$KR · KROGER CO
Kroger filed Q2 FY2026 results for the period ended August 15, 2026, reporting GAAP EPS of $1.05 on revenue of $34.621B (+2.0% YoY) and net income of $641M. Operating margin was 2.8%, with operating profit of $971M (+12.5% YoY). eCommerce sales grew 14% (20% excluding fulfillment center exits and Vitacost.com sale), and supermarket fuel sales surged 25.6% to $4.1B.
- Q2 revenue $34.621B, up 2.0% YoY; net income $641M vs. $609M prior year
- GAAP EPS $1.05 vs. $0.91 prior year; operating margin 2.8%, operating profit $971M
- eCommerce sales +14% (20% ex-exits); fuel sales +25.6% to $4.1B
- Treasury stock purchases $1.04B in Q2; total buybacks $1.27B YTD
- Dividend raised to $0.39/share from $0.35 prior quarter
Stock down 0.89% since filing to $60.54; extended-hours move not captured here. Modest revenue growth and margin expansion appear priced in.
Solid quarter with double-digit EPS growth driven by margin expansion, aggressive buybacks, and eCommerce momentum in a competitive grocery landscape.
Kroger's 2.0% revenue growth trails Walmart's recent grocery momentum but reflects steady share in a competitive environment; fuel-price tailwinds boosted top line.
Effective tax rate rose to 23.6% from 21.0% prior year; share count down 8.4% YoY due to buybacks, masking per-share EPS growth.
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