The earnings call highlighted strong growth in e-commerce, fresh sales, and Our Brands, along with an increase in adjusted net earnings and improved labor relations. However, there are challenges with planned store closures, underperformance in the fuel segment, and ongoing e-commerce profitability issues, amidst an uncertain economic environment.

Company Guidance

During the first quarter of fiscal year 2025, Kroger reported a 3.2% increase in identical sales, excluding fuel and adjustment items, and a 4% rise in adjusted net earnings per diluted share, reaching $1.49. The company experienced strong performance in its pharmacy, e-commerce, and Fresh categories. E-commerce sales grew by 15%, driven by robust delivery demand, while Our Brands surpassed national brands for the seventh consecutive quarter, with Simple Truth and Private Selection leading sales growth. Kroger plans to close approximately 60 underperforming stores over the next 18 months and will reinvest cost savings into lower prices and extended store hours. The company aims to complete 30 major store projects in 2025 and accelerate new store openings in 2026. Kroger's leadership team has been restructured to enhance customer focus, with a new e-commerce business unit established under Chief Digital Officer Yael Cosset. Adjusted FIFO operating profit was $1.5 billion, but fuel sales were lower than expected, impacting results. The company is maintaining its full-year guidance for net operating profit and adjusted EPS.

Growth in E-commerce and Fresh Sales

E-commerce sales grew by 15%, driven by strong demand in delivery, and Fresh categories showed strong performance, supporting identical sales without fuel results.

Improvement in Our Brands Performance

Our Brands grew faster than national brands for the seventh consecutive quarter, driven by products like Simple Truth and Private Selection.

Increase in Adjusted Net Earnings

Adjusted net earnings per diluted share increased by 4% to $1.49 in the first quarter.

Growth in Pharmacy Sales

Strong pharmacy sales contributed to identical sales growth, supported by organic script growth and non-GLP-1 prescriptions.

Improvement in Labor Relations

Significant progress on labor agreements, with new agreements ratified for over 23,000 associates.

Kroger Company (KR) Earnings, Revenues Date & History

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KR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 05, 2025	2025 (Q2)	1.00 / -	0.93	―	―	―
Jun 20, 2025	2025 (Q1)	1.46 / 1.49	1.43	4.20% (+0.06)
Mar 06, 2025	2024 (Q4)	1.11 / 1.14	1.34	-14.93% (-0.20)
Dec 05, 2024	2024 (Q3)	0.97 / 0.98	0.95	3.16% (+0.03)
Sep 12, 2024	2024 (Q2)	0.91 / 0.93	0.96	-3.12% (-0.03)
Jun 20, 2024	2024 (Q1)	1.35 / 1.43	1.51	-5.30% (-0.08)
Mar 07, 2024	2023 (Q4)	1.13 / 1.34	0.99	35.35% (+0.35)
Nov 30, 2023	2023 (Q3)	0.91 / 0.95	0.88	7.95% (+0.07)
Sep 08, 2023	2023 (Q2)	0.91 / 0.96	0.9	6.67% (+0.06)
Jun 15, 2023	2023 (Q1)	1.46 / 1.51	1.45	4.14% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 20, 2025	$65.19	$71.61	+9.85%
Mar 06, 2025	$61.91	$63.15	+2.00%
Dec 05, 2024	$59.03	$59.82	+1.34%
Sep 12, 2024	$50.47	$54.09	+7.17%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.