KROGER (KR) Q4 FY26 earnings call

Earnings call· Jan 2026 (Q4 FY26)· Consumer Staples· Mar 5, 2026

Source: earnings call transcript

Kroger delivered a strong Q4 FY26, marked by positive market share gains and robust e-commerce growth, capping a year of solid financial performance. The company is focused on accelerating sales, improving customer value through price investments, and driving productivity to fund these initiatives, with a new CEO emphasizing speed and execution.

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KR operating KPIs by quarter

KR operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Apr 2025 Q1 FY26	Jul 2025 Q2 FY26	Oct 2025 Q3 FY26	Change vs prior quarter
Products with lowered prices	2,000 In fact, we lowered prices in an extra 2,000 items during the quarter. Source: earnings call transcript	—	1,000 We took down another 1,000 items in Q3. Source: earnings call transcript	—
Associates covered by ratified labor agreements	23K+ Specifically, we ratified new labor agreements with more than 23,000 associates. Source: earnings call transcript	~54K In total, we ratified new labor agreements covering approximately 54,000 associates. Source: earnings call transcript	—	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.