Barbarian Capital on X
Kroger Targets Earnings Growth, Operations Overhaul in New Three-Year Plan $KR https://t.co/1B9bCbrm3a
NYSE
Kroger CO
KR
3 stories
$39B Market cap · 2026-10-22
Barbarian Capital on X
"A bench trial is slated to begin Oct. 19 and the proceeding is expected to last about two weeks." Albertsons Wants $8 Billion From Kroger After Failed Merger $KR $ACI https://t.co/r7M6LjLYY5
Negligible Capital on X
I think $SFM trades at 11x earnings (a discount to $KR mind you) solely because Michael Burry had to buy the stock. Dude curses anything he touches Technicals look awful but it's still a great cheap growing business buying back a lot of shares. I think if you buy here and look away for a year or two it does very well, even if Burry stays long (broken clock)
Investor Letters
Letters that discuss KR.
- Latitude Investment Management Latitude Global Fund Q126 Commentary Q126 KR $39B
- Auxier Asset Management Auxier Report: Summer 2026 Second Quarter 2026 AMZN $2.8TBNY $3.5BDELL $308B
- Southeastern Asset Management Longleaf Partners Global Fund 3Q26 Commentary 3Q26 ACI $6.5BFBIN $5.1BGPAGF $4.4B
- Southeastern Asset Management Longleaf Partners Fund 3Q26 Commentary 3Q26 ABT $180BACI $6.5BAVTR $11B
- Southeastern Asset Management 2Q26 Commentary 2Q26 ACI $6.5BAVTR $11BCNX $5.3B
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