Kroger (KR) Q3 FY26 earnings call

Earnings call· Oct 2025 (Q3 FY26)· Consumer Staples· Dec 4, 2025

Source: earnings call transcript

Kroger delivered strong Q3 FY26 results, driven by e-commerce growth and pharmacy performance, despite macroeconomic headwinds and a pause in SNAP benefits. The company is strategically evolving its hybrid e-commerce model to achieve profitability in 2026, while accelerating new store development and focusing on cost management and customer value. A CEO search is underway, with an announcement expected in Q1 2026.

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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	This call 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.