Albertsons Companies

ACI

Market cap $8.53B

Albertsons delivers a Q4 EPS beat as IRA-driven pharmacy pressure hits identical sales, while digital and loyalty gains stay strong.

Albertsons (ACI) posted Q4 EPS and EBITDA beats, but missed on revenue, highlighting ongoing top-line growth challenges amid competitive pressures. ACI raised its dividend by 13% and reset a $2B buyback, signaling confidence in forward earnings despite an $86M annual opioid settlement cash drag. Digital sales grew 21% year-over-year, supporting the investment thesis of sustained, if modest, top-line growth in a shifting retail landscape.

Albertsons NYSE: ACI stock price faces headwinds, including intense competition, but management appears to be doing everything right, and the market is deeply disconnected from reality.

Albertsons Companies is rated Buy, supported by robust cash flow, digital/pharma expansion, and significant cost-saving initiatives amid a challenging environment. ACI trades at an attractive valuation, with intrinsic value estimated well above current levels, implying significant levels of risk already priced in. FY26 guidance includes 0–1% identical sales growth and $3.85–$3.925 billion Adj. EBITDA and elevated CAPEX to drive digital and supply chain automation.

Albertsons reaches $774M opioid settlement with governments nationwide. Levin Papantonio attorneys part of the legal team driving pharmacy accountability.

Albertsons's stock was falling Tuesday after a sales miss and an announcement that the grocery-store chain has reached a $774 million settlement to resolve opioid-related claims.

Albertsons Companies, Inc. (ACI) Q4 2026 Earnings Call Transcript

Albertsons swung to a fourth-quarter loss fueled by a charge from a new opioid settlement set to resolve substantially all opioid-related claims brought against the company.

Albertsons forecast its annual sales ​below Wall Street estimates on Tuesday, pointing ‌to pressure on demand from fierce competition with bigger rivals rolling out heavier discounts.

BOISE, Idaho--(BUSINESS WIRE)--Albertsons Companies today reported results for the fourth quarter of fiscal 2025 and full year fiscal 2025.