Who are The Kroger Co.'s customers? Who does The Kroger Co. earn revenue from?

Revenue comes from counterparties including Express Scripts, PepsiCo. Full sourced list: valuechain.wiki/kroger/customers.md

Who does The Kroger Co. pay? Who are its key suppliers?

Costs flow to Ocado Group plc, Uber, DoorDash, Inc. among others. Full sourced list: valuechain.wiki/kroger/suppliers.md

U.S. grocery retailer

The Kroger Co.

Kroger earns most of its revenue by selling groceries and household goods to consumers through supermarkets, e-commerce, and fuel centers. Its cost base is led by merchandise procurement and distribution, supported by a mix of automated fulfillment and third-party delivery networks.

Business categories Mass Retail · Consumer Brands & Commerce · primary

KR Updated Sep 23, 2026 4 AI consumers· 1 recurring

Per the valuechain.wiki graph, The Kroger Co. is directly linked to 3 companies (2 supply, 1 revenue relationships) and reaches 17 companies within two hops; the links are backed by 10 dated sources, 1 of them primary filings (as of 2026-09-23).

Annual return · 2026-09-04'21+45.4%'22+0.4%'23+5%'24+36.9%'25+4.3%YTD-4.6%

Money in ▸Express Scripts●PepsiCo●

The Kroger Co.FY2026 total revenue of $147.642 billion

▸ Money outOcado Group plc●Amount $350MUber●DoorDash, Inc.◐

Financials & Segments

Total revenue · FY2026 total revenue of $147.642 billion (period ended 2026-01-31)
Segments · Retail customer sales excluding fuel · Supermarket fuel sales · Other sales

Revenue from

Express Scripts High confidence
Express Scripts is a pharmacy benefit manager that administers prescription benefits and reimburses network pharmacies for dispensing services. Under a new 2025 agreement, Kroger pharmacies resumed providing prescriptions and health services to Express Scripts Medicare Part D and TRICARE customers.
Confirms EN The Kroger Co. Investor Relations Published Feb 5, 2025: The Kroger Co. Executes New Agreement with Express Scripts
Confirms EN The Kroger Co. Investor Relations Published Sep 30, 2022: Seeking More Equitable Contract, Kroger Health Sends Notice of Intent to Terminate to Express Scripts, Inc.
PepsiCo High confidence
PepsiCo is an advertiser with Kroger Precision Marketing. It was the first advertiser in a KPM and Disney program that used Kroger purchase data to target Hulu advertising and measure sales impact.
Confirms EN Disney Advertising Published Apr 19, 2023: Disney and Kroger Precision Marketing Connect Retail Media Insights To Premium Content In Streaming TV
Confirms EN EMARKETER Published Apr 19, 2023: Kroger partners with Disney for latest retail media enhancement

Pays to

Ocado Group plc High confidence· Amount $350M · FY2025 · Cash termination payment to Ocado for closing and canceling selected automated fulfillment centers
Ocado supplied robotic equipment and platform technology for Kroger's automated customer fulfillment centers. Kroger made a cash termination payment to Ocado in FY2025 after closing and canceling selected facilities.
Confirms EN SEC EDGAR Published Mar 31, 2026: KROGER CO 10-K (2026-03-31)
Confirms KO Newspim Published Dec 31, 2025: Ocado Ends Exclusive Supply Arrangement with Kroger and Opens Technology Globally
Mentions EN RetailStat Published Jul 30, 2025: Kroger FY25: Performance, Portfolio Optimization & The Path Forward
Uber High confidence
Uber is a third-party distribution platform providing on-demand and same-day delivery for Kroger groceries and household essentials. The contract value has not been disclosed.
Confirms EN The Kroger Co. Published Jan 15, 2026: Kroger Launches Fast, Convenient Delivery on Uber Apps Nationwide
Mentions EN RetailStat Published Jul 30, 2025: Kroger FY25: Performance, Portfolio Optimization & The Path Forward
DoorDash, Inc. Medium confidence
DoorDash is a third-party last-mile distribution partner that delivers Kroger's store assortment to consumers. The contract value has not been disclosed.
Confirms EN Associated Press Published Sep 29, 2025: DoorDash and Kroger are expanding their grocery delivery partnership
Mentions EN RetailStat Published Jul 30, 2025: Kroger FY25: Performance, Portfolio Optimization & The Path Forward

Investments

Home Chef High confidence· Amount $200M · 2018 acquisition · Initial transaction price for the Home Chef merger
Kroger completed its merger with Home Chef to add meal-kit capabilities. The agreement included an initial transaction price plus performance-contingent earnout payments.
Confirms EN The Kroger Co. Investor Relations Published Jun 22, 2018: Kroger Completes Merger with Home Chef

Value-chain ripple (2 tiers)

Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.

Company	Chain	'21	'22	'23	'24	'25	YTD
Casey's	lead2	+11.2	+14.5	+23.3	+45	+40.1	+17.2
Sysco Corporation	lead2	+8.3	-0.3	-1.7	+7.4	-1	+11
Costco Wholesale	lead2	+51.8	-19	+49	+39.6	-5.4	+10.3
Dollar General Corporation	lead2	+13	+5.6	-44.1	-43.1	+79.6	+1.8
Walmart Inc	lead2	+2	-0.5	+12.9	+74	+24.5	+0.6
E-mart Inc.	lead2	-18.4	-19.5	-25.3	-14.6	+44.7	-21.1
PepsiCo	lead1	+20.6	+6.8	-3.3	-7.6	-1.8	-2.2
The Kroger Co.	node	+45.4	+0.4	+5	+36.9	+4.3	-4.6
DoorDash, Inc.	benef1	·	-67.2	+102.6	+69.6	+35	-6.5
Uber	benef1	-17.8	-41	+149	-2	+35.5	-7.3
Aurora Innovation	benef2	·	-89.3	+261.2	+44.2	-39	+51.8
Casey's	benef2	+11.2	+14.5	+23.3	+45	+40.1	+17.2
Amazon	benef2	+2.4	-49.6	+80.9	+44.4	+5.2	+12
Darden Restaurants	benef2	+29.5	-4.8	+22.8	+17.7	+1.6	+10.8
Alphabet (Google)	benef2	+65.3	-39.1	+58.3	+36	+66	+8.3
Dollar Tree, Inc.	benef2	+30.1	+0.7	+0.4	-47.2	+64.1	+6.8
Dollar General Corporation	benef2	+13	+5.6	-44.1	-43.1	+79.6	+1.8
Chipotle Mexican Grill	benef2	+26.1	-20.6	+64.8	+31.8	-38.6	-0.1
Oracle	benef2	+36.9	-4.6	+30.9	+60	+18.1	-26.5
Kia	benef2	+3.1	-13.8	+54	+3.7	+60.1	-26.9

YTD as of 2026-09-04 · source: Yahoo Finance

The Kroger Co. operates across U.S. grocery retailer. It is -4.6% in 2026. Demand side (avg -2.2%), the stock (-4.6%) and supply side (avg -6.9%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is PepsiCo (-2.2%) and the furthest behind is Uber (-7.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its cost base is led by merchandise procurement and distribution, supported by a mix of automated fulfillment and third-party delivery networks.

Analysis generated from returns as of 2026-09-04

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