Whole Foods Markets (WFM)

[DewDiligence]

Actually, WFM was mentioned in passing on KR’s CC:

http://seekingalpha.com/article/2277823-the-krogers-kr-ceo-rodney-mcmullen-on-q1-2014-results-earnings-call-transcript?all=true

Scott Mushkin (Wolfe Research): …you look at the broader food landscape here and…you guys just out-comped Whole Foods…but on the other side of the equation, you are clearly out-comping Wal-Mart. You have a format now and probably the best high-low operator out there… and you just bought Harris Teeter... I think you are in 34 states now, when does Kroger really start to drive even more growth? …clearly you are taking enormous market share…either through more M&A or more aggressively venturing into places you are not?

FWIW