| Metric | Value ($ M) | Q3 FY26 | Q4 FY25 |
|---|---|---|---|
| Revenue | 33.9K | 0.2% | 0.7% |
| Total Income | 33.9K | 0.2% | 0.7% |
| Expenditure | 35.4K | 7.0% | 7.9% |
| PBT | -1.8K | 331.9% | 322.6% |
| Net Profit | -1.3K | 316.8% | 313.6% |
| OPM | -4.55% | 7.09pp | 7.01pp |
| NPM | -3.90% | 5.69pp | 5.74pp |
| EPS | -2.02 | 322.0% | 337.6% |
Kroger Reports Fourth Quarter and Full-Year 2025 Results, Announces 2026 Guidance
04 May 2026 · 4 May, 12:41 am
Summary
The Kroger Co. reported its fourth quarter and fiscal year 2025 results, providing 2026 guidance. In the fourth quarter, total company sales were $34.7 billion compared to $34.3 billion for the same period last year. For fiscal year 2025, total company sales were $147.6 billion compared to $147.1 billion in 2024. The company expects identical sales without fuel growth of 1.0% to 2.0% for 2026.
Key Highlights
- 1
Identical sales without fuel increased by 2.4% in the fourth quarter of 2025.
- 2
The company's operating profit was $1,246 million, with an EPS of $1.35 for Q4 2025.
- 3
Adjusted eCommerce sales increased by 20% during the fourth quarter.
- 4
For fiscal year 2025, identical sales without fuel increased by 2.9%.
- 5
The company's operating profit was $1.9 billion, with an EPS of $1.54 for FY 2025, including $2.5 billion in impairment charges.
- 6
Adjusted FIFO operating profit reached $4.9 billion, and adjusted EPS was $4.85 for the full year 2025.
- 7
Kroger delivered more than $16 billion in eCommerce sales for fiscal year 2025.
Management Comments
Greg Foran
Kroger delivered a strong finish to the year, with improving market share trends and solid sales growth that reflect meaningful progress strengthening the business. We have the right foundation in place, and I’m focused on making it even stronger by delivering more value to customers, improving the customer experience in stores and online, and driving cost savings and productivity to fund our growth.
David Kennerley
For 2026, we expect identical sales without fuel growth of 1.0% to 2.0%, adjusted FIFO operating profit of $5.0 to $5.2 billion, and adjusted EPS of $5.10 to $5.30. Our identical sales without fuel guidance includes an approximately 130 basis point headwind from the Inflation Reduction Act. This guidance reflects our ability to invest more aggressively in value for customers while improving gross margins, funded by eCommerce reaching profitability, meaningful procurement efficiencies, and productivity gains across the business.”
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