Stock Markets February 8, 2026

Kroger Picks Former Walmart Executive Greg Foran to Lead as CEO

Board expected to name Foran soon after extended external search following prior CEO's exit over an ethics issue

By Ajmal Hussain KR WMT
Kroger Picks Former Walmart Executive Greg Foran to Lead as CEO
KR WMT

Kroger is set to appoint Greg Foran, a former architect of Walmart's U.S. turnaround and ex-CEO of Air New Zealand, as its next chief executive, people familiar with the matter said. The move concludes an almost yearlong hunt for a permanent leader after Rodney McMullen left the company amid an undisclosed ethics violation. Foran will inherit a company focused on holding down food-price inflation, expanding physical stores and addressing heightened competitive pressure and constrained consumer budgets.

Key Points

  • Greg Foran, formerly in charge of Walmart's U.S. business and later CEO of Air New Zealand, is set to become Kroger's next CEO.
  • The appointment ends a nearly yearlong search after Rodney McMullen left following an undisclosed ethics violation.
  • Kroger's immediate priorities include controlling food-price inflation and expanding its physical store footprint after a failed $20 billion bid for Albertsons; the company faces pressure from cash-strapped shoppers and heightened competition.

Kroger plans to name Greg Foran as its next chief executive, according to people familiar with the matter. The company could announce the appointment as soon as Monday, concluding an almost yearlong effort to find a permanent chief executive following the departure of Rodney McMullen over an undisclosed ethics violation.

The grocery giant, the largest U.S. grocer by sales after Walmart, has been searching for an outside candidate capable of bringing a new perspective as it confronts a combination of cash-strapped shoppers and intensifying competition. Kroger's near-term priorities include managing food-price inflation and expanding its store footprint, objectives that have gained urgency since its $20 billion bid for rival Albertsons collapsed in 2024.

Foran's professional record includes leading Walmart's U.S. business from 2014 to 2019, a period during which he concentrated on fresh food, store operations and the retailer's online grocery efforts. He subsequently served as chief executive of Air New Zealand through the pandemic.

Since McMullen's exit, Kroger has been run by chairman Ron Sargent. Under his interim leadership, management has emphasized cost reductions and promotional strategies aimed at preserving and growing market share.


Context and operational focus

The choice of an external executive with deep experience in both in-store operations and online grocery signals Kroger's intent to reinforce core retail capabilities while addressing evolving consumer behavior. The company's stated aims - constraining food-price inflation and pursuing store expansion after the failed Albertsons deal - reflect a blend of defensive and growth-oriented tactics designed to respond to a tougher consumer environment and a competitive grocery landscape.

What to watch next

  • Timing of the formal announcement, which sources say could happen as early as Monday.
  • How the new CEO balances cost control measures with investments in store operations and online grocery.
  • Whether Kroger maintains the interim operational approach driven by the chairman or pivots under new leadership.

Risks

  • Leadership transition risk - the company is moving from interim oversight by the chairman to a permanent external CEO, which could lead to strategic shifts that affect operations and market positioning (impacts retail and consumer staples sectors).
  • Execution risk on managing food-price inflation and store expansion objectives - delivering on these priorities amid constrained consumer spending and competitive pressure may be challenging (impacts grocery and retail sectors).
  • Uncertainty stemming from the undisclosed nature of the prior CEO's ethics violation - lingering governance questions or reputational effects could affect investor and consumer confidence (impacts corporate governance and retail market perception).

More from Stock Markets

Lendlease posts first-half loss as revaluations, impairments weigh on results Feb 23, 2026 Australian shares retreat as IT, healthcare and A-REITs weigh on S&P/ASX 200 Feb 23, 2026 Asian Markets Muted as U.S. Tariff Moves Keep Investors Cautious Feb 22, 2026 Regis Healthcare Shares Jump After Solid First-Half Results Feb 22, 2026 Samsung Shares Surge to Record on Report It Could Be Nvidia's Exclusive HBM4 Supplier Feb 22, 2026