The Kroger Co. · KR · Next earnings

The Kroger Co. reports Thursday, Dec 3, 2026

KR reports before market open with consensus EPS at $1.16 and revenue at $34.62B. Last quarter: Kroger Q1 FY2026: eCommerce Turns Profitable, Revenue Beats, EPS Slight Miss

Reports Before market open74 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.16 Calendar consensus
Consensus revenue $34.62B Calendar consensus
Report date Dec 3, 2026 Thursday, date estimated
Session Before market open 74 days away

Where KR left off: FY2026 Q1

Full report

Kroger Q1 FY2026: eCommerce Turns Profitable, Revenue Beats, EPS Slight Miss

EPS surprise -0.6% Reported $1.58 vs $1.59
Revenue surprise +1.2% Reported $46.12B vs $45.59B
Stock move -8.4% Event window
Subsequent drift +3.1% Up to 20 sessions

Full-year guidance was maintained. In the prior quarter Q3 FY2025, management had raised adjusted EPS guidance to 4.75 to 4.80 dollars and narrowed identical sales guidance to 2.8 to 3 percent. This quarter reaffirmed stance signals confidence that cost savings and pricing investments will drive stronger H2 margins despite Q1 transportation headwind.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher transportation and diesel costs may persist and pressure gross margins
  • Inflationary pressure on consumer spending and fuel price volatility
  • Inflation Reduction Act headwinds and shift to generic prescriptions affecting pharmacy revenue
  • Execution gaps between best-performing and lagging stores need to be closed
  • Potential slowdown in SNAP benefit adjustments could affect sales in key states

Questions analysts left open

  • Timeline and magnitude of price-investment impact on sales
  • How quickly the execution gap between best and lagging stores can be closed
  • Sustainability of cost-saving momentum beyond initial COGS reductions
  • Effect of inflation and fuel costs on gross margins
  • Pharmacy headwinds from the Inflation Reduction Act and shift to generic prescriptions

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Recent KR quarters

All KR earnings
-8.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.