Kroger Co Fireside Chat Hosted By Evercore ISI Transcript

Apr 16, 2020 / 12:45PM GMT
Michael David Montani - Evercore ISI Institutional Equities, Research Division - MD

Okay. Great. Thank you. This is Mike Montani from Evercore ISI. I'm joined on the line by my colleague and longtime partner, Greg Melich; and then also Rebekah Manis , Director of Investor Relations from Kroger; as well as Rodney McMullen, the Chairman and Chief Executive Officer of Kroger. So we're happy to be able to deal with all of you today. Certainly, a tumultuous time, a lot going on in terms of the regulatory environment, the consumer backdrop and certainly the grocery landscape at large. What I wanted to do is just to walk through a few of the observations that we have and then from there, turn it over to Rodney to make a few comments before we begin the fireside chat.

So we're kind of thinking about the world today through a survive-and-thrive framework. That would be kind of the #1 thing. For a lot of the retailers that we cover, the coverage spans everything from home improvement to auto part retail to grocery. We are seeing a lot of folks that are struggling out there. And so I think the #1 thing is

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