Good Grocery Stocks: Kroger, SFM, Ahold! (Not 10x but 8%)

Here are 3 interesting, what we would call defensive stocks that have free cash flow yields going from 6% to 10%. As we have to eat and the infrastructure built is not easy to replicate, we could say the businesses offer some safety. Stocks analyzed: Kroger, Sprouts Farmers Market, Ahold.

0:00 Grocery Stocks
1:04 Stocks Price Overview
3:54 Kroger Stock Analysis
10:38 SFM Stock Analysis
15:34 Ahold

Kroger stock analysis - a good free cash flow yield, good scale and high attention to rewarding shareholders.
Sprouts Farmers Market Stock analysis - a small player still growing with a positive cash flow yield but margins are declining.
Ahold stock analysis - The US/Dutch retailer doing great in the Netherlands, 1.7 billion EUR in FCF, also rewarding shareholders.

Written analysis with downloadable template: https://sven-carlin-research-platform.teachable.com/courses/stock-market-research-platform/lectures/29567905

2017 Kroger video, as said, don't laugh too much: https://www.youtube.com/watch?v=J-JufwBTNF8

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Видео Good Grocery Stocks: Kroger, SFM, Ahold! (Not 10x but 8%) канала Value Investing with Sven Carlin, Ph.D.