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Sentiment · FY2026 Q1
As of FY2025 Q4, the Tellvest earnings-call sentiment score for Kroger (KR) is 6/10.
Kroger closed FY2025 with identical sales growing 2.9% and adjusted EPS of $4.85, up 9% at the top end of expectations, as new CEO Greg Foran brought Walmart US and Food Retail pedigree. E-commerce became profitable in 2026 as a $16 billion business growing 20%, and positive market share was achieved in the final period for the first time since 2021. Alternative profit reached $1.5 billion in operating profit with media growing double digits. FY2026 guidance introduced strong targets of 1-2% identical sales (2.3-3.3% ex-IRA), $5.0-5.2B operating profit, and $5.10-$5.30 EPS.
Scored from Kroger’s FY2025 Q4 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $34.31B | -7.4% | $0.90 | -10.9% | 2.7% | 1.8% | $520M |
| FY2025 Q1 | $45.12B | -0.3% | $1.29 | 0.0% | 2.9% | 1.9% | $1.10B |
| FY2025 Q2 | $33.94B | +0.1% | $0.91 | +42.2% | 2.5% | 1.8% |
| $615M |
| FY2025 Q3 | $33.86B | +0.7% | $-2.02 | -340.5% | -4.6% | -3.9% | $8M |
| FY2025 Q4 | $34.73B | +1.2% | $1.36 | +51.1% | 3.6% | 2.5% | $1.80B |
| FY2026 Q1 | $46.12B | +2.2% | $1.46 | +13.2% | 3.1% | 2.0% | $462M |