restructuring
“As a result of these closures and the automated fulfillment network not meeting operational or financial expectations, in 2025, we recorded impairment and related charges of $2.5 billion, $1.9 billion net of tax.”
KR 10-K
Confirmed
Grocery Stores
2 names are moving together; 50% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| KR | Kroger Company (The) | Consumer Defensive | -3.7% | Most structurally connected |
| ACI | Albertsons Companies, Inc. | Consumer Defensive | -0.3% | Group member |
Why we believe this
Cohort
2 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersinput costs affecting gross margin
“The increase in the LIFO charge was due to our higher expected annualized product cost inflation for 2025, compared to 2024. Our fuel sales lower our FIFO gross margin rate due to the very low FIFO gross margin rate, as a percentage of sales, of fuel sales compared to non-fuel sales.”
KR 10-Q
credit / rates affecting interest expense
“This increase resulted primarily from decreased interest income earned on our cash and temporary cash investments due to decreased balances of cash and temporary cash investments in the first quarter of 2026, compared to the first quarter of 2025, partially offset by decreased interest expense on the average total outstanding debt in the first quarter of 2026, compared to the first quarter of 2025. Income Taxes The effective income tax rate was 23.2% for the first quarter of 2026 and 21.3% for the first quarter of 2025.”
KR 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.