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The Kroger Co.(NYSE: KR)

The Kroger Co., or simply Kroger, is an American retailing company founded by Bernard Kroger in 1883 in Cincinnati, Ohio. It is the United States's largest supermarket chain by revenue ($115.34 billion for fiscal year 2016),[4] the second-largest general retailer (behind Walmart)[4] and the seventeenth largest company in the United States.[5] Kroger is also the third-largest retailer in the world and the third largest private employer in the United States.[6] Kroger is ranked #17 on the Fortune 500 rankings of the largest United States corporations by total revenue.[7]

As of December 2018, Kroger operates, either directly or through its subsidiaries, 2,765 supermarkets and multi-department stores.[1][8] Kroger's headquarters are in downtown Cincinnati.[9] It maintains markets in 35 states and the District of Columbia,[8] with store formats that include hypermarkets, supermarkets, superstores, department stores, and 263 jewelry stores (782 convenience stores were sold to EG Group in 2018).[1][8] Kroger-branded grocery stores are located in the Midwestern and Southern United States. Kroger operates 38 food processing or manufacturing facilities, 1,532 supermarket fuel centers, 2,270 pharmacies and 232 The Little Clinic in-store medical clinics.[1][8]

Kroger's employees are mostly represented by collective bargaining agreements and many are represented by the United Food and Commercial Workers (UFCW) union.[10]https://en.wikipedia.org/wiki/Kroger
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  • The Kroger Co.(NYSE: KR)經過Amazon風暴後常利還這麼穩(不像梅西百貨集團店面一間一間關)
  • 感覺The Kroger Co.(NYSE: KR)蠻強的(以前總覺得Amazon已經完全瓦解零售業的獲利模式)
  • 要煮菜總不會還要網購食材吧,看我腦婆還滿愛逛超市的,逛超市還是比網購有趣&方便&新鮮

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網路電商有其極限,占零售額不超過20%,
所以AMZN、BABA回來搞實體商店,就知高點就在附近,
而實體零售商股價也已觸底。

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感謝Mike大~
看來亞馬遜牛皮應該快吹破了,亞馬遜其實沒多強,股價會一直漲都是靠炒作的動不動說要進軍藥品零售、搞無人超市...

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  • KR毛利20%,營利率2.5%
  • AMZN毛利33%,營利率3%
  • 網購毛利雖高,但管理成本就佔營收30%,反觀KR管理成本才佔營收17.5%,高下立判!
  • 除非AMZN把KR整個吃下來,不然實體店面拓展可沒那麼快,況且實體店面已經相當飽和了(WMT, KR...),AMZN想回頭搞實體店面應該沒啥機會了
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而實體零售商股價也已觸底。
mikeon88 發表於 2019-1-25 08:16

過去兩年AMZN真的讓不少零售股股價腰斬甚至倒閉,看來AMZN對零售股帶來的利空似乎已罄

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股價常過度反應,超漲超跌,
終將回到應有價值,不過調整時間很長

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  • 趁股價便宜,買進不會變的公司(NYSE:KR)
  • 如果AMZN牛皮吹不下去了,大概就是零售股大漲的時候了

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KR觀察也是真的很久了
來跟curry哥的單好了...

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來吧!Raimu哥~
讓我們繼續挺進吧~

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跟KR @23.24

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貼張圖給大家打氣一下
  

這是我在2017年11月1日時在舊討論區PO的文章
那時的零售股真的是被電商打趴在地上,當天S&P500是2579點
但時間過了一年,2018年12月底整個S&P500殺到2351點時

我買的M FL KR在去年12月底時竟是20幾支持股中唯4支還能維持正報酬的,而且都還有20%以上
一年前零售股根本是洪水猛獸,一年後竟然是我的持股中的頂尖啦啦隊

結論: 不要小看任何一個產業,現在不好不代表永遠不會好,好公司趁它氣虛時買就對了
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Stevenzo桑讚喔!
利空買進不會變的公司+長抱=賺大錢!

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  • 亞馬遜的網購成長遇到瓶頸,現在轉攻實體店面還有機會?
  • 亞馬遜說,「在 2018 年,我們更新了報告實體店面面積的方法,僅包括向客戶開放的店面,並排除開發中的店面。」「在過去一年裡,我們增加了實體零售面積和客戶可以購物的地點數量,新增了亞馬遜四星級店面、Amazon Go、全食超市商店和亞馬遜書店。」
  • 但是,由於不包括正在開發中的商店,亞馬遜正在逐步提高其為開發實體店面的速度。去年,全食超市公佈了至少 25 個新的開業地點,而西雅圖、芝加哥和舊金山的 Amazon Go 商店數量增加到 10 個。亞馬遜還推出了 3 家新的四星級商店,這些商店出售亞馬遜至少獲四星評級的各類產品。
  • 亞馬遜預計今年實體店面成長將翻倍。據《華爾街日報》12 月報導,該公司計劃擴大全食超市商店,主要針對郊區和更多農村地區,如愛達荷州和懷俄明州。《彭博》在 9 月曾報導,該公司計劃到 2021 年開設 3000 家 Amazon Go 商店。
  • https://news.cnyes.com/news/id/4281985?exp=b

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回復 14# Curry

感謝Curry桑推薦
這檔我考慮很久
今天挺進

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剛25.65跟進100股,感謝同學推薦

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雞蛋糕桑蒸的是賺到惹.......

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昨天大漲11%


• Kroger (NYSE:KR) shoots up 2.04% in premarket trading after investors latch on to the company's analyst day guidance update and announcement of a new $1B share buyback plan.
• Looking ahead, Kroger expects full-year identical sales growth of +2.25% vs. a prior range of +2.0% to +2.25%. Full-year EPS of $2.30 to $2.40 is anticipated vs. $2.15 to $2.25 prior and $2.19 consensus. The company expects capital investments, excluding mergers, acquisitions and purchases of leased facilities to range between $3.0 and $3.2B in 2019. While for 2020, EPS of $2.30 to $2.40 is seen vs. $2.30 consensus and identical sales growth (ex-fuel) is anticipated to be greater than 2.25%.
• Management update: "Kroger expects its financial model to deliver improving adjusted operating profit performance over time and continue to generate strong free cash flow. The company expects this to translate into a consistently strong and attractive total shareholder return through sustained net earnings growth and by returning cash to shareholders, via share repurchases and a growing dividend over time. Maintaining a strong investment grade balance sheet is a key component of Kroger's financial model."

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