The Kroger Co. (KR)
Coverage summary
Aardvark Labs Capital Research has covered The Kroger Co. (KR) since September 12, 2025. The company is in the Consumer Defensive sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q2 FY26 Earnings Recap, published September 12, 2026. The current rating is Outperform, unchanged since the Q4 FY25 Earnings Recap of March 6, 2026. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All KR reports
Recap: Q2 FY26
Kroger Passes Its Margin Test and Fails Its Sales Test: Gross Margin Turns Positive, the Comp Guide Comes Down 100bp, and the Buyback Does All of the EPS Work
Recap: Q1 FY26
The Market Loses Patience and Sends Kroger to a 52-Week Low on Margin Fears, But the EPS Algorithm Held, E-Commerce Turned Profitable Early, and at ~11x the Sell-Off Looks Overdone — Maintaining Outperform
Recap: Q4 FY25
The Turnaround Gets a Turnaround Operator: Greg Foran Takes the Helm, Q4 Beats, E-Commerce Turns Profitable, and a New $2B Buyback Lands — Upgrading to Outperform
Recap: Q3 FY25
The $2.6B Ocado Write-Off Clears the Deck and Flips E-Commerce to Profit in 2026, But a Decelerating Comp and a Still-Empty CEO Seat Keep Us at Hold
Recap: Q2 FY25
Sixth Straight Quarter of Comp Improvement and a Raised Guide, But a Leaderless C-Suite and a Faded Pop Keep Us at Hold — Initiating Coverage