| Metric | Value ($ M) | Q2 FY26 | Q3 FY25 |
|---|---|---|---|
| Revenue | 33.9K | 24.8% | 0.1% |
| Total Income | 33.9K | 24.8% | 0.1% |
| Expenditure | 33.1K | 24.5% | 0.1% |
| PBT | 772.00 | 30.0% | 25.9% |
| Net Profit | 609.00 | 29.7% | 30.7% |
| OPM | 2.54% | 0.39pp | 0.14pp |
| NPM | 1.79% | 0.12pp | 0.42pp |
| EPS | 0.91 | 30.0% | 42.2% |
Kroger Reports Third Quarter 2025 Results; Identical Sales Up 2.6%
04 May 2026 · 4 May, 6:58 am
Summary
The Kroger Co. reported its third quarter 2025 results, which included a 2.6% increase in identical sales without fuel. Total company sales reached $33.9 billion, compared to $33.6 billion in the same period last year. The company experienced an operating loss of $(1,541) million, which includes $2.6 billion in impairment charges. Kroger updated its full-year 2025 guidance, narrowing the identical sales without fuel range to 2.8% to 3.0% and raising the lower end of adjusted EPS guidance to $4.75 to $4.80.
Key Highlights
- 1
Kroger's identical sales without fuel increased by 2.6% in the third quarter of 2025.
- 2
The company reported an operating loss of $(1,541) million and EPS of $(2.02), including $2.6 billion in impairment and related charges for the automated fulfillment network.
- 3
Adjusted FIFO operating profit was $1,089 million, and adjusted EPS was $1.05 for the third quarter.
- 4
eCommerce sales increased by 17% during the third quarter.
- 5
Total company sales were $33.9 billion in the third quarter, compared to $33.6 billion for the same period last year.
- 6
The FIFO gross margin rate increased by 49 basis points compared to the same period last year.
- 7
Kroger is narrowing its identical sales without fuel guidance to a new range of 2.8% to 3.0% and raising the lower end of its adjusted earnings per share guidance to a new range of $4.75 to $4.80 for FY25.
Management Comments
Ron Sargent
“Kroger delivered another quarter of strong results reflecting meaningful progress on our strategic priorities. Our eCommerce business posted another quarter of impressive performance. We have now completed our strategic review which we expect will make our eCommerce business profitable in 2026. We continue to focus on what matters most – serving our customers, running great stores, and strengthening our core business. Our results show we are improving the customer experience and building a strong foundation for long-term growth.”
David Kennerley
“We are pleased with the continued momentum in our business, with particularly strong performance from eCommerce and pharmacy. Given our year-to-date results and outlook for the remainder of the year, we are narrowing our identical sales without fuel guidance to a new range of 2.8% to 3.0% and raising the lower end of our adjusted earnings per share guidance to a new range of $4.75 to $4.80.”
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