KR
The Kroger Co.
stock NYSE

Jan 9 — Sea Moss Gel, botulism
Jan 16 — Canned tuna, botulism, recall expanded after round one missed the real scope
Jan 23 — Chia seeds, Salmonella
Feb 11 — Atlantic Salmon, Listeria
July — Shell eggs, Midwest Poultry Services: 98 confirmed sick, 26 hospitalized, 17 states, Kroger and Cal-Maine brands both named
July — GreenWise organic blueberries at Publix, E. coli, recall expanded again two weeks later
Summer — Taylor Farms shredded lettuce, Cyclospora, reportedly thousands sick
Aug 8–10 — Jalapeños from Sinaloa via Coast Citrus Distributors, Salmonella Javiana, 431 confirmed across 32 states, 57 hospitalized, CDC's own page says the real total is likely higher
Aug 17 — Two alerts same week: unauthorized fish skin crackers from China, and an FSIS alert for jalapeño-contaminated meat and poultry
Ten categories. Eggs, produce, seafood, dairy, poultry, snacks. Ten different pathogens. No shared cause named publicly. Landing roughly every 3–4 weeks, all year, on a schedule most subscription boxes would envy.
...and zero toilet paper shortages...
No restocking gaps, no Charmin SKU shortfalls, all year, during the exact stretch this country could not stop being sick.
The play: (if I actually had money)
Long the demand side: $KMB (Cottonelle, Scott), $PG (Charmin, Bounty), $CLX (people are bleaching everything too), $CALM (Cal-Maine, sits in the blast radius of every egg headline this year), $KR (named directly in the July egg recall distribution list)
Shares, not options. Holding through the next advisory. There's \*\*always\*\* the next one.

Only ($7 BB) was due to SA, most ($8 BB) was unhedged directionally long momentum for AI (GPUs, semiconductor, memory, cloud computing, etc) and Asian Equities (also more of the above as KR market is very semi heavy).
You cannot make money without risks, though they are still mostly market-neutral

Here comes the KR selloff just like last night these guys are demonic

BG Klinik. Bei uns heißen die Stufen KR 😄