09:25 AM EDT, 04/10/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month target by $6 to $70, about 15x our FY 26 (Jan.) EPS estimate of $4.67 (down from $4.74; FY 27 cut to $5.20 from $5.33), compared to a 13x long-term average. While recent improvements in identical sales and gross margin are encouraging, we believe sustaining this momentum will be challenging in a macroeconomic environment marked by tariff uncertainty and weak consumer sentiment. KR has lost share to club stores and supercenters, a trend we expect to persist as consumers become increasingly value focused. Additionally, growth in KR's retail media business appears to be slowing, rising 18% last year vs. its 20% target, likely due to intensifying competition. We see peers like Walmart and Costco as better positioned to reinvest in price and wages while still expanding margins. KR, on the other hand, may have to give up some margin over the longer term to reinvest in these areas. On a positive note, KR has a strong balance sheet and plenty of share buyback power, along with low tariff risks.