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Additional Reading from MarketBeat These 3 Consumer Stocks Just Authorized Big-Time Buyback ProgramsAuthor: Leo Miller. Published: 12/29/2025. 
Key Takeaways - Kroger, lululemon, and Etsy all expanded share repurchase authorizations large enough to meaningfully support per-share results.
- Kroger holds one of the highest buyback yields in the S&P 500.
- Etsy’s authorization is the biggest relative to company size, making execution on repurchases a key sentiment signal.
Three consumer goods stocks recently announced significant share-repurchase authorizations, and all three now have buyback capacity equal to 5% or more of their market capitalization. Those authorizations can provide a tailwind to per-share metrics like adjusted earnings per share (EPS) and signal management's confidence in the outlook. Here's a look at the recent repurchase news for Kroger (NYSE: KR), lululemon athletica (NASDAQ: LULU), and Etsy (NASDAQ: ETSY). Kroger Boosts Capacity After Aggressive Buyback Spending in 2025 While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> On Dec. 23, the roughly $40 billion consumer staples company Kroger added $2 billion to its buyback authorization, bringing total capacity to about $2.9 billion—roughly 7.2% of its market capitalization. Relative to its size, Kroger has been repurchasing shares at a pace few peers can match. The company has spent more than $6 billion on buybacks over the last 12 months (LTM). After issuing roughly $200 million worth of shares over the same period, Kroger's LTM buyback yield is about 14.4%—among the top 10 highest in the S&P 500. Buybacks are clearly a key tool for returning capital to shareholders, but Kroger also pays a solid indicated dividend—about 2.2%—nearly double the S&P 500 average of 1.1%. LULU's Tough 2025 Leads to New CEO Search and Added Buybacks lululemon, a consumer discretionary name, has had a difficult 2025, with the stock down roughly 45% year-to-date. On Dec. 11 the company released earnings and made two major announcements. First, lululemon said CEO Calvin McDonald will step down as the company searches for a permanent successor to lead the next phase of growth. Second, the firm approved a $1 billion buyback program, bringing total buyback capacity to about $1.6 billion—approximately 6.5% of its $24.5 billion market capitalization. The authorization allows the company to continue repurchasing shares at a pace similar to recent periods; LTM buyback spending is about $1.3 billion. While the CEO search and added buybacks could help restore investor confidence, markets will want to see more. With one quarter left in fiscal 2025, lululemon is forecasting annual sales growth of 4%—well below the roughly 10% growth last year and nearly 19% the year before. The expanded share-repurchase authorization can support per-share results, but the longer-term verdict will hinge on product momentum, execution and the outcome of the CEO search. After Post-Earnings Drop, Etsy Now Holds Massive Buyback Capacity Etsy, an e-commerce consumer discretionary stock, climbed nearly 43% through Oct. 27, 2025, but its Oct. 29 earnings report triggered a roughly 10% drop. Continued selling has left Etsy up only about 5.4% for the year. Although the company beat estimates on both sales and adjusted EPS, management described the outlook on consumer spending as "uncertain" and issued muted guidance, prompting the sell-off. Etsy also announced CEO Josh Silverman will step down, with Kruti Patel Goyal named as his replacement, further weighing on investor sentiment. On Dec. 18, Etsy announced a new $750 million share-repurchase authorization. Adding more than $200 million of remaining capacity, total buyback capacity now ranges from about $950 million to $1 billion—roughly 17.7% of its $5.5 billion market capitalization at the midpoint. The company said it acted because "we see value in our shares." Keep an Eye on Etsy's Repurchases The takeaway across these companies is straightforward: buyback capacity has increased enough to materially affect share count and per-share metrics if managements follow through. Etsy's authorization is the most striking. Investors will be watching actual repurchase activity over the next few quarters to judge management's confidence. Robust buybacks could restore faith after a choppy period for ETSY stock; weak activity could leave the market viewing the authorization as more signal than substance.
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