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Kroger

KR · Consumer Staples

Last earnings Oct 20, 2026

Important announcements

Kroger Outlines Plan to Build America's Favorite Grocer and Introduces New Long-Term Financial TargetsOct 20, 2026

Key results

Net incomequarter

1.8 %

$ 609 1.8 % $ 466 1.4 % $ 1,475 1.9 % $ 1,413 1.8 % NET EARNINGS ATTRIBUTABLE TO THE KROGER CO.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

AI analysis

Q2 2025 · reported Sep 11, 2025

Based on: Earnings release + parent 8-K — transcript not held

Headline figures

MetricQ2 2025Prior qtrYear ago
Net income1.8 %——

EX-99 · Sep 11, 2025

Guidance · company-stated

Direction: Raised

Revenue$863 million

“htm EXHIBIT 99.1 Exhibit 99.1 Kroger Reports Second Quarter 2025 Results and Updates Guidance for 2025 Second Quarter Highlights · Identical Sales without fuel increased 3.4% · Operating Profit of $863 million; EPS of $0.91 · Adjusted FIFO Operating Profit of $1,091 million and Adjusted EPS of $1.04 · eCommerce sales increased 16% CINCINNATI, September 11, 2025 – The Kroger Co.”

Revenue

“As a result, we are raising our identical sales without fuel guidance to a new range of 2.7% to 3.4%.”

Company outlook

“We are also raising the lower end of our adjusted FIFO net operating profit and net earnings per diluted share guidance, to new ranges of $4.8 to $4.9 billion and $4.70 to $4.80, respectively.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capital Allocation Strategy Kroger expects to continue to generate strong free cash flow and remains committed to investing in the business to drive long-term sustainable net earnings growth, as well as maintaining its current investment grade debt rating.

The Company expects to continue to pay its quarterly dividend and expects this to increase over time, subject to board approval.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Kroger — Earnings release (2025-09-11)

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EXHIBIT 99.1 Exhibit 99.1 Kroger Reports Second Quarter 2025 Results and Updates Guidance for 2025 Second Quarter Highlights · Identical Sales without fuel increased 3.4% · Operating Profit of $863 million; EPS of $0.91 · Adjusted FIFO Operating Profit of $1,091 million and Adjusted EPS of $1.04 · eCommerce sales increased 16% CINCINNATI, September 11, 2025 – The Kroger Co.”

Revenue: “As a result, we are raising our identical sales without fuel guidance to a new range of 2.7% to 3.4%.”

Company outlook: “We are also raising the lower end of our adjusted FIFO net operating profit and net earnings per diluted share guidance, to new ranges of $4.8 to $4.9 billion and $4.70 to $4.80, respectively.”

Revenue — Raised (“increased”)
“htm EXHIBIT 99.1 Exhibit 99.1 Kroger Reports Second Quarter 2025 Results and Updates Guidance for 2025 Second Quarter Highlights · Identical Sales without fuel increased 3.4% · Operating Profit of $863 million; EPS of $0.91 · Adjusted FIFO Operating Profit of $1,091 million and Adjusted EPS of $1.04 · eCommerce sales increased 16% CINCINNATI, September 11, 2025 – The Kroger Co.”

Revenue — Raised (“raising”)
“As a result, we are raising our identical sales without fuel guidance to a new range of 2.7% to 3.4%.”

Company outlook — Raised (“raising”)
“We are also raising the lower end of our adjusted FIFO net operating profit and net earnings per diluted share guidance, to new ranges of $4.8 to $4.9 billion and $4.70 to $4.80, respectively.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Capital Allocation Strategy Kroger expects to continue to generate strong free cash flow and remains committed to investing in the business to drive long-term sustainable net earnings growth, as well as maintaining its current investment grade debt rating.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

The Company expects to continue to pay its quarterly dividend and expects this to increase over time, subject to board approval.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

During the fourth quarter of Kroger’s fiscal 2024, Kroger entered into a $5 billion accelerated share repurchase program (ASR), which is expected to be completed in Kroger’s fiscal third quarter 2025.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

The ASR is being completed under Kroger’s $7.5 billion share repurchase authorization.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

After completion of the ASR program, Kroger expects to resume open market share repurchases under the remaining $2.5 billion authorization.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Kroger expects to complete these open market share repurchases by the end of fiscal 2025, which is contemplated in full-year guidance.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Strategy & priorities

(NYSE: KR) today reported its second quarter 2025 results, updated guidance and shared progress on key priorities.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Comments from Chairman and CEO Ron Sargent “Kroger delivered another quarter of strong results, which demonstrates the clear and measurable progress we’ve made on our priorities – to simplify our organization, to improve the customer experience and to focus on work that creates the most value.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Capital Allocation Strategy Kroger expects to continue to generate strong free cash flow and remains committed to investing in the business to drive long-term sustainable net earnings growth, as well as maintaining its current investment grade debt rating.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Such statements are indicated by words or phrases such as “achieve,” “committed,” “continue,” “drive,” “expect,” “future,” “guidance,” “may,” “model,” “opportunities,” “strategy,” “target,” “trends,” and variations of such words and similar phrases.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Our ability to execute our financial strategy may be affected by our ability to generate cash flow.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Risks & headwinds

Various uncertainties and other factors could cause actual results to differ materially from those contained in the forward-looking statements.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Please refer to Kroger's reports and filings with the Securities and Exchange Commission for a further discussion of these risks and uncertainties.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

(g) The pre-tax adjustment to OG&A expenses for merger-related litigation and settlement charges was $121 in the second quarter of 2025.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

The year-to-date pre-tax adjustments to OG&A expenses for merger-related litigation and settlement charges was $136 for the first two quarters of 2025.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Note: 2025 Second Quarter Adjustment Items include adjustments for the gain on investments, merger-related litigation and settlement charges and the severance charge and related benefits.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

2025 Adjustment Items include the Second Quarter Adjustment Items plus the adjustments that occurred in the first quarter of 2025 for the loss on investments, labor dispute charges, store closures, executive stock compensation for a former executive, merger-related litigation costs, opioid settlement charges and vendor reserves and executive stock compensation for a former executive income tax.

SEC original ↗Kroger — Earnings release (8-K exhibit)EX-99Sep 11, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

67 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Kroger are held in this edition of the library.

Transcripts

0 documents

No transcripts for Kroger are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention Kroger by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.