Stock Markets March 5, 2026

Kroger Issues Modest 2026 Sales and EPS Guidance as New CEO Steps In

Supermarket operator projects 1%-2% identical sales growth and below-expectation adjusted EPS range under Greg Foran's first results

By Hana Yamamoto KR
Kroger Issues Modest 2026 Sales and EPS Guidance as New CEO Steps In
KR

Kroger on March 5 provided conservative guidance for fiscal 2026, forecasting low single-digit comparable sales growth excluding fuel and an adjusted earnings-per-share range that sits at or below Wall Street estimates. The report is the company’s first under CEO Greg Foran, who takes the helm following a leadership gap after the exit of long-time CEO Rodney McMullen.

Key Points

  • Kroger forecasts 2026 identical sales excluding fuel to increase 1% to 2%, with the midpoint below analyst expectations.
  • The company set adjusted EPS guidance of $5.10 to $5.30, largely under the $5.29 consensus compiled by LSEG.
  • Leadership transition concluded with Greg Foran’s February appointment after Rodney McMullen’s March 2025 departure following a board investigation; Foran’s first results for Kroger are reported with this guidance.

March 5 - Kroger forecast muted full-year sales and profit on Thursday, laying out guidance that reflects a cautious view of consumer spending as its new chief executive begins leading the grocery chain.

The company projected 2026 identical sales excluding fuel to rise between 1% and 2%. The midpoint of that range falls short of the 2% comparable-sales growth analysts had expected. Kroger also set a range for adjusted earnings per share of $5.10 to $5.30, a band that is largely beneath the $5.29 consensus among analysts, according to data compiled by LSEG.

This report represents Kroger’s first set of results released under CEO Greg Foran. Prior to joining Kroger, Foran served as Walmart U.S. chief and delivered 20 consecutive quarters of comparable-sales growth in that role. His arrival in February concluded a period of leadership uncertainty at the company.

Kroger’s leadership change followed the March 2025 removal of CEO Rodney McMullen. A board investigation determined that McMullen’s personal conduct violated company policies, bringing his 11-year tenure to an end and creating a prolonged vacancy that was filled with Foran’s appointment in February.


Context and implications

The guidance underscores a guarded outlook for the supermarket operator amid what it describes as an uncertain spending environment. Management’s initial targets under Mr. Foran indicate measured expectations for top-line momentum and limited near-term upside to earnings versus analyst forecasts.


Promotional service noted in coverage

The article also highlighted a market research product, ProPicks AI, which evaluates Kroger alongside thousands of other companies each month using more than 100 financial metrics. The description stated the tool assesses fundamentals, momentum and valuation, and claimed it has identified past winners including Super Micro Computer (+185%) and AppLovin (+157%).

Risks

  • Uncertain consumer spending environment could limit comparable-sales growth and press grocery sector revenues - affecting consumer staples and retail sectors.
  • Guidance that falls short of analyst expectations increases the risk of negative investor reaction and could pressure Kroger’s stock performance - impacting the broader supermarket and retail equity segment.
  • Leadership disruption from the prior CEO’s exit and the subsequent transition introduces execution and governance uncertainty for the company and its operators in the supermarket sector.

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