After the failed Albertsons merger, Kroger launched a $7.5B share repurchase and is quietly building a high-margin retail media business through Kroger Precision Marketing. Here's whether KR belongs in your 2026 US consumer portfolio.
Tras el bloqueo de la fusión con Albertsons, Kroger lanzó un programa de recompra de $7,500 millones y está expandiendo Kroger Precision Marketing, su negocio de publicidad de alto margen. Análisis para inversores latinoamericanos sobre si KR vale la pena en 2026.
Dollar General posted 34% net income growth in FY2025 and is deploying AI audio networks across 6,000 stores. With a new CEO arriving in January 2027 and Project Renovate rolling out, here's whether the DG turnaround holds up for US retail investors in 2026.