The Kroger Co. (KR)

Kroger’s adjusted EPS topped consensus while revenue was in line, based on preliminary results for the second fiscal quarter of 2026 (period ended August 15, 2026) that were reported September 11, 2026. Revenue rose 2.0% to about $34.6 billion (up from roughly $33.9 billion a year ago), with the consensus comparison showing revenue of $34.621 billion versus an estimate of $34.643 billion (-0.1%, in line). Adjusted EPS came in at $1.09, up 4.8% from $1.04 a year ago, and EPS of $1.09 topped the $1.06 estimate (+2.8%). Net income increased 5.3% to roughly $641.0 million (up from about $609.0 million a year ago), as gross profit was about $7.1 billion and operating income was roughly $971.0 million, with gross margin at ~21% and operating margin near 3%. Kroger generated about $1.1 billion of operating cash flow during the quarter, repurchased roughly $1.1 billion of stock, and paid about $216.0 million in dividends. For the next period, consensus calls for EPS of $1.18 on revenue of $34.665 billion.