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Nov 08, 2025
Kroger Q3 2025 Earnings Report
Kroger reported a GAAP net loss due to impairment charges but delivered solid adjusted earnings and strong eCommerce growth.
Key Takeaways
Kroger’s Q3 2025 results were marked by a significant GAAP loss driven by a $2.6 billion impairment charge. However, on an adjusted basis, the company showed operational strength with improved gross margin and a surge in eCommerce sales.
Revenue by Geographic Location
Forward Guidance
Kroger narrowed its full-year identical sales guidance and raised the lower end of EPS guidance, reflecting confidence in execution and operational momentum.
Positive Outlook
- Raised lower end of adjusted EPS guidance to $4.75
- Narrowed identical sales guidance to 2.8%-3.0%
- eCommerce business expected to reach profitability in 2026
- Strong performance in pharmacy and private label brands
- Continued share repurchases and dividend payments
Challenges Ahead
- $2.6B impairment charge related to automated fulfillment network
- GAAP net loss driven by non-cash charges
- Higher OG&A rate from wage investments and pension contributions
- Increased LIFO charges compared to prior year
Historical Earnings Impact
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Avg. Return Before/After Earnings
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