Bill Kirk breaks down Kroger (KR) earnings. The stock rallied after the report, and Bill calls it the “best identical store sales quarter in two years.” He thinks Kroger can gain from consumers switching away from eating out to buying groceries and calls them “insulated from tariffs.” He gives reasons for why alcohol and snacks are underperforming right now. He also talks about potential headwinds for KR for the rest of the year.