KR
Updated: 22/09/2026, 23:35:26
The Kroger Co. functions as a significant retail entity throughout the United States, encompassing a varied collection of store formats. Its operations include integrated food and drug stores, which stock a broad range of products from natural and organic sections to pharmacies, general merchandise, pet centers, fresh seafood, and organic produce. The company also runs multi-department stores that broaden their offerings to include apparel, home fashion and furnishings, outdoor living goods, electronics, automotive products, and toys. Furthermore, Kroger's marketplace stores blend comprehensive grocery services, pharmacies, health and beauty care, and perishable items with general merchandise such as clothing and household goods. Its price impact warehouse stores, on the other hand, concentrate on providing groceries, health and beauty essentials, meat, dairy, baked goods, and fresh produce at competitive prices. Beyond its retail presence, Kroger is involved in manufacturing and processing food products, which it then sells through its own supermarkets and online platforms. The company also operates 1,613 fuel centers, selling fuel to customers. As of January 29, 2022, The Kroger Co. managed 2,726 supermarkets, operating under numerous brand names across 35 states and the District of Columbia. Established in 1883, the company is headquartered in Cincinnati, Ohio.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2026 filing.
Revenue
147.6B
FY 2026 · Reported
Net income
1.0B
FY 2026 · Reported
Gross margin
N/A
FY — · Reported
Free cash flow
N/A
FY — · Reported
R&D intensity
N/A
FY — · Reported
Share repurchases
2.7B
FY 2026 · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
Map layer
Pins show disclosed operations. The heatmap colors the filing’s reported geographies; regional figures shade the region and are not estimates for each country.
Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
Company overview
Founded 1883, incorporated 1902; retail grocery business including retail pharmacies and fuel centers; strategy focused on Fresh, Our Brands, Personalization and eCommerce
“The Kroger Co. (the “Company” or “Kroger”) was founded in 1883 and incorporated in 1902. Our Company is built on the foundation of our retail grocery business, which includes the added convenience of our retail pharmacies and fuel centers.”
Stores
2,697 supermarkets in 35 states and D.C. as of January 31, 2026; 2,250 with pharmacies and 1,731 with fuel centers; ~51% in Company-owned facilities
“As of January 31, 2026, Kroger operated, either directly or through its subsidiaries, 2,697 supermarkets, of which 2,250 had pharmacies and 1,731 had fuel centers.”
Loyalty households
Serves approximately 63 million households annually; over 95% of transactions tied to a Kroger loyalty card
“Kroger serves approximately 63 million households annually, and because of our rewards program, over 95% of customer transactions are tethered to a Kroger loyalty card.”
Our Brands (private label) tiers
Our Brands represented over $39 billion of 2025 sales; supermarkets stock over 13,000 private label items across Private Selection®, Kroger®, Smart Way® and Simple Truth®
“Our Brands play an important role in our merchandising strategy and represented over $39 billion of our sales in 2025.”
eCommerce (Pickup and Delivery)
Pickup and Harris Teeter ExpressLane™ at 2,408 supermarkets; Delivery via store locations, customer fulfillment centers and third-party platforms
“We offer Pickup and Harris Teeter ExpressLane™ — personalized, order online, pick up at the store services — at 2,408 of our supermarkets and provide Delivery”
Kroger Precision Marketing (retail media)
Kroger Precision Marketing retail media business targeting CPG advertisers across on-site search, display, social media, connected TV, and in-store placements
“Kroger Precision Marketing, our retail media business, leverages our rich first-party data and deep customer relationships to provide targeted, measurable advertising solutions for consumer-packaged goods companies”
Commodity price risk
Exposed to price volatility in meat, seafood, dairy and fuel (diesel and unleaded); manages via fixed-price/price-to-be-fixed contracts and retail price adjustments
“We are subject to commodity price risk generated by our purchases of meat, seafood and dairy products, among other food items.”
Food production plants
33 owned food production plants (14 dairies, 9 deli/bakery, 5 grocery, 2 beverage, 1 meat, 2 cheese); ~20% of Our Brands units produced in own plants
“As of January 31, 2026, we owned 33 food production plants. These plants consisted of 14 dairies, nine deli or bakery plants, five grocery product plants, two beverage plants, one meat plant and two cheese plants.”
Employees and union coverage
More than 403,000 employees as of January 31, 2026; more than two-thirds covered by ~350 collective bargaining agreements, primarily with UFCW
“More than two-thirds of our associates are covered by collective bargaining agreements with unions, and our relationship with those unions, including any work stoppage affecting a substantial number of locations, could have a material adverse effect”
Kroger Specialty Pharmacy sale
Kroger Specialty Pharmacy was sold; 2024 included $2,021 million of its sales
“Total sales in 2024 includes $2,021 of Kroger Specialty Pharmacy sales.”
eCommerce sales growth
eCommerce sales increased 16% in 2025 (17% excluding fulfillment center exits, Vitacost.com sale and Ship Marketplace discontinuation), led by Delivery solutions
“eCommerce sales increased 16% compared to 2024. Excluding the effect of fulfillment center exits in markets where Kroger does not operate stores, the sale of Vitacost.com, and the discontinuation of Ship Marketplace, eCommerce sales increased 17% compared to 2024.”
Debt portfolio
Fixed rate principal $15,919M and variable rate $88M at Jan 31, 2026; fair value $14,884M; avg fixed rates 3.01% (2026) to 5.04% (thereafter)
“Fixed rate principal payments(1) $ (1,332) $ (616) $ (655) $ (554) $ (1,028) $ (11,734) $ (15,919)”
2024 senior notes issuance for Albertsons merger
Issued $10,500 of senior notes in August 2024 for the proposed Albertsons merger; SMR Notes redeemed at 101%; 2034, 2054 and 2064 notes remain outstanding
“The 2034 notes, the 2054 notes and the 2064 notes remain outstanding.”
eCommerce growth expectation
Expects eCommerce sales to grow at a double-digit rate over time, faster than other food at home sales
“we expect eCommerce sales to grow at a double-digit rate – a faster pace than other food at home sales – over time”
Value creation model and TSR target
Targets total shareholder return of 8% to 11% over time; net total debt to adjusted EBITDA target range of 2.30 to 2.50; committed to investment grade rating and dividend growth
“We expect our value creation model will result in total shareholder return within our target range of 8% to 11% over time.”
Termination of Albertsons merger
Albertsons merger terminated December 11, 2024 after court injunctions; Albertsons suing for $600 termination fee in Delaware; Kroger filed counterclaims
“On December 10, 2024, Albertsons sued the Company in the Delaware Court of Chancery for alleged breaches of the Merger Agreement and the implied covenant of good faith and fair dealing. Albertsons seeks payment of a $600 termination fee”
Competition risk
Intense competition from online retailers, mass merchants, club stores, regional chains, deep discounters, dollar stores and specialty food stores, plus grocery delivery providers
“intense and ever-increasing competition ranging from online retailers, mass merchants, club stores, regional chains, deep discounters, dollar stores, and ethnic, specialty and natural food stores”
AI agentic shopping disruption
AI-powered agentic shopping tools could disintermediate Kroger from customer relationships, reducing visibility into customer behavior and increasing margin pressure
“The emergence of artificial intelligence-powered agentic shopping tools, in which AI agents autonomously research, compare and purchase products on behalf of consumers could further disrupt traditional grocery retail.”
Customer fulfillment center underperformance
Certain customer fulfillment centers closed for not meeting operational and financial expectations; eCommerce profitability depends on fulfillment cost efficiency
“We have closed certain customer fulfillment centers because they have not been meeting operational and financial expectations.”
Product safety risk
Product safety concerns, recalls and liability claims related to food, drugs and merchandise could adversely affect reputation and results
“We could be adversely affected by personal injury or product liability claims, product recalls, or other health and safety issues, which occur from time to time.”
Our Brands represented over $39 billion of 2025 sales, a central element of merchandising strategy across three tiers plus Simple Truth.
“Our Brands play an important role in our merchandising strategy and represented over $39 billion of our sales in 2025.”
eCommerce grew 16% in 2025 and is expected to grow at a double-digit rate; also a key way to attract new households.
“eCommerce sales increased 16% compared to 2024.”
More than two-thirds of associates covered by ~350 collective bargaining agreements; work stoppages, health care, pension and wage costs are material cost drivers.
“We are a party to approximately 350 collective bargaining agreements. Upon the expiration of our collective bargaining agreements, work stoppages by the affected workers could occur”
Approximately 63 million households served annually; over 95% of transactions tied to loyalty cards, powering data-driven personalization and alternative profit.
“Kroger serves approximately 63 million households annually, and because of our rewards program, over 95% of customer transactions are tethered to a Kroger loyalty card.”
Sales, earnings and FIFO operating profit goals depend on consumer spending trends, customer caution in response to economic conditions, and recession uncertainty.
“trends in consumer spending; the extent to which our customers exercise caution in their purchasing in response to economic conditions; the uncertainty of economic growth or recession”
Alternative profit streams including retail media contributed $1.5 billion of operating profit in 2025; retail media carries attractive margin profile and drives digital profitability.
“Alternative profit streams contributed $1.5 billion of operating profit in 2025.”
LIFO charge rose to $157 million in 2025 from $95 million in 2024 due to higher product cost inflation; forward-looking factors include inflationary, disinflationary and deflationary trends.
“Our LIFO charge was $157 million in 2025, compared to $95 million in 2024.”
33 owned food production plants supply approximately 20% of Our Brands units; remaining items produced by outside manufacturers per make-or-buy analysis.
“Approximately 20% of Our Brands units sold in our supermarkets are produced in our food production plants. The remaining Our Brands items are produced to our strict specifications by outside manufacturers.”
Fuel sales are an important part of revenue, net earnings and loyalty; exposed to diesel and unleaded fuel price changes via index-based contracts; diesel costs affect logistics.
“We are exposed to changes in the prices of diesel and unleaded fuel. The majority of our fuel contracts utilize index-based pricing formulas plus or minus a fixed locational/supplier differential.”
FTC administrative proceeding and federal/state injunctions blocked the Albertsons merger, leading to its termination and ongoing litigation.
“On February 26, 2024, the Federal Trade Commission (“FTC”) instituted an administrative proceeding to prohibit the merger.”
Commodity price volatility in meat, seafood and dairy directly affects results of operations; managed via fixed-price and price-to-be-fixed supply contracts and retail price adjustments.
“We are subject to commodity price risk generated by our purchases of meat, seafood and dairy products, among other food items.”
AI agents making purchases on behalf of consumers could disintermediate Kroger from the customer relationship, reducing customer behavior visibility and pressuring margins.
“If customers increasingly delegate purchasing decisions to AI agents that prioritize price, speed or other factors over retailer preference or brand loyalty, we could become disintermediated from the customer relationship.”
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