Tax-loss harvesting alternatives for SFM

Among the 6 Food Retail peers screened, KR (Kroger Co.) has tracked SFM most closely over the past year, with a return correlation of 0.29. The strongest fund stand-in is VDC (Vanguard Consumer Staples ETF) at 0.26 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
KR	Kroger Co.	Food Retail	0.29	0.27	0.39	0.45
ACI	Albertsons	Food Retail	0.27	0.20	0.27	0.30
GO	Grocery Outlet	Food Retail	0.25	0.17	0.20	0.23
CASY	Casey's	Food Retail	0.14	0.25	0.28	0.29
CART	Maplebear Inc.	Food Retail	0.14	0.18	—	—
UNFI	United Natural Foods Inc	Food Retail	0.02	0.15	0.19	0.27

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
VDC	Vanguard Consumer Staples ETF	Cons Staples Sector	SECTOR	0.26	0.28	0.33	0.34
FSTA	Fidelity MSCI Consumer Staples	Cons Staples Sector	SECTOR	0.26	0.28	0.34	0.33
PBJ	Invesco Food & Beverage ETF	Food & Beverage	INDUSTRY	0.24	0.36	0.42	0.42
XLP	Consumer Staples Select SPDR	Cons Staples Sector	SECTOR	0.23	0.23	0.30	0.31
RTH	VanEck Retail ETF	Retail	INDUSTRY	0.23	0.31	0.32	0.33
IYK	iShares US Consumer Staples ETF	Cons Staples Sector	SECTOR	0.17	0.17	0.25	0.25
IVV	iShares Core S&P 500	S&P 500	BROAD	0.04	0.21	0.24	0.24
VTI	Vanguard Total Stock Market	Total US Market	BROAD	0.04	0.21	0.24	0.24
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.03	0.20	0.24	0.24
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.03	0.20	0.24	0.24
IWM	iShares Russell 2000	Small-Cap	BROAD	0.03	0.21	0.23	0.23
IWF	iShares Russell 1000 Growth	Large Growth	BROAD	0.00	0.17	0.20	0.21

NEXT STEPS

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Replacement research for SFM's peers

KR ACI GO CASY CART UNFI

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.