Robert Ohmes's questions to KROGER (KR) leadership • Q2 2026
Question
Robert Ohmes asked about the significance of Kroger's reintroduction of paper coupons for non-digital customers, inquiring if it represents a new incremental driver or a significant tailwind for the business. He also asked if there were any changes to the fuel rewards program, particularly on the digital side, given the reported decline in fuel sales.
Answer
Ronald Sargent, Interim CEO & Chairman, stated that paper coupons will help by appealing to older and non-smartphone customers who desire the same deals as digital users, expecting incremental business. David Kennerley, EVP & CFO, confirmed that paper coupons are generating unit lift and positive customer feedback, contributing to retention and recruitment. Mr. Kennerley also stated there are no immediate plans to change the fuel rewards program within the Kroger Plus card offerings.