The earnings call highlighted strong digital and pharmacy growth, significant technological investments, and media expansion. However, these positive aspects were offset by declining gross margins, reduced EPS, and ongoing challenges in e-commerce profitability. This balance of positive and negative factors results in a neutral sentiment.

Company Guidance -

Q2 2025

In the first quarter of fiscal year 2025, Albertsons Companies, Inc. reported a 2.8% growth in identical sales, with adjusted EBITDA reaching $1.11 billion and adjusted earnings per share at $0.55. E-commerce sales grew by 25%, now comprising 9% of total grocery revenue, while the loyalty program expanded by 14% to 47 million members. Pharmacy and health saw a 20% year-over-year increase, contributing significantly to overall sales growth. Despite a gross margin decrease to 27.1%, driven by strategic investments and a shift in business mix, the company maintained an adjusted EBITDA guidance of $3.8 billion to $3.9 billion for the fiscal year. Albertsons aims for identical sales growth in the range of 2% to 2.75% for the rest of 2025, fueled by continued investments in digital and pharmacy operations, as well as productivity initiatives expected to yield $1.5 billion in savings by 2027.

Strong Digital Growth

E-commerce grew by 25% and loyalty program membership increased by 14% to 47 million members.

Pharmacy and Health Segment Growth

The pharmacy and health segment grew 20% year over year, driven by script and immunization growth.

Investment in Modernization and Technology

Significant investments in technology modernization, including AI and automation, to drive productivity.

Retail Media Collective Expansion

Media collective growth outpaced the industry, enhancing digital inventory and personalization opportunities.

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
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	$21.97	$20.86	-5.05%
Apr 15, 2025	$21.27	$19.66	-7.57%
Jan 08, 2025	$19.30	$19.45	+0.78%
Oct 15, 2024	$17.75	$17.94	+1.07%

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.