Demand for Kroger’s owned-brand Simple Truth is dropping on a near-term basis. Although Simple Truth is not keeping pace with Target’s Good & Gather brand, it is outperforming Walmart’s Great Value in Consumer Happiness and Demand Growth.
From a company-wide perspective, Kroger is in last place when it comes to demand growth and near the middle of the pack when it comes to Consumer Happiness.
What do AMZN, TGT, and WMT have going for them?
Comprehensive delivery membership programs (Prime, Shipt, Walmart+), all near the same price level, and delivering items other than groceries.
In contrast, Kroger’s grocery delivery is around $10 every time you use it.
Kroger reports earnings on June 17