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

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Earnings Data

Report Date

Apr 27, 2026

Before Open (Confirmed)

Period Ending

2025 (Q4)

Consensus EPS Forecast

0.45

Last Year’s EPS

0.46

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q3 2025

Earnings Call Date:Jan 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted strong execution across digital, pharmacy, loyalty, and productivity initiatives with solid Q3 results (2.4% identical sales growth, 21% digital growth, $1.039B adjusted EBITDA) and clear strategic investments in AI and retail media. Management also outlined disciplined capital allocation and balance-sheet actions. Offsetting these positives are macro-related headwinds (government/SNAP timing), the Medicare drug-price negotiation that creates meaningful top-line headwinds to comparables (noted 65–70 bps in Q4 and modeling risk into 2026), continued industry unit-volume pressure, and near-term gross margin mix impacts. Overall, the positives (accelerating digital and pharmacy growth, loyalty expansion, productivity gains and a clear transformation roadmap) materially outweigh the challenges, though the company flagged notable near-term risks that require monitoring.

Company Guidance

Albertsons narrowed fiscal 2025 guidance to identical sales of 2.2–2.5% (with an estimated 65–70 bps Q4 headwind from the Inflation Reduction Act, ~16–18 bps full‑year, with no EBITDA impact), adjusted EBITDA of $3.825–3.875 billion (including ~ $65 million in Q4 for the 53rd week), adjusted EPS of $2.08–2.16, an effective tax rate of 23–24%, and capital expenditures of $1.8–1.9 billion; management reiterated capital priorities (invest in the business, maintain/grow the dividend, opportunistic buybacks) including a $750 million accelerated share repurchase completing in early 2026 and $1.3 billion remaining on a $2.75 billion authorization, while reporting a net debt/adjusted EBITDA ratio of 2.29x. For context, Q3 results cited on the call included identical sales +2.4%, digital sales +21% (9.5% penetration), adjusted EBITDA $1.039 billion, adjusted EPS $0.72, pharmacy sales +18%, Q3 capex $462 million, gross margin 27.4% (‑55 bps YoY ex‑fuel/LIFO), SG&A rate 24.9% (‑33 bps YoY ex‑fuel/LIFO), loyalty ~49.8 million members, and a $1.5 billion productivity target over the next three fiscal years.

Same-Store (Identical) Sales Growth

Identical sales (ID sales) grew 2.4% in Q3; company narrowed FY25 identical sales outlook to a 2.2%–2.5% range.

Digital Revenue and Penetration

Digital sales rose 21% year-over-year in Q3; digital penetration reached 9.5% of sales. More than 50% of orders were delivered in three hours or less and >95% of delivery households are eligible for flash delivery as fast as 30 minutes.

Adjusted EBITDA and EPS

Q3 adjusted EBITDA was $1.039 billion and adjusted diluted EPS was $0.72. FY25 adjusted EBITDA guidance was updated to $3.825B–$3.875B and adjusted EPS guidance narrowed to $2.08–$2.16.

Pharmacy & Health Outperformance

Pharmacy and Health sales increased 18% in Q3, driven by immunizations, GLP-1 therapies, and core prescriptions; management expects pharmacy profitability to be near-neutral to the effects of Medicare negotiation on profit.

Loyalty Growth and Engagement

Loyalty membership grew ~12% to ~49.8 million members, with members transacting more frequently and demonstrating higher lifetime value; 40% of engaged households choose cash-off option.

Productivity and Cost Control Progress

SG&A rate (ex-fuel) improved to 24.9%, down 33 basis points year-over-year (ex-fuel); company reaffirmed $1.5 billion productivity target over the next three fiscal years and reported early benefits from labor optimization and process redesign.

Tech and AI Initiatives Showing Early Traction

New AI capabilities (Ask AI search) are delivering a reported ~10% increase in basket size among users; company is scaling AI across merchandising, labor forecasting, supply chain and digital experience with partners such as Google, OpenAI and Databricks.

Capital Allocation and Balance Sheet Actions

Q3 capital expenditures were $462 million; company returned $77 million via dividends and continued a $750 million accelerated share repurchase (ASR). Net debt to adjusted EBITDA was 2.29x at quarter end. Refinanced $1.5 billion of debt ($700M at 5.5% due 2031, $800M at 5.75% due 2034).

Retail Media Momentum

Retail media (On-site Media) delivered double-digit year-over-year growth in Q3 and the off-site ad capabilities were enhanced (added transaction capability), increasing partner ROI and campaign activation speed.

Own Brands Expansion Opportunity

Own brands penetration currently ~25% with a stated path to grow penetration to ~30%, and early launches of lower-priced campaigns showing improved unit trends and unit share in targeted divisions.

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
Apr 27, 2026	2025 (Q4)	0.45 / -	0.46	―	―	―
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)	―	―
Jan 09, 2024	2023 (Q3)	0.65 / 0.79	0.87	-9.20% (-0.08)	―	―

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
Jan 07, 2026	$17.11	$16.09	-5.96%
Oct 14, 2025	$16.82	$19.11	+13.63%
Jul 15, 2025	$21.80	$20.69	-5.06%
Apr 15, 2025	$21.10	$19.51	-7.55%

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.