The Kroger Co.

KRcustomer

Kroger is the largest US supermarket chain by store count, operating nearly 2,800 stores across 35 states under multiple banners and investing heavily in digital fulfillment.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($150.0B)

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Supermarkets (78%)

Fuel (12%)

Pharmacy (7%)

Other (3%)

Segment Breakdown & Key Customers

Product Details

Kroger Supermarkets65%

Full-service grocery stores under Kroger, Ralphs, Fred Meyer, and other banners

Our Brands (Private Label)18%

Simple Truth, Private Selection, Kroger Brand store-brand products

Fuel Centers10%

Gasoline stations at Kroger supermarket locations

Digital & Delivery7%

Kroger.com, Instacart partnership, and Ocado-powered fulfillment centers

Supply Chain Relationships

Key Customers

Procter & Gamble Company

Consumer staples shelf space

Impact: High — major supplier to Kroger

The Coca-Cola Company

Beverage shelf and cooler space

Impact: High — major beverage supplier

PepsiCo, Inc.

Snack and beverage shelf space

Impact: High — major snack/bev supplier

Competitors

Walmart Inc.

US grocery market share

Impact: Critical — Walmart is #1 US grocer

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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AI Analysis

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Company Info

Headquarters

Cincinnati, Ohio, USA

Founded

1883

Employees

414,000+

Website

thekrogerco.com

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