On January 8, 2026, Deutsche Bank resumed coverage of The Kroger Co., setting a price target of $75 and assigning a Buy rating. The firm described 2026 as likely to be a mixed year, with coverage restored across food stores and broadlines. Deutsche Bank analysts pointed to food disinflation, reduced government assistance, and consumers' ongoing emphasis on value as key factors shaping the outlook. They noted potential tailwinds, including the possibility of significant stimulus in the first half of 2026, even as defensive sectors like food retail could encounter challenges.
Also on January 8, Barclays adjusted its stance on Kroger, lowering the price objective from $75 to $68 while keeping an Equal Weight rating. Barclays expects improvement in the food retail, hardlines, and broadlines industries by 2026. The company foresees growth in the market for discretionary products and suggested that anticipated consumer tax savings and interest rate cuts might offer a modest boost.
The Kroger Co. is a leading grocery retailer in the United States. It was recently listed among 12 best food stocks to buy in 2026.