Strong E-commerce and Loyalty Growth
E-commerce grew 24% in the fourth quarter and the full year, with first-party far outpacing third-party growth. Loyalty membership grew by over 15% year-over-year to more than 45 million members.
Pharmacy Revenue Increase
Pharmacy revenue increased 18% year-over-year, driven by industry-leading script and immunization growth, and best-in-class customer satisfaction scores.
Productivity and Cost Savings
From fiscal year 2025 through fiscal year 2027, Albertsons expects to deliver $1.5 billion in productivity savings, which will be reinvested in growth initiatives and customer value propositions.
Albertsons Media Collective (AMC) Expansion
AMC is expected to grow faster than the retail media market, with significant investments to improve both endemic and non-endemic brand reach.
Capital Allocation and Shareholder Returns
Albertsons returned approximately $87 million to shareholders through dividends and repurchased $83 million of common stock in Q4 2024. The company plans to complete a $2 billion share repurchase program over the next three years.