Food Retailers: Food, Value & Services Retailers Weekly: KR, DG, and FIVE stood out in store checks

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Food Retailers: Food, Value & Services Retailers Weekly: KR, DG, and FIVE stood out in store checks

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Food Retailers

Food, Value & Services Retailers Weekly:

KR, DG, and FIVE stood out in store checks

Industry Overview

FIVE sales accelerated, driven by strength in traffic 19 July 2026

FIVE Observed Sales accelerated and grew double digit (+18%) and was driven by an Equity

18% growth in Observed Transactions with flat ticket growth. DLTR Observed Sales United States

grew 5%, driven primarily by growth in Observed Transactions +3.7% and ATV +0.3%. Food Retailers

However, DG sales slowed sequentially to flat as declines in traffic (-2.1%) offset +2.1% Robert F. Ohmes, CFA

growth in ticket. Web traffic momentum remained strong at BOBS (+58%), FIVE (+46%), Research Analyst

and DG (+43%). BofAS+1 646 855 0078

robert.ohmes@bofa.com

KR’s robot scans inventory automatically every hour Vicky Liu, CFA

We visited Atlanta for store checks this week. KR offers deals across departments, ResearchBofAS Analyst

including $3 and $5 deals in bakery, buy 2 get 2 in chips, and select beers 4 for $5. This +1 646 855 5115

yanjun.liu@bofa.com

store has now used an AI-powered inventory robot called “Tally” for several weeks,

Xavier Le Mene >>

which scans and checks inventory once an hour in the store automatically and has Research Analyst

autonomous navignation using its computer vision. Similarly, SFM had a lot of red tags MLI (UK)

+44 20 7996 7591

across aisles promoting healthy savings, and deals includes Buy 1 Get 1 50% off on xavier.le_mene@bofa.com

berries, avodadoes and chips. The store also appeared fully stocked.

DG and Family Dollar appeared organized and well stocked

The DG store has not been remodeled into the new format, but it included a full aisle of