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Kroger Company

KR Consumer Defensive Unknown Updated July 31, 2026
$57.70
52W $54.15 – $76.58
44/100
$35.37B
33.4
0.43
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+10.2%
-6.1%
1.66:1
Contested

Is KR Bullish or Bearish?

Mixed. Innellis AI committee rates Kroger Company (KR) Watch with a composite score of 44/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +15.86 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -4.14 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.20 across 40 articles, 14d). Growth Analyst remains cautious — eps declining -53.4% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 2.7% pays you to wait — Value
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 40 articles, 14d) — News
Bear Case
  • P/E of 33.7 is moderate-to-rich — Value
  • Price-to-book of 6.7x prices in significant intangible value — Value
  • ROE of only 2.5% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 2.96 adds balance-sheet risk to the value case — Value
  • EPS declining -53.4% YoY despite any revenue growth — Growth
  • Price structure making lower highs and lower lows — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
44/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 100%
of 50 Consumer Defensive peers
Value Analyst bearish
34 / 100 · High confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ Dividend yield of 2.7% pays you to wait
− P/E of 33.7 is moderate-to-rich
Growth Analyst bearish
30 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -53.4% YoY despite any revenue growth
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.96) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 40 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 44.9 to 44.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
46.3
Neutral
MACD Histogram
0.218
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$54.16
Resistance
$63.57
Bollinger %B
0.36
Inside Bands
Price vs Moving Averages
EMA 9
$58.12 Below
EMA 21
$58.42 Below
EMA 50
$60.32 Below
EMA 200
$64.36 Below

Fundamental Analysis

Valuation
55
Growth
54
Profitability
0
Financial Health
0
Cash Flow
36
Valuation
P/E Ratio 33.4×
P/B Ratio 5.47×
PEG Ratio -0.63
Dividend Yield 0.02%
52W High $76.58
52W Low $54.15
Quality & Growth
ROE 17.1%
ROA 2.0%
Gross Margin 23.2%
Operating Margin 1.3%
Revenue Growth YoY
Debt / Equity 3.63
AI Fundamental Assessment
P/E ratio of 33.4 (rich relative to a 15-40x range); Price-to-book of 5.5x; PEG ratio of -0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.2%; Current ratio of 0.79 (tight short-term liquidity); Debt-to-equity of 3.63; Free cash flow margin of 0.4% (thin cash generation); Free cash flow per share is positive (4.71); Most recent quarter missed estimates by 3.6%; EPS growth roughly steady (+21.9% -> +23.4% QoQ); Analyst estimates rising over recent quarters
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Explore KR Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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