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let's play again let's call it mercy and no mercy as in markets showing mercy towards some stocks and no mercy toward others why is this matter because today was a virtual mosaic day they were lots of stocks went their own way based on the whims of traders not investors even as it's out gained 31 points this would be dropped point 1 2% that's that climb point o 2 percent so let's get right to it we're gonna start with the stock of Kroger up 11% today for ages the markets been brutal this supermarket chain writing it off as an also-ran but today Krueger has nails pity and mercy mercy me the company finally got it up after what feels things been guiding down for years just when everyone had started give up on this one fleeing from the stocks because of competition costco from Walmart from Amazon by Aldi from traders I don't know all this you know what we get this incredibly bullish analyst day where management tells us that they're gonna earn not 290 dr.
Troy but to 32 to 40 the street was only looking for 219 considering all the competition that's extraordinary and it makes sense the Kroger stock roared higher when I spoke to CEO Rodney MacMullen this afternoon a true gentleman by the way he made it clear that many of his long-term initiatives that he's talking about from multiple years to win back customers and retain customers are now working especially the restock Kroger plan I know it sounds simple but Rodney said they're telling the story about food Kroger is food first he told me and he regards his company strong brick-and-mortar presence as a distinct competitive advantage they've had some success with their personal finance initiative to when they came up with one of my favorite banks US Bancorp they've also developed a terrific consumer packaged goods advisory business that helps US consumers its customers sell more product in the stores oh and Kroger's are now rolling out its master brands fresh food initiative you to see a lot about that they're coming days I think it could be a big hit but Bolin told me that there's tons of room for Kroger to thrive in the 1.5 trillion dollar food industry and after a hideous hiatus the momentum has returned tons Mersey on the other hand no mercy for twit no mercy for uber let's see my no mercy uber chart this is no mercy I love this quit yeah hi you bet yes this is the ride sherry ok ok ok that was not that that was ill-advised ok this is a ride-sharing company that reported decent quarter but it it could have been a great one if it weren't willing to lose so much money on uber eats because food delivery has become the Bataan Death March for everyone in this industry the competitiveness of this delivery space has crushed all the Capone players and unless someone blinks like I am cuz I have something in my eye on whether it's uber eats or GrubHub or post mates are poor - no one's going to make any money in this crummy barmageddon' filled business I think this was the quarter where everyone including uber realize held devastating - gross margins the old delivery see bang release it's not an industry people it's a bunch of guys running around with place stuff I see molester all the time guys picking up stuff that's a pressing business okay I'll get in that now that's one reason why you bro got slammed down 10% today but I only get too caught up in the fundamentals because the main reason is that the lockup on inside our cell expires tomorrow okay this the rap scene is as many as a billion shares will suddenly be free to trade a 1 billion given that the company seems committed to losing money who reads I suspected many of these investors with a cost basis below $25 will be eager to take whatever profits they can get and watch the hell is that poop my nail now uber is promising it'll reach profitability in 2021 bold claim I just don't see how they can get there call me skeptical or sceptic Alif you listen to wolf today speak to chamber diamond that said even if you believe them you should wait to see what happens after the lockup ends because right now the market is showing uber no mercy
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