Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/20824" target="_blank" data-smartkarma-citation="entities:20824:1">Kroger Co (KR US)</a> fell some 8% and <a href="https://www.smartkarma.com/entities/18404" target="_blank" data-smartkarma-citation="entities:18404:1">Costco Wholesale Corp (COST US)</a> some 5% in Thursday trade on the announcement from <a href="https://www.smartkarma.com/entities/409" target="_blank" data-smartkarma-citation="entities:409:1">Amazon.com Inc (AMZN US)</a> that it is <a href="https://www.reuters.com/article/us-whole-foods-m-a-amazon-idUSKCN1B42AJ" target="_blank">cutting prices</a> at <a href="https://www.smartkarma.com/entities/12490" target="_blank" data-smartkarma-citation="entities:12490:1">Whole Foods Market Inc (WFM US)</a> this coming Monday when the deal closes (and post shareholder and FTC approval). Food stocks also took additional hits following some already weak earnings reported Thursday.</p><table class="table table-striped"><tbody>
<tr>
<td>$ price</td>
<td>1D</td>
<td>3M</td>
</tr>
<tr>
<td>WFM</td>
<td>         42.0</td>
<td>0.70%</td>
<td>18.9%</td>
</tr>
<tr>
<td>Kroger</td>
<td>         21.1</td>
<td>-8.1%</td>
<td>-27.6%</td>
</tr>
<tr>
<td>SFM</td>
<td>         22.0</td>
<td>-7.0%</td>
<td>-6.0%</td>
</tr>
<tr>
<td>COST</td>
<td>       151.3</td>
<td>-5.0%</td>
<td>-7.6%</td>
</tr>
<tr>
<td>TGT</td>
</tr>
</tbody></table>…

Kroger Co (KR US) fell some 8% and Costco Wholesale Corp (COST US) some 5% in Thursday trade on the announcement from Amazon.com Inc (AMZN US) that it is cutting prices at Whole Foods Market Inc (WFM US) this coming Monday when the deal closes (and post shareholder and FTC approval). Food stocks also took additional hits following some already weak earnings reported Thursday.

$ price
1D
3M


WFM
         42.0
0.70%
18.9%


Kroger
         21.1
-8.1%
-27.6%


SFM
         22.0
-7.0%
-6.0%


COST
       151.3
-5.0%
-7.6%


TGT

…

United States

General Mills, Inc. manufactures and markets branded and packaged consumer foods worldwide. The Company also supplies branded and unbranded food products to the foodservice and commercial baking industries.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

General Mills (GIS US)

You've Been Amazon-Ed

Kroger Co (KR US) fell some 8% and Costco Wholesale Corp (COST US) some 5% in Thursday trade on the announcement from Amazon.com Inc (AMZN US) that...

Charles De Trenck

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)