Earnings summaries and quarterly performance for KROGER.
Executive leadership at KROGER.
Ron Sargent
Detailed
Interim Chief Executive Officer
CEO
ME
Mary Ellen Adcock
Detailed
Executive Vice President and Chief Merchant and Marketing Officer
TM
Timothy Massa
Detailed
Executive Vice President and Associate Experience Officer
TF
Todd Foley
Detailed
Interim Chief Financial Officer
YC
Yael Cosset
Detailed
Executive Vice President and Chief Digital Officer
Board of directors at KROGER.
Research analysts who have asked questions during KROGER earnings calls.
RP
Rupesh Parikh
Oppenheimer & Co. Inc.
7 questions for KR
Also covers: ACI, BJ, CHD +16 more
SG
Simeon Gutman
Morgan Stanley
7 questions for KR
Also covers: AAP, ACI, ARHS +32 more
Edward Kelly
Wells Fargo
6 questions for KR
Also covers: ACI, BJ, COST +11 more
John Heinbockel
Guggenheim Partners
6 questions for KR
Also covers: ACI, ASO, COST +14 more
LJ
Leah Jordan
Goldman Sachs Group, Inc.
6 questions for KR
Also covers: ACI, CAG, GIS +8 more
ML
Michael Lasser
UBS
6 questions for KR
Also covers: AAP, ASO, AZO +24 more
Kelly Bania
BMO Capital Markets
5 questions for KR
Also covers: ACI, ARKO, CASY +11 more
MM
Michael Montani
Evercore ISI
5 questions for KR
Also covers: AAP, ACI, AZO +6 more
RO
Robert Ohmes
Bank of America
4 questions for KR
Also covers: ACI, ARHS, ASO +17 more
CC
Charles Cerankosky
Northcoast Research
3 questions for KR
Also covers: ACI, CASY, COST +5 more
CC
Chuck Cerankosky
Northcoast Research
3 questions for KR
Also covers: CASY, NGVC, SFM +4 more
Jacob Aiken-Phillips
Melius Research
3 questions for KR
Also covers: ACI, BROS, CASY +9 more
KG
Kenneth Goldman
JPMorgan Chase & Co.
3 questions for KR
Also covers: ACI, BRBR, BYND +17 more
PL
Paul Lejuez
Citigroup
3 questions for KR
Also covers: , ACI, AEO +36 more
JF
Joseph Feldman
Telsey Advisory Group
2 questions for KR
Also covers: ACI, BBY, COOK +9 more
Scott Marks
Jefferies
2 questions for KR
Also covers: BGS, CAG, FLO +13 more
SS
Seth Sigman
Cantor Fitzgerald
2 questions for KR
Also covers: AAP, ARHS, AZO +13 more
TP
Thomas Palmer
Citigroup Inc.
2 questions for KR
Also covers: ADM, BG, BRBR +14 more
AM
Anders Myhre
Guggenheim Partners
1 question for KR
EK
Ed Kelly
Wells Fargo Securities
1 question for KR
Also covers: CASY, OLLI
KS
Karen Short
Melius Research
1 question for KR
Also covers: ACI, BBY, COST +9 more
KK
Krisztina Katai
Deutsche Bank AG
1 question for KR
Also covers: BBWI, CASY, DLTR +7 more
Mark Carden
UBS
1 question for KR
Also covers: ACI, AZO, BJ +8 more
Robert Dickerson
Jefferies
1 question for KR
Also covers: BGS, JJSF, K +11 more
Recent press releases and 8-K filings for KR.
Kroger approves additional $2.0 billion share repurchase authorization
KR
Share Buyback
- The Board approved an incremental $2.0 billion share repurchase authorization, augmenting the $7.5 billion authorization from December 2024, leaving $2.9 billion available as of December 23, 2025.
- The authorizations have no expiration date and permit repurchases via open‐market or privately negotiated transactions, including accelerated share repurchases and block trades, subject to market and business conditions.
- Since 2015, Kroger has repurchased approximately 35% of its outstanding shares, underscoring its consistent focus on returning capital to shareholders.
- Kroger plans to continue generating strong free cash flow, maintain its investment‐grade credit rating, and sustain and grow its quarterly dividend over time.
1 day ago
Kroger pays $350M to Ocado after closing three robotic CFCs
KR
Legal Proceedings
- Kroger will make a $350 million one-off payment to Ocado in January, after deciding to shut three Ocado-powered customer fulfilment centres and cancel plans for a new North Carolina site.
- The closures are expected to reduce Ocado’s fee revenue by around $50 million in fiscal year 2026, though Ocado maintains its goal of achieving cash flow positivity by FY26.
- The settlement will cut Ocado’s net debt from approximately £1.05 billion to £0.75 billion, strengthening its balance sheet.
- Ocado remains fully integrated with Kroger across five live CFCs, where operational efficiency and same-day delivery availability have improved.
Dec 5, 2025, 10:23 AM
Kroger reports Q3 2026 results
KR
Earnings
Guidance Update
Share Buyback
- Kroger delivered adjusted EPS of $1.05 and adjusted FIFO operating profit of $1.1 billion, each up 7% year-over-year in Q3 2026.
- E-commerce sales grew 17%, driven by delivery, with profitability improving and the business expected to be profitable in 2026 after realizing approximately $400 million in incremental operating profit from fulfillment center closures.
- Full-year guidance was narrowed for identical sales without fuel to 2.8%–3.0% and the lower end of adjusted EPS guidance was raised to $4.75–$4.80, now reflecting a 7% LIFO headwind.
- Completed a $5 billion accelerated share repurchase under a $7.5 billion authorization and plans to repurchase the remaining $2.5 billion by fiscal year-end.
- Announced closure of three underperforming automated fulfillment centers by January 2026 to optimize e-commerce profitability and shift to store-based and third-party delivery partnerships.
Dec 4, 2025, 3:00 PM
Kroger reports Q3 2026 results
KR
Earnings
Guidance Update
Share Buyback
- Kroger delivered 2.6% identical sales growth without fuel and adjusted EPS of $1.05, each up 7% year-over-year.
- E-commerce revenue grew 17%, with profitability improvements expected to yield $400 million incremental profit in 2026 following the closure of three underperforming automated fulfillment centers.
- Completed $5 billion of its $7.5 billion share repurchase authorization; expects to repurchase the remaining $2.5 billion by fiscal-year-end.
- Narrowed full-year guidance for identical sales without fuel growth to 2.8%–3.0% and raised the lower end of adjusted EPS guidance to $4.75–$4.80, factoring in a 7% LIFO headwind.
- Board remains on track to appoint a new CEO in Q1 2026.
Dec 4, 2025, 3:00 PM
Kroger reports Q3 2026 results
KR
Earnings
- Revenue of $33.859 billion, flat year-over-year, with ex-fuel same-store sales up 2.6%
- GAAP operating loss of $1.541 billion, including a $2.6 billion impairment on the automated fulfillment network
- GAAP EPS loss of $(2.02); adjusted EPS of $1.05
- eCommerce sales grew 17%, driving adjusted FIFO operating profit of $1.089 billion
Dec 4, 2025, 3:00 PM
Kroger reports Q3 2025 results and updates 2025 guidance
KR
Earnings
Guidance Update
- Kroger posted a $1.541 billion operating loss and $(2.02) EPS in Q3, reflecting a $2.6 billion impairment; adjusted FIFO operating profit was $1.089 billion with $1.05 adjusted EPS.
- Identical sales (excluding fuel) increased 2.6%, and eCommerce sales rose 17% year-over-year.
- Kroger completed its eCommerce strategic review and expects the business to be profitable in 2026.
- Full-year 2025 identical sales guidance was narrowed to 2.8%–3.0%, and adjusted EPS guidance was raised to $4.75–$4.80; operating profit and free cash flow forecasts remained $4.8–$4.9 billion and $2.8–$3.0 billion, respectively.
Dec 4, 2025, 1:06 PM
Kroger reports Q3 2025 results and updates full-year guidance
KR
Earnings
Guidance Update
Share Buyback
- Kroger’s Q3 2025 identical sales without fuel rose 2.6%, total sales reached $33.9 billion, and eCommerce sales grew 17%.
- GAAP Q3 operating loss was $(1.541 billion) with EPS of $(2.02), reflecting a $2.6 billion automated fulfillment impairment; Adjusted FIFO operating profit was $1.089 billion and Adjusted EPS $1.05.
- Fiscal 2025 guidance was narrowed for identical sales without fuel to 2.8–3.0% and EPS raised to $4.75–4.80, while operating profit and free cash flow targets remain at $4.8–4.9 billion and $2.8–3.0 billion, respectively.
- Kroger completed a $5 billion accelerated share repurchase and is executing open-market repurchases under the remaining $2.5 billion authorization, expected to finish by fiscal year end.
Dec 4, 2025, 1:00 PM
Kroger evolves eCommerce offerings to drive profitable sales growth
KR
Revenue Acceleration/Inflection
New Projects/Investments
- Kroger expects to improve eCommerce operating profit by approximately $400 million in 2026 through a simplified hybrid fulfillment network combining stores, automation, and third-party delivery.
- The company expanded partnerships with Instacart, DoorDash, and Uber Eats to offer faster, on-demand grocery delivery—reaching customers in as little as 30 minutes.
- Kroger will close automated fulfillment centers in Pleasant Prairie (WI), Frederick (MD), and Groveland (FL) in January, incurring ~$2.6 billion in impairment and related charges in Q3 2025.
- These network adjustments are expected to be neutral to identical sales (excluding fuel) while improving ROIC and fueling growth in its retail media business.
Nov 18, 2025, 10:19 PM
Kroger evolves eCommerce offerings to drive profitable growth
KR
Guidance Update
New Projects/Investments
- Kroger expects to improve eCommerce operating profit by $400 million in 2026 through a simplified hybrid fulfillment model.
- The company will incur approximately $2.6 billion of impairment and related charges in Q3 2025 due to closures of automated fulfillment facilities.
- Plans to close automated facilities in Pleasant Prairie, WI; Frederick, MD; and Groveland, FL in January, optimizing its fulfillment network.
- Expanded partnerships with Instacart, DoorDash, and Uber Eats to accelerate delivery and reach new customers in as little as 30 minutes.
- Has achieved five consecutive quarters of double-digit eCommerce sales growth, underscoring its focus on profitable sales expansion.
Nov 18, 2025, 1:50 PM
Kroger expands Instacart partnership with AI integration
KR
Product Launch
New Projects/Investments
- Kroger has reaffirmed Instacart as its primary delivery fulfillment partner across 2,700 stores and over 20 banners nationwide on Kroger.com and the Kroger app.
- The companies will introduce Instacart’s AI-powered “Cart Assistant” on the Kroger iOS app to offer personalized, agentic shopping experiences, including meal inspiration and faster cart building.
- The expanded collaboration targets improved efficiency and order quality, while scaling Express Delivery to more customers with delivery in as fast as 30 minutes.
Nov 4, 2025, 2:00 PM
Quarterly earnings call transcripts for KROGER.
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