Albertsons Companies (ACI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.54

Last Year’s EPS

0.55

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 11 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Apr 14, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call balanced clear evidence of operational progress — strong adjusted EBITDA and EPS performance, digital and loyalty momentum, an upgraded $2.0B productivity program, continued shareholder returns, and a manageable leverage profile — against material near-term retail and pharmacy headwinds (IRA-driven pharmacy pressure, GLP-1 moderation, unit pressure in lower-income cohorts, egg deflation and a recorded $774M opioid settlement framework). Management presented a constructive FY26 outlook with modest EBITDA and EPS growth, continued investment in AI/technology and an expanded share-repurchase authorization while acknowledging a challenging Q1 cadence. Overall, positives around productivity, digital/loyalty scale and capital allocation appear to outweigh the near-term challenges, with leadership confidence that investments and AI-driven initiatives will drive sequential improvement through the year.

Company Guidance

Albertsons guided fiscal 2026 to identical sales of 0%–1% (or 1.5%–2.5% excluding an estimated ~150 bps IRA headwind), with Q1 expected below the full‑year range and sequential improvement thereafter; adjusted EBITDA of $3.85–$3.925 billion (≈2.5% growth at the high end, ex‑53rd week), adjusted EPS of $2.22–$2.32 (assuming ~ $600 million of share repurchases in FY26), an effective tax rate of 24%–25%, and CapEx of $2.0–$2.2 billion. Management refreshed a $2 billion share‑repurchase authorization to be executed opportunistically over ~3 years, increased the quarterly dividend 13% to $0.68 per share, and reiterated a $2 billion, three‑year productivity target; FY25 metrics cited as context included $3.9 billion adjusted EBITDA, Q4 adjusted EBITDA $903 million (incl. ≈$68M from the 53rd week), FY25 identical sales +2% (Q4 +0.7% net of ~145 bps pharmacy headwinds), net debt/adjusted EBITDA of 2.24x, a recorded $774 million proposed opioid settlement payable over 9 years, digital penetration >10% with Q4 digital growth +16% (≈90% first‑party), membership >51 million (+12%), and retail media personalized ad pilots showing ~90% lift in conversion/CTR.

Q4 Adjusted EBITDA and EPS Beat

Adjusted EBITDA of $903 million in Q4 (includes ~ $68 million from 53rd week) and adjusted diluted EPS of $0.48, delivered better-than-expected results despite pharmacy headwinds.

Full-Year Financial Performance

Fiscal 2025 identical sales increased 2% year-over-year and full-year adjusted EBITDA was $3.9 billion, demonstrating operating resilience and productivity delivery.

Shareholder Returns and Capital Allocation

Returned more than $1.8 billion to shareholders in fiscal 2025 (including ~ $1.5 billion in share repurchases and $322 million in dividends); increased quarterly dividend by 13% (to $0.68 per share) and refreshed share repurchase authorization to $2 billion.

Digital and Loyalty Momentum

Digital penetration surpassed 10% in Q4 with digital sales growth of 16% in the quarter; first-party contributed nearly 90% of that digital growth. Loyalty membership grew 12% to more than 51 million members, driving higher frequency and spend.

Productivity and AI Investment Acceleration

Announced a $2.0 billion 3-year productivity program (up from prior target), supported by four AI 'big bets' (digital CX, merchandising intelligence, labor and supply chain) and launched Gateway (AI-powered replenishment) nationwide in February.

Operational Fulfillment Strength

Store-based fulfillment differentiated: more than half of digital orders are fulfilled in under 3 hours and the majority of delivery households are eligible for ~30-minute flash delivery (fastest-growing digital segment).

Balance Sheet and Refinancing Actions

Ended fiscal year with net debt to adjusted EBITDA of 2.24x and opportunistically refinanced $2.1 billion of bonds to extend maturities, indicating financial flexibility to fund investments and returns.

FY26 Guidance Reflects Growth and Returns

Fiscal 2026 guidance: identical sales expected 0%–1% (1.5%–2.5% excluding ~150 bps IRA headwind), adjusted EBITDA $3.85B–$3.925B (~2.5% growth at high end, ex 53rd week), adjusted EPS $2.22–$2.32 (including ~$600M share repurchases). CapEx planned $2.0B–$2.2B.

Albertsons Companies (ACI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ACI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 28, 2026	2026 (Q1)	0.54 / -	0.55	―	―	―
Apr 14, 2026	2025 (Q4)	0.43 / 0.48	0.46	4.35% (+0.02)	―
Jan 07, 2026	2025 (Q3)	0.68 / 0.72	0.71	1.41% (+0.01)	―
Oct 14, 2025	2025 (Q2)	0.40 / 0.44	0.51	-13.73% (-0.07)
Jul 15, 2025	2025 (Q1)	0.54 / 0.55	0.66	-16.67% (-0.11)
Apr 15, 2025	2024 (Q4)	0.41 / 0.46	0.54	-14.81% (-0.08)	―
Jan 08, 2025	2024 (Q3)	0.66 / 0.71	0.79	-10.13% (-0.08)	―
Oct 15, 2024	2024 (Q2)	0.48 / 0.51	0.63	-19.05% (-0.12)	―	―
Jul 23, 2024	2024 (Q1)	0.67 / 0.66	0.93	-29.03% (-0.27)	―	―
Apr 22, 2024	2023 (Q4)	0.52 / 0.54	0.79	-31.65% (-0.25)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ACI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 14, 2026	$16.68	$16.18	-3.03%
Jan 07, 2026	$16.79	$15.79	-5.96%
Oct 14, 2025	$16.50	$18.75	+13.63%
Jul 15, 2025	$21.39	$20.31	-5.06%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.