Kroger, every mention
7 scenes (2025) · ← back to Kroger
tap a year for its mentions
every year 2025 anyone Ben Gilbert 7David Rosenthal 3
Verbatim, from the transcripts: the passages where Kroger comes up
Trader Joe’s: Hawaiian shirts and counter positioning (Audio) · Acquired
- ▶ 50:54 Ben Gilbert It's this realization that, look, I don't think I'm gonna eventually be Walmart if I'm not gonna be Walmart or Kroger or Albertsons or, you know, one of the big giant quote-unquote winners.
- ▶ 1:38:33 David Rosenthal There's a reason that, uh, Walmart and Kroger's and-
- ▶ 2:49:09 David Rosenthal What does Kroger trade at?
- ▶ 2:49:11 Ben Gilbert Kroger trades at 0.3 X revenue and Albertsons at 0.1 X revenue.
- ▶ 2:49:17 Ben Gilbert Oh, those are much slower growth businesses and Kroger is actually shrinking with razor thin net income margins between one and two percent.
- ▶ 2:50:58 Ben Gilbert Is Kroger International?
- ▶ 3:07:24 Ben Gilbert Kroger can't not do that.