Kroger (KR) Q3 Earnings Beat Estimates

Core Insights - Kroger reported quarterly earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $1.04 per share, and showing an increase from $0.98 per share a year ago, resulting in an earnings surprise of +0.96% [1] - The company generated revenues of $33.86 billion for the quarter ended October 2025, which was 1.25% below the Zacks Consensus Estimate, but an increase from $33.63 billion year-over-year [2] - Kroger's stock has increased by approximately 8.3% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Earnings Outlook - The future performance of Kroger's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.21, with expected revenues of $35.41 billion, and for the current fiscal year, the EPS estimate is $4.78 on revenues of $148.75 billion [7] Industry Context - The Retail - Supermarkets industry, to which Kroger belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, indicating potential challenges ahead [8] - Historical data suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1, highlighting the importance of industry performance on individual stock outcomes [8]