← Research LibraryThe BriefFY2026 10-K · headline figures audited against SEC data
Kroger held sales at $147.64B while a $2.5 billion write-down of its automated fulfillment network cut operating income to $1.89B and net income 61.9% to $1.02B; operating cash flow rose 26.2% and free cash flow 94.5% to $3.46B
The read at a glance✓ Audited against SEC data
- Growth — Revenue up 0.4% to $147.6B; identical sales excluding fuel up 2.9%Note
- Profitability — Operating margin down 134 bps to 1.28% after $2.5 billion of fulfillment network chargesWatch
- Cash flow — Operating cash flow up 26.2%; free cash flow up 94.5% to $3.46BOK
- Balance sheet — Total debt flat at $15.88B; total equity down 28.5% to $5.93BWatch
- Accounting — Grey-zone balance-sheet score; no manipulation flag; earnings quality safeNote
- Capital allocation — $2.70B of buybacks and $0.89B of dividends; a new $2.0 billion buyback programNote
Business
Kroger is a supermarket operator: 2,697 stores under local banners in 35 states and the District of Columbia, 2,250 of them with pharmacies and 1,731 with fuel centers, serving approximately 63 million households a year. Retail is its only reportable segment, and it uses loyalty-card data, tied to over 95% of transactions, to run a retail media and data business it calls alternative profit streams.
Where the revenue comes from
Fiscal 2025, as KROGER CO reports it. History and quarterly detail are in the app.
- Non Perishable$77.6B
- Perishable$37.2B
- Pharmacy$18.2B
- Supermarket Fuel$13.6B
- Other Product$1.1B
Leadership changes
From KROGER CO's own filings, the day they're filed.
- Mark Ibbotson · President · appointmenteff. 2026-09-14
- Gregory S. Foran · Chief Executive Officer · appointmenteff. 2026-02-10
- David Kennerley · President · appointmenteff. 2025-04-03
Latest filings
- 8-K · Company announcement2026-10-05
- 10-Q · Quarterly report2026-09-18
- 8-K · Company announcement2026-09-11
- 8-K · Company announcement2026-09-02
- 8-K · Company announcement2026-07-01
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- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
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- Ana — ask about KROGER CO, every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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