Kroger Co Our Brands Fireside Chat with Bernstein Transcript

Oct 24, 2023 / 07:30PM GMT
Dean Rosenblum - Sanford C. Bernstein & Co., LLC., Research Division - Research Analyst

Good afternoon, good evening. I'd be surprised if it were morning for many of you. But if it is, good morning. My name is Dean Rosenblum, I am Bernstein's Hardlines & Broadlines U.S. Retail Analyst. And I am very, very pleased to be leading a fireside chat with 2 members of Kroger's leadership team today, Stuart Aitken, and also Juan De Paoli, and we're going to be talking about Kroger's owned brand portfolio.

I'm going to give it just another moment or so to let the participants fully join the conversation, just another moment or two, and then we'll kick it off. So standby.

Okay. It seems like we have quorum. So again, thank you for joining us. Just a couple of quick housekeeping items about our session today. So today's session is very much focused on one topic. One topic that is actually really important in U.S. grocery broadly, top of mind for many investors, which is owned brands or as Kroger calls it their Our Brands portfolio.

I just want to acknowledge there's lots of topics

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