Alternative Profit StreamsLong-term margin drivers remain intact, including alternative profit streams, especially Retail Media on track to grow over 20% this year.
Market PositioningKroger is well positioned with strong variety/value offering, personalization capabilities, and a fuel rewards/loyalty program in an environment where consumers continue to seek value.
Stock Buyback PotentialA massive share repurchase could follow if the ACI deal is blocked, given Kroger's $10 billion+ buying capacity.