Kroger reported their Q3 2024 earnings on December 5th largely in-line with expectations, with total company sales dipping slightly year-over-year but identical store sales accelerating to +2.3%.
A mix of headwinds (fewer selling days, lapping positive weather impact, unknown Albertsons merger) and tailwinds (more relaxed customer, normalized inflation, stronger-than-expected start to holiday) leave our expectations relatively unchanged for Q4 and 2025.
Download Harvest Group’s full earnings recap with unique takeaways for suppliers here:
