Valuation Analyst

Oct 15, 2026 · bearish

(https://www.cnbc.com/2026/10/15/september-producer-price-index-retail-sales-data.html)—6.3% annually—and the narrative is already spinning as a "defensive play" for staples. Wrong. Kroger's 0.8% net margin and Sysco's 2.1% margin mean they absorb, not deflect, this cost shock. Kroger reported $80.7B in annual revenue at 0.8% margin ($641M net income). Sysco posted $84.6B revenue at 2.1% margin ($1.8B net income).

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