Kroger Q4 EPS rises to $1.35 from $0.90; 2026 adjusted EPS guided at $5.10 to $5.30
Kroger reported fourth quarter 2025 EPS of $1.35, up from $0.90 a year earlier, with sales of $34.7 billion and identical sales without fuel up 2.4%. For full-year 2025, GAAP EPS fell to $1.54 from $3.67 because of a $2.5 billion impairment and related charge for its automated fulfillment network, while adjusted EPS rose to $4.85 from $4.47. The company also guided 2026 adjusted EPS to $5.10 to $5.30 and expects to complete an additional $2 billion share repurchase by the end of fiscal 2026.
Key points
- Q4 2025 operating profit was $1,246 million versus $912 million; adjusted EPS was $1.28 versus $1.14
- Full-year 2025 GAAP EPS of $1.54 includes a $2.91 per diluted share loss from the $2.5 billion fulfillment network charge
- 2026 guidance: identical sales without fuel up 1.0% to 2.0%, adjusted FIFO operating profit $5.0 to $5.2 billion, free cash flow $2.7 to $2.9 billion
- Board approved an additional $2 billion share repurchase authorization in December 2025, to be completed by end of fiscal 2026
The filing
Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 05, 2026.
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