Bloomberg Intelligence Kroger Rises After Lifting Outlook on Healthy Grocery Demand
Sep 11, 2025
Kroger's optimistic sales forecast reflects stable food spending as consumers hunt for healthy options. The podcast dives into how retailers like CVS and Ulta are blending wellness and beauty to capture growth. Delta Air Lines is making a splash by enhancing premium experiences amidst challenges in economy travel. Also discussed are the shifting dynamics in corporate versus leisure travel post-pandemic and the evolving real estate landscape, particularly in rental markets and office leasing trends.
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Home Cooking Driven By Value And Health
- Middle- and lower-income shoppers are cooking more at home to manage spending and inflation risks.
- Health and wellness awareness is reinforcing the shift toward home-prepared food.
Kroger Retrenches And Reassesses Investments
- Kroger is pruning non-core assets and reassessing big e-commerce investments to sharpen its core business.
- Management signals a shift toward leaner operations and potential asset sales like Vitacost and Fred Meyer jewelry.
Delivery Now Outpaces Curbside Pickup
- Kroger operates both automated fulfillment centers and in-store order fulfillment for online grocery.
- Delivery sales now exceed curbside pickup, showing clear consumer preference for home delivery.