Core Insights - Kroger reported strong second quarter results for 2025, highlighting progress in organizational simplification, customer experience improvement, and value creation focus [2][12][13] Financial Performance - Identical sales without fuel increased by 3.4% compared to 1.2% in the same quarter last year [11][32] - Earnings per share (EPS) rose to $0.91 from $0.64 year-over-year, while adjusted EPS increased to $1.04 from $0.93 [2][11] - Operating profit reached $863 million, up from $815 million in the previous year [2][42] - Total company sales remained stable at $33.9 billion, with a 3.8% increase when excluding fuel and Kroger Specialty Pharmacy sales [3][11] Gross Margin and Profitability - Gross margin improved to 22.5% from 22.1% year-over-year, driven by lower supply chain costs and the sale of Kroger Specialty Pharmacy [4][5] - FIFO gross margin rate increased by 39 basis points, while the Operating, General and Administrative (OG&A) rate decreased by 5 basis points [5][6] Capital Allocation and Debt Management - Kroger plans to maintain strong free cash flow and continue investing in the business, with a commitment to increasing dividends over time [7] - The company entered a $5 billion accelerated share repurchase program, expected to be completed in fiscal third quarter 2025 [8] - Net total debt to adjusted EBITDA ratio increased to 1.63 from 1.24 a year ago, with a target range of 2.30 to 2.50 [9][33] Guidance Updates - Full-year 2025 guidance for identical sales without fuel has been raised to a range of 2.7% to 3.4% [10][13] - Operating profit guidance is now set at $4.8 to $4.9 billion, and EPS guidance is adjusted to $4.70 to $4.80 [10][13]

Company Overview - The Kroger Co. operates as a food and drug retailer with a market cap of $44.7 billion, making it one of the largest food retailers globally [1][2] Stock Performance - Kroger's stock reached an all-time high of $74.90 on August 11 and is currently trading 10.5% below that peak [3] - Over the past three months, KR stock has gained 2.5%, underperforming the Dow Jones Industrial Average's 6.1% gains during the same period [3] - Year-to-date, KR stock prices have surged 9.6% and 28.2% over the past 52 weeks, outperforming the Dow's 6.9% gains in 2025 and 11.7% returns over the past year [4] Financial Results - Following the release of Q1 results on June 20, Kroger's stock prices soared 9.8% in a single trading session [5] - The company reported sales of $45.1 billion for the quarter, slightly below Street expectations, with a 3.7% increase in sales excluding fuel and other adjustments compared to the previous year [5] - Adjusted EPS grew 4.2% year-over-year to $1.49, surpassing consensus estimates [5] Competitive Position - Kroger has outperformed its peer, Sprouts Farmers Market, Inc., which gained 5.5% in 2025 but underperformed SFM's 32.1% surge over the past year [6] - Among 21 analysts covering KR stock, the consensus rating is a "Moderate Buy," with a mean price target of $77.26, indicating a 15.3% upside potential from current price levels [6]

Earnings Reports - Kroger Co. is expected to report quarterly earnings of $0.99 per share on revenue of $34.10 billion [2] - Aviat Networks Inc. reported quarterly earnings of $0.83 per share, exceeding the analyst consensus estimate of $0.47 per share, with quarterly sales of $115.340 million, surpassing the estimate of $114.667 million [2] - RH is anticipated to post quarterly earnings of $3.20 per share on revenue of $904.64 million [2] - Oxford Industries Inc. reported quarterly earnings of $1.26 per share, beating the estimate of $1.18, but quarterly revenue of $403.14 million fell short of the consensus estimate of $410.850 million [2] - Adobe Inc. is expected to report quarterly earnings of $5.18 per share on revenue of $5.91 billion [2] Stock Performance - Kroger shares increased by 0.7% to $67.51 in after-hours trading [2] - Aviat Networks shares rose by 4.7% to $23.75 in after-hours trading [2] - RH shares gained 0.4% to $229.90 in after-hours trading [2] - Oxford Industries shares jumped 16.7% to $47.16 in after-hours trading [2] - Adobe shares increased by 0.4% to $351.45 in after-hours trading [2]

The Kroger Co. KR will release earnings results for the second quarter before the opening bell on Thursday, Sept. 11.Analysts expect the company to report quarterly earnings at $1.00 per share, up from 93 cents per share in the year-ago period. Kroger projects to report quarterly revenue at $34.15 billion, compared to $33.91 billion a year earlier, according to data from Benzinga Pro.KR is biding its time at current levels. See the market dynamics here.On Aug. 20, JP Morgan analyst Thomas Palmer downgraded ...

Group 1 - Kroger Co. is highlighted in Jim Cramer's game plan, with a positive earnings forecast due to its ability to keep prices down for consumers [1] - Cramer expresses a preference for Costco and Walmart but acknowledges that Kroger can rally on good earnings numbers [1] - The stock has recently shown a downward trend, dropping from 73 to 64, prompting Cramer to suggest waiting for a potential buy at 60 [2] Group 2 - Kroger operates in the retail sector, providing groceries, pharmaceuticals, general merchandise, and fuel, while also manufacturing and processing food products [2] - Despite acknowledging Kroger's potential, there is a belief that certain AI stocks may offer greater upside potential and less downside risk [2]

Core Insights - Kroger is expected to announce its fiscal second-quarter earnings on September 10, 2025, with anticipated earnings of $1.00 per share and revenues of $34.13 billion, reflecting an 8% year-over-year increase in earnings and a slight rise in sales compared to the previous year [2][3] Financial Performance - The company has a current market capitalization of $45 billion and reported revenue of $147 billion over the last twelve months, achieving operational profitability with $3.9 billion in operating profits and net income of $2.6 billion [4] - For FY 2025, Kroger forecasts identical sales (excluding fuel) to increase by 2.25%–3.25%, with adjusted EPS projected between $4.60–$4.80 and free cash flow estimated at $2.8–$3.0 billion [3] Historical Earnings Trends - Historically, Kroger's stock has risen 60% of the time following earnings announcements, with a median one-day increase of 7.6% and a maximum observed rise of 17% [2][4] - Over the past five years, there have been 20 earnings data points recorded, with 12 positive and 8 negative one-day returns, resulting in positive returns approximately 60% of the time; this percentage increases to 67% when considering the last three years [6] Trading Strategies - A strategy based on historical odds suggests that traders may benefit from understanding the correlation between short-term and medium-term returns post-earnings, particularly if 1D and 5D returns show high correlation [7] - The performance of peers can also influence Kroger's stock response post-earnings, with historical data indicating that peer stock returns may affect pricing prior to Kroger's earnings announcement [8]

Volkswagen will invest up to a billion euros ($1.2 billion) in artificial intelligence by 2030, feeding the technology into every area of its business in a bid to unlock billions in savings, the Germa... ...

Kroger Co. (NYSE:KR) is set to release its quarterly earnings with an anticipated EPS of $1 and revenue of $34.1 billion.The company is expanding its offerings to include wellness, beauty, and makeup products, aiming to cater to changing consumer preferences.Kroger's financial health remains robust with a price-to-earnings ratio of 17.37, indicating an attractive valuation compared to the sector median.Kroger Co. (NYSE: KR) is a prominent American grocery retailer known for its wide range of products, inclu ...

Wall Street analysts expect Kroger (KR) to post quarterly earnings of $1.00 per share in its upcoming report, which indicates a year-over-year increase of 7.5%. Revenues are expected to be $34.12 billion, up 0.6% from the year-ago quarter.The current level reflects an upward revision of 0.8% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Prior to a company's ea ...

Retailer shares upcoming beauty trends and highlights new items hitting the shelves CINCINNATI, Sept. 3, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR), America's grocer, is sharing the season's most anticipated fall beauty trends with a lineup of new wellness, beauty and makeup products hitting the aisles. "As the seasons change, grocery hauls are not the only routines getting the fall treatment," said Kate Meyer, Kroger Health & Beauty Care vice president. "This time of year, we see our customers reaching ...