The company said sales rose 4.7% to $20.5 billion for 13 weeks ended March 28, 2026, while operating income fell 9.1% to $619 million and adjusted operating income fell 0.6% to $768 million.

1. 01

   The company said sales rose 4.7% to $20.5 billion for 13 weeks ended March 28, 2026, while operating income fell 9.1% to $619 million and adjusted operating income fell 0.6% to $768 million.

2. 02

   The company said net earnings for Q3 fell 15.2% to $340 million, diluted EPS fell 13.4% to $0.71, and adjusted EPS fell 2.1% to $0.94. It said higher incentive compensation of $63 million had an impact of $0.10 on EPS.

3. 03

   The company said operating cash flow rose 11% to $1.5 billion and free cash flow rose 19% to $1.1 billion for the first 39 weeks of fiscal 2026. It returned $978 million to shareholders over the same period, including $200 million in share repurchases and $778 million in dividends.

4. 04

   The company said it entered into an agreement to acquire Jetro Restaurant Depot on March 30, 2026, after the quarter ended. Jetro Restaurant Depot operates 167 stores across 35 states. The transaction is subject to regulatory review, and the company expects it to close by the third quarter of fiscal 2027.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

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

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