# EDGAR Filing Document

**Accession Number:** 0000056873
**File Stem:** 0001104659-25-113746
**Filing Date:** 2025-11
**Character Count:** 15096
**Document Hash:** 5e07396b236607f0bdaa740b00c34b82
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-113746.hdr.sgml**: 20251118

**ACCESSION NUMBER**: 0001104659-25-113746

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 13

**CONFORMED PERIOD OF REPORT**: 20251118

**ITEM INFORMATION**: Material Impairments

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251118

**DATE AS OF CHANGE**: 20251118

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KROGER CO
- **CENTRAL INDEX KEY:** 0000056873
- **STANDARD INDUSTRIAL CLASSIFICATION:** RETAIL-GROCERY STORES [5411]
- **ORGANIZATION NAME:** 07 Trade & Services
- **EIN:** 310345740
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 0131

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-00303
- **FILM NUMBER:** 251495928

**BUSINESS ADDRESS:**
- **STREET 1:** 1014 VINE ST
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45201
- **BUSINESS PHONE:** 5137624437

**MAIL ADDRESS:**
- **STREET 1:** 1014 VINE ST
- **CITY:** CINCINNATI
- **STATE:** OH
- **ZIP:** 45201

?xml version='1.0' encoding='ASCII'?

**UNITED STATES SECURITIES AND EXCHANGE COMMISSION**

**WASHINGTON, DC 20549**

**FORM 8-K**

**CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934**

Date of report (Date of earliest event reported): **November 18, 2025**

**The Kroger Co.**

(Exact Name of Registrant as Specified in Its Charter)

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| | | |
|:---|:---|:---|
| **Ohio** | **No. 1-303** | **31-0345740** |
| (State or Other Jurisdiction of<br> Incorporation) | (Commission File Number) | (IRS Employer Identification<br> No.) |
| **1014 Vine Street <br> Cincinnati, OH** | **1014 Vine Street <br> Cincinnati, OH** | **45202** |
| (Address of Principal Executive Offices) | (Address of Principal Executive Offices) | (Zip Code) |

---

**(513) 762-4000**

(Registrant's Telephone Number, Including Area Code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

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| |
|:---|
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) |
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) |
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) |
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |

---

Securities Registered Pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbol** | **Name of Exchange on which registered:** |
| Common Stock, $1.00 par value per share | KR | New York Stock Exchange |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ◻

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

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| | |
|:---|:---|
| **Item 2.06** | **Material Impairments.** |

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On November 18, 2025, The Kroger Co. ("Kroger" or the "Company") announced updates to its eCommerce plan. In connection with the foregoing, the Company will close certain fulfillment centers in the United States.

The Company expects to incur impairment and related charges in the third fiscal quarter of 2025 of approximately $2.6 billion as a result of these closures and the rest of the automated fulfillment network not meeting financial expectations.

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| | |
|:---|:---|
| **Item 7.01** | **Regulation FD Disclosure.** |

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On November 18, 2025, the Company issued a press release announcing the actions described in Item 2.06 of this Current Report on Form 8-K. A copy of the press release is furnished as Exhibit 99.1 hereto.

The information in Item 7.01 of this Current Report on Form 8-K and Exhibit 99.1 attached hereto shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise be subject to liability under that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act except as expressly set forth therein.

**Forward-Looking Statements**

This Current Report on Form 8-K contains certain statements that constitute "forward-looking statements" within the meaning of the federal securities laws, including statements regarding the Company's simplification of its customer fulfillment network and associated expected impairment charges, as well as Kroger's financial position and future performance. These statements are based on management's assumptions and beliefs in light of the information currently available to it. Such statements are indicated by words or phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "opportunity," "plan," "project," "seek," "should," "will" and "would" and variations of such words and similar phrases. Various uncertainties and other factors could cause actual results to differ materially from those contained in the forward-looking statements.

These statements are subject to a number of known and unknown risks, uncertainties and other important factors, including the amount of the charges to be taken as a result of the closure of certain fulfillment centers and the automated fulfillment network not meeting financial expectations, including the risk that additional impairment charges may be required, and the risks and other factors discussed in reports filed with the Securities and Exchange Commission (the "SEC") by Kroger from time to time, including those discussed under the heading "Risk Factors" in its respective most recently filed Annual Report on Form 10-K and subsequent filings with the SEC, that could cause actual results and outcomes to differ materially from any future results or outcomes expressed or implied by such forward-looking statements. Except as required by law, the Company disclaims any obligation or undertaking to update or revise any forward-looking statements contained herein to reflect any change in the assumptions, beliefs or expectations or any change in events, conditions or circumstances upon which any such forward-looking statements are based.

Kroger assumes no obligation to update the information contained herein unless required by applicable law. Please refer to Kroger's reports and filings with the SEC for a further discussion of these risks and uncertainties.

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| | |
|:---|:---|
| **Item 9.01.** | **Financial Statements and Exhibits.** |

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(d) Exhibits.

[99.1](tm2531591d1_ex99-1.htm) [Press Release of The Kroger Co.](tm2531591d1_ex99-1.htm) <br> 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | |
|:---|:---|
| **THE KROGER CO.** | **THE KROGER CO.** |
| By: | /s/ George H. Vincent |
| Name: | George H. Vincent |
| Title: | Executive Vice President, General Counsel and Secretary |
|  | Dated: November 18, 2025 |

---

## Exhibit 99.1

**Exhibit 99.1**

**Kroger Evolves eCommerce Offerings to Improve the Customer Experience, Drive Profitable Sales Growth**

 

*Expects to improve eCommerce profitability by approximately $400 million in 2026*

 

*Expands relationships with Instacart, DoorDash, and Uber Eats to reach new customers in as little as 30 minutes*

 

*Announces closure of certain automated facilities*

CINCINNATI – November 18, 2025 – The Kroger Co. (NYSE: KR) today announced updates to its eCommerce plan, resulting in a differentiated and simplified customer experience, new households shopping at Kroger, and immediate eCommerce profitability improvements.

Kroger expects these updates to have a positive effect to eCommerce operating profit of approximately $400 million in 2026. This will be used to improve the customer experience through lower prices and better store conditions while also improving operating margins. The company expects to incur impairment and related charges in the third fiscal quarter of 2025 of approximately $2.6 billion as a result of these closures and its automated fulfillment network not meeting financial expectations. The company expects these closures to have a neutral effect on its identical sales without fuel.

Kroger's hybrid eCommerce offerings will deliver accelerated online growth, using its strong and growing store footprint, well-established third-party delivery providers, and automated fulfillment facilities where applicable.

"eCommerce remains a core part of serving customers who want better value, wide selection and flexible ways to shop," said Ron Sargent, Kroger's chairman and CEO. "We are building on a strong foundation with five consecutive quarters of double-digit eCommerce sales growth and increased profitability improvements. We are taking decisive action to make shopping easier, offer faster delivery times, provide more options to our customers, and we expect to deliver profitable sales growth as a result."

Kroger expanded its Instacart relationship as its primary delivery fulfillment provider across Kroger.com and the Kroger app. The companies recently announced Kroger will be one of the first retailers to offer customers access to Instacart's AI assistant, Cart Assistant on Kroger's iOS mobile app. To reach more customers and fulfill more shopping trips, Kroger also broadened its relationship with DoorDash, giving tens of millions of customers access to food and grocery essentials on-demand through the DoorDash Marketplace. In addition, Kroger announced the upcoming launch of a new customer experience on Uber Eats Marketplace in early 2026 to fulfill more customers shopping needs by providing access to groceries when customers order meals from their favorite local restaurants as well as offering standard grocery delivery.

Increased customer traffic and trips through these third-party providers will also fuel Kroger's retail media business growth through first of its kind capabilities, creating new opportunities for CPGs to reach and engage customers with relevant advertising.

"Every customer is different, and they expect more options to access fresh, affordable food, without compromising on the value or convenience," said Yael Cosset, executive vice president and chief digital officer for Kroger. "Our differentiated approach, combining the proximity of our stores with high-capacity automation, the wide assortment of the fresh food they love, allows us to fulfill more trips for the families we serve. Being able to deliver food and groceries to tens of millions of families who shop with us every year, in as little as 30 minutes is a winning model for Kroger and our customers."

Following a comprehensive review, Kroger identified opportunities to optimize its fulfillment network by closing facilities in Pleasant Prairie, Wis.; Frederick, Md.; and Groveland, Fla. in January, while monitoring the remaining facilities' performance.

In geographies where Kroger sees higher density of demand, the company will continue to take advantage of automated customer fulfillment to increase customer engagement, capacity and improve productivity and profitability. As part of its comprehensive hybrid fulfillment network, Kroger will also pilot capital-light, store-based automation in high-volume geographies to improve fulfillment capabilities and elevate the in-store customer experience. The adjustments to the network combined with increased store-based fulfillment will contribute to ROIC improvement.

This flexible, hybrid network balances an expanded store footprint, third-party delivery, and automation, providing customers the products they love, the value they want, through the options they need, while building a sustainable and profitable business.

**About Kroger**

At The <u>Kroger</u> Co. (NYSE: <u>KR</u>), we are dedicated to our Purpose: To Feed the Human Spirit™. We are, across our family of companies more than 400,000 associates who serve over 11 million customers daily through an eCommerce shopping experience and retail food stores under a variety of <u>banner names</u>, serving America through food inspiration and uplift, and creating #ZeroHungerZeroWaste communities. To learn more about us, visit our <u>newsroom</u> and <u>investor</u> relations site.

This press release contains certain statements that constitute "forward-looking statements" within the meaning of the federal securities laws, including statements regarding the Company's simplification of its customer fulfillment network and associated expected impairment charges, as well as Kroger's financial position and future performance. These statements are based on management's assumptions and beliefs in light of the information currently available to it. Such statements are indicated by words or phrases such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "opportunity," "plan," "project," "seek," "should," "will" and "would" and variations of such words and similar phrases. Various uncertainties and other factors could cause actual results to differ materially from those contained in the forward-looking statements.

These statements are subject to a number of known and unknown risks, uncertainties and other important factors, including our ability to realize the expected improvement in our operating profit, and the risks and other factors discussed in reports filed with the Securities and Exchange Commission (the "SEC") by Kroger from time to time, including those discussed under the heading "Risk Factors" in its respective most recently filed Annual Report on Form 10-K and subsequent filings with the SEC, that could cause actual results and outcomes to differ materially from any future results or outcomes expressed or implied by such forward-looking statements. Except as required by law, the Company disclaims any obligation or undertaking to update or revise any forward-looking statements contained herein to reflect any change in the assumptions, beliefs or expectations or any change in events, conditions or circumstances upon which any such forward-looking statements are based.

Kroger assumes no obligation to update the information contained herein unless required by applicable law. Please refer to Kroger's reports and filings with the SEC for a further discussion of these risks and uncertainties.

Contacts: Media: Holly Stutz Smith (513) 762-1080; Investors: Rob Quast (513) 762-4969