克罗格｜8-K：2026 财年 Q2 营收 339 亿美元不及预期

Revenue: As of FY2026 Q2, the actual value is USD 33.94 B, missing the estimate of USD 34.15 B.

EPS: As of FY2026 Q2, the actual value is USD 0.91, missing the estimate of USD 0.9927.

EBIT: As of FY2026 Q2, the actual value is USD 863 M.

Segment Revenue

• Total company sales were $33.9 billion in the second quarter of 2025, consistent with the same period last year, which included $718 million from Kroger Specialty Pharmacy sales. Excluding fuel and Kroger Specialty Pharmacy, sales increased 3.8% compared to the same period last year.

Operational Metrics

• Operating Profit: $863 million in Q2 2025, up from $815 million in Q2 2024.
• Adjusted FIFO Operating Profit: $1,091 million in Q2 2025, up from $984 million in Q2 2024.
• Gross Margin: 22.5% in Q2 2025, compared to 22.1% in Q2 2024.
• Net Earnings Attributable to The Kroger Co.: $609 million in Q2 2025, up from $466 million in Q2 2024.

Cash Flow

• Net cash provided by operating activities was $3,688 million year-to-date in 2025, compared to $3,464 million in 2024.

Unique Metrics

• Identical Sales without fuel increased by 3.4% in Q2 2025.
• eCommerce sales increased by 16% in Q2 2025.

Outlook / Guidance

• Kroger raised its identical sales without fuel guidance to a range of 2.7% to 3.4% for the full year 2025.
• The company also increased the lower end of its adjusted FIFO net operating profit and net earnings per diluted share guidance to new ranges of $4.8 to $4.9 billion and $4.70 to $4.80, respectively.