities、Hudson Bay Capital、前美国财政部长史蒂文·姆努钦的Liberty Strategic Capital和Reverence Capital Partners[2] - NYCB公司的期权活动增加，其中最受欢迎的是周三到期的4美元行权价看涨期权[3] 克罗格公司（NYSE:KR） - KR公司股价上涨8.4%，达到54.72美元[4] - KR公司发布乐观的年度利润和销售预测，股价创下52周新高[4] - KR公司的期权交易量增加，其中最活跃的是周三到期的55美元行权价看涨期权[5]