CINCINNATI, OH - The Kroger Co. reported its second quarter 2025 results, updated guidance, and shared progress on key priorities in this recent release.

Comments from Chairman and CEO Ron Sargent

"Kroger delivered another quarter of strong results, which demonstrates the clear and measurable progress we've made on our priorities – to simplify our organization, to improve the customer experience, and to focus on work that creates the most value."

Second Quarter Financial Results

Total company sales were $33.9 billion in the second quarter compared to $33.9 billion for the same period last year, which included $718 million from Kroger Specialty Pharmacy sales. Excluding fuel and Kroger Specialty Pharmacy, sales increased 3.8% compared to the same period last year.

Gross margin was 22.5% of sales for the second quarter compared to 22.1% for the same period last year. The improvement in gross margin was primarily attributable to the sale of Kroger Specialty Pharmacy, lower supply chain costs, lower shrink, and decreased fuel sales, partially offset by the mix effect from growth in pharmacy sales, which has lower margins, and price investments.

The FIFO gross margin rate, excluding rent, depreciation and amortization, fuel, and adjustment items increased 39 basis points compared to the same period last year. The improvement in rate was primarily attributable to the sale of Kroger Specialty Pharmacy, lower shrink and lower supply chain costs, partially offset by the mix effect from growth in pharmacy sales, which has lower margins, and price investments.

The LIFO charge for the quarter was $62 million, compared to a LIFO charge of $21 million for the same period last year.

The Operating, General and Administrative rate, excluding fuel and adjustment items, decreased 5 basis points compared to the same period last year. The decrease in rate was primarily attributable to improved productivity and a favorable comparison to prior year, which included certain non-recurring charges, partially offset by the sale of Kroger Specialty Pharmacy.

See the full release here.

UNITED STATES, MEXICO, & PERU - The asparagus market is holding steady in South Florida while easing across Mexican crossings, as fairly light supplies meet moderate to light demand. According to the USDA’s September 9, 2025, National FOB Review, Peru’s imports are supporting consistent movement on the East Coast, while Mexican shipments remain limited to prior commitments and reflect lower spot market pricing.

At South Florida ports of entry, Peruvian imports continue to arrive by boat with some additional air shipments. Demand is moderate, keeping the market about steady. Green 11 lb cartons are quoted at 42.85–48.75 for jumbo, mostly 46.00–48.00. Extra large is 42.50–48.75, mostly 42.50–44.50, while large is moving at 34.00–37.50. Standard sizes are 29.00–34.00, mostly 30.00–32.00, with small, ranging 28.00–32.95, mostly 30.00–32.00. A wide range in quality and condition is noted.

In Mexico, crossings through Arizona, California, and Texas reflect lighter demand and lower markets. Most shipments are tied to previous commitments, with few spot sales reported. Green 11 lb cartons and crates are quoted at 34.75–36.75 for jumbo, with large at 30.75–34.75, mostly 32.75–34.75. Standards are softer at 28.75–32.75, mostly 28.75–30.75.

Overall, asparagus supplies remain fairly light from both Peru and Mexico, though pricing pressure is evident on western crossings, while Florida imports maintain steadier conditions.

Stay with ANUK for continuing insights into category movement and market activity.

UNITED STATES - The potato market is steady overall, with moderate demand across key producing regions. Supplies remain consistent from Idaho, Washington, Colorado, Minnesota, and Wisconsin, according to the USDA’s September 9, 2025, National FOB Review. Russet Norkotahs continue to set the tone in Western states, while red and yellow varieties are providing additional volume from the Midwest.

In the Upper Valley and Twin Falls-Burley District of Idaho, Russet Norkotah U.S. One prices are holding steady. Baled 5 10-lb film bags (non-size A) are quoted at 4.00–5.00, mostly 4.50, while baled 10 5-lb film bags are 5.00–6.00, mostly 5.50. Mesh sacks are slightly higher, with 10 5-lb bales at 5.50–6.50, mostly 6.00. Carton sizes remain steady, with 40s through 70s priced at 10.00–11.00 and 80s at 9.00–10.00. Larger 90s and 100s are lower, at 8.00 and 7.00, respectively. U.S. Two 50 lb sacks range from 5.00–6.00 for 6 oz minimum, while 10 oz minimum is higher at 8.00–11.00, mostly 8.00–10.00.

In the Columbia Basin of Washington and Umatilla Basin of Oregon, the Russet Norkotah market is steady with moderate demand. Baled 5 10-lb film bags (non-size A) are 3.00–5.50, mostly 3.50–4.50, and baled 10 5-lb film bags range from 4.00–7.00, mostly 4.50–6.00. Larger cartons show strength, with 40s through 70s priced consistently at 12.00–13.00. Mid-size 80s are moving at 8.00–12.00, mostly 10.00, while 90s and 100s are slightly lower at 8.00–10.00, mostly 8.00–9.00, and 7.00–9.00, mostly 8.00.

In the San Luis Valley of Colorado, moderate supplies support steady markets. Russet Norkotah baled 5 10-lb film bags are priced at 7.00–8.50, mostly 8.00, while 10 5-lb film bags hold at 9.00–10.00. Carton sizes show firmness: 40s through 60s are 12.00–15.00, mostly 15.00, while 70s are 15.00 with occasional lower trades. 80s are 13.00–15.00, while 90s and 100s range from 10.00–13.00.

In the Big Lake and Central District of Minnesota, round red potatoes remain about steady. Baled 10 5-lb film bags (size A) are priced at 11.00–12.00, with occasional lower trades. Sacks of 50 lb size A are at 9.50–10.00, and size B is stronger at 13.00–16.00. Creamer potatoes command a premium at 25.00–30.00. U.S. Two sacks are softer, with size A mostly 6.00–7.00 and size B at 9.00–12.00.

In Central Wisconsin, both round red and Russet varieties are moving steadily. Round red baled 10 5-lb film bags (size A) are 13.00–14.00, while 50 lb sacks of size A are 10.00–12.50 and size B stronger at 14.00–19.00, mostly 14.00–15.00. Russet cartons show strength, with 40s through 70s priced at 16.00–18.00 and 80s slightly lower at 14.00–18.00, mostly 14.00–16.00. Yellows are also active, with baled 10 5-lb film bags (size A) at 14.00–17.00 and sacks of size A at 13.00–16.00.

Overall, steady demand and moderate supplies are keeping the potato market balanced across growing regions, with larger cartons holding firm in Western states and red and yellow varieties providing supplemental strength in the Midwest.

Stay with ANUK for continuing insights into category movement and market activity.

UNITED STATES, ARGENTINA, CHILE & MEXICO - The lemon market is showing a mixed tone this week, with light supplies and fairly good to moderate demand shaping conditions across California, Mexico, and key import channels in Philadelphia. According to the USDA’s September 9, 2025, National FOB Review, Shippers First Grade 75s, Choice 95s, and 165s from California are trending higher, while other sizes are holding mostly steady.

In the South and Central District of California, prices are reflecting that firm demand. Shippers First Grade 7/10 bushel cartons are reported at 32.50–40.55 for 75s, mostly 38.10–40.55. Mid-range sizes are also strong, with 95s at 37.50–44.20, mostly 38.50–42.20, and 115s holding similar levels. Larger fruit is maintaining steady value, with 200s noted at 36.55–41.20, mostly 37.50–40.45, while 235s range from 32.50–40.20, mostly 33.50–36.55.

Choice-grade fruit is also seeing healthy movement. Cartons of 75s are priced between 23.50–34.55, mostly 28.10–31.20, while 95s are higher at 29.50–35.50, mostly 33.10–35.50. Consistency continues across 115s and 140s, which are moving mostly in the 33.10–36.50 range. Larger fruit, including 165s and 200s, are priced between 32.55–38.20, with most deals landing in the mid-30s.

Imports at Philadelphia ports from Argentina and Chile are described as light but steady. Marked Choice 17 kg cartons are unchanged from last week, with 165s and 200s both ranging from 28.00–34.00, mostly 28.00–30.00.

Meanwhile, crossings through Texas from Mexico continue to reflect a wide range in quality and condition. Choice cartons of 75s and 95s are priced between 24.00–27.00, with most transactions in the 24.00–26.00 range. Mid-sized fruit, including 115s and 140s, extend slightly higher at 24.00–28.00, though most deals are still landing closer to 24.00–26.00. Larger sizes remain steady as well, with 165s, 200s, and 235s all quoted at 22.00–26.00, mostly 22.00–24.00, with occasional higher or lower trades depending on quality.

Overall, the lemon market is holding firm in California and steady across import channels, as buyers navigate light supplies and moderate demand conditions.

Stay with ANUK for continuing insights into category movement and market activity.

JOHANNESBURG - Walmart announced its plans to open its first branded stores in South Africa later this year. This strategic move underscores Walmart’s commitment to making high-quality, affordable merchandise accessible to more customers.

It also follows Walmart’s first Growth Summit held in April, which featured suppliers from 12 countries across the continent with incredible innovations and products made, grown ,or assembled in Africa. The event resulted in the recruitment of small and medium-sized Africa-based suppliers.

Kath McLay, Walmart International President and CEO, says in the recent release, “Walmart’s South African stores will offer a wide range of merchandise, including fresh groceries, household essentials, apparel, and technology. Walmart will also offer a variety of locally sourced products. By partnering with South African suppliers and entrepreneurs, Walmart will bring its signature Every Day Low Prices and global standards to the market, while celebrating the country’s rich culture.”

In the store trading space, customers will enjoy shopping for affordable groceries and a selection of family, home, and entertainment items — including global brands — in bright, well-designed stores with wide aisles and Walmart’s friendly service.

Omni capabilities in South Africa

With sites already in development, these new stores are set to open before the end of the year, with official opening dates to be announced in October. The company will share further details about store locations, hiring, and community initiatives in the coming months. Customers can also look forward to digital capabilities to enhance their shopping journey.

“We’re thrilled to begin this journey, introducing the iconic Walmart brand to South African associates, customers, and communities. By listening and working together, we aim to build lasting relationships and deliver a delightful shopping experience that reflects the needs and aspirations of South Africans,” added Miles Van Rensburg, Massmart president and CEO.

Building trust with the Walmart Every Day Low Price philosophy

Van Rensburg continued, “Every rand matters when it comes to price. It is this balance and mindset on quality and Every Day Low Prices that enables us to deliver and build customer trust. We’re committed to providing an exceptional in-store experience at every customer touchpoint, from a warm welcome upon entering the store, to helpful assistance in the aisles and friendly, efficient checkout.”

Partnering with the local community

Around the world, Walmart and the Walmart Foundation bring their business strengths and philanthropy together to make a positive impact on local communities. The work includes support for creating economic mobility, building sustainable supply chains for people and the planet, and investing in resilient local communities. In South Africa, we are proud to invest in food security, disaster relief, and support for local entrepreneurs. The company plans to continue to invest in local workforce opportunities, community outreach, and sustainability initiatives from the outset, helping foster economic growth and supporting local causes in the regions it will serve.

IRVINGTON, NY - BrightFarms, a national leader in indoor farming, is celebrating diehard Salad Freaks — those who champion crunch, obsess over freshness, and proudly build their day around a great salad. Introducing Salad Freaks in the Workplace, BrightFarms’ new campaign that spotlights the hilarious and relatable moments salad lovers face on the job because they won’t let anything stand in the way of getting in their favorite greens.

From guarding their salads against fridge thieves, to crunching during mid-Zoom meetings, to thinking about their lunchtime salad before 10 am hits; these aren’t just regular salad eaters. They want crunchy, long-lasting lettuce that’s pesticide-free without any prep needed. With greenhouse-grown greens that stay fresher longer, BrightFarms makes it easy for Salad Freaks to get their fix. To celebrate the movement, BrightFarms partnered with @areyouokayshow, a popular social media series that interviews people for their funny takes on everyday life, and other content creator Salad Freaks to bring the workplace salad chaos to life.

“We were inspired by the countless letters, poems, and even sonnets, from fans writing in to share their love of BrightFarms,” said Jess Soare, vice president of marketing at BrightFarms, in the recent release. “So we thought: let’s invite more people to join in. Be bold, be proud, and be unapologetically obsessed with your salad.”

Calling All Salad Freaks: Enter to Win $5K Toward Your Next PTO Trip

Just because summer’s over doesn’t mean your travel plans have to be! BrightFarms is giving Salad Freaks the chance to turn their PTO dreams into reality — because office warriors deserve a break, too. As a thank you to those who pack their lunch religiously, fight for fridge space, and proudly rep their greens, BrightFarms is launching a social giveaway inspired by a tale as old as time: the stolen office lunch.

One lucky winner will receive $5K toward their dream PTO getaway — simply for sharing what they’d write on a fridge note to stop coworkers from stealing their BrightFarms greens. Whether it’s polite or full of drama (just keep it HR-friendly), the best note will take the prize.

Fans can enter by commenting their note on BrightFarms’ pinned Instagram post (@brightfarms). For bonus entries, participants are encouraged to post a video of themselves mid-crunch on a BrightFarms salad, tag @brightfarms, and use the hashtag #SaladFreaksatWork. Ten additional winners will score a Salad Freak prize pack stocked with lunch-ready office gear and swag.

WASHINGTON, DC - Top execs driving retail innovation—the winners of International Fresh Produce Association’s Retail Merchant Innovation Award—will be recognized at the Retail Awards Reception on Oct. 17 at the Global Produce & Floral Show in Anaheim, CA.

“This year’s winners exemplify how innovation and passion can transform the retail experience and inspire consumers to choose more fresh produce,” said Joe Watson, IFPA Vice President of Retail, Foodservice & Wholesale, in the recent release. “Their leadership is not only elevating their companies but also moving the entire industry forward.”

IFPA awarded winners in five store-count categories:

Michelle Mayhew, Dorothy Lane Market (1-50 stores), Director of Produce, Dayton, Ohio

Michelle has 45 years of experience, with 20+ years at Dorothy Lane Market. Michelle’s passion has always been merchandising, she loves the variety of colors and texture of produce, and views produce merchandising as an art form. When she found her home at Dorothy Lane Market, they enabled her to be a freelance merchandiser, which was a dream for Michelle, allowing her to bring her artistic visions to life. She credits Norman and Calvin Mayne for where she is today because of their faith in her.

Richard Anderson, Smith’s (51-150 stores), Director of Produce, Salt Lake City, Utah

Richard started with Smith’s in 2003 and has held many positions at store and division office levels throughout his career with the majority of his time working in Produce. He has always aimed to approach his job and the business with the customers’ best interests in mind and incorporating the feedback they provide to improve on opportunities to serve their communities. Staying ahead of the game and being open to innovative ideas have helped him improve as a leader while exceeding company goals.

Scott Bennett, Jewel-Osco (151-200 stores), Produce Sales Manager, Itasca, Ill.

Scott Benett has over 40 years of experience in produce, dedicating his career to delivering exceptional quality, driving sales, and elevating the customer experience. He leads with passion and creativity, consistently pushing the boundaries of traditional retail strategies. He is known for his trustworthy leadership, always delivering on commitments and building strong partnerships that help the produce industry grow and thrive. His forward-thinking approach has transformed how customers engage with produce, driving significant sales growth and strengthening Jewel’s position as a marketplace leader.

Michael Collins, Harris Teeter (251-399 stores), Senior Manager of Produce Operations, Matthews, N.C.

Michael Collins oversees produce and floral specialists, merchandising strategies, and store execution. With more than two decades of experience in store management, operations, and merchandising, he is recognized for driving sales growth, improving efficiency, and developing high-performing teams. He has led initiatives on fixture design, department optimization, and operational process improvements, always with a focus on accountability, customer experience, and increasing the consumption of fresh fruits and vegetables.

Danielle Hudgick, Sprouts (400+ stores), Sr. Category Manager, Phoenix, Ariz.

Danielle Hudgick oversees sourcing, merchandising, and strategy for avocados, citrus, and stone fruit. She has built a reputation for collaborative leadership, data-driven decision-making, and a focus on organic growth. She is passionate about innovation and driving sustainable growth in produce.

“Congratulations to these innovative retail execs for demonstrating remarkable creativity and dedication to advancing the industry and setting a new standard of excellence in produce marketing,” Watson said. “We look forward to seeing the continued impact of their unique strategies."