Highest-materiality recent filing
Kroger Q4 adj EPS $1.28 beats $1.14 YoY; FY25 adj EPS $4.85; guides FY26 adj EPS $5.10-5.30
Q4 adj EPS $1.28 beats $1.14 YoY; ID sales ex-fuel +2.4%; operating profit $1,246M.
Kroger appoints Greg Foran as CEO; former Walmart U.S. chief joins Board
Greg Foran, 64, becomes CEO effective Feb. 10; previously CEO of Air New Zealand and Walmart U.S.
Kroger estimates $350M cash payment to Ocado for fulfillment center closures
Amendment to Nov 18 8-K adds estimated cash charge of approx. $350 million payable to Ocado.
Kroger Q3 adjusted EPS $1.05, ID sales +2.6%; FY25 EPS guidance raised to $4.75-$4.80
Q3 ID sales +2.6% (ex-fuel); eCommerce sales +17%.
Kroger to close three automated fulfillment centers; expects $2.6B impairment charge in Q3 2025
Closes facilities in Pleasant Prairie, WI; Frederick, MD; and Groveland, FL in January 2026.
Kroger Q2 Identical Sales Up 3.4%, Adjusted EPS $1.04; Raises FY25 Guidance
Q2 Identical Sales without fuel +3.4% YoY; total sales $33.9B flat as prior year included $718M KSP sales.
Kroger Q1 2025: Identical sales +3.2% (ex-fuel); raises FY 2025 ID sales guidance to 2.25%-3.25%
EPS $1.29; adjusted EPS $1.49 vs $1.43 last year; adjusted FIFO operating profit $1,518M vs $1,499M.
Kroger names Ronald Sargent interim CEO and Chairman; salary $4.35M, 60,515 RSUs
Ronald Sargent appointed interim CEO and Chairman of the Board effective March 2, 2025.
Kroger Q4 Identical Sales +2.4%, EPS $0.90; guides FY2025 Adj EPS $4.60-4.80
Q4 Identical Sales without fuel +2.4%, Operating Profit $912M, EPS $0.90; Adjusted EPS $1.14.
CEO Rodney McMullen resigned after Board investigation found personal conduct inconsistent with Policy on Business Ethics; not related to financials or associates.
Kroger appoints David Kennerley as CFO, effective April 3, 2025
Kennerley, 51, joins from PepsiCo Europe where he was SVP & CFO since 2020.
Kroger terminates Albertsons merger, triggers $4.7B special mandatory note redemption at 101%
Terminated merger with Albertsons on Dec 11, 2024; triggered mandatory redemption of SMR Notes.
Kroger terminates Albertsons merger after court injunction; launches $7.5B buyback
Merger terminated after U.S. District Court granted FTC's preliminary injunction on Dec. 10, 2024.
Kroger Q3 adjusted EPS $0.98 beats prior year; narrows FY2024 guidance higher
Identical sales without fuel up 2.3%; total sales $33.6B down from $34.0B due to pharmacy sale and lower fuel.
Kroger extends exchange offer for up to $7.44B ACI notes; deadline now Dec 9
Expiration date for exchange offers and consent solicitations extended to 5:00 p.m. ET on Dec 9, 2024.
Kroger CMO Stuart Aitken resigns effective Jan 1, 2025 to pursue other opportunities
Stuart Aitken, SVP and Chief Merchant & Marketing Officer, resigns effective Jan 1, 2025.
Kroger extended the Exchange Offers expiration from Nov 1 to Nov 7, 2024, for up to $7.44B in new notes and cash.
Amended RCF to extend $2.25B additional revolving commitments to the earlier of Dec 31, 2024 or merger agreement termination.
Extends expiration from Oct 3 to 5:00 p.m. NY time on Oct 9, 2024 for exchange offers and consent solicitations.
Kroger enters $5B revolving credit facility with $2.25B conditional on Albertsons merger
Total $5.0B unsecured revolver; $2.75B available immediately, additional $2.25B upon Albertsons merger close.
Kroger Q2 adj EPS $0.93 vs $0.96; raises FY identical sales low end to 0.75%
Q2 EPS $0.64 (vs -$0.25 YoY); adjusted EPS $0.93 (vs $0.96); operating profit $815M.
Kroger reports 91.6% of Albertsons notes tendered in exchange offer; amends terms
$6.819B of ACI notes validly tendered, representing ~91.64% of total outstanding, as of early participation date.
Pro forma FY2024 combined sales $208.2B, net earnings $1.31B, diluted EPS $1.78 (Kroger standalone $2.96).
Kroger Q1 EPS $1.29 ($1.43 adjusted); identical sales +0.5%; reaffirms FY2024 guidance
Identical sales without fuel +0.5%; total sales $45.3B, up 0.6% ex-fuel.
On May 22, 2026, Timothy A. Massa, the Executive Vice President and Associate Experience Officer of The Kroger Co. (the “Company”), provided notice to the Company of his intention to retire in the fall of 2026.
as previously disclosed, on March 2, 2025, the Board of Directors (the “Board”) of The Kroger Co. (the “Company”) appointed Ronald Sargent to serve as interim Chief Executive Officer and Chairman of the Board.
On March 3, 2025, the Company announced that Rodney McMullen, the Company’s Chairman and Chief Executive Officer, has resigned from those positions, effective immediately.
The Board has appointed director Mark Sutton to serve as the Board’s Lead Director.
On March 2, 2025, the Board appointed Ronald Sargent, the current Lead Director of the Board, as interim Chief Executive Officer and Chairman of the Board, effective immediately.
Todd Foley, Kroger’s Interim Chief Financial Officer, will continue in that role until April 3, 2025, following which Mr. Foley will remain a Senior Vice President of the Company and continue to serve on the senior leadership team to support the Company until his retirement at the end of first quarter.
On February 12, 2025, The Kroger Co. (“Kroger” or the “Company”) appointed David Kennerley, 51, as Senior Vice President and Chief Financial Officer, effective as of April 3, 2025.
On November 19, 2024, Stuart Aitken, Senior Vice President and Chief Merchant and Marketing Officer, notified The Kroger Co. (the “Company”) of his intention to resign from his position at the Company effective January 1, 2025, in order to pursue other professional opportunities.
Max materiality 0.85 · Median 0.60 · Most common event other_material