Burt Flickinger and Pablo Garces discuss Kroger’s latest earnings report and its difficulties in closing its Albertsons deal. Burt says Kroger is “the best grocer” anywhere in the world, highlighting its private labels, Disney collaboration, and breadth of consumer demographics. Pablo agrees that Kroger is strong, but warns of headwinds next year, especially regarding the Albertsons merger.
Trading 360
05 Dec 2024
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