Overview
- Facilities in Pleasant Prairie, Wisconsin, Frederick, Maryland, and Groveland, Florida will wind down in January 2026, with customers in some affected markets told deliveries end on Feb. 1.
- Kroger is adopting a hybrid model centered on its stores, naming Instacart its primary fulfillment provider and rolling out Instacart’s Cart Assistant AI, expanding DoorDash, and launching on Uber Eats Marketplace in early 2026.
- The company will book roughly $2.6 billion in third‑quarter impairment and related charges and says the changes will be neutral to core sales while lifting e‑commerce operating profit by about $400 million next year.
- Ocado expects about a $50 million reduction in 2026 fee revenue and more than $250 million in compensation from Kroger, as its shares fell roughly 17%–20% on the announcement.
- Local impacts include approximately 1,400 jobs at Groveland and 211 at Pleasant Prairie, with additional service wind‑downs flagged in customer notices in other areas.