AI-extracted from the 10-Q filed 2026-09-18 — Q2 FY2026 (quarter ended August 15, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Kroger's second-quarter sales rose 2.0% to $34.6B, but identical sales excluding fuel grew only 0.2% while operating profit climbed 12.5% to $971M and adjusted EPS rose 4.8% to $1.09.
Biggest Revenue Drivers
Sales to retail customers without fuel$30.2B-0.5% YoY
Identical sales excluding fuel increased 0.2%, led by eCommerce, natural foods, meat and seafood, bakery and pharmacy, partially offset by Inflation Reduction Act effects and closed stores
Supermarket fuel sales$4.1B+25.6% YoY
Primarily due to an increase in the average retail fuel price of 25.3%
Biggest Revenue Drivers
Total revenue: $34.6B+2.0% YoY
Sales to retail customers without fuel$30.2B-0.5% YoY
Identical sales excluding fuel increased 0.2%, led by eCommerce, natural foods, meat and seafood, bakery and pharmacy, partially offset by Inflation Reduction Act effects and closed stores
Within Sales to retail customers without fuel
eCommercen/a+14% YoY
Increased demand for Delivery solutions; excluding fulfillment center exits, Vitacost.com sale and Ship Marketplace discontinuation, +20%
Supermarket fuel sales$4.1B+25.6% YoY
Primarily due to an increase in the average retail fuel price of 25.3%
Other sales$327M+2.5% YoY
Increase primarily due to growth in third-party media revenue
Gross margin rate decreased to 22.4% from 22.5%, driven by increased lower-margin fuel sales, higher transportation costs, higher shrink and greater value delivered to customers
Operating, general and administrative$5.95B-0.3% YoY
OG&A rate fell to 17.2% of sales from 17.6%, mainly from fuel mix and broad-based cost savings, partially offset by planned associate investments and higher healthcare costs
Depreciation and amortization$737M-5.3% YoY
Decreased as a percentage of sales primarily due to fulfillment network closures in Q4 2025
Margins: Gross margin rate declined to 22.4% from 22.5% on fuel mix, transportation costs and shrink, partially offset by eCommerce profitability and media revenue. Operating margin rose to 2.80% from 2.54% on lower OG&A and D&A rates and a lower LIFO charge.
Watch Items from the Filing
Proposed acquisition of Giant Eagle valued at about $1.65B, including $1.25B cash and about $400M assumed debt, expected to close in fiscal 2027 subject to regulatory clearance.
Albertsons merger termination litigation seeks a $600M termination fee; trial is scheduled to begin October 19, 2026.
Share repurchases of $1.3B in the first two quarters reduced diluted shares to 608M in Q2 from 665M, supporting per-share earnings; $801M remains authorized.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Sutton Mark SReporting ownerGrant or award · Sep 1, 2026
Aufreiter Nora AReporting ownerGrant or award · Sep 1, 2026
Hoguet Karen MReporting ownerGrant or award · Jul 15, 2026
Sourry Knox Judith AmandaReporting ownerGrant or award · Jul 15, 2026
Congress trading in KR
36 transactions in KR reported by 16 members of Congress under the STOCK Act, most recent trade Jul 24, 2026. Reported transactions, not recommendations.
About KROGER CO (KR): stock profile, AI score and financials
KROGER CO (KR) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores KR at 51.7/100 on a composite quality score built from its SEC filings, placing it at rank #1,520 of 2,925 stocks — the bottom half of the AI-ranked universe. KR scores in the top quartile across revenue scale (99.0), earnings quality (94.0). Areas of concern include revenue growth (23.9) and free cash flow (31.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2027), KROGER CO reports quarterly revenue of $34.6B, net income of $641.0M, an operating margin of 2.8%. Top institutional holders of KR by reported 13-F value include BlackRock, BERKSHIRE HATHAWAY, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. KR trades on the NYSE exchange and files with the SEC under CIK 56873. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for KROGER CO directly from SEC EDGAR.