KR
Kroger Co
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Kroger has 22 disclosed suppliers and 0 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+2.70%
vs ±6.7% implied · ×0.40
shaded = implied · ▲▼ = realized
SentenceKroger accounted for approximately 11%, 12% and 11% of our retail sales for the fiscal years ended 2023, 2024 and 2025, respectively.
basisVITL FY2025 revenue $759MKR FY2025 revenue $148BFY mismatch
SentenceThe Company's five largest tenants based on the Company's aggregate annualized base rental revenues, including its proportionate share of joint venture aggregate annualized base rental revenues, are The Kroger Co., Burlington Stores, Inc., Fitness International, LLC, Cinemark Holdings, Inc. and AMC Entertainment Holdings, Inc., representing 9.7%, 4.5%, 4.2%, 3.6% and 2.9%, respectively, of the Company's aggregate annualized base rental revenues at December 31, 2025.
basisSITC FY2025 revenue $446MKR FY2025 revenue $148BFY mismatch
TableTenants Category Annualized Base Rent ($ in 000s) Percentage of Total Annualized Base Rent Total Occupied Square Feet Percentage of Total Leasable Square Feet Annualized Base Rent Per Occupied Square Foot Food Lion Grocery $ 4,179 6.0 % 484,000 6.9 %
| Tenants | Category | Annualized Base Rent ($ in 000s) | Percentage of Total Annualized Base Rent | Total Occupied Square Feet | Percentage of Total Leasable Square Feet | Annualized Base Rent Per Occupied Square Foot |
|---|---|---|---|---|---|---|
| Kroger Co (1) | Grocery | 2,137 | 3.1% | 239,000 | 3.4% | 8.94 |
Table…in our retail and office operating property portfolios, based on ABR as of December 31, 2025 ($ in thousands)
| Tenant (1) | Number of Leases | Lease Expiration | ABR | % of Total ABR/AQR |
|---|---|---|---|---|
| The Kroger Co. | 6 | 2029 | 3,781 | 1.8% |
Sentencemany well-known shippers, manufacturers, retailers and other truck fleet operators have started to use RNG fueled trucks to move their freight, including, among others, Amazon, Pepsi Frito-Lay, FedEx, Anheuser-Busch, USPS, UPS, Kroger, KeHe Distributors, Kenan Advantage Group, and Estes Express.
SentenceFor example, we previously partnered with Kroger, one of the largest retail pharmacies in the United States, to offer Kroger Savings to their consumers for an annual fee, a portion of which we shared with Kroger, until the program sunset in July 2024.
SentenceThe Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).
SentenceAs of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.
SentenceThe Company's top-ten customers in 2025 included (in alphabetical order): Amazon.com Inc., Costco Wholesale Corporation, Grainger Inc., Office Depot Inc., Staples Inc., Target Corporation, The Home Depot Inc., The Kroger Co., Uline Inc. and Walmart Inc. and subsidiaries.
SentenceOur sales efforts are largely targeted towards the foodservice industry, principally chain restaurants and food processors, such as Chick-fil-A® and retail customers, including grocery store chains and wholesale clubs, such as Kroger ® , Costco ® , Publix ® and H-E-B ® in the U.S., chain restaurants such as McDonald's ® and grocery store chains such as Sainsbury's, Tesco and Waitrose in the U.K. and Europe, and grocery store chains such as Wal-Mart ® in Mexico.
Kroger Co
66.68
—
Expected move
Inputs8Q avg ±4.5%·×0.69·cheap
straddle ±6.6%
spot 66.76exp Dec 4ATM strike 67ATM straddle 5.19IV 31%