KR The Kroger Co.

bearish · high conviction SHIFT track record → $67.77 +1.14 (+1.7%)
Mkt Cap $43B P/E 44.1 fwd 12.1 52wk $58.60 - $76.58 1h ago
Insider selling: $74,194,052 sold by 25 insiders (30d)
Est. revisions: +0.0% (1 up, 13 down in 30d)
Factor Model (net -1.2)

Factor Model

net -1.2 2.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.9
Narrative Gap
+0.0

Kroger sued over misleading meat labels

Watch: Court rulings on the lawsuit and any Kroger response will clarify risks to operations and reputational damage.

Kroger and Ralphs face a lawsuit filed March 20, 2026, by Animal Outlook for false advertising on meat products with signs like 'raised naturally' and 'no antibiotics.' Third-party testing found pork labeled 'no antibiotics' could contain them. The case cites violations of California False Advertising and Unfair Competition laws and seeks a court order for accurate labeling or removal.

This legal challenge threatens Kroger's brand trust and could spark costly product relabeling or fines, impacting margins in an already pressured retail environment.

Evidence

Fundamentals & Data ▾
The Kroger Co. Consumer Defensive · Grocery Stores
Mkt Cap
$43B
P/E
44.1 fwd 12.1
Beta
0.55
Div Yield
206.00%
52w Range
$58.60 - $76.58
Short Interest
25.4M 4.81%
Days to Cover
3.3 -13%
Technicals downtrend
from 52w Hi
-6.8%
1w return
-3.7%
Insiders
selling 0B / 5S
EPS Estimate
$1.59 +0.0% 30d 1up / 13dn
Est. Dispersion
7% 19 analysts
Analyst Target
$75 $59 - $86
Options P/C
1.09
Insider Cluster
strong sell 0B / 11S
Fund Convergence
strong D.E. Shaw, Citadel, Bridgewater, Two Sigma, Renaissance
Financials
Revenue
$34.7B +1% YoY
FCF
$1.7B
Gross Margin
23%
Op Margin
4%
Momentum: accelerating
Top Holders
Berkshire $3.1B
D.E. Shaw $1.3B
Citadel $138M
Bridgewater $14M
Two Sigma $3M
Recent Filings & Data
insider trade 116
net selling · $74,194,052 sold
25 insiders · 116 transactions (30d)
Recent transactions
COSSET YAEL · award
FIKE CARIN L · award
ARREAGA GABRIEL · award
JABBAR VALERIE L · award
NICHOLS BRIAN W · award
KENNERLEY DAVID JOHN CHRISTOPHER · award
KELLEY JOSEPH MICHAEL · award
SHAFFER MEGAN N · award
VINCENT GEORGE H. · award
MASSA TIMOTHY A · award
FORAN GREGORY S · award
ADCOCK MARY ELLEN · award
SARGENT RONALD L · award
SHAFFER MEGAN N · award
VINCENT GEORGE H. · award
MOORE CLYDE R · sell · $272,834
BROWN KEVIN M · award
KELLEY JOSEPH MICHAEL · award
AUFREITER, NORA ANNE · award
SOURRY KNOX JUDITH AMANDA · award
MOORE CLYDE R · award
HOGUET KAREN M · award
VEMURI ASHOK · award
SUTTON MARK S · award
MOORE CLYDE R · other
MOORE CLYDE R · sell · $1,890,387
ADCOCK MARY ELLEN · sell · $2,437,230
ARREAGA GABRIEL · sell · $2,749,633
ARREAGA GABRIEL · exercise · $1,326,322
COSSET YAEL · sell · $5,234,038
COSSET YAEL · exercise · $2,074,043
FIKE CARIN L · sell · $1,215,663
FIKE CARIN L · exercise · $424,927
MASSA TIMOTHY A · sell · $622,710
WHEATLEY CHRISTINE STRICK · sell · $2,162,058
COSSET YAEL · sell · $2,190,000
COSSET YAEL · exercise · $801,128
MASSA TIMOTHY A · sell · $1,647,245
MASSA TIMOTHY A · exercise · $517,190
ARREAGA GABRIEL · sell · $995,866
NICHOLS BRIAN W · sell · $72,030
FOLEY TODD A · sell · $989,442
FOLEY TODD A · exercise · $315,019
JABBAR VALERIE L · sell · $2,160,282
JABBAR VALERIE L · exercise · $975,400
NICHOLS BRIAN W · other
WHEATLEY CHRISTINE STRICK · sell · $2,083,200
FIKE CARIN L · sell · $392,258
FIKE CARIN L · exercise · $127,000
KIMBALL KENNETH C. · sell · $719,081
KIMBALL KENNETH C. · exercise · $272,250
ARREAGA GABRIEL · sell · $1,047,421
COSSET YAEL · sell · $1,170,632
FIKE CARIN L · sell · $298,857
FIKE CARIN L · exercise · $129,756
NICHOLS BRIAN W · sell · $94,933
COSSET YAEL · sell · $691,190
COSSET YAEL · award
FIKE CARIN L · award
ARREAGA GABRIEL · award
JABBAR VALERIE L · award
KIMBALL KENNETH C. · award
NICHOLS BRIAN W · award
NICHOLS BRIAN W · sell · $86,723
KENNERLEY DAVID JOHN CHRISTOPHER · award
WHEATLEY CHRISTINE STRICK · award
MASSA TIMOTHY A · award
MASSA TIMOTHY A · sell · $1,967,260
MASSA TIMOTHY A · exercise · $515,700
ADCOCK MARY ELLEN · award
ADCOCK MARY ELLEN · sell · $6,899,990
ADCOCK MARY ELLEN · exercise · $2,714,577
SARGENT RONALD L · award
FOLEY TODD A · award
COSSET YAEL · sell · $7,839,890
COSSET YAEL · exercise · $2,974,649
FOLEY TODD A · sell · $1,872,271
FOLEY TODD A · exercise · $764,318
ADCOCK MARY ELLEN · award
FOLEY TODD A · sell · $1,040,288
FOLEY TODD A · exercise · $705,474
AITKEN STUART W · sell · $8,379,226
AITKEN STUART W · exercise · $3,391,827
COSSET YAEL · sell · $1,167,880
COSSET YAEL · sell · $1,756,260
MASSA TIMOTHY A · sell · $1,556,498
MASSA TIMOTHY A · exercise · $970,320
NICHOLS BRIAN W · sell · $386,248
NICHOLS BRIAN W · exercise · $158,652
JABBAR VALERIE L · sell · $167,730
FIKE CARIN L · sell · $167,269
FIKE CARIN L · exercise · $115,373
NICHOLS BRIAN W · sell · $222,800
NICHOLS BRIAN W · sell · $109,060
FIKE CARIN L · award
BROWN KEVIN M · award
AUFREITER, NORA ANNE · award
SOURRY KNOX JUDITH AMANDA · award
MOORE CLYDE R · award
HOGUET KAREN M · award
VEMURI ASHOK · award
SUTTON MARK S · award
MCMULLEN WILLIAM RODNEY · exercise · $7,399,500
MASSA TIMOTHY A · other
FOLEY TODD A · sell · $368,467
FOLEY TODD A · exercise · $306,832
KIMBALL KENNETH C. · sell · $1,693,451
KIMBALL KENNETH C. · exercise · $848,541
MOORE CLYDE R · other
FIKE CARIN L · sell · $224,072
FIKE CARIN L · exercise · $102,418
JABBAR VALERIE L · sell · $832,800
MASSA TIMOTHY A · sell · $1,713,685
MASSA TIMOTHY A · exercise · $1,148,750
ADCOCK MARY ELLEN · sell · $4,605,194
ADCOCK MARY ELLEN · exercise · $2,049,243
10 signals · latest 2h ago

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