Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Auxier Asset Management Jeff Auxier | “Elevated inflation, high interest rates and rising gas prices contributed to lower consumer spending, impacting companies like Kroger and PepsiCo. Although Kroger's stock has been weak, its new CEO Greg Foran brings exceptional leadership that promises positive change. While he was President of Walmart US from 2014-2019, the company achieved 20 consecutive quarters of same-store sales growth and scaled its online grocery pickup. Since joining Kroger he has aggressively reduced prices and boosted the growth in private label and organic offerings. The stock trades at a mere 12 times earnings which is a significant discount to both Costco and Walmart.” | NEUTRAL | Q2 2026 Aug 10, 2026 | View Pitch |
Jensen Investment Adam Calamar, Kurt Havnaer, Tyra Pratt | “The third largest individual detractor from performance during the quarter was Kroger Co (KR), one of the largest supermarket operators in the U.S. KR operates approximately 2,700 store” | BEAR | Q2 2026 Aug 4, 2026 | View Pitch |
Jensen Investment Adam Calamar, Kurt Havnaer, Tyra Pratt | “The third largest individual detractor from performance during the quarter was Kroger Co (KR), one of the largest supermarket operators in the U.S. KR operates appro...” | BULL | Q2 2026 Aug 4, 2026 | View Pitch |
Latitude Global Fund Freddie Lait | “Over the past fifteen years the company has delivered 12% annualised earnings per share growth while paying a dividend of 2% per year. At $66 per share when we invested, they were trading at 13.6x tra” | BULL | Q1 2026 Apr 12, 2026 | View Pitch |
The Gabelli Dividend Growth Fund Justin Bergner, CFA | “Kroger Co. (3.2% of net assets as of June 30, 2025) (KR – $71.73 – NYSE) based in Cincinnati, Ohio, is the largest traditional supermarket retailer in the U.S. Through their more than 2,700 stores and digital platforms, Kroger serves approximately 11 million customers daily. It generates revenue primarily through the sale of groceries and consumer products in their retail grocery business, which includes retail pharmacies and fuel centers. Kroger is leveraging the data and traffic generated by their retail business to build high margin alternative profit stream businesses, including analytics and third-party media through Kroger Precision Marketing. As consumers become more focused on value, Kroger has benefited from their portfolio of private label offerings which have been gaining share against national brands. BSD Analysis: The Kroger Co. is a deep-value, defensive grocery oligopolist whose stock is a conviction bet on the successful completion of its merger with Albertsons. The core thesis is a massive arbitrage opportunity: the merger is expected to generate significant cost savings and synergies, creating a more efficient and powerful grocery giant. This is a defensive stock, with 79% of its $150 billion in sales derived from essential, non-discretionary consumables. The stock is trading at a depressed valuation, penalized by regulatory uncertainty over the merger. The ultimate approval of the deal is the single, high-conviction catalyst for a major re-rating of the stock.” | BULL | Q2 2025 Jun 30, 2025 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
