In short: Passing mention — Muse picked Smith's (a Kroger banner) for its allergy-friendly substitutes and filled the whole weekly cart there, choosing the lowest-priced items and attaching coupons.
4:32Here's the allergies that they have. Could you make a week plan, a meal plan for them based on this and make sure you check the allergies of each food?" said, "No problem. It'll help out with that." It recommended Smith because Smith has a lot of allergy alternative foods. They have lots of substitutes. It went on to Smith's website.
In short: Cited as company-level confirmation that diesel becomes food inflation: on the Q2 call the CEO said "as I see what's happening particularly with gas prices and diesel prices, historically… you see it start to flow through" — diesel "impacts the price of almost every product, not just fruits and vegetables." Evidence for his inflation call, no view on the shares.
Kroger is one of the largest US supermarket chains. Every product on its shelves arrives by diesel truck, so when diesel prices jump, the cost of getting food to the store jumps too.
Polomny quotes Kroger's CEO from the latest earnings call saying rising gas and diesel prices historically "start to flow through" to grocery prices — not just produce, "almost every product." He uses it as proof that the refinery shortage he has been describing will show up in food inflation for the rest of 2026. It is a data point for his inflation view, not a recommendation to buy or sell Kroger.
35:41because again Currie said this, I want to highlight what he said, is diesel plus dirt equals mining and agriculture. Okay. Kroger reminds high diesel prices are going to flow through to grocers' inflation in balance of 2026. On their Q2 call Q&A they were asked, obviously with diesel prices going up a lot and things, what's the inflation outlook for you guys and your assumption for the industry for the back half of the year, so the CEO said
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