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Kroger (KR) investor relations material
Kroger Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Sep, 2025
Executive summary
Identical sales excluding fuel grew 3.4% year-over-year in Q2 2025, led by pharmacy, eCommerce (up 16%), and Fresh categories, with improved grocery volumes and total household growth.
GAAP operating profit reached $863 million, adjusted FIFO operating profit was $1.091 billion, and adjusted EPS grew 12% to $1.04.
Leadership team strengthened with key hires and promotions; closed 60 unprofitable stores and reduced corporate staff by 1,000.
Focused on simplifying operations, improving customer experience, and maximizing return on invested capital.
Legal settlement reached with C&S Wholesale Grocers and ongoing litigation and settlement charges related to the terminated Albertsons merger and opioid settlements.
Financial highlights
Q2 2025 sales were $33.94 billion, nearly flat year-over-year; net income attributable to shareholders was $609 million, up from $466 million in Q2 2024.
Gross margin improved to 22.5% from 22.1% in the prior year quarter, driven by the sale of Kroger Specialty Pharmacy and lower supply chain costs.
Adjusted EBITDA for the rolling four quarters was $8.14 billion, with a net debt to adjusted EBITDA ratio of 1.63.
LIFO charges increased to $62 million in Q2 2025 from $21 million in Q2 2024.
eCommerce sales grew 16% year-over-year, led by delivery, and delivery surpassed pickup for the first time.
Outlook and guidance
FY25 identical sales guidance (ex-fuel) raised to 2.7%-3.4%; adjusted FIFO operating profit guidance increased to $4.8B-$4.9B and adjusted EPS to $4.70-$4.80.
Free cash flow guidance maintained at $2.8B-$3.0B; capex expected at $3.6B-$3.8B.
Adjusted tax rate for FY25 revised to 22% from 23%.
Q3 identical sales expected slightly below full-year midpoint; tougher year-over-year comparisons in second half.
Targeting total shareholder return of 8% to 11% over time.
Explain the LIFO charge increase and its impact
Debt increase drivers and ASR program impact
Gross margin rate change excluding KSP sale
E-commerce: Store vs. CFCs for profit?
Sourcing's impact on future gross margin?
How do customer segments drive pricing strategy?
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Next Kroger earnings date
Q3 20264 Dec, 2025
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Frequently asked questions
Shop Smart, Save Big
Kroger is one of the largest supermarket chains in the United States. The company operates more than 2,700 grocery stores across the country, including under the Kroger brand as well as other subsidiaries such as Ralphs, Harris Teeter, and Fry's. Kroger was founded in 1883 by Bernard Kroger in Cincinnati, Ohio. The company started as a single grocery store and expanded rapidly throughout the 20th century through a combination of acquisitions and new store openings.
Kroger's business model is based on offering a wide range of groceries and household items at competitive prices. The company also offers additional services such as pharmacy, deli, and bakery services, as well as fuel centers and online grocery ordering and delivery.
Competing with other giants
One of the key challenges facing Kroger is competition from other supermarket chains, such as Walmart and Amazon-owned Whole Foods. These companies have large customer bases and significant resources, which could make it difficult for Kroger to compete effectively. Additionally, the grocery industry is facing challenges related to labor costs, supply chain disruptions, and changing consumer preferences.
Despite these challenges, Kroger has several potential opportunities for growth. For example, the company could continue to expand its online grocery ordering and delivery services to meet the growing demand for e-commerce. Kroger could also focus on innovation, such as by developing new store formats or incorporating new technologies to enhance the customer experience. Additionally, Kroger could explore partnerships and collaborations with other companies to drive growth and expand into new markets.
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