Loading
Sentiment · FY2026 Q1
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Simeon Gutman | Morgan Stanley | 12 (8%) |
| Michael Lasser | UBS | 11 (64%) |
| Leah Jordan | Goldman Sachs | 10 (0%) |
| John Heinbockel | Guggenheim | 10 (10%) |
| Ed Kelly | Wells Fargo | 10 (10%) |
| Rupesh Parikh | Oppenheimer | 8 (0%) |
| Mike Montani | Evercore ISI | 5 (0%) |
| Krisztina Katai | Deutsche Bank | 4 (0%) |
| Seth Sigman | Barclays | 4 (0%) |
| Robbie Ohmes | Bank of America | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 12 (8%) |
| UBS | 1 | 11 (64%) |
| Goldman Sachs | 1 | 10 (0%) |
| Guggenheim | 1 |
| 10 (10%) |
| Wells Fargo | 1 | 10 (10%) |
| Oppenheimer | 1 | 8 (0%) |
| JPMorgan | 2 | 7 (14%) |
| Evercore ISI | 1 | 5 (0%) |
| 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 |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2022 | $148.26B | +7.5% | $3.07 | +41.5% | 2.8% | 1.5% | $1.42B |
| FY2023 | $150.04B | +1.2% | $2.96 | -3.6% | 2.1% | 1.4% | $2.88B |
| FY2024 | $147.12B | -1.9% | $3.67 | +24.0% | 2.6% | 1.8% | $1.79B |
| FY2025 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| $147.64B |
| +0.4% |
| $1.54 |
| -58.0% |
| 1.3% |
| 0.7% |
| $3.53B |
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.
Margin | Competitive Dynamics | Revenue Growth | Pricing | Demand | Cloud & AI | Cost Pressure | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 3 | 4 | 2 | 2 | 5 | 2 | 1 | |
| 2024Q4 | 6 | 4 | 3 | 4 | 2 | 2 | 2 | 2 |
| 2025Q1 | 6 | 6 | 6 | 4 | 3 | 3 | 2 | 2 |
| 2025Q2 | 8 | 5 | 5 | 7 | 6 | 5 | 2 | 2 |
| 2025Q3 | 5 | 2 | 4 | 2 | 1 | 4 | 3 | |
| 2025Q4 | 2 | 7 | 4 | 4 | 2 | 2 | 3 | 1 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|---|
| Margin | 3 | 6 | 6 | 8 | 5 | 2 |
| Competitive Dynamics | 4 | 4 | 6 | 5 | 2 | 7 |
| Revenue Growth | 2 | 3 | 6 | 5 | 4 | 4 |
| Pricing | 2 | 4 | 4 | 7 | 2 | 4 |
| Demand | 5 | 2 | 3 | 6 | 1 | 2 |
| Cloud & AI | 2 | 2 | 3 | 5 | 4 | 2 |
| Cost Pressure | 1 | 2 | 2 | 2 | 3 | |
| Capex Investment | 2 | 2 | 2 | 3 | 1 |
What KR and other companies said about each other on FY2025 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This model has gained traction across a number of our clients, including Clorox, Dyson, Delta, Exxon, Kroger, Merck and Unilever.”
Kroger is named as a client deepening its relationship with Omnicom.
“you don't need to be on top of Walmart. You just need to be close enough to win in a lot of your other competitive advantages.”
An analyst characterizes Kroger's historical price strategy relative to Walmart as needing to be close enough rather than matching, in a discussion of price-gap investment.
“We've obviously announced the partnership with Google.”
Kroger has announced an agentic-shopping partnership with Google as part of its AI-driven digital roadmap.
“Together with Instacart, we expect our convenience offerings to deliver over $1.5 billion in sales in 2026, which will help us accelerate our e-commerce growth.”
Kroger expects its convenience offerings, including Instacart, to top $1.5B in 2026 sales, underscoring Instacart's role in Kroger's e-commerce acceleration.
“The early results from our new relationship with DoorDash and Uber Eats have exceeded what we originally planned.”
Kroger's new delivery relationship with Uber Eats has beaten plan, extending reach with incremental, profitable orders, a positive read-through for Uber.
“The early results from our new relationship with DoorDash and Uber Eats have exceeded what we originally planned.”
Kroger's new delivery relationship with DoorDash has beaten plan, extending reach with incremental, profitable orders, a positive read-through for DoorDash.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KR Kroger | 6 | +1.2% | |
| ADM Archer Daniels Midland | 8 | +1.6% | |
| BF-B Brown–Forman | 5 | +2.0% | |
| BG Bunge Global | 7 | +87.8% | |
| CAG Conagra Brands | 5 | -1.9% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| COST Costco Wholesale Corporation | 7 | +9.2% | |
| CPB Campbell Soup Company | 1 | -4.5% | |
| DG Dollar General | 8 | +5.9% | |
| DLTR Dollar Tree | 9 | +9.0% | |
| EL Estée Lauder Companies (The) | 9 | +4.6% | |
| GIS General Mills | 4 | -8.4% | |
| HRL Hormel Foods | 6 | +1.3% | |
| HSY Hershey Company (The) | 8 | +10.7% | |
| KDP Keurig Dr Pepper | 6 | +9.4% | |
| KHC Kraft Heinz | 4 | +0.8% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KO The Coca-Cola Company | 9 | +12.1% | |
| KVUE Kenvue | 7 | +4.5% | |
| MDLZ Mondelez International | 8 | +8.2% | |
| MKC McCormick & Company | 6 | +16.7% | |
| MNST Monster Beverage | 8 | +26.9% | |
| MO Altria | 6 | +3.2% | |
| PEP PepsiCo | 8 | +8.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% | |
| PM Philip Morris International | 7 | +9.1% | |
| SJM J.M. Smucker Company (The) | 5 | +7.0% | |
| STZ Constellation Brands | 3 | -11.3% | |
| SYY Sysco | 5 | +4.7% | |
| TAP Molson Coors Beverage Company | 6 | +2.0% | |
| TGT Target Corporation | 5 | -1.5% | |
| TSN Tyson Foods | 7 | +4.4% | |
| WMT Walmart Inc. | 6 | +5.6% |