I wouldn't call it fallout from Kroger on its own, but probably the rates that Visa was giving to large grocery chains already in side deals. So then, they are just formalizing these rates into their guide. I don't even know if there are any specific chains that would get these new rates (for those that are going down) who don't already get them.

However, if we remove the supermarket layer, it does seem rates are going up which might cause some merchants to change their card acceptance strategy.