Subtext

The Kroger Co. KR

SectorConsumer Staples
Transcripts70
Date range2005-12-08 – 2025-03-06
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-25-12+0+12+252005 Q32008 Q12010 Q32013 Q42016 Q12018 Q22020 Q32023 Q32005 Q3 · Overall: +21.42005 Q4 · Overall: +12.22006 Q1 · Overall: +8.32006 Q2 · Overall: +10.22006 Q3 · Overall: +5.52006 Q4 · Overall: +15.82007 Q2 · Overall: +9.92007 Q3 · Overall: +4.62007 Q4 · Overall: +9.22008 Q1 · Overall: +8.62008 Q2 · Overall: +3.12008 Q3 · Overall: +7.62008 Q4 · Overall: +7.72009 Q1 · Overall: +7.52009 Q2 · Overall: +9.12009 Q3 · Overall: +1.62009 Q4 · Overall: +12.22010 Q1 · Overall: +9.72010 Q3 · Overall: +5.62010 Q4 · Overall: +9.42011 Q1 · Overall: +5.92011 Q2 · Overall: +5.42011 Q3 · Overall: +8.72012 Q4 · Overall: +7.02013 Q1 · Overall: +5.72013 Q2 · Overall: +4.62013 Q3 · Overall: +10.42013 Q4 · Overall: +6.72014 Q1 · Overall: +3.72014 Q2 · Overall: +13.02014 Q3 · Overall: +4.42014 Q4 · Overall: +7.02015 Q1 · Overall: +5.02015 Q2 · Overall: +7.42015 Q3 · Overall: +8.52015 Q4 · Overall: +8.02016 Q1 · Overall: +13.12016 Q2 · Overall: +11.02016 Q3 · Overall: +9.22016 Q4 · Overall: +7.02017 Q1 · Overall: +3.92017 Q2 · Overall: +3.82017 Q3 · Overall: -1.12017 Q4 · Overall: +6.22018 Q1 · Overall: +10.42018 Q2 · Overall: +6.32018 Q3 · Overall: +6.92018 Q4 · Overall: +2.12019 Q1 · Overall: +5.12019 Q2 · Overall: +4.92019 Q3 · Overall: +7.42019 Q4 · Overall: +7.72020 Q1 · Overall: +14.92020 Q2 · Overall: +9.22020 Q3 · Overall: +11.92020 Q4 · Overall: +7.42021 Q1 · Overall: +3.92021 Q2 · Overall: +2.82021 Q3 · Overall: +4.32022 Q3 · Overall: +8.82022 Q4 · Overall: +15.72023 Q1 · Overall: +6.52023 Q2 · Overall: +13.42023 Q3 · Overall: +7.42023 Q4 · Overall: +10.22024 Q1 · Overall: +18.72024 Q2 · Overall: +21.72024 Q3 · Overall: +21.12024 Q4 · Overall: +16.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-36-18+0+18+362005 Q32008 Q12010 Q32013 Q42016 Q12018 Q22020 Q32023 Q32005 Q4 · CEO: +25.52006 Q1 · CEO: +11.42006 Q2 · CEO: +11.02006 Q3 · CEO: +7.82006 Q4 · CEO: +19.82007 Q2 · CEO: +18.72007 Q3 · CEO: +7.22007 Q4 · CEO: +12.52008 Q1 · CEO: +11.32008 Q2 · CEO: +7.52008 Q3 · CEO: +9.62008 Q4 · CEO: +10.92009 Q1 · CEO: +12.02009 Q2 · CEO: +10.52009 Q3 · CEO: +6.02009 Q4 · CEO: +12.42010 Q1 · CEO: +5.92010 Q3 · CEO: +7.92010 Q4 · CEO: +15.62011 Q1 · CEO: +6.62011 Q2 · CEO: +7.22011 Q3 · CEO: +14.02021 Q1 · CEO: +6.62024 Q1 · CEO: +27.82024 Q2 · CEO: +31.52024 Q3 · CEO: +30.12005 Q4 · CFO: +5.72006 Q1 · CFO: +15.52006 Q2 · CFO: -8.82006 Q3 · CFO: +13.62006 Q4 · CFO: +12.72007 Q3 · CFO: +0.02008 Q1 · CFO: +1.42008 Q2 · CFO: -18.52008 Q3 · CFO: +6.72008 Q4 · CFO: +9.52009 Q1 · CFO: +4.72009 Q2 · CFO: +8.62009 Q3 · CFO: +0.02009 Q4 · CFO: +13.62010 Q1 · CFO: +11.22010 Q3 · CFO: +2.72010 Q4 · CFO: +5.72011 Q1 · CFO: +6.62011 Q2 · CFO: +12.82011 Q3 · CFO: +9.72012 Q4 · CFO: +4.52013 Q1 · CFO: +9.42013 Q2 · CFO: +2.32013 Q4 · CFO: +0.02014 Q1 · CFO: +8.82014 Q3 · CFO: -3.32014 Q4 · CFO: +7.52015 Q1 · CFO: +6.22015 Q2 · CFO: +5.82015 Q3 · CFO: +5.92016 Q1 · CFO: +9.02016 Q2 · CFO: +10.72016 Q3 · CFO: +7.72016 Q4 · CFO: +9.82017 Q3 · CFO: -3.22017 Q4 · CFO: +6.92020 Q1 · CFO: +16.62020 Q2 · CFO: +8.22020 Q3 · CFO: +1.82020 Q4 · CFO: +12.42021 Q1 · CFO: +5.92021 Q2 · CFO: +3.52021 Q3 · CFO: +0.82022 Q3 · CFO: +13.92022 Q4 · CFO: +23.82023 Q1 · CFO: +12.52023 Q2 · CFO: +23.92023 Q3 · CFO: +12.22023 Q4 · CFO: +17.42024 Q1 · CFO: +19.42024 Q2 · CFO: +20.02024 Q3 · CFO: +20.42024 Q4 · CFO: +21.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-69-35+0+35+692005 Q32008 Q12010 Q32013 Q42016 Q12018 Q22020 Q32023 Q32005 Q3 · Prepared remarks: +21.92005 Q4 · Prepared remarks: +14.22006 Q1 · Prepared remarks: +12.22006 Q2 · Prepared remarks: +11.62006 Q3 · Prepared remarks: +12.42006 Q4 · Prepared remarks: +14.02007 Q2 · Prepared remarks: +11.92007 Q3 · Prepared remarks: +8.32007 Q4 · Prepared remarks: +12.72008 Q1 · Prepared remarks: +10.32008 Q2 · Prepared remarks: +8.82008 Q3 · Prepared remarks: +9.12008 Q4 · Prepared remarks: +11.92009 Q1 · Prepared remarks: +12.02009 Q2 · Prepared remarks: +15.92009 Q3 · Prepared remarks: +9.72009 Q4 · Prepared remarks: +19.52010 Q1 · Prepared remarks: +22.72010 Q3 · Prepared remarks: +12.92010 Q4 · Prepared remarks: +12.02011 Q1 · Prepared remarks: +19.42011 Q2 · Prepared remarks: +12.82011 Q3 · Prepared remarks: +14.42012 Q4 · Prepared remarks: +18.52013 Q1 · Prepared remarks: +22.32013 Q2 · Prepared remarks: +25.52013 Q3 · Prepared remarks: +36.62013 Q4 · Prepared remarks: +9.82014 Q1 · Prepared remarks: +16.22014 Q2 · Prepared remarks: +59.82014 Q3 · Prepared remarks: +22.02014 Q4 · Prepared remarks: +35.92015 Q1 · Prepared remarks: +27.62015 Q2 · Prepared remarks: +28.02015 Q3 · Prepared remarks: +51.92015 Q4 · Prepared remarks: +44.02016 Q1 · Prepared remarks: +39.02016 Q2 · Prepared remarks: +22.72016 Q3 · Prepared remarks: +43.32016 Q4 · Prepared remarks: +21.82017 Q1 · Prepared remarks: +20.42017 Q2 · Prepared remarks: +12.92017 Q3 · Prepared remarks: +17.62017 Q4 · Prepared remarks: +35.42018 Q1 · Prepared remarks: +35.92018 Q2 · Prepared remarks: +45.52018 Q3 · Prepared remarks: +36.52018 Q4 · Prepared remarks: +13.92019 Q1 · Prepared remarks: +40.02019 Q2 · Prepared remarks: +14.82019 Q3 · Prepared remarks: +29.92019 Q4 · Prepared remarks: +17.72020 Q1 · Prepared remarks: +31.82020 Q2 · Prepared remarks: +9.72020 Q3 · Prepared remarks: +31.22020 Q4 · Prepared remarks: +6.52021 Q1 · Prepared remarks: +1.92021 Q2 · Prepared remarks: +18.62021 Q3 · Prepared remarks: +30.12022 Q3 · Prepared remarks: +27.92022 Q4 · Prepared remarks: +60.12023 Q1 · Prepared remarks: +46.62023 Q2 · Prepared remarks: +50.02023 Q3 · Prepared remarks: +23.52023 Q4 · Prepared remarks: +40.92024 Q1 · Prepared remarks: +31.52024 Q2 · Prepared remarks: +31.62024 Q3 · Prepared remarks: +29.12024 Q4 · Prepared remarks: +27.12005 Q4 · Q&A responses: +11.82006 Q1 · Q&A responses: +8.82006 Q2 · Q&A responses: +11.72006 Q3 · Q&A responses: +5.92006 Q4 · Q&A responses: +18.52007 Q2 · Q&A responses: +15.12007 Q3 · Q&A responses: +5.42007 Q4 · Q&A responses: +11.22008 Q1 · Q&A responses: +8.72008 Q2 · Q&A responses: +4.12008 Q3 · Q&A responses: +8.52008 Q4 · Q&A responses: +7.72009 Q1 · Q&A responses: +9.42009 Q2 · Q&A responses: +6.42009 Q3 · Q&A responses: +3.22009 Q4 · Q&A responses: +11.22010 Q1 · Q&A responses: +5.12010 Q3 · Q&A responses: +5.92010 Q4 · Q&A responses: +11.02011 Q1 · Q&A responses: +1.02011 Q2 · Q&A responses: +5.12011 Q3 · Q&A responses: +9.62012 Q4 · Q&A responses: +9.92013 Q1 · Q&A responses: +9.72013 Q2 · Q&A responses: +5.92013 Q3 · Q&A responses: +12.42013 Q4 · Q&A responses: +8.82014 Q1 · Q&A responses: +7.42014 Q2 · Q&A responses: +18.22014 Q3 · Q&A responses: +6.92014 Q4 · Q&A responses: +12.52015 Q1 · Q&A responses: +9.22015 Q2 · Q&A responses: +11.12015 Q3 · Q&A responses: +9.42015 Q4 · Q&A responses: +8.82016 Q1 · Q&A responses: +19.52016 Q2 · Q&A responses: +14.92016 Q3 · Q&A responses: +12.32016 Q4 · Q&A responses: +10.72017 Q1 · Q&A responses: +7.52017 Q2 · Q&A responses: +5.42017 Q3 · Q&A responses: -0.22017 Q4 · Q&A responses: +8.82018 Q1 · Q&A responses: +15.12018 Q2 · Q&A responses: +11.02018 Q3 · Q&A responses: +12.62018 Q4 · Q&A responses: +3.52019 Q1 · Q&A responses: +9.92019 Q2 · Q&A responses: +8.02019 Q3 · Q&A responses: +11.62019 Q4 · Q&A responses: +9.32020 Q1 · Q&A responses: +19.42020 Q2 · Q&A responses: +13.52020 Q3 · Q&A responses: +13.12020 Q4 · Q&A responses: +14.82021 Q1 · Q&A responses: +7.12021 Q2 · Q&A responses: +6.22021 Q3 · Q&A responses: +6.02022 Q3 · Q&A responses: +11.62022 Q4 · Q&A responses: +18.32023 Q1 · Q&A responses: +11.52023 Q2 · Q&A responses: +22.82023 Q3 · Q&A responses: +9.02023 Q4 · Q&A responses: +15.62024 Q1 · Q&A responses: +18.02024 Q2 · Q&A responses: +19.52024 Q3 · Q&A responses: +21.22024 Q4 · Q&A responses: +15.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.40$3.08$4.772005 Q32008 Q12010 Q32013 Q42016 Q12018 Q22020 Q32023 Q32014 Q1: $1.632014 Q2: $1.692014 Q3: $1.772014 Q4: $1.842015 Q1: $1.972015 Q2: $2.022015 Q3: $2.112015 Q4: $2.212016 Q1: $2.282016 Q2: $2.312016 Q3: $2.252016 Q4: $2.232017 Q1: $2.212017 Q2: $2.212017 Q3: $1.982017 Q4: $1.982018 Q1: $2.102018 Q2: $2.142018 Q3: $2.202018 Q4: $2.262019 Q1: $2.242019 Q2: $2.252019 Q3: $2.272019 Q4: $2.332020 Q1: $2.382020 Q2: $2.632020 Q3: $2.882020 Q4: $2.752021 Q1: $2.832021 Q2: $2.922021 Q3: $3.222022 Q3: $4.112022 Q4: $4.212023 Q1: $4.482023 Q2: $4.522023 Q3: $4.502023 Q4: $4.372024 Q1: $4.452024 Q2: $4.492024 Q3: $4.53

Forward P/E

9.3014.6219.942005 Q32008 Q12010 Q32013 Q42016 Q12018 Q22020 Q32023 Q32014 Q1: 13.412014 Q2: 13.982014 Q3: 14.802014 Q4: 17.002015 Q1: 19.212015 Q2: 18.022015 Q3: 17.652015 Q4: 19.162016 Q1: 16.952016 Q2: 15.442016 Q3: 13.632016 Q4: 15.582017 Q1: 13.042017 Q2: 13.732017 Q3: 10.992017 Q4: 13.462018 Q1: 11.162018 Q2: 12.152018 Q3: 13.152018 Q4: 12.512019 Q1: 11.052019 Q2: 10.522019 Q3: 11.112019 Q4: 12.172020 Q1: 14.282020 Q2: 12.492020 Q3: 11.122020 Q4: 11.282021 Q1: 12.472021 Q2: 12.872021 Q3: 12.762022 Q3: 11.922022 Q4: 10.632023 Q1: 10.782023 Q2: 10.452023 Q3: 10.032023 Q4: 10.242024 Q1: 12.602024 Q2: 11.592024 Q3: 12.05

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -8.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↓ -2.0 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -2.0 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -4.1 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -4.8 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↓ -5.7 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -3.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -9.1 fwd EPS ↑ +0.27 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +2.8 fwd EPS ↓ -0.13 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2024 Q42025-03-06+16.9——View →
2024 Q32024-12-05+21.1$4.5312.1View →
2024 Q22024-09-13+21.7$4.4911.6View →
2024 Q12024-06-20+18.7$4.4512.6View →
2023 Q42023-03-02+10.2$4.3710.2View →
2023 Q32022-12-01+7.4$4.5010.0View →
2023 Q22022-09-09+13.4$4.5210.4View →
2023 Q12022-06-16+6.5$4.4810.8View →