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Bluesky · Hashtag

#$KR

20
posts · 30d
14
users
1
posts / day
1.4
posts / user
+ 17% vs last week

#$KR is an active hashtag on Bluesky. In the last 30 days, 14 people shared 20 posts with it — around 1 a day. Activity is up 17% versus the previous week, peaking on Sep 11 with 6 posts.

#$KR posts per day (last 30 days)

Related tags

Tags most often used together with #$KR.

#$WMT 6 #$RH 5 #$ADBE 5 #$DG 5 #$DLTR 5 #$ORCL 5

Posts with #$KR

Faceless Man
@topherj.bsky.social
1 day ago
There is a large Boar's Head manufacturing plant an hour from Memphis and their products are still prevalent at $KR which is by far the dominant grocery chain here
0 0 4
George Pearkes
@peark.es
4 months ago
$WMT comps were fine but the weak EPS guide + this have $KR down 5% *KROGER'S NEW CEO PLANS STEEP PRICE CUTS TO WIN BACK CUSTOMERS
2 0 23
Tom Hearden
@followtheh.bsky.social
3 months ago
$KR -8% pre not helping the consumer staples get off the mat
0 0 7
Mike
@mtannenbaum.bsky.social
3 months ago
For reference, $COST mgmt suggested on its conf call gross margins will decline, membership growth will slow as fewer Asia locations are opened the next couple of years. In addition, $KR and $WMT are entering a px war. June SSS reported yesterday showed traffic decelerating even with gas tailwind.
0 0 7
Rahul Sharma
@retailguru.bsky.social
12 days ago
Supermarkets back to dark old days of not growing sales & margin at same time. Kroger cuts sales guide 100bp as share loss to Walmart, Amazon & the dollar stores resumes. Only have themselves to blame for having once again let price gaps go too far. $KR $ACI $WMT $AMZN $DG $DLTR $TGT
1 1 5
Rahul Sharma
@retailguru.bsky.social
7 days ago
$WMT & $ stores claim higher income shoppers trading down (grocers ARE losing custom on pricing). Dollar General CEO says $100K+ income 'don't feel I'm higher income'. But even $DG compelled to cite 'resilient' consumer (& it sells to some very low income demos). $KR $DLTR $ACI

Supermarkets back to dark old days of not growing sales & margin at same time. Kroger cuts sales guide 100bp as share loss to Walmart, Amazon & the dollar stores resumes. Only have themselves to blame for having once again let price gaps go too far. $KR $ACI $WMT $AMZN $DG $DLTR $TGT
0 0 1
Rahul Sharma
@retailguru.bsky.social
7 days ago
'Relative' weakness at food & drug stores (being eaten alive by $WMT, $DG, $DLTR & $AMZN), department stores (as usual) & furniture (although much better than recent trend. August was a very strong month. Again watch what folks do, not what they say... $M $KSS $DDS $KR $ACI

US retail sales ex autos/gas up very strong 5.6% y/y. Sheer breadth - every category up, even furniture after long run of weakness. Online stole show again +10% but very discretionary areas strong like eating out, electronics, sporting. 🔥🔥 $XLY $XRT $XLF $AMZN $WMT $WSM $BBY
0 1 1
Rahul Sharma
@retailguru.bsky.social
20 days ago
Unpretty Q, horrible guide & a bonus dividend cut. Campbell says 'increasing focus on consumer'! Hello where was the urgency yesterday? US food companies caught in bind as with outdated (unhealthy) portfolios & big channel shifts. $CPB $GIS $KR $KHC $ACI $WMT $DG $AMZN $DLTR $XLP
0 1 4
Mike
@mtannenbaum.bsky.social
2 months ago
I forgot to add that private label brands by $WMT $TGT $KR and $COST Kirkland's have taken a significant amount of market share over the past decade+. @shadow.hedgie.social @heartofthesea.bsky.social #finsky

At least in the US, there was a massive shift in consumer preferences on food towards healthier fresher fare and legacy food companies - $KHC $MDLZ etc - are poorly positioned. Add in the impact of GLP-1s and heavily levered balance sheets and it's a very bad set up for stock prices.
1 0 4

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