Albertsons: Failed Kroger Deal Fallout Creates An Attractive Entry Point

Albertsons Companies is rated a Buy, supported by robust cash flows, digital/pharma expansion, and a major cost-savings program amid competitive and macro headwinds. ACI trades at sector-low valuation multiples, with a ~3.5% dividend yield and a massive buyback program that was recently accelerated and extended. Private-label penetration is targeted to rise to 30%, driving margin improvements and reinforcing ACI's competitive positioning.

Seeking Alpha • Dec 11, 2025

Murray's Cheese Holiday Must-Haves

Bring holiday cheer with delicious gifts, entertaining ideas and award-winning cheeses at Kroger CINCINNATI , Dec. 10, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR) and Murray's Cheese are spreading holiday cheer through joyful, cheese-centric experiences. With show-stopping platters, inventive new flavors and beloved holiday recipes, customers can turn every gathering into something memorable—unlocking endless possibilities for inspired, delicious entertaining.

PRNewsWire • Dec 10, 2025

Kroger Named to Computerworld 2026 List of Best Places to Work in IT

CINCINNATI , Dec. 9, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR), today announced it has been named to Foundry's Computerworld 2026 Best Places to Work in IT. This year's recognition marks the eighth consecutive year Kroger's associates have been recognized by Computerworld for their innovative and industry-leading workplace culture.

PRNewsWire • Dec 9, 2025

Stores Beat Robots As Kroger Opts For $350 Million Ocado Pay Off

Maybe the robots aren't coming for us after all, as grocery retailer Kroger confirmed its retreat from its once-ambitious partnership with fulfillment specialist Ocado.

Forbes • Dec 8, 2025

These Analysts Slash Their Forecasts On Kroger After Q3 Results

Kroger Company (NYSE: KR) posted mixed quarterly results marked by softer-than-expected revenue on Thursday.

Benzinga • Dec 5, 2025

Ocado gets $350 million payment after Kroger culls robotic warehouse network

Ocado Group will receive a one-off $350 million cash payment from Kroger as the U.S. grocer decided to close three robotic warehouses and cancel a planned facility, the British online supermarket technology firm said on Friday.

Reuters • Dec 5, 2025

Kroger Q3 Earnings Beat Estimates, E-Commerce Sales Jump 17%

KR's Q3 results benefit from a 17% e-commerce increase and a strong performance by premium brands.

Zacks Investment Research • Dec 5, 2025

Ocado shares jump after Kroger agrees $350M payment for warehouse closures

Shares in Ocado rose more than 9.5% on Friday, placing the stock among the top gainers on the FTSE 250, after the British online grocer and technology firm said it would receive a one-off $350 million cash payment from long-time US partner Kroger.

Invezz • Dec 5, 2025

Ocado receives $350m in compensation from Kroger after CFC network changes

Ocado Group PLC (LSE:OCDO) has agreed a one-off cash payment of $350 million from Kroger Co (NYSE:KR, XETRA:KOG) after changes to the US partner's fulfilment network. The payment follows Kroger's decision to close three customer fulfilment centres (CFCs) in January 2026 and to cancel plans for the Charlotte, North Carolina site.

Proactive Investors • Dec 5, 2025

Kroger misses third-quarter sales estimates as shoppers pull back spending

Kroger missed Wall Street estimates for third-quarter sales on Thursday as price-sensitive shoppers and economic uncertainty weighed on demand for its groceries and fresh produce.

Reuters • Dec 4, 2025