Kroger Company (KR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 11, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.58

Last Year’s EPS

1.49

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented multiple strong operational and financial highlights — including solid same-store sales, double-digit e-commerce growth, EPS growth, margin improvements, strong free cash flow generation, and active capital return — while acknowledging several industry and company-specific headwinds such as IRA impacts on pharmacy reimbursement, continued soft unit volumes, egg deflation near-term effects, a larger LIFO charge, and lower free cash flow guidance for 2026. Management emphasized ongoing cost savings, AI and e-commerce initiatives, a focused capital allocation plan and expectations for margin improvement and e-commerce profitability in 2026, indicating constructive momentum despite near-term pressures.

Company Guidance

Kroger guided 2026 identical sales excluding fuel of 1.0%–2.0% (or 2.3%–3.3% excluding an ~130‑bp headwind from the Inflation Reduction Act), with Q1 expected near the low end due to egg deflation; total sales ex‑fuel should be slightly below comps reflecting ≈$350M headwind from a Florida fulfillment‑center closure and ≈$300M headwind from the Vitacost sale. They expect adjusted FIFO operating profit of $5.0B–$5.2B, adjusted free cash flow of $2.7B–$2.9B, adjusted net EPS of $5.10–$5.30, CapEx of $3.8B–$4.0B, and a LIFO charge similar to 2025 (≈$157M, ~+$0.07 EPS headwind last year); fuel gallons and fuel profits are expected to be slightly down. Management said e‑commerce should accelerate and be profitable in 2026 (with convenience delivery via Instacart/DoorDash/Uber Eats contributing to >$1.5B in sales), Media should deliver double‑digit growth, cost‑savings will exceed 2025 driven by e‑commerce and procurement, new store openings are planned to increase ~30% (including entry into two new regions), and modest benefits from the Kroger Global Capability Center will begin in 2026 with larger gains in 2027–28.

Same-Store Sales Growth

Identical sales excluding fuel grew 2.4% in Q4 (including ~40 basis point headwind from the Inflation Reduction Act) and 2.9% for the full fiscal year 2025, in line with guidance.

E-commerce Momentum and Scale

Adjusted e-commerce sales increased 20% in Q4, building e-commerce into an approximately $16 billion business with seven consecutive quarters of double-digit growth and profitability expected in 2026 (targeted to be profitable in the first half).

Earnings Strength

Q4 adjusted EPS was $1.28, up 12% year-over-year; full-year adjusted EPS was $4.85, up 9% and at the high end of long-term growth expectations.

Improved Market Share and Customer Metrics

Market share trends improved through 2025 and Kroger delivered positive market share gains in the final period (period 13), the strongest share performance since 2021; customer satisfaction and price perception improved following price investments and service/hours enhancements.

Margin and Productivity Gains

FIFO gross margin rate (excluding fuel and adjustment items) improved ~14 basis points for the full year, driven by sourcing improvements, lower supply chain costs and reduced shrink while still funding price investments.

Strong Cash Generation and Capital Actions

Delivered adjusted free cash flow of $3.9 billion for the year; completed $7.5 billion share repurchase authorization (including $5 billion ASR) and Board approved an additional $2 billion repurchase authorization to be completed in fiscal 2026.

Progress on Strategic Priorities and Innovation

Announced sale of noncore assets (Vitacost), closure of ~50 underperforming Little Clinic locations, completed 29 major store projects in 2025 with plans to increase new store openings by ~30% in 2026, introduced >1,100 new Our Brands items, and elevated a leader to drive AI initiatives.

Alternative Profit Businesses and Media Opportunity

Alternative profit businesses (Media, Kroger Personal Finance, Insights) delivered $1.5 billion in operating profit in 2025; Media is expected to deliver double-digit growth in 2026, leveraging e-commerce data and impressions.

Kroger Company (KR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 11, 2026	2026 (Q1)	1.58 / -	1.49	―	―	―
Mar 05, 2026	2025 (Q4)	1.20 / 1.28	1.14	12.28% (+0.14)
Dec 04, 2025	2025 (Q3)	1.03 / 1.05	0.98	7.14% (+0.07)
Aug 16, 2025	2025 (Q2)	0.99 / 1.04	0.93	11.83% (+0.11)	―	―
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)

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
Mar 05, 2026	$67.63	$71.19	+5.27%
Dec 04, 2025	$65.52	$62.49	-4.62%
Jun 20, 2025	$64.18	$70.50	+9.84%
Mar 06, 2025	$60.96	$62.17	+2.00%

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.