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Alex Coolidge

Alex Coolidge

Sep 30, 2026

7:32
Not quite feels like it sometimes.
7:35
But Greg Foran is basically a retail exec star, and he is credited with turning around a sales slump at Walmart in the teens.
7:47
He ran... u.s walmart stores in the last uh last half of uh the last decades are from about 2015 2016 to 2019 thereabouts and you know he's a very back to basics type of fellow but he's also about the price has to be right um so that's um And one of the things that Walmart is notorious for is they use their sheer heft.
8:24
We are the largest.
8:27
We are the largest retailer in the world, basically.
8:31
And we're going to use our size to negotiate.
8:37
favorable supply contracts and that is that is what he's bringing to Kroger to a fun little point if you look at any annual report by a major food or even consumer goods companies such as Procter & Gamble, they have a little paragraph in a section called risk factors where they say, oh, by the way, you know, one thing that's really dangerous for our business potentially, but we don't really think it's that big a deal, is our largest customer is Walmart.

14 MINS LATER

23:04
Well, they

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