•
Feb 01

Kroger Q4 2024 Earnings Report

Kroger reported revenue decline but improved gross margin in Q4 2024.

Key Takeaways

Kroger's Q4 2024 revenue totaled $34.3 billion, down from $37.1 billion in the previous year, impacted by the absence of the 53rd week and the sale of Kroger Specialty Pharmacy. Identical sales without fuel increased by 2.4%. Operating profit stood at $912 million, while diluted EPS came in at $0.90. Adjusted EPS was $1.14, matching last year's figure after adjusting for the 53rd week. The company also improved its gross margin to 22.7%.

Revenue declined to $34.3 billion, reflecting the absence of the 53rd week and sale of Kroger Specialty Pharmacy.

Identical sales excluding fuel increased by 2.4%.

Gross margin improved to 22.7% from 22.3% last year.

Adjusted EPS remained steady at $1.14 after excluding the 53rd week.

Total Revenue
$34.3B
Previous year: $37.1B
-7.4%
EPS
$1.14
Previous year: $1.34
-14.9%
Gross Profit
$7.77B
Previous year: $7.58B
+2.6%
Cash and Equivalents
$216M
Previous year: $1.02B
-78.7%
Total Assets
$52.6B
Previous year: $49.6B
+6.0%

Kroger

Kroger

Forward Guidance

Kroger expects moderate sales growth and steady profitability in FY 2025, with a focus on digital expansion and operational efficiencies.

Positive Outlook

  • Identical sales growth excluding fuel projected between 2.0% and 3.0%.
  • Adjusted EPS expected between $4.60 and $4.80.
  • Continued expansion of digital sales and delivery services.
  • Ongoing investment in cost savings and efficiency improvements.
  • Capital expenditures planned between $3.6 billion and $3.8 billion.

Challenges Ahead

  • Potential headwinds from inflation and economic uncertainty.
  • Pharmacy margins remain under pressure.
  • Continued integration costs from business divestitures.
  • Higher incentive plan costs impacting operating expenses.
  • Net interest expense expected between $650 million and $675 million.