LongKRSep 2026
Kroger
Kroger has been weak because inflation, high interest rates and elevated fuel costs have pressured consumer spending, but Auxier sees the depressed valuation as attractive. The…
KR
1 published idea on Kroger across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Kroger: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Kroger has been weak because inflation, high interest rates and elevated fuel costs have pressured consumer spending, but Auxier sees the depressed valuation as attractive. The…