Grocery retail giant Kroger (NYSE: KR) will be announcing earnings results this Thursday morning. Here’s what to expect.
Kroger missed analysts’ revenue expectations last quarter, reporting revenues of $33.86 billion, flat year on year. It was a mixed quarter for the company, with full-year EPS guidance exceeding analysts’ expectations but a significant miss of analysts’ EPS estimates.
Is Kroger a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Kroger’s revenue to grow 2.1% year on year, a reversal from the 7.4% decrease it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Kroger has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at Kroger’s peers in the non-discretionary retail segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Sprouts delivered year-on-year revenue growth of 7.6%, meeting analysts’ expectations, and Target reported a revenue decline of 1.5%, in line with consensus estimates. Sprouts’s stock price was unchanged following the results.
Read our full analysis of Sprouts’s results here and Target’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the non-discretionary retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.6% on average over the last month. Kroger is up 8.9% during the same time and is heading into earnings with an average analyst price target of $73.45 (compared to the current share price of $68.67).
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