Kroger said it is targeting comparable sales growth of approximately 3% in 2029, excluding fuel and pharmacy, adjusted EBITDA CAGR of 3%-6% from FY2027 to FY2029, and adjusted net EPS CAGR of 7%-11%. The company said these targets exclude the pending acquisition of Giant Eagle.

1. 01

   Kroger said it is targeting comparable sales growth of approximately 3% in 2029, excluding fuel and pharmacy, adjusted EBITDA CAGR of 3%-6% from FY2027 to FY2029, and adjusted net EPS CAGR of 7%-11%. The company said these targets exclude the pending acquisition of Giant Eagle.

2. 02

   Kroger said the new EPS target measures earnings growth alone and replaces the previous 8%-11% total shareholder return target, which included the dividend yield.

3. 03

   The Kroger Co. outlined three strategic pillars: Win With the Customer, Drive Profitable Digital Growth and Modernize How We Operate. It also said it reaffirmed its full-year 2026 guidance provided with its Q2 earnings results.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call. Some paragraphs were omitted because their support in the source could not be confirmed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.