LikeFolio's Andy Swan highlights deteriorating consumer sentiment for Kroger (KR), pointing to a sharp drop in proprietary demand signals. He notes that competitors including Dollar General (DG), Maplebear (CART), Costco (COST), Walmart (WMT), and Amazon (AMZN) are seeing stronger trends as shoppers shift behavior. Swan says the recent stock pullback may not fully reflect the weakness, warning there could be further downside.