KROGER (KR) Company Report

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.

8 hours ago

Transcript

Kroger reports Q3 2026 results

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.

10 hours ago

Transcript

Kroger reports Q3 2026 results

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

13 hours ago

Presentation

Kroger reports Q3 2025 results and updates 2025 guidance

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.

13 hours ago

8-K

Kroger reports Q3 2025 results and updates full-year guidance

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.

13 hours ago

Press Release

Kroger evolves eCommerce offerings to drive profitable sales growth

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

8-K

Kroger evolves eCommerce offerings to drive profitable growth

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

Press Release

Kroger expands Instacart partnership with AI integration

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

Press Release

Kroger expands partnership with Uber Eats

New Projects/Investments

Kroger will offer its full assortment on Uber Eats from early 2026 across 2,600+ stores, enhancing on-demand access to groceries and Kroger’s Our Brands products.
Kroger Boost and Uber One memberships will be cross-promoted with extended free trials and benefits, including 6% cash back, $0 delivery fees, and fuel points on purchases.
Uber Eats’ restaurant offerings will be integrated into the Kroger app, enabling seamless ordering of weekly groceries and restaurant meals with real-time tracking.
The companies will collaborate on retail media experiences to inspire customers and drive targeted brand promotions.

Oct 30, 2025, 4:30 PM

Press Release

Kroger expands on-demand delivery via DoorDash partnership

Product Launch

Starting October 1, nearly 2,700 Kroger stores will be available on DoorDash, offering on-demand delivery of Kroger’s full grocery assortment—including fresh foods, private-label “Our Brands” products, and everyday essentials—in as little as an hour.
Shoppers will receive Kroger deals and loyalty program discounts seamlessly within the DoorDash app, aiming to attract new households and increase shopping occasions.
Kroger and DoorDash will collaborate on retail media channels, brand partner insights, and new delivery models that leverage Kroger’s store network and DoorDash’s technology to drive incremental customer engagement.

Sep 29, 2025, 1:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for KROGER.

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