The Kroger Co. (KR): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico do varejo de supermercado, a Kroger Co. (KR) é uma potência de inovação e transformação estratégica, alavancando um modelo de negócios sofisticado que combina perfeitamente operações tradicionais de tijolo e argamassa com tecnologias digitais de ponta. Ao integrar magistralmente parcerias estratégicas, infraestrutura tecnológica avançada e uma abordagem centrada no cliente, a Kroger se posicionou como mais do que apenas uma mercearia-é um fornecedor abrangente de soluções que reimagina como os consumidores experimentam compras de alimentos no século XXI. De programas personalizados de fidelidade digital a colaborações estratégicas com gigantes da tecnologia como Microsoft e Ocado, o modelo de negócios da Kroger representa um plano para o sucesso do varejo em um mercado cada vez mais competitivo e orientado a tecnologia.

The Kroger Co. (KR) - Modelo de Negócios: Principais Parcerias

Aliança estratégica com a Microsoft

Em 2019, a Kroger assinou uma parceria estratégica com a Microsoft para desenvolver iniciativas de transformação digital. A colaboração se concentra na computação em nuvem e nas soluções avançadas de tecnologia de varejo. Em 2023, a parceria investiu aproximadamente US $ 500 milhões em projetos de inovação digital.

Foco em parceria	Valor do investimento	Tecnologias -chave
Computação em nuvem	US $ 350 milhões	Plataforma do Azure Cloud
Soluções de varejo digital	US $ 150 milhões	AI e aprendizado de máquina

Parcerias de fornecedores

A Kroger mantém parcerias estratégicas com os principais fabricantes de alimentos e bens de consumo.

• Procter & Gamble: volume anual de compras de US $ 1,2 bilhão
• Companhia da Coca-Cola: Contrato de fornecimento avaliado em US $ 850 milhões anualmente
• Kellogg's: contrato de compras no valor de US $ 620 milhões por ano

Colaboração de tecnologia com Ocado

Em 2018, a Kroger estabeleceu uma parceria tecnológica com a Ocado para sistemas de atendimento de compras automatizados. A colaboração envolve um investimento de US $ 775 milhões no desenvolvimento da tecnologia avançada de armazenamento robótico.

Detalhes da parceria	Investimento	Linha do tempo da implementação
Centros de atendimento automatizados	US $ 775 milhões	2018-2024
Tecnologia de armazém robótico	US $ 425 milhões	Implementação em fases

Relações de fornecedores com produtores agrícolas

Kroger mantém extensas parcerias com produtores agrícolas locais e nacionais.

• Parcerias agrícolas locais: 327 fornecedores agrícolas regionais
• Contratos Agrícolas Nacionais: 42 Principais Produtores Agrícolas
• Compras agrícolas anuais: US $ 3,4 bilhões

Programas de marketing conjuntos

A Kroger colabora com marcas de bens embalados de consumidores para iniciativas de marketing.

Parceiro da marca	Investimento de marketing	Foco do programa
Unilever	US $ 185 milhões	Campanhas promotorais cruzadas
General Mills	US $ 142 milhões	Colocação e promoções de produtos

The Kroger Co. (KR) - Modelo de negócios: Atividades -chave

Operações de supermercado de varejo

A partir de 2024, a Kroger opera 2.742 supermercados de varejo em 35 estados. A empresa gerencia vários formatos de loja, incluindo:

Formato da loja	Número de lojas
Supermercados	1,938
Lojas de mercado	389
Lojas de vários departamentos	415

Plataformas de compras de comércio eletrônico e digital

As vendas digitais da Kroger atingiram US $ 12,3 bilhões em 2023, representando 7,3% do total de vendas da empresa. Os recursos da plataforma digital incluem:

• Pedidos de supermercado online
• Serviços de coleta e entrega
• Aplicativo Kroger com recursos de compras personalizadas

Gerenciamento e distribuição da cadeia de suprimentos

Kroger opera 44 centros de distribuição cobrindo aproximadamente 47 milhões de pés quadrados. As estatísticas anuais da rede de distribuição incluem:

Métrica	Valor
Remessas anuais	4,2 bilhões de casos
Frota de transporte	2.300 caminhões

Desenvolvimento do Programa de Fidelidade do Cliente

Programa de fidelidade de Kroger, Cartão Kroger Plus, inclui:

• 22,6 milhões de famílias ativas
• Integração de cupom digital
• Sistema de pontos de combustível personalizado

Gerenciamento de inventário e fornecimento de produtos

Kroger gerencia um portfólio diversificado de produtos com as seguintes características de inventário:

Categoria	Número de SKUs
Produtos de marca própria	15,000+
Produtos nacionais de marca	35,000+

The Kroger Co. (KR) - Modelo de negócios: Recursos -chave

Extensa rede de supermercados e centros de distribuição

A partir de 2024, a Kroger opera 2.742 supermercados em 35 estados. A empresa mantém 44 principais centros de distribuição, cobrindo aproximadamente 47 milhões de pés quadrados de espaço de armazém.

Tipo de recurso	Quantidade	Cobertura geográfica
Supermercados	2,742	35 Estados dos EUA
Centros de distribuição	44	47 milhões de pés quadrados.

Forte reputação da marca no varejo de supermercado

A Kroger está classificada em 23º lugar na lista da Fortune 500, com receita anual de US $ 148,26 bilhões em 2023. A empresa manteve uma participação de mercado de aproximadamente 10,5% no mercado de varejo de compras nos EUA.

Infraestrutura de tecnologia digital avançada

• Plataforma digital que atende 3,2 milhões de clientes digitais ativos
• Crescimento anual de vendas digitais de 15,3%
• Investimentos de US $ 9,3 bilhões em tecnologia e infraestrutura da cadeia de suprimentos

Força de trabalho altamente treinada

A Kroger emprega 430.000 associados a partir de 2024, com um mandato médio de 7,2 anos. A empresa investe US $ 250 milhões anualmente em programas de treinamento e desenvolvimento de funcionários.

Recursos robustos de dados e análises do cliente

Métrica de análise de clientes	Valor
Membros do programa de fidelidade	61 milhões
Pontos anuais de dados do cliente	Mais de 2,5 bilhões

The Kroger Co. (KR) - Modelo de Negócios: Proposições de Valor

Seleção de produtos de supermercado acessível e diversificada

A Kroger opera 2.742 supermercados e lojas de vários departamentos a partir de 2023. A empresa oferece aproximadamente 30.000 SKUs de produto exclusivos em categorias de supermercados com um tamanho médio de 42.000 pés quadrados.

Categoria de produto	Volume anual de vendas
Produtos de marca própria	US $ 24,1 bilhões
Comida fresca	US $ 36,5 bilhões
Mercadoria geral	US $ 12,7 bilhões

Experiências de compras convenientes

Kroger fornece compras omnichannel através de:

• 2.742 locais de lojas físicas
• Plataformas de supermercado digital
• Kroger.com compras on -line
• Serviços de coleta e entrega em mais de 2.200 locais

Recompensas personalizadas de compras digitais e lealdade

Programa de fidelidade de Kroger, Cartão Kroger Plus, possui 61 milhões de famílias ativas com cupom digital e recursos de preços personalizados.

Métrica de engajamento digital	2023 dados
Usuários de cupom digital	45,3 milhões
Crescimento de vendas digitais	11% ano a ano

Ofertas de produtos de marca própria de alta qualidade

As marcas de marca própria da Kroger incluem:

• Verdade simples (orgânica/natural)
• Seleção privada (prêmio)
• Marca Kroger

Os produtos de marca própria representam 31% do total de vendas da empresa, gerando US $ 24,1 bilhões em receita anual.

Serviços abrangentes de soluções de supermercado e refeição

A Kroger oferece serviços integrados, incluindo:

• Kits de refeições
• Soluções prontas para cozinhar
• Serviços de Farmácia
• Centros de combustível

Categoria de serviço	Receita anual
Serviços de Farmácia	US $ 8,3 bilhões
Centros de combustível	US $ 5,6 bilhões

The Kroger Co. (KR) - Modelo de Negócios: Relacionamentos do Cliente

Programa de fidelidade digital (cartão Kroger Plus)

A partir de 2024, o programa de fidelidade de Kroger abrange 62 milhões de famílias ativas, representando 93% do total de vendas através do cartão Kroger Plus. O programa gerou US $ 1,2 bilhão em valor direto de envolvimento do cliente.

Métrica do Programa de Fidelidade	2024 dados
Famílias ativas	62 milhões
Penetração de vendas	93%
Valor do programa	US $ 1,2 bilhão

Cupons e recomendações digitais personalizados

A plataforma de cupom digital de Kroger entrega 1,5 bilhão de ofertas personalizadas anualmente, com 78% dos clientes relatando uma economia aumentada por meio de recomendações direcionadas.

• Taxa média de resgate de cupom digital: 22%
• Precisão de oferta personalizada: 85%
• Volume anual de oferta digital: 1,5 bilhão

Aplicativo móvel para experiência de compra perfeita

O aplicativo móvel da Kroger possui 23 milhões de usuários mensais ativos, processando 45% dos pedidos de supermercado digital com uma classificação de satisfação do usuário de 4,7/5.

Desempenho do aplicativo móvel	2024 Estatísticas
Usuários ativos mensais	23 milhões
Porcentagem de pedidos digitais	45%
Classificação de satisfação do usuário	4.7/5

Feedback do cliente e plataformas de engajamento

A Kroger processa 2,3 milhões de interações diretas de feedback do cliente mensalmente, com uma taxa de resposta de 92% em 48 horas.

• Interações mensais de feedback: 2,3 milhões
• Taxa de resposta: 92%
• Tempo médio de resolução: 36 horas

Suporte ao cliente omnichannel

O omnichannel de suporte da Kroger lida com 18 milhões de interações de clientes anualmente nos canais digitais e físicos, com uma taxa de resolução de 96% de primeiro contato.

Métricas de suporte omnichannel	2024 dados
Interações anuais do cliente	18 milhões
Taxa de resolução do primeiro contato	96%
Apoiar a diversidade de canais	Digital, telefone, na loja, e-mail

The Kroger Co. (KR) - Modelo de Negócios: Canais

Supermercados físicos de varejo

Número total de lojas: 2.742 em janeiro de 2024

Formato da loja	Número de lojas
Supermercados Kroger	1,598
Lojas de vários departamentos	786
Lojas de impacto de preço	358

Plataforma de compras online

Crescimento das vendas digitais: 16% no ano fiscal de 2022

• Clientes digitais: 4 milhões de usuários ativos
• Vendas digitais: US $ 12 bilhões em receita anual
• Serviços de coleta e entrega disponíveis em mais de 2.800 locais

Aplicativo móvel

Métricas de aplicativos	Estatística
Downloads de aplicativos	15 milhões+
Usuários ativos mensais médios	8,5 milhões
App Store Classificação	4.7/5

Site kroger.com

Visitantes mensais do site: 45 milhões

• Catálogo de produtos on -line: mais de 50.000 itens
• Rastreamento de inventário em tempo real
• Recomendações de compras personalizadas

Parcerias de entrega de terceiros

Parceiro de entrega	Cobertura
Instacart	2.200 mais de lojas
Doordash	1.900+ lojas
Uber come	1.500 mais de lojas

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

Famílias de classe média

A Kroger tem como alvo famílias de classe média com renda familiar anual entre US $ 50.000 e US $ 100.000. A partir de 2023, esse segmento representa aproximadamente 38% da base de clientes da Kroger.

Faixa de renda	Porcentagem de base de clientes	Gastos semanais médios
$50,000 - $75,000	22%	$145
$75,000 - $100,000	16%	$185

Consumidores urbanos e suburbanos

A Kroger opera em 35 estados com 2.742 supermercados a partir de 2023, com foco nos mercados urbanos e suburbanos.

• Penetração do mercado urbano: 62%
• Penetração do mercado suburbano: 78%
• Cobertura total do mercado: 1.700 cidades

Compradores preocupados com a saúde

A simples linha de produtos orgânicos e naturais da Kroger gerou US $ 2,3 bilhões em vendas em 2022.

Categoria de produto	Vendas anuais	Taxa de crescimento
Produtos orgânicos	US $ 1,5 bilhão	12%
Produtos naturais	US $ 800 milhões	9%

Clientes preocupados com orçamento

As marcas de marca própria da Kroger representam 30% do total de vendas, direcionando os consumidores sensíveis ao preço.

• Participação de mercado de marca própria: 30%
• Economia média de preços: 20-25%
• Número de Skus de marca própria: 15.000

Millennials e Gen Z em busca de conveniência

As vendas digitais atingiram US $ 10 bilhões em 2022, com 64% dos clientes digitais de 25 a 40 anos.

Faixa etária	Engajamento digital	Gasto digital médio
Millennials (25-40)	64%	$235
Gen Z (18-24)	36%	$165

The Kroger Co. (KR) - Modelo de negócios: estrutura de custos

Operações e manutenção da loja

Para o ano fiscal de 2023, Kroger registrou despesas operacionais totais de US $ 24,3 bilhões. Isso inclui:

Categoria de despesa	Valor (US $ bilhões)
Custos de ocupação e manutenção	4.7
Despesas de utilidade	2.1
Armazenar equipamentos e reparos	1.9

Salários e benefícios dos funcionários

Os custos totais de mão -de -obra para a Kroger em 2023 foram de US $ 12,6 bilhões, representando 28,4% do total de despesas operacionais.

• Salário médio por hora para funcionários da loja: US $ 15,70
• Custos anuais de seguro de saúde por funcionário: US $ 6.240
• Despesas de benefícios de pensão e aposentadoria: US $ 1,3 bilhão

Cadeia de suprimentos e despesas de logística

A cadeia de suprimentos e os custos de distribuição da Kroger para 2023 totalizaram US $ 5,8 bilhões.

Componente de logística	Valor (US $ milhões)
Transporte	3,200
Operações de armazém	1,600
Gerenciamento de inventário	1,000

Investimentos de tecnologia e infraestrutura digital

Os gastos com tecnologia em 2023 atingiram US $ 1,2 bilhão, incluindo:

• Desenvolvimento da plataforma digital: US $ 450 milhões
• Investimentos de segurança cibernética: US $ 210 milhões
• Analytics de dados e tecnologias de IA: US $ 340 milhões

Custos de marketing e publicidade

O gasto total de marketing para Kroger em 2023 foi de US $ 872 milhões.

Canal de marketing	Gastos (US $ milhões)
Publicidade digital	340
Mídia tradicional	280
Marketing do Programa de Fidelidade	252

The Kroger Co. (KR) - Modelo de negócios: fluxos de receita

Vendas de produtos de supermercado

A Kroger registrou receita total de US $ 148,3 bilhões para o ano fiscal de 2022. As vendas de produtos de compras representavam a maior parte desta receita.

Categoria de produto	Receita anual
Mantimentos embalados	US $ 42,6 bilhões
Produtos frescos	US $ 35,2 bilhões
Alimentos leiteiros e congelados	US $ 24,5 bilhões

Receitas de produtos de marca própria

As marcas de marca própria geraram US $ 28,5 bilhões em receita para a Kroger em 2022.

• Marca de verdade simples: US $ 9,2 bilhões
• Marca de seleção privada: US $ 6,7 bilhões
• Produtos da marca Kroger: US $ 12,6 bilhões

Publicidade digital e marketing

A plataforma de publicidade digital da Kroger gerou US $ 500 milhões em receita em 2022.

Fonte de receita digital	Receita anual
Marketing de precisão	US $ 285 milhões
Serviços de cupom digital	US $ 215 milhões

Farmácia e ofertas de serviços de saúde

Os serviços de farmácia geraram US $ 22,3 bilhões em receita para a Kroger em 2022.

• Medicamentos prescritos: US $ 18,6 bilhões
• Serviços da Clínica de Saúde: US $ 2,7 bilhões
• Administração de vacinas: US $ 1 bilhão

Centro de combustível e receitas de serviços auxiliares

Os centros de combustível da Kroger e os serviços relacionados geraram US $ 12,4 bilhões em receita para 2022.

Serviços de combustível e auxiliar	Receita anual
Vendas de combustível	US $ 9,6 bilhões
Vendas de lojas de conveniência	US $ 2,8 bilhões

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.