KR
The Kroger Co.62.10
-0.56-0.89%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
CEO pushes faster sales growth
Q&A featured new CEO Greg Foran's vow to accelerate sales via aggressive pricing, fresh execution, and self-funding cost cuts, building on prepared momentum without major shifts. Management refined e-commerce to profitable by H1 2026 and flagged units negative in H1 before sequential gains from price ramps and new stores. Price investments ramp higher deliberately, dodging wars via procurement savings; share ticked positive only in final period, via meat and deli. Foran eyes store ecosystems for e-comm efficiency. Confident tone persists. Units remain the tell.
Key Stats
Market Cap
41.15BP/E (TTM)
54.96Basic EPS (TTM)
1.13Dividend Yield
0.02%Recent Filings
8-K
Kroger's 2025 results, 2026 guide
Kroger capped fiscal 2025 with Q4 identical sales without fuel up 2.4%, matching last year, and adjusted EPS of $1.28, topping prior-year $1.14. Full-year adjusted FIFO operating profit hit $4.9 billion despite $2.5 billion fulfillment network impairments; eCommerce sales topped $16 billion. New CEO Foran eyes customer value. 2026 guides adjusted FIFO profit to $5.0-$5.2 billion.
8-K
Kroger names Foran CEO
Kroger appointed Greg Foran as CEO effective February 10, 2026, tapping his Walmart U.S. turnaround and Air New Zealand leadership for execution at scale. He gets $1.5M base, 200% target cash incentive, and $12M annual equity mix. Foran replaces interim CEO Ron Sargent, who stays Chairman. Guidance reaffirmed.
10-Q
Q3 FY2026 results
Kroger posted Q3 sales of $33.9B, up 0.7% y/y, yet swung to an operating loss of $1.5B from $828M profit, driven by $2.6B fulfillment network impairment for underperforming facilities in WI, MD, FL (closing Jan 2026) plus Ocado termination. Diluted EPS cratered to -$2.02 from $0.84, with no dilution due to loss; YTD EPS holds at $0.23 on 662M shares. Cash steady at $4.0B, FCF $1.7B (derived); total debt $18.0B (1.70%-8.00% senior notes through 2064). YTD op cash $4.7B up 6% y/y funds $1.6B buybacks. Opioid suits linger despite settlements.
8-K
Q3 results: impairments hit, core strong
Kroger posted Q3 identical sales without fuel up 2.6% and eCommerce sales surging 17%, but reported a $1,541 million operating loss from $2.6 billion automated fulfillment network impairments. Adjusted FIFO operating profit hit $1,089 million, topping last year's $1,017 million. Core business strengthens. Guidance narrows to 2.8%-3.0% identical sales growth and $4.75-$4.80 adjusted EPS.
8-K
Kroger shuts eCommerce centers
Kroger announced eCommerce plan updates on November 18, 2025, closing fulfillment centers in Pleasant Prairie, Wis.; Frederick, Md.; and Groveland, Fla. in January, while expanding ties with Instacart, DoorDash, and Uber Eats for 30-minute delivery. It expects $2.6 billion impairment charges in Q3 2025 fiscal, yet $400 million eCommerce profit boost in 2026. Closures hit profitability hard now.
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