KR
Grocery Stores · Consumer Defensive
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Ed Kelly is recorded as Analyst at Wells Fargo. Ed Kelly has spoken on 10 earnings calls and 1 other investor event across 6 companies, most recently for Caseys General Stores Inc on June 24, 2026. Those appearances were for Kroger Co (KR), Caseys General Stores Inc (CASY), Dollarama Inc. (DLMAY), Ollie's Bargain Outlet Holdings, Inc. (OLLI), Murphy USA Inc. (MUSA) and 1 other company. The companies whose calls Ed Kelly spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“So Texas is a newer market for you where you have a foothold now. I'm curious what you've learned from being there so far. And it's a big market but a competitive market.”
“A nice quarter, and thanks for taking the question. I wanted to circle back on Australia and how we should be thinking about the impact of all the investments that are being made this year in the business.”
“I wanted to ask you about momentum in the business and the cadence and what you're seeing from the consumer. Obviously, gallons and inside sales were strong despite higher gas prices.”
“Eric, a question for you and then maybe, you know, like a follow-up for Robin here. So, you know, regarding the flyer, philosophically, can you just maybe give us some context on, you know, like the shifting that's been taking place?”
“I wanted to dig in on, you know, Australia. I've heard you say a couple of things this morning around sounds like a little bit of a comp headwind.”
Wells Fargo
Analyst
Transcript header (unverified)
KR
Grocery Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
DLMAY
Discount Stores · Consumer Defensive
Discount Stores · Consumer Defensive
MUSA
Specialty Retail · Consumer Cyclical