El Kroger Co. (KR): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico del comercio minorista de comestibles, el Kroger Co. (KR) se erige como una potencia de innovación y transformación estratégica, aprovechando un modelo de negocio sofisticado que combina las operaciones tradicionales de ladrillo y mortero con tecnologías digitales de vanguardia. Al integrar magistralmente las asociaciones estratégicas, la infraestructura tecnológica avanzada y un enfoque centrado en el cliente, Kroger se ha posicionado como algo más que una tienda de comestibles: es un proveedor de soluciones integral que reinventa cómo los consumidores experimentan compras de alimentos en el siglo XXI. Desde programas de lealtad digital personalizados hasta colaboraciones estratégicas con gigantes tecnológicos como Microsoft y Ocado, el modelo de negocio de Kroger representa un plan para el éxito minorista en un mercado cada vez más competitivo y basado en la tecnología.

Kroger Co. (KR) - Modelo de negocio: asociaciones clave

Alianza estratégica con Microsoft

En 2019, Kroger firmó una asociación estratégica con Microsoft para desarrollar iniciativas de transformación digital. La colaboración se centra en la computación en la nube y las soluciones avanzadas de tecnología minorista. A partir de 2023, la asociación ha invertido aproximadamente $ 500 millones en proyectos de innovación digital.

Enfoque de asociación	Monto de la inversión	Tecnologías clave
Computación en la nube	$ 350 millones	Plataforma de nube Azure
Soluciones minoristas digitales	$ 150 millones	AI y aprendizaje automático

Asociaciones de proveedores

Kroger mantiene asociaciones estratégicas con los principales fabricantes de alimentos y bienes de consumo.

• Supervisar & Gamble: volumen de adquisición anual de $ 1.2 mil millones
• Coca-Cola Company: Acuerdo de suministro valorado en $ 850 millones anuales
• Kellogg's: contrato de adquisición por valor de $ 620 millones por año

Colaboración tecnológica con Ocado

En 2018, Kroger estableció una asociación tecnológica con Ocado para sistemas de cumplimiento de comestibles automatizados. La colaboración implica una inversión de $ 775 millones en el desarrollo de tecnología avanzada de almacenamiento robótico.

Detalle de la asociación	Inversión	Línea de tiempo de implementación
Centros de cumplimiento automatizados	$ 775 millones	2018-2024
Tecnología de almacén robótico	$ 425 millones	Implementación por etapas

Relaciones de proveedores con productores agrícolas

Kroger mantiene extensas asociaciones con productores agrícolas locales y nacionales.

• Asociaciones agrícolas locales: 327 proveedores agrícolas regionales
• Contratos agrícolas nacionales: 42 principales productores agrícolas
• Adquisición agrícola anual: $ 3.4 mil millones

Programas de marketing conjuntos

Kroger colabora con marcas de bienes envasados ​​de consumo para iniciativas de marketing.

Socio de marca	Inversión de marketing	Enfoque del programa
Uneilever	$ 185 millones	Campañas de promoción cruzada
Molinos generales	$ 142 millones	Colocación y promociones del producto

Kroger Co. (KR) - Modelo de negocio: actividades clave

Operaciones de la tienda de comestibles minoristas

A partir de 2024, Kroger opera 2.742 tiendas de comestibles minoristas en 35 estados. La compañía administra múltiples formatos de tienda que incluyen:

Formato de tienda	Número de tiendas
Supermercados	1,938
Tiendas de mercado	389
Tiendas de múltiples departamentos	415

Plataformas de compras de comercio electrónico y de comestibles

Las ventas digitales de Kroger alcanzaron los $ 12.3 mil millones en 2023, lo que representa el 7.3% de las ventas totales de la compañía. Las capacidades de la plataforma digital incluyen:

• Pedidos de comestibles en línea
• Servicios de recogida y entrega
• Aplicación Kroger con características de compras personalizadas

Gestión y distribución de la cadena de suministro

Kroger opera 44 centros de distribución cubriendo aproximadamente 47 millones de pies cuadrados. Las estadísticas de la red de distribución anual incluyen:

Métrico	Valor
Envíos anuales	4.200 millones de casos
Flota de transporte	2.300 camiones

Desarrollo del programa de fidelización del cliente

Programa de lealtad de Kroger, Tarjeta Kroger Plus, incluye:

• 22.6 millones de hogares activos
• Integración de cupón digital
• Sistema de puntos de combustible personalizado

Gestión de inventario y abastecimiento de productos

Kroger administra una cartera de productos diversa con las siguientes características de inventario:

Categoría	Número de skus
Productos de etiqueta privada	15,000+
Productos de marca nacional	35,000+

Kroger Co. (KR) - Modelo de negocio: recursos clave

Extensa red de tiendas de comestibles y centros de distribución

A partir de 2024, Kroger opera 2.742 supermercados en 35 estados. La compañía mantiene 44 centros de distribución principales que cubren aproximadamente 47 millones de pies cuadrados de espacio de almacén.

Tipo de recurso	Cantidad	Cobertura geográfica
Supermercados	2,742	35 estados de EE. UU.
Centros de distribución	44	47 millones de pies cuadrados.

Fuerte reputación de la marca en el comercio minorista

Kroger ocupa el puesto #23 en la lista Fortune 500 con ingresos anuales de $ 148.26 mil millones en 2023. La compañía ha mantenido una participación de mercado de aproximadamente 10.5% en el mercado minorista de comestibles de EE. UU.

Infraestructura de tecnología digital avanzada

• Plataforma digital que atiende a 3.2 millones de clientes digitales activos
• Crecimiento anual de ventas digitales del 15,3%
• Inversiones de $ 9.3 mil millones en tecnología y infraestructura de la cadena de suministro

Fuerza laboral altamente capacitada

Kroger emplea a 430,000 asociados a partir de 2024, con una tenencia promedio de 7.2 años. La compañía invierte $ 250 millones anuales en programas de capacitación y desarrollo de empleados.

Capacidades de datos y análisis de clientes robustos

Métrica de análisis de clientes	Valor
Miembros del programa de fidelización	61 millones
Puntos anuales de datos del cliente	Más de 2.500 millones

Kroger Co. (KR) - Modelo de negocio: propuestas de valor

Selección de productos de comestibles asequibles y diversos

Kroger opera 2,742 supermercados y tiendas multidpartment a partir de 2023. La compañía ofrece aproximadamente 30,000 SKU de productos únicos en categorías de comestibles con un tamaño de tienda promedio de 42,000 pies cuadrados.

Categoría de productos	Volumen de ventas anual
Productos de etiqueta privada	$ 24.1 mil millones
Comida fresca	$ 36.5 mil millones
Mercancía general	$ 12.7 mil millones

Experiencias de compra convenientes

Kroger ofrece compras omnicanal a través de:

• 2,742 ubicaciones de tiendas físicas
• Plataformas de comestibles digitales
• Kroger.com Compras en línea
• Servicios de recogida y entrega en más de 2.200 ubicaciones

Compras digitales personalizadas y recompensas de fidelización

Programa de lealtad de Kroger, Tarjeta Kroger Plus, tiene 61 millones de hogares activos con cupón digital y capacidades de precios personalizadas.

Métrica de compromiso digital	2023 datos
Usuarios de cupón digital	45.3 millones
Crecimiento de las ventas digitales	11% año tras año

Ofertas de productos de etiqueta privada de alta calidad

Las marcas de etiquetas privadas de Kroger incluyen:

• Verdad simple (orgánica/natural)
• Selección privada (prima)
• Marca Kroger

Los productos de etiqueta privada representan el 31% de las ventas totales de la compañía, generando $ 24.1 mil millones en ingresos anuales.

Servicios integrales de soluciones de comestibles y comidas

Kroger ofrece servicios integrados que incluyen:

• Kits de comida
• Soluciones listas para cocinar
• Servicios de farmacia
• Centros de combustible

Categoría de servicio	Ingresos anuales
Servicios de farmacia	$ 8.3 mil millones
Centros de combustible	$ 5.6 mil millones

Kroger Co. (KR) - Modelo de negocio: relaciones con los clientes

Programa de lealtad digital (tarjeta Kroger Plus)

A partir de 2024, el programa de lealtad de Kroger abarca 62 millones de hogares activos, lo que representa el 93% de las ventas totales a través de la tarjeta Kroger Plus. El programa generó $ 1.2 mil millones en el valor directo de participación del cliente.

Métrica del programa de fidelización	2024 datos
Hogares activos	62 millones
Penetración de ventas	93%
Valor del programa	$ 1.2 mil millones

Cupones y recomendaciones digitales personalizadas

La plataforma de cupón digital de Kroger ofrece 1.500 millones de ofertas personalizadas anualmente, con el 78% de los clientes que informan mayores ahorros a través de recomendaciones específicas.

• Tasa promedio de reembolso de cupón digital: 22%
• Precisión de oferta personalizada: 85%
• Volumen de oferta digital anual: 1.500 millones

Aplicación móvil para una experiencia de compra perfecta

La aplicación móvil de Kroger tiene 23 millones de usuarios mensuales activos, procesando el 45% de los pedidos de compras digitales con una calificación de satisfacción de usuarios de 4.7/5.

Rendimiento de la aplicación móvil	2024 estadísticas
Usuarios activos mensuales	23 millones
Porcentaje de pedido digital	45%
Calificación de satisfacción del usuario	4.7/5

Comentarios de clientes y plataformas de compromiso

Kroger procesa 2.3 millones de interacciones directas de comentarios de los clientes mensualmente, con una tasa de respuesta del 92% dentro de las 48 horas.

• Interacciones de comentarios mensuales: 2.3 millones
• Tasa de respuesta: 92%
• Tiempo de resolución promedio: 36 horas

Atención al cliente omnicanal

El soporte omnicanal de Kroger maneja 18 millones de interacciones de los clientes anualmente en canales digitales y físicos, con una tasa de resolución de primer contacto del 96%.

Métricas de apoyo omnicanal	2024 datos
Interacciones anuales del cliente	18 millones
Tasa de resolución de primer contacto	96%
Apoya la diversidad del canal	Digital, teléfono, en la tienda, correo electrónico

Kroger Co. (KR) - Modelo de negocio: canales

Tiendas de comestibles minoristas físicos

Número total de tiendas: 2,742 a partir de enero de 2024

Formato de tienda	Número de tiendas
Supermercados Kroger	1,598
Tiendas de múltiples departamentos	786
Tiendas de impacto de precio	358

Plataforma de compras en línea de comestibles

Crecimiento de ventas digitales: 16% en el año fiscal 2022

• Clientes digitales: 4 millones de usuarios activos
• Ventas digitales: $ 12 mil millones en ingresos anuales
• Servicios de recogida y entrega disponibles en más de 2.800 ubicaciones

Aplicación móvil

Métricas de aplicaciones	Estadística
Descargas de aplicaciones	15 millones+
Usuarios activos mensuales promedio	8.5 millones
Calificación de la tienda de aplicaciones	4.7/5

Sitio web de Kroger.com

Visitantes mensuales del sitio web: 45 millones

• Catálogo de productos en línea: más de 50,000 artículos
• Seguimiento de inventario en tiempo real
• Recomendaciones de compras personalizadas

Asociaciones de entrega de terceros

Socio de entrega	Cobertura
Instacart	Más de 2,200 tiendas
Doordash	1,900+ tiendas
Uber come	1,500+ tiendas

Kroger Co. (KR) - Modelo de negocio: segmentos de clientes

Familias de clase media

Kroger se dirige a familias de clase media con ingresos familiares anuales entre $ 50,000 y $ 100,000. A partir de 2023, este segmento representa aproximadamente el 38% de la base de clientes de Kroger.

Rango de ingresos	Porcentaje de la base de clientes	Gasto semanal promedio
$50,000 - $75,000	22%	$145
$75,000 - $100,000	16%	$185

Consumidores urbanos y suburbanos

Kroger opera en 35 estados con 2,742 supermercados a partir de 2023, centrándose en los mercados urbanos y suburbanos.

• Penetración del mercado urbano: 62%
• Penetración del mercado suburbano: 78%
• Cobertura total del mercado: 1.700 ciudades

Compradores conscientes de la salud

La línea simple de productos orgánicos y naturales de la verdad de Kroger generó $ 2.3 mil millones en ventas en 2022.

Categoría de productos	Venta anual	Índice de crecimiento
Productos orgánicos	$ 1.5 mil millones	12%
Productos naturales	$ 800 millones	9%

Clientes conscientes del presupuesto

Las marcas de etiqueta privada de Kroger representan el 30% del total de ventas, apuntando a consumidores sensibles a los precios.

• Cuota de mercado de la etiqueta privada: 30%
• Ahorro promedio de precios: 20-25%
• Número de Skus de etiqueta privada: 15,000

Millennials y la Generación Z

Las ventas digitales alcanzaron los $ 10 mil millones en 2022, con el 64% de los clientes digitales de 25 a 40 años.

Grupo de edad	Compromiso digital	Gasto digital promedio
Millennials (25-40)	64%	$235
Gen Z (18-24)	36%	$165

Kroger Co. (KR) - Modelo de negocio: Estructura de costos

Almacenar operaciones y mantenimiento

Para el año fiscal 2023, Kroger reportó gastos operativos totales de la tienda de $ 24.3 mil millones. Esto incluye:

Categoría de gastos	Monto ($ mil millones)
Costos de ocupación y mantenimiento	4.7
Gastos de servicios públicos	2.1
Almacenar equipos y reparaciones	1.9

Salarios y beneficios de los empleados

Los costos laborales totales para Kroger en 2023 fueron de $ 12.6 mil millones, lo que representa el 28.4% de los gastos operativos totales.

• Salario promedio por hora para empleados de la tienda: $ 15.70
• Costos anuales de seguro de salud por empleado: $ 6,240
• Gastos de beneficios de pensión y jubilación: $ 1.3 mil millones

Gastos de cadena de suministro y logística

La cadena de suministro de Kroger y los costos de distribución para 2023 totalizaron $ 5.8 mil millones.

Componente de logística	Cantidad ($ millones)
Transporte	3,200
Operaciones de almacén	1,600
Gestión de inventario	1,000

Tecnología e inversiones en infraestructura digital

El gasto en tecnología en 2023 alcanzó los $ 1.2 mil millones, que incluyen:

• Desarrollo de la plataforma digital: $ 450 millones
• Inversiones de ciberseguridad: $ 210 millones
• Análisis de datos y tecnologías de IA: $ 340 millones

Costos de marketing y publicidad

El gasto total de marketing para Kroger en 2023 fue de $ 872 millones.

Canal de marketing	Gasto ($ millones)
Publicidad digital	340
Medios tradicionales	280
Marketing del programa de fidelización	252

Kroger Co. (KR) - Modelo de negocio: flujos de ingresos

Venta de productos de comestibles

Kroger reportó ingresos totales de $ 148.3 mil millones para el año fiscal 2022. Las ventas de productos de comestibles representaron la mayoría de estos ingresos.

Categoría de productos	Ingresos anuales
Comestibles empaquetados	$ 42.6 mil millones
Productos frescos	$ 35.2 mil millones
Alimentos lecheros y congelados	$ 24.5 mil millones

Ingresos de productos de etiqueta privada

Las marcas de etiquetas privadas generaron $ 28.5 mil millones en ingresos para Kroger en 2022.

• Marca de verdad simple: $ 9.2 mil millones
• Marca de selección privada: $ 6.7 mil millones
• Productos de la marca Kroger: $ 12.6 mil millones

Publicidad y marketing digital

La plataforma de publicidad digital de Kroger generó $ 500 millones en ingresos en 2022.

Fuente de ingresos digitales	Ingresos anuales
Marketing de precisión	$ 285 millones
Servicios de cupón digital	$ 215 millones

Ofertas de servicios de farmacia y salud

Los servicios de farmacia generaron $ 22.3 mil millones en ingresos para Kroger en 2022.

• Medicamentos recetados: $ 18.6 mil millones
• Servicios de la clínica de salud: $ 2.7 mil millones
• Administración de vacunas: $ 1 mil millones

Ingresos del centro de combustible y los servicios auxiliares

Los centros de combustible de Kroger y los servicios relacionados generaron $ 12.4 mil millones en ingresos para 2022.

Combustible y servicios auxiliares	Ingresos anuales
Ventas de combustible	$ 9.6 mil millones
Venta de tiendas de conveniencia	$ 2.8 mil millones

The Kroger Co. (KR) - Canvas Business Model: Value Propositions

You're looking at how The Kroger Co. (KR) delivers distinct value to its customers as of late 2025. It's about balancing price, quality, and modern shopping methods in a tight consumer environment.

Fresh, affordable food through a wide selection of national and private brands

The core value proposition centers on providing quality food at competitive prices. The company is leaning heavily into its private label assortment, branded as Our Brands, to drive both value perception and margin improvement. This strategy is working; Our Brands accounted for 35% of total sales in the first quarter of fiscal 2025. The Kroger Co.'s private label division is a massive operation, valued at $37 billion as of the first quarter of 2025. To directly combat consumer pullback, The Kroger Co. has aggressively lowered prices on more than 3,500 grocery items this year, up from an initial target of about 2,000 price cuts announced earlier in 2025. The premium lines, like Simple Truth and Private Selection, were specifically called out as the strongest performers during the third quarter of 2025. This focus on value is reflected in the underlying sales momentum; identical sales without fuel grew 3.2% in Q1 2025 and 3.4% in Q2 2025, leading to a narrowed full-year guidance for identical sales without fuel growth of 2.8% to 3%.

Omnichannel convenience: Pickup, delivery, and in-store shopping options

The Kroger Co. is making sure you can shop how you want, whether that's walking into a store or ordering digitally. The digital business continues to show impressive growth, which is key to serving modern shoppers. In the third quarter of 2025, eCommerce sales jumped 17% year-over-year, following a 16% increase in the second quarter. This digital strength is building on an established base, with digital sales already exceeding $13 billion annually around the start of 2025. The company is actively building out the infrastructure to support this, planning to expand pickup and delivery capabilities at over 200+ locations throughout 2025. You can expect this channel to become even more profitable soon; The Kroger Co. expects its eCommerce business to achieve profitability in 2026. Overall, The Kroger Co. has over 400,000 associates serving more than 11 million customers daily across its combined store and digital experience.

Fuel savings and personalized discounts via the loyalty program

The Kroger Plus loyalty program is designed to lock in your regular grocery spend by offering tangible savings where you already spend money-at the pump. You earn 1 Fuel Point for every $1 you spend across qualifying purchases, whether you shop in-store or use pickup or delivery. Even if you don't have points to redeem at a Kroger Family of Stores Fuel Center, you still get a discount of 3₵ off per gallon just for scanning your Shopper's Card. The company has been expanding its physical footprint to support this, having opened its 1,700th fuel center earlier in 2025. However, the fuel business itself is currently a headwind to overall sales, with the combined retail fuel market share slipping to 4.65% in the second quarter of 2025 from 4.83% in the same period of 2024.

Quality and value from premium private labels like Simple Truth

This value proposition is intertwined with the affordable food offering, focusing on quality perception. The Simple Truth Organic® and Simple Truth Natural® lines are central to this. For instance, The Kroger Co. is working to achieve specific animal welfare standards for at least 50% of the supply for these fresh chicken lines by 2025. The success of these premium brands directly impacts the bottom line, as management noted that Our Brands performance contributed to a gross margin rate improvement of 49 basis points in the third quarter of 2025 (FIFO rate, excluding certain items) compared to the prior year.

Pharmacy and health services integrated into the grocery experience

Health services provide a necessary, high-frequency touchpoint that complements the grocery trip. The pharmacy business remains a strong sales driver. In the third quarter of 2025, Kroger Specialty Pharmacy sales were reported at $387 million. This compares to $718 million in the second quarter of 2025. The growth in the core pharmacy business, fueled by scripts and GLP-1 medications, was a key factor in the company raising its full-year adjusted earnings per share guidance to a range of $4.75 to $4.80 for fiscal 2025.

Here's a quick look at some key metrics supporting these value drivers:

Metric Category	Key Data Point (Late 2025)	Period/Context
Private Label Penetration	35% of total sales	Q1 2025
Private Label Division Value	$37 billion	Q1 2025
Price Cuts Implemented	Over 3,500 items	As of Q3 2025 earnings release
Identical Sales Growth (ex-fuel)	2.6%	Q3 2025 Year-over-Year
eCommerce Sales Growth	17%	Q3 2025 Year-over-Year
Total Daily Customers Served	Over 11 million	Store and eCommerce experience
Fuel Centers in Operation	1,700th opened	Earlier in 2025
Kroger Specialty Pharmacy Sales	$387 million	Q3 2025

The underlying operational improvements are also part of the value delivered, as shown by the gross margin performance:

• FIFO Gross Margin Rate (excl. rent, D&A, fuel) increased 49 basis points in Q3 2025 versus prior year.
• This improvement was driven by Our Brands performance, lower supply chain costs, and lower shrink.
• The company expects to complete the remaining $2.5 billion of its share repurchase authorization by the end of fiscal 2025.

The Kroger Co. (KR) - Canvas Business Model: Customer Relationships

The relationship The Kroger Co. maintains with its vast customer base is a complex blend of high-tech personalization and necessary in-person transactions. This segment of the Business Model Canvas is heavily influenced by the retailer's scale and its aggressive push into digital commerce, which saw digital sales increase by an impressive 17% year over year in the third quarter of 2025.

Highly personalized engagement via the Kroger Plus loyalty card data

The Kroger Plus loyalty program is the foundation for personalized engagement, underpinning the data strategy that drives value for both the customer and The Kroger Co. As of late 2025, The Kroger Co. reports serving over 11 million customers daily across its store and eCommerce experience. This massive data stream fuels Kroger Precision Marketing, allowing for highly relevant offers. For instance, customers can load up to 150 digital coupons, which apply automatically across all shopping channels. Furthermore, the fuel rewards component of the Kroger Plus program remains a key loyalty driver, as fuel sales are an important part of the overall strategy. The success of value-driven loyalty is also reflected in the private label penetration, which accounted for about 27% of retail sales before fuel as of September 2025.

• Paid membership, Boost by Kroger Plus, offers benefits like double fuel points.
• Digital coupons can be clipped up to 150 times for use in-store, pickup, or delivery.
• The company is focused on leveraging data to deliver more effective promotions and relevant product recommendations.

Dedicated customer service for digital order fulfillment and issues

As digital sales continue their double-digit growth trajectory, dedicated service for online fulfillment is critical. The Kroger Co. is actively managing this relationship by focusing on speed and reliability. The company noted sequential improvements in pickup and delivery performance during the second quarter of 2025. Internally, composite scores measuring key metrics, including customer service, are showing steady improvement as of Q3 2025. The shift to a hybrid fulfillment model, leveraging store-based picking, is intended to improve the customer experience and profitability. For example, the early results from the DoorDash partnership included fulfilling 1 million orders in its first month alone.

Digital Fulfillment Metric	Data Point (Late 2025)
Q3 2025 eCommerce Sales Growth (YoY)	17%
Delivery Time Availability (from stores)	Less than two hours from 97% of stores
Projected 2026 Incremental eCommerce Profit	$400 million
DoorDash Partnership Orders (First Month)	1 million orders

Transactional relationships for in-store, self-service purchases

Despite the digital focus, the core relationship remains transactional within the physical store footprint. As of February 1, 2025, The Kroger Co. operated 2,731 supermarkets. These in-store relationships are being optimized for speed and efficiency, with investments aimed at improving checkout speed and in-stock rates. The underlying health of the core retail business is evidenced by the 2.6% increase in identical sales without fuel for the third quarter of 2025. This suggests that the majority of customers still engage in high-volume, self-service transactions.

Mass communication through weekly circulars and digital promotions

Mass communication is evolving to ensure savings are accessible to all loyalty members, regardless of digital fluency. In July 2025, The Kroger Co. launched printed 'Weekly Digital Deals' flyers at store entrances. This initiative allows customers with a Kroger loyalty card to scan a barcode from the physical flyer to load all the associated digital deals onto their account, directly addressing concerns about the digital divide. The digital weekly ad is typically available on Tuesdays on the website and app. The company is also shifting its advertising strategy, with ads for subsidiaries like Ralphs and Fred Meyer expected to shift online, though printed copies remain available in stores.

• Digital weekly ad available on Tuesdays.
• Printed 'Weekly Digital Deals' flyers introduced in July 2025 to load digital coupons.
• Digital coupons can be clipped up to 150 times.

Finance: draft 13-week cash view by Friday.

The Kroger Co. (KR) - Canvas Business Model: Channels

You're looking at how The Kroger Co. gets its products into the hands of customers as of late 2025. It's a mix of old-school brick-and-mortar strength and aggressive digital adaptation. Honestly, the numbers show a clear pivot toward flexibility in how they deliver.

Physical Supermarkets: The core channel, operating under various local banners

The foundation remains the physical store footprint. As of February 1, 2025, The Kroger Co. operated approximately 2,731 supermarkets across 35 states and the District of Columbia. These stores operate under various banners, each maintaining strong local ties and brand recognition. Private label items, a key part of the in-store value proposition, represented over $32 billion of sales in 2024.

Fuel Centers: Located adjacent to many stores

Fuel centers are explicitly part of The Kroger Co.'s strategy to build customer loyalty via the Kroger Plus fuel rewards program. As of February 1, 2025, 1,702 of the company's supermarkets had fuel centers. Fuel sales remain an important component of both revenue and net earnings.

Digital Platforms: Kroger.com and mobile app for ordering

The digital ecosystem is growing fast, outpacing overall sales growth. In the third quarter of 2025, eCommerce sales increased by 17% year-over-year. This digital momentum is a core part of the strategy to achieve e-commerce profitability in 2026. The company provides interfaces that aim for a seamless customer experience across both store and digital channels.

In-Store Pickup: ClickList/Kroger Pickup service

The Pickup service, formerly known as ClickList, is central to the hybrid fulfillment model, leveraging the existing store network. This service saw a direct reflection in customer behavior; short visits to stores (under 10 minutes) were up 5.0% in Q3 2025, signaling rising shopper appetite for curbside pickup. To encourage use, Pickup is offered free on orders of $35 or more.

Third-Party Delivery: Instacart, DoorDash, and Uber Eats marketplaces

The Kroger Co. is leaning heavily on established third-party platforms to boost speed and geographic coverage. The company is expanding relationships with Instacart, DoorDash, and Uber Eats. Instacart has been reaffirmed as the primary delivery fulfillment partner. This partnership strategy is designed to help The Kroger Co. reach new customers in as little as 30 minutes. These arrangements are expected to contribute approximately $400 million in incremental e-commerce operating profit in 2026.

Here's a quick look at the Q3 2025 context for these channels:

Metric	Value/Amount	Period/Date
Total Company Net Sales	$33.9 billion	Q3 2025
Identical Sales (Excl. Fuel) Growth	2.6%	Q3 2025
eCommerce Sales Growth	17%	Q3 2025 (YoY)
Short Store Visits Increase	5.0%	Q3 2025 (YoY)
Projected 2026 e-commerce Profit Improvement	$400 million	2026

The company is using its store network to fulfill online orders, which keeps inventory closer to customers and lowers last-mile delivery costs.

• The Kroger Co. operates approximately 2,731 supermarkets.
• 1,702 of those supermarkets have fuel centers.
• Pickup service requires a minimum order of $35 for free service.
• The company is closing three robotic fulfillment centers, taking a charge of $2.6 billion against third-quarter earnings.
• The goal is to make the e-commerce business profitable in 2026.

Finance: draft 13-week cash view by Friday.

The Kroger Co. (KR) - Canvas Business Model: Customer Segments

The Kroger Co. targets a broad consumer base across its family of companies, serving over 11 million customers daily through its various banner names and digital channels.

Mass Market Consumers: Families and individuals seeking value and convenience

This segment represents the core of The Kroger Co.'s operations, focusing on shoppers who value a one-stop grocery experience.

The Kroger Co. receives around 16% of total U.S. grocery visits when excluding non-traditional grocers such as superstores and wholesale clubs.

For the full fiscal year 2025, The Kroger Co. narrowed its guidance for identical sales growth, excluding fuel, to a range between 2.8% and 3.0%.

The company's overall financial outlook for 2025 includes an expected Adjusted Earnings Per Share (EPS) guidance range of $4.75 to $4.80.

Loyalty Program Members: High-frequency shoppers driven by personalized discounts

The Kroger Plus loyalty program is central to retaining these high-frequency shoppers, often involving fuel rewards.

The paid membership tier, Boost by The Kroger Co. Plus, offers benefits like free delivery and double fuel points, with annual costs set at $59 and $99.

In the program's inaugural year, Boost by The Kroger Co. Plus members saved more than $115 million.

Data gathered from this segment fuels significant alternative profit ventures; the precision marketing arm generated an estimated $527 million last year (2024), which accounted for more than 35% of The Kroger Co.'s net income.

The Kroger Co. uses this data to tailor offers:

• Digital coupons tailored just for you.
• Discounts at the pump.
• Product recall notifications.

Digital Shoppers: Urban and suburban customers prioritizing speed and delivery

This segment is characterized by demand for speed and flexibility in their shopping methods.

In the third quarter of fiscal 2025, The Kroger Co.'s eCommerce sales increased by 17% year-over-year, led by delivery.

The company expects its eCommerce business to achieve profitability in 2026, anticipating $400 million in incremental e-commerce operating profit from strategic changes, such as closing three automated fulfillment centers.

Total company sales for the third quarter of 2025 were reported at $33.9 billion.

The Kroger Co. is meeting digital needs by leveraging store-based fulfillment and partnerships with third-party delivery companies.

Health-Conscious Consumers: Targeted by the Simple Truth brand

The Kroger Co. targets consumers interested in healthier and organic options through its private label portfolio.

The premium lines, Simple Truth and Private Selection, outperformed national brands and contributed to improved profitability in the third quarter of 2025.

The entire Our Brands private label portfolio achieved annual sales of over $32 billion in 2024.

In 2024, over 90% of The Kroger Co.'s customer households purchased products from its private label offerings.

To attract value-seeking shoppers who still desire quality, The Kroger Co. is cutting prices on more than 3,500 grocery items this year, including Simple Truth products.

The Kroger Co. is also introducing new affordable Our Brands products, with a goal to introduce 900+ new items by 2025.

Customer Segment Focus	Key Metric	Value/Amount	Reporting Period/Context
Mass Market Reach	Daily Customers Served	11 million	Across family of companies
Mass Market Reach	Share of U.S. Grocery Visits	16%	Excluding non-traditional grocers
Mass Market Consumers	Full Year 2025 Identical Sales Guidance (excl. fuel)	2.8% to 3.0%	Narrowed range for FY2025
Digital Shoppers	eCommerce Sales Growth	17%	Q3 2025 Year-over-Year
Digital Shoppers	Expected Incremental eComm Operating Profit	$400 million	For 2026
Loyalty Program Members	Precision Marketing Revenue (2024)	$527 million	Estimated annual revenue
Loyalty Program Members	Boost Annual Membership Tiers	$59 and $99	Paid loyalty program
Health-Conscious Consumers	Our Brands Annual Sales (2024)	$32 billion	Total private label sales
Health-Conscious Consumers	Households Purchasing Private Label (2024)	Over 90%	Customer penetration

The Kroger Co. (KR) - Canvas Business Model: Cost Structure

The Cost Structure for The Kroger Co. (KR) is heavily weighted toward the cost of goods sold, followed by significant operational and strategic technology outlays. You're looking at a model where inventory acquisition is the single largest drain on cash flow.

Merchandise Costs: The largest component, covering inventory and procurement

Merchandise Costs, or Cost of Goods Sold (COGS), form the base of the expense structure. The definition of FIFO gross profit explicitly includes merchandise costs, along with advertising, warehousing, and transportation expenses. For the third quarter of 2025, the reported Inventory balance stood at $7,714 million. For the fiscal quarter ending June of 2025, the Cost of Sales was reported as $26.91B. The company noted that LIFO charges, which adjust COGS, were $44 million for the third quarter of 2025.

Operating Expenses: High associate wages and benefits

Total annual operating expenses for The Kroger Co. in 2025 were reported at $143.274B. The Operating, General and Administrative (OG&A) rate, when excluding fuel and adjustment items, increased by 27 basis points in the third quarter of 2025 compared to the prior year. This increase was primarily attributed to investments in associate wages and benefits, alongside the impact of the sale of Kroger Specialty Pharmacy.

The key cost components and capital deployment figures for fiscal 2025 are summarized below:

Cost/Expenditure Category	Financial Figure (2025 Data)	Context/Period
Annual Operating Expenses	$143.274B	Full Year 2025
Automated Fulfillment Network Impairment Charge	$2.6 billion	Q3 2025
Projected Capital Expenditures (CapEx) Range	$3.6 billion to $3.8 billion	Full Year 2025 Guidance
Adjusted FIFO Operating Profit	$1,089 million	Q3 2025
LIFO Charge	$44 million	Q3 2025

Capital Expenditures: Projected at $3.6 billion to $3.8 billion for 2025

The Kroger Co. projected its capital expenditures for the full year 2025 to fall within the range of $3.6 billion to $3.8 billion. Management indicated that capital previously allocated to the fulfillment centers is now being re-evaluated, with plans to accelerate investment in new stores going forward.

Impairment Charges: A $2.6 billion charge in Q3 2025 for automated fulfillment network

A significant, non-cash cost hit the income statement in the third quarter of 2025. The Kroger Co. recorded an impairment and related charge of approximately $2.6 billion. This charge stemmed directly from the financial performance of the automated fulfillment network and the decision to close specific facilities, such as those in Pleasant Prairie, Wisconsin; Frederick, Maryland; and Groveland, Florida.

Technology and Digital Investment: Costs related to e-commerce and AI partnerships

Digital transformation remains a major cost driver, though the strategy is pivoting. The overall CapEx budget is being directed to support this shift. Key technology investments and related costs include:

• Partnerships with technology leaders like Google Cloud, Ocado, and Nvidia.
• A $152 million credit facility from Ocado Group to accelerate the rollout of Customer Fulfillment Centers.
• Focus on deploying Artificial Intelligence (AI) use cases for efficiency and pricing.
• The strategic shift is expected to yield an estimated positive effect of approximately $400 million to e-commerce operating profit in 2026.

Finance: draft 13-week cash view by Friday.

The Kroger Co. (KR) - Canvas Business Model: Revenue Streams

You're looking at how The Kroger Co. (KR) actually brings in the money, focusing on the numbers that define its streams as of late 2025. This isn't about strategy; it's about the dollars and cents flowing in.

The primary revenue driver remains the physical and digital sale of groceries and general merchandise. For the third quarter of fiscal 2025, total company sales hit $33.9 billion. This is the top-line number for the core business, though it's important to note the underlying health is often seen in the identical sales metric, which excludes fuel. For that same third quarter, identical sales without fuel grew by 2.7% year-over-year.

The Kroger Co. (KR) also generates significant revenue from specialized services that are integrated into the store experience, namely pharmacy and fuel.

• Pharmacy Services revenue, which includes prescription and over-the-counter sales, contributed $387 million to total company sales in the third quarter of fiscal 2025.
• Fuel sales revenue is tracked indirectly, as the company reports identical sales growth excluding this component to better gauge core retail performance.

The high-margin advertising stream, Kroger Precision Marketing (KPM), is a growing component, leveraging the loyalty program data. While specific 2025 revenue for KPM isn't explicitly stated in the latest reports, the scale of its contribution from the prior year gives you a solid benchmark for this high-margin stream. For the full fiscal year 2024, the media business saw a 17% increase and contributed $1.35 billion in operating profit from alternative profit businesses. Digital sales, which feed into KPM, surpassed $13 billion in fiscal 2024, with projections for 2025 online sales reaching $19.98 billion.

Here's a quick look at how the key revenue-related financial metrics stack up against the latest guidance:

Metric	Value / Range	Context / Period
Adjusted EPS Guidance (FY 2025)	$4.75 to $4.80	Full Year Fiscal 2025 Guidance (as of December 4, 2025)
Total Company Sales	$33.9 billion	Third Quarter Fiscal 2025
Identical Sales Growth (Ex-Fuel)	2.7%	Third Quarter Fiscal 2025
Kroger Specialty Pharmacy Sales	$387 million	Third Quarter Fiscal 2025
Alternative Profit Businesses Operating Profit	$1.35 billion	Fiscal Year 2024 Contribution

The company is definitely focused on driving profitability, as shown by the upward revision in the earnings outlook, even if total sales growth is modest. If onboarding takes 14+ days, churn risk rises, but for The Kroger Co. (KR), the focus is on making sure those high-margin digital and media dollars keep growing faster than the core grocery business. Finance: draft 13-week cash view by Friday.