The earnings call reflected a strong focus on digital growth, strategic investments, and shareholder returns, indicating positive momentum in key areas. However, challenges like gross margin decline, lower EPS, and ongoing labor negotiations present hurdles. The balance between positive digital and strategic growth against financial and operational challenges results in a mixed outlook.

Company Guidance -

Q2 2025

During the Albertsons Companies, Inc. first quarter 2025 earnings call, the company provided guidance for fiscal 2025, highlighting several key metrics and strategic priorities. Identical sales growth was reported at 2.8%, with significant contributions from a 25% increase in digital sales and 20% growth in the pharmacy sector. Adjusted EBITDA for the quarter was $1.11 billion, and adjusted earnings per share stood at $0.55. The company expects identical sales growth for the full fiscal year to be in the range of 2% to 2.75%. Despite the strong sales growth, profitability challenges persist due to investments in the customer value proposition and the mix shift toward digital and pharmacy businesses, leading to a gross margin rate of 27.1%, a decrease of 85 basis points from the previous year. Albertsons plans to address these challenges through a productivity agenda aimed at delivering $1.5 billion in savings from 2025 to 2027, which will be reinvested into growth and offset inflationary pressures. Capital expenditures are projected to range between $1.7 billion and $1.9 billion, with a continued focus on digital and technological modernization. The company maintains its adjusted EBITDA guidance of $3.8 billion to $3.9 billion for fiscal 2025 and anticipates adjusted EPS to be between $2.30 and $2.16.

Digital Platform Growth

E-commerce grew 25% and reached 9% of total grocery revenue. Loyalty program grew 14% to 47 million members. Pharmacy and health platform grew 20% year over year.

Strategic Investments and Initiatives

Investments in customer value proposition, digital growth, media collective, and health and pharmacy are expected to drive growth. The company plans to deliver $1.5 billion in savings through their productivity engine from 2025 to 2027.

Capital Allocation and Shareholder Returns

Invested $585 million in capital expenditures and returned $401 million to shareholders, including dividends and share repurchases.

Positive Financial Performance

Identical sales growth of 2.8%, driven by 20% growth in pharmacy and a 25% increase in digital sales.

Albertsons Companies (ACI) Earnings, Revenues Date & History

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ACI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 21, 2025	2025 (Q2)	0.41 / -	0.51	―	―	―
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)	―	―
Oct 17, 2023	2023 (Q2)	0.56 / 0.63	0.72	-12.50% (-0.09)	―	―
Jul 25, 2023	2023 (Q1)	0.85 / 0.93	1	-7.00% (-0.07)	―	―

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
Jul 15, 2025	$22.13	$21.01	-5.06%
Apr 15, 2025	$21.42	$19.81	-7.52%
Jan 08, 2025	$19.44	$19.60	+0.82%
Oct 15, 2024	$17.88	$18.07	+1.06%

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.