KR

chumbawumba234

This guy on YouTube @socialcapofficial has a video called " only 5 funds I would buy and hold for life." He's a retired financial advisor and looks to be in his 40's. I like KR. Look how it performed during covid. Stay away from dividend traps like Yieldmax and Roundhill. This has not been financial advice. This has been for entertainment purposes only. You should speak with a professional financial advisor, or just have interactive brokers grow your money for their fee.

_hiddenscout

Also DARPA is part of defense spending, which has lead to things like GPS and the internet. I think for short term SNAP has better ROI, but like you said, the money still circulates. Even if the idea is like the defense contractors are getting super rich, well I mean LMT was like unperforming the SPY over the past 5 years until recently. On the flip side, WMT and KR would be some of companies that benefit from SNAP spending, which all three of these are betting the SPY over a 5 year period. Like you, not trying to argue morals or what is better or worse, but simply even corporation will benefit from any government spending.

Throwaway_Molasses

No. Do good research, pick quality, stable companies and hold for as long as they remain profitable. E.g. grocery stocks KR ACI SFM WMT COST

MikeSSC

$KR was the play

interstellara_

PG is down overall because of the market shift towards buying more store/own brand staples and less name brands. I also pay attention to P&G sales and coupons for a lot of reasons I won't go into, but the TL;DR is that they've increased prices to the point that people can't afford them without coupons and recently have cut back on promotions and coupons. So people are trying cheaper brands, store brands, or noticing that their P&G favorites just aren't as good as they used to be because P&G is cost cutting. The answer is pretty much enshittifcation and inflation/the economy. It's not widely talked about in here, but it's a huge reason that WMT, TGT, and KR will likely see things continue to do fairly well while brands like PG, KHC, CPB, flail over the next couple of years - their store brands are seen as reliable, good quality for value and they can offer decent pricing strats for bulk buys over the entire brand. This is a similar throwback to how things were during the GFC/2008 - name brand items are the first to go when you just need to keep brushing your teeth, washing your clothes, and keep your household running.

rocier

Why is KR mooning of all things?

Spezalt4

[Break out this classic to learn them kids](https://youtu.be/h27X-wADkik?si=RlA9KR9Ty-usxJK-)

dvdmovie1

Store brands and companies that failed to innovate (KHC). plus people not drinking (DEO.) Also, the problem is that in this world of narratives, cheap has to be cheaper than before. So many people on here who went on for years about PYPL being cheap in the 60's and then it eventually winds up in the 30's. Nobody wants to wait for GIS to turn things around while there are tons of things that are working. If you're retired, then there are things that are going to get through this and they can DCA and get more yield. Other than that though, I just have had no interest - I've said this before; I'd rather own the shelves (KR) if had to own food. Maybe you get further consolidation in this sector, but that doesn't mean that deals will be done well - look at SJM buying Hostess, which has been a disaster that's already seen write-downs.

Ok_Ground9015


Timely_Chicken_1564

Ez in and out on KR for 3%. See yall regards tomorrow good luck with your 0dte spy options lol

Several_Bread_9144

MMs drawing the charts for the day be like https://ibb.co/gbRsb2KR

Timely_Chicken_1564

Market too unstable. Going full port into KR

Budget-Ocelots

Yeah. Just be glad the US isn’t like Korea where mega corps are 99% of KR economy, and have more power than the president. But I can see us heading there soon with all these trillion valuation and revenue earning.

RealWooWhee

lol 😆 have you considered that would be 500m KR WON and not fucking usd?

mtnrnnr802

Not with KR but KR is in the video. Topless 😂

Portfoliana

FAST (Fastenal) since 2018. Sells nuts, bolts, and vending machines full of industrial supplies to factories. Nobody at a dinner party wants to hear about it, which is exactly why it compounds at 15%+ annually. They keep adding on-site locations inside customer facilities and the switching costs become insane once you're embedded in someone's procurement workflow. KR is a great pick btw. Grocery is one of those businesses where the market permanently underestimates how sticky the customer base is.

roboboom

First of all, specificity in prompting makes a massive difference. But as an experiment I typed your prompt word for word into Claude and got this back in about 3 seconds: The Kroger (KR) – Albertsons (ACI) merger collapsed in December 2024 after a combination of regulatory opposition and internal disagreements between the parties. Here’s the breakdown: Regulatory Block In February 2024, the FTC filed a lawsuit to block the merger, arguing the deal would raise prices, lower quality, limit choices for consumers, and harm workers.  Nine state attorneys general joined the effort. On December 10, 2024, a U.S. district judge agreed with the FTC, and separately a Washington state judge also ruled the merger violated consumer-protection laws. Both companies terminated the deal following these rulings.  Why courts rejected it: The core issue was that Kroger and Albertsons are direct head-to-head competitors in many markets, and the proposed remedy — divesting 579 stores to C&S Wholesale Grocers — wasn’t credible. Both courts found that C&S, primarily a wholesale supplier with limited retail experience, would not be able to sufficiently replace the lost competition. The courts also noted that Kroger appeared to set C&S up to fail by not providing adequate capabilities like data analytics, pricing tools, and loyalty data, and by selecting weaker banners (QFC, Haggen) for divestiture while retaining stronger ones like Safeway.  Past attempts at similar grocery store divestitures had all failed, including ones involving C&S.  Internal Finger-Pointing This is where it gets messy, and both sides tell a very different story: ∙ Albertsons alleges Kroger experienced “buyer’s remorse” after seeing its post-pandemic profits fall and the stock market react negatively to the deal, and that Kroger then pursued a strategy that served its own financial interests rather than doing what was needed to get regulatory approval.  ∙ Kroger counters that Albertsons became significantly less cooperative after naming a new general counsel in mid-2023, and that Albertsons was secretly pursuing its own regulatory strategy with C&S that undermined Kroger’s efforts.  ∙ Even the termination is disputed — Albertsons pulled the plug the day after the court rulings, but Kroger claims it was planning to appeal and believed a more merger-friendly Trump administration could have negotiated a resolution.  Financial Fallout Kroger spent over $1 billion in total merger-related costs.  Albertsons is seeking a $600 million termination fee plus billions in additional damages.  C&S also sued Kroger for a $125 million termination fee.  These lawsuits are still playing out in Delaware Court of Chancery. In short: regulators successfully argued the deal was anticompetitive, the proposed fix (divesting to C&S) wasn’t credible, and the two companies are now blaming each other for the failure.​​​​​​​​​​​​​​​​

Iamnotarobot82

Grocery KR pumping pre-market is not a good news for the rest. New CEO, though.

Consistent_Rule101

Because VZ,WMT,T ,KR , XOM don't go down like this.

SuspiciousStable9649

If KR and MKC are up the end is not near. Keep some perspective.

Repulsive_Round_5401

https://youtu.be/vTlTTpbuRE8?si=KR6lnv8ydni0laKs

isospeedrix

SK Hynix may as well be the entire GDP of KR at this point

cnh2n2homosapien

Up: OR, SU, B, C, WFC, GLD Meh: VZ, KR, CL Down: STZ, GAMB, NTDOY, NBIS

EbbZealousideal2806

Im not seasoned but ive been in since gme watched 25k turn to 6k then rode it back to 20k took the 5k lose to actually invest. I have found most success with KR CCs but that would be almost all your portfolio. Pick 2 stocks 1 growth 1 dividend then 2 etfs that cover what those stocks dont. Slowly build to the CC. Dont be to heavy in one or the other. If you're writing covered calls im assuming you under stand delta and theta. Ive never managed a small account like yours but good luck hopefully I helped a little.

No_Cow_8702

OP, why the heck are you looking at backward P/E’s? KR has a forward P/E of 12 And $SBUX has a forward P/E of 28 Besides that, its about GROWTH and forward guidance.

WickedSensitiveCrew

PE ratios are partly a reflection of interest rates. When rates are low, investors are willing to pay more for future earnings because the present value of those earnings is higher. Even mature, “boring” companies like WMT, KR, and SBUX can sport high PEs in a low-rate environment. PE ratios aren’t just about absolute earnings—they’re about expected earnings. If investors think a company will grow earnings faster than inflation or the broader market, the PE can stay elevated. Companies like Starbucks or Nvidia can command higher multiples because people expect growth (or brand/market power) even if current profits are modest. Some sectors naturally trade at higher multiples. Tech and consumer discretionary often do, while traditional retailers sometimes trade lower—but the pandemic, supply chain shifts, and investor preference for “safe growth” have changed normal ranges.

SpellAccomplished541

The traditional companies are overvalued by traditional metrics. I hold individually every stock you mentioned in your post (WMT, KR, SBUX, AAPL, TGT). The only reason TGT missed out on the runup is because they lost customers due to the DEI rollback & boycott followed by intesified social media outrage. As a shareholder, I'm not surprised they haven't recovered yet (since they pissed off their own customer base), but I'm gonna keep holding the bag because eventually they will benefit from rotation since there is almost no other place to put money.

RazelMing

Ask Edgar does exactly what you're describing with the x-ray function—you can filter news and filings by keyword or tags to scan for specific topics across companies. for the comps and csv export stuff, check out TI⁤KR or Stock Ro⁤ver. together they'd cover what you're missing from At⁤om.

NBAFAN9000

I’m still long NFLX. They’re one only US streamer with global appeal outside of the U.S. and KR.

Great_Molasses_4601


wilson0x4d

two thoughts: 1. transaction fees, but it's probably only $11 or so from open to close and your profit will cover it. 2. there's no stop loss mentioned, if your brokerage allows it maybe set up an OCO bracket to avoid taking a massive unintended loss (extreme example: KR drops to $0, you okay with that?) then maybe add a stop limit. but hey since you're on r/options ... the next time you think dropping 60 grand on a stock without downside protection is a good idea, reconsider. you could have instead purchased equivalent call contracts at a price you felt was fair (say $70, 5 months out) and then if it went the wrong way instead of getting all jammed up on the underling you'd have only burned a small amount of capital (and you maybe can sell those contracts off to recover a bit of your premium, so it's really a smaller loss than the initial cost if you work it right.) there's also the small chance you capitalize on the contract instead of the underlying. eh? maybe time to brush up on long calls (and nothing else) and see if that aligns better with how you'd like to manage your capital. other than that, send it, this is what CC's are for IMO. you want out, the price isn't right yet, and you want to scrape a little extra out of the transaction. but you should be doing this expecting assignment, not expecting to successfully hold the underlying ¯\\\_(ツ)\_/¯ otherwise an at-the-money CC makes very little sense. greed on premium is what traps most. also, premiums will be better if you wait for a swing and play it 21DTE or further out.

FiendingForRanch

KR misses revenue and reduces guidance. My Puts should turn out nice

appleoftwoeyes

What thw fucking KR is?

Low-Product5028

KR 73c 12/5 already says everything, man

Stocks_N_Bondage

Calls: KR Puts: CRM

Placerai

Visits to all Kroger ($KR) banners were up 1.8% YoY in Q3 2025. Short visits up 5.0%. Fair to say BOPIS is a winning strategy? Read more [here](https://www.placer.ai/anchor/articles/short-visits-surge-as-kroger-bets-on-store-based-fulfillment).

Placerai

Visits to all Kroger ($KR) banners were up 1.8% YoY in Q3 2025. Short visits up 5.0%. Fair to say BOPIS is a winning strategy? Read more [here](https://www.placer.ai/anchor/articles/short-visits-surge-as-kroger-bets-on-store-based-fulfillment).

Placerai

Visits to all Kroger ($KR) banners were up 1.8% YoY in Q3 2025. Short visits up 5.0%. Fair to say BOPIS is a winning strategy? Read more [here](https://www.placer.ai/anchor/articles/short-visits-surge-as-kroger-bets-on-store-based-fulfillment).

ComfortableNo5231

First will see how Monday goes, then maybe calls on CRM and PATH KR if the IV is low

Glam34

Calls on KR and KDP because NVDA will tank the whole sector causing a rotation

dvdmovie1

KR up about 91% over the last 5 years during a lousy time for a fair amount of staples and restaurant names.

pigglesthepup

Still keeping my KR

LocalButGlobal

butterfly effect. no one knows the fried chicken index is the real AI in KR

Vulps24

do yall think SNAP benefits being delayed will drop shit like WMT and KR more? could be a good dip

HauntingBowler3947

KR puts. No food stamps 

freewilly1990s

Kroger buy 2 get 3. Midwest. 10.99/12. +6% tax +.1dep/per. Getting more rare but only time ill buy. And fwiw up multiple times in last few. Just was 9.99 and less prior. T minus pandemic. Buy 2 get 2 fairly common @KR and elsewhere. Buy 2 get 3, dive in.

JayRoo83

EOY calls on BJ, WMT, KR and ACI is free money once SNAP benefits are restored

bdh2067

I shorted KR and WMT last week with same thought. Closed KR for profit already. Still holding WMT til it hits or breaks 100

TheProcess1010

Imagine how well a bare bones F-250 or F-350 with the 7.3, 4x4 crank windows, no screens, manual adjust seats priced at about $45000 would sell. I’d be way happier to see that on the road than a Limited, KR, or Platinum.

FunkyPlunkett


Chrishall86432

They work for WMT and AMZN and KR and DG doofus..

FunkyPlunkett


ThatOneChiGuy

Kroger (KR) undervalued

Lonely-Preference-70

You’re still on a good run in the game so you’re still more than okay but we should just all make these stocks rally like NVDA, KR, LPL, F, APPL, GOOGL, AMZN, INTC just to show them that we can’t be stopped all at once

aliencaocao

He said in an event that he will still continue meeting with xi in KR and that his writings were out of anger

deadfishlog

The sector is called “consumer staples” not “consumerism”, so generally it’s where money flows because the thinking is, these are necessities. PG, KO, PEP, KR, WMT, DG etc

BigWarning8696

I don't like either of those charts from a technical standpoint. CHWY seems range-bound and closing in on upper resistance of $42-43. KR is at the upper-end of its long-term downward movement, but does have some support around $64.

OddAnalysis2207

Does anyone see a little spike in CHWY and KR charts?

Substantial-Wing1226

I've been balancing out my tech exposure with lower P/E, higher dividend stocks. such as: \- Non bank financials - Prudential (PRU) trades at 7x forward earnings and pays a 5.3% dividend. \- REITs - Equity Residential (EQR) trades at about 15x FFO and pays a 4.3% dividend \- Consumer Staples - Kroger (KR) trades at 12x earnings and a 2.1% dividend (vs 35x earnings for WMT). \- Apparel - Kontoor Brands (KTB) (makes Lee and Wrangler jeans) has had quite a runup, but is still under 14x earnings and pays 2.6% \- Aerospace - Textron (TXT) under the radar maker that hasn't participated in the runup of the big aerospace stocks, despite having the contract for the Army's tilt-rotor troop transport aircraft. Only a token dividend, but less than 12x forward earnings.

FallenWiFi

GOOG RDDT META LYFT CMG DECK KR HOOD AMZN PLNT. Lowkey a good port, already own a lot of these

lobster-3

!banbet KR 67 7d

dvdmovie1

If you look at CAVA/CMG/SG in recent quarters, comps have been trending down. If you look at something cheap (DPZ), comps are trending up. Shorting something like CMG at this point down 33% since 7/1 I think feels a little late but there is something to the idea of there is a ceiling for what can be charged for these sorts of things - and the quality has in many cases gone down. Not an apples-to-apples, but it does feel a little like Target: they continue to lose share in this economic environment and there aren't that many levers to pull to fix that (and many of those levers are not going to make shareholders happy.) If inflation ramps again, you're going to get more of the remainder trading down to WMT. If there's a recession .. more people trading down. If CMG has to be more promotional/cut prices to compete, not going to make shareholders happy. Over the last 5 years, Kroger stock is now +95% vs CMG at +58%.KR pulled ahead in 2H21/22 a little bit of 2023 and now it's back ahead in 2025 as CMG has cratered. People eating more at home in a 2022 as inflation went higher and I think more people eating at home again.

katzyakuki

They've infiltrated legit almost every form of American social media I use. Insane amounts of pro-China tourist promo which also never fails to bash US/JP/KR in its captions. Super insecure shit.

Old_Still3321

I look for anomalies. For example, when Amazon bought Whole Foods, the stock for Kroger crashed. This made no sense to me, so I bought KR stock and when their earnings came up 3 months later, the stock was up from it's old price. Right now, the stocks of FNMA and FMCC are about to relist to the NYSE, and that's the big bet for this month.

Positive-Feedback-lu

Gonna sell all my KR and pick up some MATCH

MarsDominus

Why is KR not pumping 🤔

Josh1923

Bruh I was to late selling on that jump for KR now I’m down

Josh1923

Nice KR lmao

-Boboz-

$KR🚀🚀🚀

MarsDominus

My KR calls are already printing

SpideRishi

!banbet KR 70 2d

King_Siege

!banbet KR +4.1% 3d

Dekuthegreat

Kroger is way down already or I would say puts on KR. Have you ever tried to use their app? It fucking sucks

RoyalFail6

!banbet KR -3% 3d

RoyalFail6

ADBE calls, KR puts - easy money

BarracudaStill1960

KR before earnings?

Cormano_Wild_219

Looks like someone is trying to get rid of a shitload of KR 9-26 $60p without taking too much of a hit. The ask keeps teasing .5-.10 above the bid but hardly anything has filled below .29 which is around where all that open interest was introduced about a week ago.

BarracudaStill1960

what's good with KR before earnings? branded toilet paper muy bueno

Cormano_Wild_219

Crazy open interest on the KR 9/26 $60p 🤔 Imagine they announce more store closings

Sharp-Abrocoma-7246

Hi there! Thanks for your comment! I think at the end of the day - investing seems to be about finding the best companies with the strongest business models available and it seems to be the case that this ends up being mostly American companies. Nothing against companies from the rest of the world~ There’s no doubt that there are opportunities out there in foreign markets (non US/EU/JP/KR) but it doesn’t seem beneficial to be including those in my own investable universe unless we’re running out of attractive businesses at good valuations in the US (which hasn’t been the case for me). I think most of these companies already operate internationally and are global companies that make money from all countries. Another point is that American companies benefit from higher accounting standards when compared to other markets (i.e China/India). There also seems to be other non-business related risks in foreign markets that don’t exist as much in US markets. As an example, I’ve personally invested in BABA in the past and have been burned — the ability for a government being able to just oust a CEO and kill an IPO on a whim seems to drastically lower our ability to predict whether the business can be successful long-term. Are there any international opportunities that you’re thinking about specifically and/or included in your own portfoloio?

OkDiver6272

$150 - Bitcoin $150 - TSLA $50 - NVDA $50 - PLTR $100 - KR

Admirable-Amoeba-174

It's because the Pacific nation ( JP KR , AU ) are US allies , India is not

bigmeatbag

I'm at Kroger's and they don't have a single banana.🌈🐻 are going to buy extra KR puts for them not carrying their favorite fruit

Toadally_Rad98

Well that was boring and stupid. My MSFT, KR, and KO are all still blowing my back out. Damn.

PolloConTeriyaki

Hahah fuck sorry yes KR.

tabrizzi

Then you meant KR, not KG.

Business-Speaker610

!banbet KR 74 6d

Toadally_Rad98

Very cool KR thank you for the $1500 drop this morning on my options.

Ok-Charge-9091

Could ACI be the next KR??

Historical_Low4458

If you are talking stocks like LMT, then it's because the military imdustrial complex is still going to get paid regardless if everybody is homeless and starving. If you're talking about stocks like KR, then people still got to eat whether they are unemployed or not.

Frequent_Boat_3724

How can a company be as bad as foxo and yet I chose to invest in it. Well because In $foxo because micro-cap 800k, $3m quarterly revenue, $2m cash, reducing debt recently $4m debt reduction, 40m+ assets and goodwill, raised $1.5m recently but massive dilution. Multiple business segments addictive treatment Myrtle, clinical labs Rennova, FOXO Labs, a wellness app KR8, FOXO Cloud, on technical 1.6m FTDs, Known runner, oversold daily & intra. Severe delist risk if goes below .1 as amex stock but U.S. company

Frequent_Boat_3724

In $foxo because micro-cap 800k, $3m quarterly revenue, $2m cash, reducing debt recently $4m debt reduction, 40m+ assets and goodwill, raised $1.5m recently but massive dilution Multiple business segments FOXO spans addiction treatment (Myrtle), clinical labs (Rennova), longevity research (FOXO Labs), a wellness app (KR8), and health AI (FOXO Cloud) speculative biotech, on technical 1.6m FTDs, Known runner, oversold daily & intra.

jchaven

Not really. I have a few stocks in companies I liked for one or another - like JNJ, PG, KR, etc. However, 99% of my portfolio is in mutual funds and ETFs. I would open an account with $1,000 and start watching Youtube videos on day trading. I'm not doing this but, may soon since I have much more time to dedicate to learning this.

Classic-Finish-7433

WMK did same thing yesterday. Dropped 4% which is rather significant for a consumer staple, but KR had a similar chart. Earnings come out next Tuesday

diadochokinesis_2024


mrpuma2u

 Bullish on both.

Capable_Inside8618


Bittygirl707

$eose Eos Energy - battery storage on the move and here is why Eos Energy's zinc-based battery technology, specifically their [Znyth™](https://www.google.com/search?sca_esv=ac35dc61bdce8476&rlz=1C5ZNUK_enUS1142US1145&cs=1&sxsrf=AE3TifNuDvBPg2KMbA-ismasF9MNnV3xuw%3A1752852457340&q=Znyth%E2%84%A2&sa=X&ved=2ahUKEwickf6f3MaOAxWjKEQIHTyWKt4QxccNegQIBBAB&mstk=AUtExfCgNCJHou5UBKYpOLSly9fKGhHZF4bnzm0OQQIIaQNJjEeI0BZA6nrztvu-Cyxln0SOPza9NvHNesGRgeiKRDfdlzpZQ-FS0vLbgcM5aO2hHC2KR3p_tWMHixA0YO0KZvsn6s--u5ZzTbuNzbq3rqulbDyIJThJXpJKuHBmuPpd-fT1iEAujG2QO5aqLRS0cbUKKh_Lu57rMDR4OxvbWWtTY7l53UARF0QlbS-atdV3zPf3niFu6gXAZJhRY4qTx6dCGkXBaDmBbaNrvZksn5Re&csui=3) technology, aims to displace lithium-ion batteries in certain applications by offering a safer, simpler, and potentially more cost-effective alternative, particularly for [long-duration energy storage](https://www.google.com/search?sca_esv=ac35dc61bdce8476&rlz=1C5ZNUK_enUS1142US1145&cs=1&sxsrf=AE3TifNuDvBPg2KMbA-ismasF9MNnV3xuw%3A1752852457340&q=long-duration+energy+storage&sa=X&ved=2ahUKEwickf6f3MaOAxWjKEQIHTyWKt4QxccNegQIBBAD&mstk=AUtExfCgNCJHou5UBKYpOLSly9fKGhHZF4bnzm0OQQIIaQNJjEeI0BZA6nrztvu-Cyxln0SOPza9NvHNesGRgeiKRDfdlzpZQ-FS0vLbgcM5aO2hHC2KR3p_tWMHixA0YO0KZvsn6s--u5ZzTbuNzbq3rqulbDyIJThJXpJKuHBmuPpd-fT1iEAujG2QO5aqLRS0cbUKKh_Lu57rMDR4OxvbWWtTY7l53UARF0QlbS-atdV3zPf3niFu6gXAZJhRY4qTx6dCGkXBaDmBbaNrvZksn5Re&csui=3) (3-12 hours). Unlike lithium-ion, Eos's zinc batteries use a water-based electrolyte, making them less prone to [thermal runaway](https://www.google.com/search?sca_esv=ac35dc61bdce8476&rlz=1C5ZNUK_enUS1142US1145&cs=1&sxsrf=AE3TifNuDvBPg2KMbA-ismasF9MNnV3xuw%3A1752852457340&q=thermal+runaway&sa=X&ved=2ahUKEwickf6f3MaOAxWjKEQIHTyWKt4QxccNegQICBAB&mstk=AUtExfCgNCJHou5UBKYpOLSly9fKGhHZF4bnzm0OQQIIaQNJjEeI0BZA6nrztvu-Cyxln0SOPza9NvHNesGRgeiKRDfdlzpZQ-FS0vLbgcM5aO2hHC2KR3p_tWMHixA0YO0KZvsn6s--u5ZzTbuNzbq3rqulbDyIJThJXpJKuHBmuPpd-fT1iEAujG2QO5aqLRS0cbUKKh_Lu57rMDR4OxvbWWtTY7l53UARF0QlbS-atdV3zPf3niFu6gXAZJhRY4qTx6dCGkXBaDmBbaNrvZksn5Re&csui=3) and fire, and they don't require complex cooling or pumping systems, simplifying installation and maintenance, [according to Eos Energy Enterprises](https://www.eose.com/applications/resilient-grids/). Here's a more detailed comparison:Eos Energy's Zinc Batteries (Znyth™):

dvdmovie1

There's just not been much innovation at some CPG companies - Kraft is a huge example of what happens when you prioritize cost cutting over innovation. Store brands are also winning - many of them taste better and are at least moderately cheaper. "General Mills follow suit?" The Kelloggs deal will probably at least start some food M&A discussions with various brands but whether they go anywhere who knows. General Mills could spin off pet food w/Blue Buffalo but take that away and you're left with an unappealing set of people food brands. They need to dump underperforming brands and try to look for deals to refresh the portfolio but no guarantee that that works. Bad deals can certainly happen - look at SJM already writing down the value of the Hostess purchase less than two years later. Personally would continue to prefer who owns the shelves in terms of food - KR, WMT, SFM - than the brands trying to compete for shelf space.

Miserable-Tie-3436

So does this mean that my KR puts will be saved?